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Getting Started5 min read

Getting Started with TradingFlowTradingFlow 入门指南

Your first five minutes: sign in, start a free trial, and pick the right tool to start tracking the options market.上手的前五分钟:登录、开启免费试用,并选对工具,开始追踪期权市场。

TradingFlow brings institutional-grade options-flow analytics to everyday traders. Instead of starting with price charts alone, you study what option traders are actually doing: the trades hitting the tape, the contracts rising in the rankings, and the option-chain structure around them. This guide gets you oriented in about five minutes: how to sign in, how the free trial and paid plan work, where everything lives in the app, and which tool to open first.

What TradingFlow is, in one paragraph

TradingFlow is a live and historical window into the options market. It shows you individual option trades as they happen, rolls them up into rankings so you can discover unusual activity, and layers in structural context (open interest, Greeks, dealer positioning) so you understand not just what traded but why it might matter. If a term here is unfamiliar, don't worry — every concept is explained in its own chapter, and we link to those as we go. (New to options jargon? Start with Options & Flow Concepts.)

Think of the product as a research workflow, not a magic signal:

  1. Discover where activity is unusual.
  2. Inspect the exact symbol or contract.
  3. Validate the individual trades behind the ranking.
  4. Compare freshness — live flow versus slower chain data like open interest.
  5. Decide what you still do not know before acting.

That last step matters. A large option trade can be a directional bet, a hedge, a spread leg, or a closing trade. TradingFlow helps you collect evidence; it does not remove the need for judgment or risk management.

The research workflow12345DiscoverUnusual flowInspectThe exact nameValidateReal printsCompareData freshnessDecideWhat's unknownTradingFlow is a workflow, not a one-click signal — climb left to right, every time.

Signing in

Signing in is the single front door to everything personal and premium.

  • Use the Sign in button in the top-right corner of the app.
  • Your account is tied to your email, so your watchlists, preferences, and plan follow you on any device.
  • Signing in on a shared device cleanly ends the previous session, so you're never accidentally acting as someone else's account.

Once you're signed in, you can create and save watchlists — your personal collections of tickers — even before you upgrade.

The free trial and paid plan

TradingFlow uses a simple freemium model: a genuinely useful free preview for everyone, with the high-value pieces unlocked by a paid plan.

What everyone gets (free preview):

  • A public preview of each tool — typically the top results or a basic view.
  • Symbol search and the ability to browse around.
  • Detail panels that open for everyone (though the premium content inside stays locked until you upgrade).

What a paid plan unlocks (premium):

  • Live, real-time data — the trade tape updating as it happens.
  • Custom filters and sorting to slice the data your way.
  • Saved views and full watchlist scoping across tools.
  • Exports and deeper detail in inspection panels.

You can start a free trial to experience the premium tier, and during the trial you have full paid access. Live data and the deepest detail are paid features — that's the core value of TradingFlow — so they appear only once your paid status is confirmed.

Your first five minutes

A good first session: sign in, start your free trial, open one of the two core tools, and add a watchlist of the tickers you follow. From then on, every view can be scoped to just those names. See Watchlists & Filters for how to build and apply them.

For class or self-study, keep a small research notebook. For each interesting setup, write one sentence for each prompt:

PromptExample answer
What did I notice?"NVDA calls ranked high by Net DEI."
Why might it matter?"Large directional flow relative to normal volume."
What confirms it?"Aggressive ask-side prints and rising OI tomorrow."
What weakens it?"Mid-market prints, no OI follow-through, or event hedging."

A tour of the app layout

Here's the app with everything in its place. Use this image to learn the furniture — the individual tools get their own chapters.

TradingFlow Option Trades — overall app layout The Option Trades screen, used here to point out the global layout that's the same everywhere.

