C.A.S.T. Tutorial Library
Video tutorials and resource guides to help you master The C.A.S.T.ulator™ platform.
User Subscription Badge | Identifying Your C.A.S.T.ulator Membership
The User Subscription Badge provides a quick visual way to identify your current membership or subscription level inside the C.A.S.T.ulator. This tutorial shows you where to locate your subscription badge and how it helps you understand the access level connected to your account.
• Locating your User Subscription Badge • Understanding what the subscription badge represents • Identifying your current membership level • Understanding how your subscription relates to platform access • Using the badge as a quick reference while navigating the C.A.S.T.ulator
Suggestion Widget | Share Your Ideas & Help Improve the C.A.S.T.ulator
The Suggestion Widget gives C.A.S.T.ulator members a simple way to submit ideas, recommendations, and possible improvements directly from the platform. Whether you notice something that could work better or have an idea for a new feature, you can send your suggestion without leaving the page you are currently using.
• Locating the Suggestion Widget • Opening the suggestion form • Adding an optional title to your suggestion • Describing your idea or recommended improvement • Uploading up to five screenshots for additional clarity • Submitting feedback directly from the page you are viewing • Using suggestions to help improve the C.A.S.T.ulator experience
C.A.S.T. Radio | Trading Motivation, Education & Encouragement
C.A.S.T. Radio brings audio content directly into your C.A.S.T.ulator experience. This feature gives traders another way to stay connected, encouraged, and focused while navigating the platform and going through their trading day. This tutorial shows you how to access C.A.S.T. Radio, use the available listening controls, and make the radio experience part of your daily C.A.S.T. routine.
• Locating and opening C.A.S.T. Radio • Understanding the purpose of C.A.S.T. Radio • Navigating the available radio content • Using the listening and playback controls • Incorporating C.A.S.T. Radio into your trading experience • Staying connected to motivation, education, and encouragement throughout your trading day
Heartbeat Encourage Button & YouTube Live Indicator | Staying Encouraged & Connected
This tutorial introduces the Heartbeat Encourage Button and YouTube Live Indicator inside the C.A.S.T.ulator. These features help you stay encouraged throughout your trading day while also making it easier to recognize when EXCEL content or a live session is available on YouTube.
• Locating the Heartbeat Encourage Button • Using the Encourage feature during your trading day • Understanding how encouragement supports the C.A.S.T.ulator experience • Identifying the YouTube Live Indicator • Recognizing when a YouTube session is live • Using these features to stay connected with the EXCEL community
Profile Dropdown & Encouragement Notification Strip | Quick Access & Daily Motivation
This tutorial introduces two convenient features within the C.A.S.T.ulator: the Profile Dropdown and the Encouragement Notification Strip. You'll learn how to use the profile menu for quick access to important account areas and how the encouragement strip provides motivational messages while you navigate the platform.
• Locating and opening the Profile Dropdown • Understanding the quick access options available from your profile • Navigating directly to important account areas • Understanding the Encouragement Notification Strip • Viewing encouragement messages while using the platform • Using these features as part of your everyday C.A.S.T.ulator experience
EXCEL Blueprint Strategy | Building Your Trading Plan with Purpose
The EXCEL Blueprint Strategy provides traders with a structured approach for developing a personal trading plan based on their goals, account situation, risk management, and execution. This tutorial walks you through the updated Blueprint Strategy and shows how to use it as a practical guide for making more disciplined trading decisions.
• Understanding the purpose of the EXCEL Blueprint Strategy • Building your personal trading blueprint • Establishing clear trading goals and expectations • Connecting account management with your trading plan • Creating structure around risk and execution • Using the Blueprint to support consistent decision making • Reviewing and adjusting your plan as your trading journey changes
Excel Challenge Projector | Plan Your Path to Consistent Growth
Description Learn how to use the Excel Challenge Projector to build a realistic trading plan based on your goals. This calculator helps you project your progress, stay accountable, and understand what it takes to achieve consistent results over time.
