Frequently Asked Questions
Common questions,
straight answers.
Everything you need to know before you buy — brokers, AI, licensing, privacy, and getting started.
The Product
Does FirstBell trade automatically for me?
No. FirstBell is a decision-support system, not an execution bot. It scans, scores, and enforces your rules — but every trade requires your manual approval. You are always in control.
I already use TradingView / ThinkorSwim — do I need to switch?
No. FirstBell works
alongside the tools you already use — not instead of them. TradingView handles your charts. ThinkorSwim handles your execution. FirstBell adds the decision-structure layer in between: scanning, risk enforcement, conviction audit, and trade review.
See exactly how FirstBell fits your current stack →
Do I need to be a programmer to set this up?
No. The only requirement is Docker Desktop (free). Double-click the start script and the setup wizard guides you through the rest. No terminal, no coding, no configuration files to edit manually.
What are the system requirements?
Minimum: Windows, Mac, or Linux · Docker Desktop (free, included) · 8GB RAM · Internet for market data.
Recommended: 16GB RAM · NVIDIA GPU with 8GB+ VRAM (for faster local AI via Ollama — optional, not required).
No coding required. No terminal commands. The setup wizard handles everything.
AI & Gabby
What is Gabby and what does she do?
Gabby is your FirstBell AI trading companion — a dedicated chat interface built into the dashboard. She has access to FirstBell’s current session data: your pre-flight status, morning brief, market regime, trade gate, journal, and backtest results. Ask her to explain a setup, surface patterns from your journal, or challenge your trading thesis. Gabby observes, analyzes, and challenges — she never recommends or advises. Every trade decision remains yours.
Learn more about Gabby →
Does Gabby make trading decisions?
No. Gabby is an analytical interface to FirstBell data — not a financial adviser. She explains what the system has calculated, surfaces patterns from your journal, and challenges your thinking. She is not a registered investment adviser and does not provide investment advice. The tagline on her screen says it best: “Every trade decision is yours. Gabby helps you think — she does not think for you.”
Does the AI require an OpenAI account or monthly AI fees?
No. FirstBell uses Ollama — a free, local AI runner that runs entirely on your machine. No API key. No monthly AI bill. If you have an NVIDIA GPU with 8GB+ VRAM, the model runs there. Otherwise it falls back to CPU. You can optionally configure a cloud AI provider (OpenAI, Anthropic, etc.) in the FirstBell Settings page.
Brokers & Data
What broker do I need?
Paper Trading is built-in — start today with no broker account required. For live accounts, FirstBell supports: Charles Schwab / thinkorswim (live OAuth), Alpaca (live and paper accounts), Interactive Brokers (IBKR), TradeStation (preview), Tradier, and Public.com (REST API). Most connections require only your broker’s API key, entered in the onboarding wizard. Full setup instructions are included with the software.
Is my brokerage data safe?
Yes. Your broker API keys, trade data, and all market activity are stored locally on your own machine — we never see them. License verification only contacts our billing provider to confirm your active subscription; no trading data, account numbers, balances, or trade history is ever transmitted.
Licensing & Billing
What does “Never expires” mean on my license key?
The key itself has no hard-coded end date. Access is controlled by your subscription status. Active subscription = active key. Cancel and resubscribe later — the same key works again automatically. No reinstall needed.
What happens if I miss a payment?
If your subscription lapses, your license key becomes inactive and FirstBell shows a renewal prompt on next launch. When you resubscribe, that same key reactivates. Your journal and settings are untouched.
Can I transfer my license to another machine?
Each subscription allows 1 active machine. You can deactivate your current machine and activate on a new one by contacting
support@firstbell.trade. License keys are non-transferable to other people.
Is there a free trial?
Yes — every plan includes a 7-day free trial. No charge until day 8. Cancel any time before then and pay nothing. Your license key is delivered immediately at checkout and remains active throughout the trial period.
Didn’t find your answer?
Our support center has step-by-step setup guides, troubleshooting documentation, and direct email support. Average response time: under 24 hours.