  • Top navigation — your two main destinations: Option Trades (the live trade tape) and Rank (ranked discovery, with Contracts and Symbols views).
  • Symbol ticker tape — a running strip of symbols and quotes so you always have market context at a glance.
  • Account avatar — top-right; your profile, plan, and sign-out live here.
  • Footer — handy reference links: the Glossary (definitions for every term), the Changelog (what's new and recently shipped), and the language toggle (switch between English and 中文).

You'll also occasionally see a brief "What's New" pop-up for signed-in users, highlighting recently added features. You can dismiss it for the session, and it never interrupts sign-in or upgrade.

Which tool should I use?

The two core surfaces answer different questions. Use this guide to pick.

Which tool should I use??Option TradesWatch the live tapeRank · ContractsStandout contracts, rankedRank · SymbolsActive underlying namesWhat do you want to do?One question, three doors: watch the live trade tape, or rank standout activity by contract or by symbol.

  • Want the live trade tape and fine-grained filtering? Open Option Trades — the flow of individual option trades, live or historical. Live link: Option Trades.
  • Want ranked discovery of unusual activity at the contract level? Open Rank Contracts — standout single option contracts. Live link: Rank Contracts.
  • Want to see which underlying stocks are active overall? Open Rank Symbols — activity rolled up to the underlying, plus structural context like GEX and open interest. Live link: Rank Symbols.

A simple rule of thumb: Option Trades is for watching the flow, and Rank is for discovering where to look. Most traders bounce between the two.

The recommended beginner path is: start wide in Rank Symbols, narrow to a name, inspect contracts in Rank Contracts, then validate the exact tape in Option Trades. If you already know the ticker you care about, reverse the path: open Option Trades, filter to that symbol, and use Rank afterward to compare it with the rest of the market.

What to do next

You're oriented. Pick your starting point:

TradingFlow 把机构级别的期权资金流分析带给普通交易者。你不只是看价格图,而是研究期权交易者实际在做什么:哪些成交正在打印、哪些合约进入排名、这些合约周围的期权链结构如何。本指南会用大约五分钟帮你完成定位:如何登录、免费试用和付费方案如何工作、应用里的主要位置在哪里,以及第一步该打开哪个工具。

一句话讲清 TradingFlow 是什么

TradingFlow 是一扇通向期权市场的实时与历史窗口。它展示逐笔发生的期权交易,把它们汇总成排名以便你发现异常活动,并叠加结构性背景(未平仓合约、希腊字母、做市商持仓),让你不仅知道成交了什么,还能理解它为什么可能重要。如果遇到陌生术语,别担心——每个概念都有自己的章节,我们会随时给出链接。(不熟悉期权术语?先从期权与资金流概念开始。)

请把产品理解成一套研究流程,而不是一个“神奇信号”:

  1. 发现哪里出现了异常活动。
  2. 检视具体标的或具体合约。
  3. 验证排名背后的逐笔成交。
  4. 比较新鲜度——实时资金流与较慢更新的期权链数据(例如 OI)。
  5. 写下你还不知道什么,再决定是否行动。

最后一步很重要。大额期权成交可能是方向性押注,也可能是对冲、价差组合的一条腿,或者平仓交易。TradingFlow 帮你收集证据,但不会替你完成判断和风险管理。

研究工作流12345发现异常流向检视锁定标的验证真实成交比对数据时效决定未知之处TradingFlow 是一套研究流程,而非一键信号——每次都从左到右拾级而上。

登录

登录是通往一切个人化与高级功能的唯一入口。

  • 点击应用右上角的 Sign in(登录) 按钮。
  • 你的账户与邮箱绑定,因此你的自选列表、偏好设置和方案会在任何设备上跟随你。
  • 在共享设备上登录会干净地结束上一个会话,你绝不会误用到别人的账户。

登录后,你即可创建并保存自选列表(watchlists)——你专属的标的集合——即便还没升级也可以使用。

免费试用与付费方案

TradingFlow 采用简单的**免费增值(freemium)**模式:人人都能用到真正有用的免费预览,而高价值部分由付费方案解锁。

人人都能享有(免费预览):