What You Will Learn Navigate the Excel Challenge Projector. Enter your trading goals and starting values. Understand projected growth based on your plan. Set realistic expectations for consistency and discipline. Use projections to measure progress and stay accountable.
Creating Your First Account | Getting Started with C.A.S.T.ulator
Description Learn how to create your first account inside C.A.S.T.ulator. This tutorial walks you through the setup process so your trading journey begins with accurate account information and a solid foundation for tracking your progress.
What You Will Learn Create your first trading account. Enter your account details correctly. Understand the required account information. Prepare your account for calculators, dashboards, and progress tracking. Avoid common setup mistakes before you begin trading.
Calculator Hub Overview | Finding the Right Calculator for Your Trading Journey
Description Take a guided tour of the Calculator Hub and learn how each calculator is organized to help you make better financial and trading decisions. This tutorial explains how to navigate the hub, understand each calculator's purpose, and choose the right tool based on your current goals.
What You Will Learn Navigate the Calculator Hub with confidence. Understand the purpose of each calculator section. Identify which calculator fits your current trading objective. Learn how the calculators work together as part of your overall C.A.S.T. Strategy. Save time by choosing the right tool before entering trades or planning financial goals.
NinjaTrader Account Setup & Platform Installation
Brief Description Learn how to create your NinjaTrader account, download the platform, install the software, launch it as an administrator, and complete the initial platform setup. This lesson walks new users through the entire process from account registration to accessing the NinjaTrader Control Center for the first time.
What You Will Learn • Create a NinjaTrader account • Verify and activate your NinjaTrader login credentials • Download the NinjaTrader installation software • Install NinjaTrader on your Windows computer • Launch NinjaTrader as an administrator • Navigate the NinjaTrader login screen • Access and understand the NinjaTrader Control Center • Identify key platform components and menus • Save NinjaTrader information inside your C.A.S.T.ulator profile • Document platform requirements for future reference • Upload platform requirement screenshots when copy and paste options are unavailable • Maintain organized records of your trading platforms within C.A.S.T.ulator • Prepare your trading environment for data feed and broker connections • Build a foundation for future NinjaTrader setup and configuration lessons
System Requirements & Platform Setup
Brief Description: Learn how to identify your computer specifications, document platform requirements, and maintain a centralized record of your trading environment within C.A.S.T.ulator.
In this tutorial, you'll learn how to quickly locate your computer's processor, installed RAM, graphics card, storage, device information, and Windows specifications using the About Your PC section in Windows. You'll also learn how to save your computer information inside your C.A.S.T.ulator profile, allowing you to maintain a centralized record of your system specifications for future software installations, upgrades, and troubleshooting.
EXCEL-E-RATE $100 Trading Experience | Complete Dashboard Walk through
Description The EXCEL-E-RATE $100 Trading Experience is designed to help traders build consistency, discipline, accountability, and long term growth through percentage based trading. Inspired by Vince Cochran, this experience focuses on process over profits and teaches traders how small, consistent gains can compound into meaningful account growth over time. Rather than chasing large wins, the goal is to develop disciplined habits that can be repeated day after day.
What You'll Learn • Understanding the Accelerate Hub • Creating a Custom Account Track or Growth Track • Setting account goals and timelines • Logging daily trading activity • Using the Daily Discipline Check-In • Understanding Smart Growth recommendations • Using Standard Growth, Draw down Protection, and Full Compound modes • Understanding the Momentum Engine • Comparing Basic Execution, Smart Growth, and Dynamic Growth • Managing Protected Profit Withdrawals • Using the Trading Calendar and Trading History • Understanding Contract Scaling Plans • Building long term consistency and discipline
Canceling Your Subscription | Managing Your Membership
Description This tutorial walks you through the process of accessing your billing portal and canceling your subscription. The C.A.S.T.ulator uses Stripe as its secure payment processor, making it easy to manage your subscriptions, payment methods, invoices, and account billing information.
