SOAP2Docs ← Website
SOAP2 top banner # SOAP2 Quick Help Guide **Latest:** [Release Notes](./ReleaseNotes.md.html)  •  **Everything on one page:** [User Manual](./user_manual.md.html)  •  **Watch:** [Video walkthroughs](./videos.md.html) SOAP2 (Simple Options Analysis Platform) is a Windows desktop app for options analysis and trade workflow on **Interactive Brokers (TWS)** via the IB API. It is focused on live analysis and trade preparation. It is **not affiliated** with Interactive Brokers, and it does not provide backtesting or strategy optimization (yet). SOAP2 is in **early access**: expect bugs and rough edges, and please send feedback. --- ## Where do you want to start? Follow the stages in order if you are new. Each page is short and ends by pointing to the next one. | Step | Page | Level | What you get | |---|---|---|---| | 1 | [Getting Started](./getting_started.md.html) | Standard | Install, TWS settings, first connection, first OA | | 2 | [Core Concepts](./core_concepts.md.html) | Standard | OA, symbols, accounts, trades, Model vs Recorded | | 3 | [Learning the Interface](./learning_the_ui.md.html) | Standard | Toolstrips, tutorials in order, shortcuts, shutdown | | 4 | [Features Overview](./features_overview.md.html) | All levels | Every guide, graded Standard or Advanced | | 5 | [Troubleshooting & Support](./troubleshooting_support.md.html) | Quick reference | Message Log, bug reports, limits, glossary | Short on time? Do this: 1. Install and connect: [Getting Started](./getting_started.md.html) (about 10 minutes). 2. Open your first trade: [Initial Walk-Through](./initial_walkthrough.md.html) (about 15 minutes). ## Which guide should a beginner read first? A beginner reads [Getting Started](./getting_started.md.html) first, then the [Initial Walk-Through](./initial_walkthrough.md.html), then [Core Concepts](./core_concepts.md.html). The [Features Overview](./features_overview.md.html) lists every other guide by difficulty. The "beginner guides" for [Trade Rules](./trade_rules_beginner_guide.md.html) and the other single features are follow-ups for later, once you have an Options Analysis window open. --- ## Find a guide by difficulty | Level | Good starting points | |---|---| | **Standard** (everyday use) | [Initial Walk-Through](./initial_walkthrough.md.html), [Top Toolstrip](./toolstrip_tutorial.md.html), [OA window](./optionschain_overview.md.html), [Commit](./commit_overview.md.html) | | **Advanced** (skew and analytics) | [Risk Reversal & Skew](./optionschain_riskreversal.md.html), [GEX / VEX](./gexvex_user_guide.md.html), [Index Distribution Stats](./indexstats_user_guide.md.html), [Trade Rules](./trade_rules_user_guide.md.html) | Every guide, the Word guides and the full list by difficulty are in the [Features Overview](./features_overview.md.html), or use the search box above. --- ## Jump to a topic - **Installing and connecting to TWS:** [Installation prerequisites](./getting_started.md.html#installation-prerequisites), [Connection prerequisites (TWS)](./getting_started.md.html#connection-prerequisites-tws) - **Watchlist and symbols:** [Tickers (watchlist)](./core_concepts.md.html#tickers-watchlist) - **Trades, accounts and fills:** [Trades](./core_concepts.md.html#trades), [Accounts](./core_concepts.md.html#accounts) - **Shortcuts and multiple monitors:** [Keyboard shortcuts](./learning_the_ui.md.html#keyboard-shortcuts), [Multi-display](./multi_monitor_quick_reference.md.html) - **Editions and updates:** [Licensing & Editions](./licensing_user_guide.md.html), [Version Handling & Updates](./version_handling_user_guide.md.html) - **Ask Claude about SOAP2:** [AI Assistant (Claude)](./ai_assistant_user_guide.md.html) - **Something broke:** [Troubleshooting & Support](./troubleshooting_support.md.html) --- ## Help and community - Slack: https://soap2-licensing.soap2-reg.workers.dev/join-slack - Contact: `[email protected]` - In the app: **Help > SOAP > Send Feedback**