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5-Minute Quick Start Guide

New to PtView Workstation? Follow these 5 simple steps to install the app, open your first live crypto chart, attach indicators, and run your first AI analysis.

Step 1: Download & Install (Windows)​

  1. Go to PTView Releases and download:
    • PTViewWorkstation-win-Setup.exe (Recommended) — 1-click installer with automatic background updates and Start Menu shortcut.
    • PTViewWorkstation-win-Portable.zip — Extract anywhere and launch PTView.Desktop.exe directly (great for USB or restricted PCs).
  2. Double-click the installer. No Administrator privileges are required.
Windows SmartScreen Notice

If Windows displays "Windows protected your PC" on a new Beta build, click More info → Run anyway. Checksums for every release file are published in checksums-sha256.txt on the release page.

Step 2: Complete the First-Launch Setup Wizard​

On first launch, the Workstation Setup Wizard walks you through 4 quick screens:

  1. Welcome & Appearance: Choose your language (English or Tiếng Việt), visual theme (Dark, Midnight OLED, CyberNavy, or Light), and accent color.
  2. License & Risk Policy: Review and check both acknowledgments (Software License & Trading Risk Disclaimer).
  3. Exchanges & Defaults: OKX, Binance, and Bybit are enabled by default — or enable any of the 29 supported exchanges right away.
  4. Summary & Finish: Click Finish to launch the workstation with an automatic 28-day complimentary Pro trial.

First Launch Setup Wizard

Step 3: Pick a Coin, Timeframe & Chart Layout​

  1. Switch Exchange: Use the exchange dropdown on the top-left toolbar (or filter inside Market Watch Ctrl+M).
  2. Search Any Pair (Ctrl+K): Press Ctrl+K (or click the pair badge on the toolbar), type e.g. BTC, ETH, SOL, and choose Spot or Perp.
  3. Change Timeframe: Click 1m, 5m, 15m, 30m, 1h, 4h, 1d on the toolbar — or click the dropdown arrow to customize your favorite pinned intervals.
  4. Multi-Chart View: Click the layout pills on the toolbar to switch between 1 Chart, 2 Split, 3 Charts, or 2×2 Grid (available in Pro / 28-day Trial).

Workstation Main Interface

Step 4: Add Indicators & Draw Levels​

  • Add an Indicator (Ctrl+I): Press Ctrl+I, search for EMA, RSI, MACD, or Bollinger, and press Enter. Or browse by category in the Navigator panel (Ctrl+Shift+N).
  • Draw Support / Resistance / Trendlines: Pick a tool on the left Drawing Toolbar (Trend Line, Horizontal Line, Rectangle Zone, Fibonacci Retracement). Turn on Magnet Mode to snap cleanly to candle highs/lows.
  • Zoom & Navigate: Scroll the mouse wheel to zoom, drag the price or time axis to stretch, or hold Alt+Drag to Box Zoom into any region (Ctrl+0 resets auto-fit).

Step 5: Optional — Enable AI Copilot (Ctrl+T)​

  1. Open Tools → AI Settings and click Add under AI Accounts (see AI API Keys & Accounts Setup for Gemini Free, OpenAI, DeepSeek, or local Ollama step-by-step instructions).
  2. (Optional) Connect a Telegram alert bot in 2 minutes: Telegram Bot Alerts Setup.
  3. Press Ctrl+T to open AI Copilot on the right panel and ask in plain language:
    • "Summarize the current 1h trend and mark key support/resistance zones."
    • "/schedule every 15m check RSI and funding rate --notify"
Read-Only Safety

AI Copilot only reads market data and draws/annotates charts — it never places orders or accesses exchange trading funds. You do not need any exchange API key just to view charts or use AI analysis.