What You'll Learn • Accessing the Billing & Subscription section • Opening the Stripe Customer Portal • Logging in securely to your billing account • Managing subscription settings • Updating payment methods • Viewing invoices and billing history • Canceling a subscription when needed
Account Settings | Customizing Your C.A.S.T.ulator Experience
Description The Account Settings section is your central location for managing your profile, preferences, notifications, account type, agreements, and platform experience. This area allows you to personalize the C.A.S.T.ulator based on your trading style and preferences while giving you access to important account information and signed documents. In this tutorial, we'll take a complete walk through of the Account Settings area and show you how to customize the platform to fit your needs.
What You'll Learn • Accessing Account Settings from the timepiece icon next to Portfolio • Viewing your account information, email address, and role • Reviewing signed agreements and platform documents • Creating and updating your Trader Profile • Uploading a custom profile photo or selecting an avatar • Adding your trading nickname and personal information • Selecting your account type and trading experience level • Setting your weather location for local weather updates • Understanding available appearance and display preferences • Enabling or disabling platform features using toggle settings • Managing notifications, alerts, and pop-up preferences • Resetting onboarding information and starting fresh if needed
Accountability Partners & Accountability Rings | Strengthening Your Trading Discipline
Description Accountability is one of the most powerful tools for achieving long term trading success. The Accountability Partners and Accountability Rings features are designed to help you build meaningful connections with traders who can encourage, challenge, and support your goals. This tutorial will show you how to find accountability partners, participate in accountability rings, track progress, and use accountability as a tool to improve consistency, discipline, and decision making throughout your trading journey.
What You'll Learn • Understanding the purpose of Accountability Partners • Understanding the purpose of Accountability Rings • Connecting with traders who share similar goals • Building accountability relationships within the community • Tracking personal and shared progress • Encouraging consistency and disciplined decision making • Using accountability to improve trading performance • Strengthening commitment to your Strategic Framework and goals
C.A.S.T. League Channel, Rosenbyrd Files & Retaking Your Assessment
Description This tutorial covers three important features within the C.A.S.T.ulator that help support your growth, education, and community engagement. You'll learn how to access shared resources through Rosenbyrd Files, participate in The C.A.S.T. League Channel community, and Retake Assessments whenever you need to update your responses or measure your progress. These features are designed to keep you connected, informed, and continuously improving throughout your trading journey.
What You'll Learn • Accessing files and resources through Rosenbyrd Files • Understanding the purpose of the League Channel • Engaging with the C.A.S.T.ulator community • Finding educational materials and shared documents • Retaking assessments and questionnaires when needed • Updating your responses as your trading journey evolves • Using platform resources to support accountability and growth
Profile Settings | Personalizing Your C.A.S.T.ulator Experience
Description Your Profile Settings allow you to customize and manage your C.A.S.T.ulator account. This area is where you can update your personal information, adjust preferences, manage account settings, and ensure your profile is configured to support your trading journey. This tutorial will walk you through the available profile settings and show you how to keep your account information accurate and up to date.
What You'll Learn • Accessing your Profile Settings • Updating personal account information • Managing account preferences • Understanding available profile options • Keeping your account information current • Personalizing your C.A.S.T.ulator experience
Platform Navigation, Open Trade Room & Profile Settings | Getting the Most from Your C.A.S.T.ulator Experience
Description This tutorial provides a complete overview of three essential areas of the C.A.S.T.ulator platform: the Top Navigation Bar and Side Menu, the Open Trade Room Strip, and your Profile Settings. Together, these features help you navigate the platform efficiently, stay informed about trading opportunities and community events, and personalize your account experience. By understanding how these areas work together, you'll be able to access important tools faster, stay connected to the community, and manage your account settings with confidence.
