The Capital Desk Methodology
All the details on how we work: who we are, how it runs and where the boundaries lie.
Who We Are
Is Capital Desk a wealth manager or investment advisor?
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No. We are a pure IT service provider. We set up your TradingView workspace and practise using the platform with you: watchlist, chart layout and order types.
We do not give buy or sell recommendations, we do not analyse markets and we do not manage client money.
What's the difference between Capital Desk and my broker's support?
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The broker's support helps with accounts, deposits and passwords. For your personal chart onboarding, they rarely have 60 minutes to spare. We do: one to one, just for you.
Do you need my login details or access to my live account?
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Never. The whole onboarding runs remotely via screen sharing, only on a demo or paper trading account. Your passwords and your money stay with you.
Where can I find more explanations about trading technology?
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In our Desk Notes: short answers to common questions, for example about TradingView, brokers and market data. No investment advice. Go to the Desk Notes
TradingView, Briefly Explained
What is TradingView, and why is it our base platform?
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TradingView is a charting and analysis platform. It is widely used, runs in the browser and can be connected to many brokers. Your configuration stays the same if you switch brokers.
For us it is a reliable base for a onboarding that lasts.
Do I need a paid TradingView subscription?
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In most cases the free version is enough for the onboarding. If you later need more indicators or price alerts, you can switch to a paid plan. That is your decision, independent of us.
And cTrader: when does that come in?
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Our standard is TradingView. If you prefer cTrader, we set it up on request with the same care. Please note that cTrader is not available at every broker.
Broker Independence & Transparency
Do I have to open an account with a specific broker?
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No. The onboarding works with any broker that is compatible with TradingView. You choose your broker yourself.
Does Capital Desk receive commission from brokers?
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No. Capital Desk does not receive commission from brokers and does not recommend any particular broker.
I already have a broker. Can I still use the service?
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Yes. The onboarding is independent of your broker. The price is the same for everyone. You can find out the current price on request.
The 60-Minute Onboarding
How exactly does the 60-minute onboarding work?
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We meet online in a secure remote session, in three clearly separated phases:
The platform interface gets decluttered, the visual chart design tuned.
Your personal watchlist, indicators and timeframes get structured.
Order management practiced on a demo account until every click sits right: then a secure handover.
Sounds like the onboarding you need? See how it works →
Does the onboarding fit my specific trading style (day trading, swing trading, etc.)?
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Yes. The technical process (10 + 20 + 30 minutes) is always the same, because it is the basis for error-free work.
We adjust the content to your method: which time frames we set up, which watchlists we build and what the chart design looks like. We do not judge your method and do not give recommendations.
Why does the onboarding happen exclusively on a demo account?
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For security reasons. You practice order execution on a demo account, with no risk from misclicks. Afterward, you transfer the finished configuration to your live account yourself. We never have access to your real money at any point.
Can you see my account balance during the session?
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No. Everything runs on a demo account or with privacy mode enabled. After the onboarding, we end the connection and you log into your live account on your own. Your finances stay 100% yours.
Do I have to give my passwords to Capital Desk?
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Never. We work through a secure Zoom connection. You see everything live and can stop at any time. We get no access to your live account or to real login details. Everything runs on the demo account.
What do I need to prepare for the 60-minute Zoom session?
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Stable internet, the free Zoom client and your login details for the TradingView or cTrader demo account. Please log in before the session, then we can start right away.
Exactly when can I book my remote session?
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Capital Desk starts in mid-December 2026. After the launch you can book an appointment. Then you pay the onboarding fee and we arrange the 60-minute session.
Opening a broker account and the onboarding with us are two separate things.
Can't I just do the onboarding myself?
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Of course you can. You can find the individual building blocks online, for example one video on watchlists and one on chart layout. What is usually missing is someone who puts everything together for your broker and your style. On your own, that often takes weeks. With us you start ready after one hour.
Price & Pre-Launch
Why aren't there fixed prices on the website yet?
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Capital Desk officially starts in mid-December 2026. We only work in one-to-one sessions, so our capacity is limited.
At the moment we keep a waitlist. We will share the exact terms with everyone on the list at launch.
How does the waitlist work?
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You enter your email address and confirm it with a link in our email (double opt-in). After that we let you know at launch. Joining the waitlist is free and non-binding, and you can unsubscribe at any time. More in the privacy policy.
Is the service tax-deductible?
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You receive a regular invoice for IT services. Whether it's deductible for you is best clarified with your tax advisor.