Basic and Advanced modes
Understand the research-first Basic workspace and the separately entitled Advanced trading workspace.
Open the right place
Top bar → Basic / Advanced
Basic mode
Basic mode contains markets, company research, watchlists, AI reports, AI chat, news, mutual funds, crypto research, wallet, subscriptions, and account controls. Research remains educational and is not an order instruction.
Advanced mode
Advanced mode adds separately entitled broker and Binance account connections, consolidated portfolio views, order entry, order history, execution controls, and diagnostics. Provider and account approvals still determine whether live execution is available.
Switch modes
- Use the Basic/Advanced toggle beside Search.
- If Advanced access is not active, review the Advanced plan surface.
- Switch back to Basic at any time; Basic data and guardrails remain unchanged.
Verify before you leave
- Basic research remains available independently of trading connections.
- Advanced access is shown only for an entitled account.
- Changing mode does not silently place, modify, or cancel an order.