What You'll Learn • Using the Top Navigation Bar and Side Menu effectively • Accessing calculators, assessments, and platform resources • Understanding the purpose of the Open Trade Room Strip • Finding free trading sessions, announcements, and community updates • Managing your profile information and account preferences • Updating personal settings and notification options • Improving navigation and overall platform efficiency • Creating a more personalized C.A.S.T.ulator experience
Dashboard Navigation & C.A.S.T. Compass Access | Finding the Right Tools Faster
Description The Dashboard serves as the central hub of the C.A.S.T.ulator, providing quick access to the tools, resources, calculators, and features that support your trading journey. Through the Dashboard Quick Links Bar and the CAST Compass Card, you can quickly navigate the platform and access the areas that are most important to your development and success. This tutorial will show you how to use these dashboard features to improve navigation, save time, and access the tools that help you stay focused, organized, and accountable.
What You'll Learn • Understanding the purpose of the Dashboard Home Screen • Using the Dashboard Quick Links Bar for faster navigation • Accessing the CAST Compass directly from the dashboard • Understanding how the CAST Compass supports trader development • Navigating key platform tools and resources efficiently • Improving productivity through dashboard shortcuts • Creating a smoother and more effective C.A.S.T.ulator experience
Account Builder & Prop Firm Selection | Building the Right Trading Foundation
Description Choosing the right prop firm and creating the right account structure are two critical decisions that can significantly impact your trading journey. This combined tutorial walks you through the process of evaluating prop firms, understanding account options, and building a personalized account strategy that aligns with your goals, risk tolerance, and growth objectives. You'll learn how to use the Account Builder to organize your trading accounts while also understanding the factors that should influence your prop firm selection. By combining these tools, you can create a solid foundation for long term consistency, account growth, and responsible risk management.
What You'll Learn • How to evaluate and compare prop firms • Understanding different account types and funding options • Factors to consider before selecting a prop firm • Creating and organizing trading accounts • Building a personalized account growth strategy • Managing risk across multiple accounts • Aligning account decisions with your Strategic Framework • Avoiding common mistakes when choosing prop firms and account structures
Strategic Framework | Building Your Personal Trading Blueprint
Description The Strategic Framework is one of the most important planning tools within the C.A.S.T.ulator. It helps you create a clear vision for your trading journey by defining your goals, financial objectives, account strategy, and long term growth plan. Rather than trading without direction, the Strategic Framework allows you to build a personalized roadmap that aligns your daily actions with your desired outcomes. This tutorial will guide you through the process of creating, updating, and managing your framework so you can trade with greater purpose, structure, and accountability.
What You'll Learn: • Purpose of the Strategic Framework • Setting short term and long term trading goals • Creating measurable financial objectives • Building a personalized trading roadmap • Aligning daily decisions with long term success • Tracking progress and maintaining accountability
Trader Assessment Questionnaire | Discovering Your Trading Strengths and Opportunities
Description The Trader Assessment Questionnaire is designed to help you gain a deeper understanding of your trading habits, behaviors, strengths, weaknesses, and overall readiness for success. By completing this assessment, the C.A.S.T.ulator can provide more personalized insights, recommendations, and strategic guidance tailored to your unique trading journey. This tutorial walks you through each section of the questionnaire and explains how your responses contribute to building a customized roadmap for growth, accountability, consistency, and long term performance.
What You'll Learn: • Purpose of the Trader Assessment Questionnaire • How to accurately complete each assessment section • Identifying personal strengths and growth opportunities • Understanding your assessment results and scoring • How personalized recommendations are generated • Using assessment insights to improve trading performance
C.A.S.T. Compass Overview | Navigating Your Trading Success Journey
The C.A.S.T. Compass is your strategic roadmap inside the C.A.S.T.ulator. This tutorial provides a guided overview of the Compass framework, helping traders understand each core category and how it contributes to building consistency, discipline, accountability, and long term growth. Learn how to navigate the eight key areas of development, identify strengths and weaknesses, and create a more structured approach to trading performance. Whether you are a new trader or an experienced professional, the CAST Compass helps turn information into action and action into results.
• Purpose of the CAST Compass • Overview of the 8 Compass Categories • How each category impacts trading performance • Using the Compass to identify growth opportunities • Creating a personalized development plan inside the C.A.S.T.ulator