  • 每个工具的公开预览——通常是排名靠前的结果或基础视图。
  • 标的搜索以及自由浏览的能力。
  • 详情面板对所有人开放(不过其中的高级内容在升级前仍处于锁定状态)。

付费方案解锁(高级功能):

  • 实时数据——盘口随成交即时更新。
  • 自定义筛选与排序,按你的方式切分数据。
  • 保存视图,以及跨工具的完整自选列表范围限定。
  • 导出,以及检视面板中更深入的细节

你可以开启免费试用来体验高级层级,试用期间拥有完整的付费权限。实时数据和最深入的细节属于付费功能——这正是 TradingFlow 的核心价值——因此它们只有在你的付费状态确认后才会出现。

你的前五分钟

理想的首次使用流程:登录、开启免费试用、打开两个核心工具之一,并添加一份你所关注标的的自选列表。从此以后,每个视图都能只限定到这些名称。如何创建和应用自选列表,参见自选列表与筛选

如果你是课堂学习或自学,建议保留一份简短研究笔记。每个有趣机会都写下这四句话:

提示示例答案
我注意到了什么?“NVDA 看涨期权按 Net DEI 排名靠前。”
为什么可能重要?“方向性资金流相对正常成交量很大。”
什么能确认它?“主动买在 Ask 侧,并且明天 OI 上升。”
什么会削弱它?“大量 Mid 成交、没有 OI 跟进,或只是事件对冲。”

应用界面导览

下图展示了各个区域所在的位置。请用这张图认识界面"家具"——各个工具会有自己的章节。

TradingFlow Option Trades — 整体应用布局 Option Trades 界面,这里用它来标示各处都一致的全局布局。

  • 顶部导航——你的两个主要去处:Option Trades(实时交易盘口)和 Rank(排名式发现,含 Contracts 与 Symbols 两个视图)。
  • 标的滚动条(ticker tape)——一条滚动的标的与报价条,让你随时一眼掌握市场背景。
  • 账户头像——右上角;你的个人资料、方案和登出都在这里。
  • 页脚——实用的参考链接:Glossary(术语表)(每个术语的定义)、Changelog(更新日志)(新功能与近期发布内容),以及语言切换(在 English 和中文之间切换)。

你偶尔还会看到一个简短的 "What's New(新功能)" 弹窗(面向已登录用户),介绍最近新增的功能。你可以在本次会话内将其关闭,而且它绝不会打断登录或升级流程。

我该用哪个工具?

两个核心界面回答的是不同的问题。用下面的指南来选择。

该用哪个工具??Option Trades盯住实时成交流Rank · 合约异动合约排名Rank · 标的活跃标的排名你想做什么?一个问题,三扇门:盯住实时成交流,或按合约、按标的为异动排名。

  • 想看实时交易盘口并做精细筛选? 打开 Option Trades——逐笔期权交易的资金流,实时或历史皆可。在线链接:Option Trades
  • 想在合约层级进行排名式异常活动发现? 打开 Rank Contracts——表现突出的单个期权合约。在线链接:Rank Contracts
  • 想看整体上哪些底层股票活跃? 打开 Rank Symbols——汇总到底层标的的活动,外加 GEX、未平仓合约等结构性背景。在线链接:Rank Symbols

一个简单的经验法则:Option Trades 用来观察资金流Rank 用来发现该看哪里。多数交易者会在两者之间来回切换。

推荐的新手路径是:先在 Rank Symbols 从大范围扫描开始,缩小到一个标的;再用 Rank Contracts 检视具体合约;最后到 Option Trades 验证逐笔成交。如果你一开始就知道自己关心哪个代码,就反过来:先打开 Option Trades,筛选到该标的,再用 Rank 与全市场做比较。

下一步做什么

你已经完成入门。挑选你的起点: