User Guide

TraderPal is your AI trading partner: a market engine tracking 500+ crypto and stock symbols around the clock, an AI that reads it the way you trade, watchers that scan the tape for your setups, and a trade journal that reviews your executions like a coach.

A good first five minutes:

1. Run onboarding (it starts automatically on a new account, or re-run it anytime from Settings → AI Assistant). Your answers — markets, timeframes, bias, indicators, playbooks — become your assistant's persona.
2. Star a few favorites in the Scanner (the ★ next to any symbol). Favorites drive the Desk's rails and your personalized briefing.
3. Ask the assistant something real — type "give me a read on BTC", speak it with the mic, or tap the Workflows button under the composer for a menu of ready-made plays. Watch the activity trace: it pulls live indicators, your playbooks, and news before answering.
4. Check the Watchtower — your watchers' live callouts, each with a grade and a trigger, plus each watcher's running record.
5. Import your trades (Trade Review → Journal → Add trades) and let the review tools go to work.

The Desk (the home page, and the assistant) is your command center: the markets rail on the left (favorites, a desk briefing tuned to you, your setup board), the conversation in the middle, the intel rail on the right (calendar, session clocks, news wire — the wire can be hidden with the small hide control).

Chatting. Ask anything market-related. The assistant runs a reasoning loop: it decides what data it needs (live indicators, your journal, news, derivatives positioning), pulls exactly that, and answers in your framework. The small step list that appears while it works is the live trace of what it's doing.

Workflows. The Workflows button under the composer opens a searchable menu of ready-made plays, grouped by Morning / Analyze / Trade / Review / Scan. Two kinds: one-click plays (Morning prep, Market recap, Read the tape…) run immediately; "add details" plays (Compare two names, Plan a trade, Fundamentals deep-dive…) drop a highlighted tag into the composer so you just type your tickers and send — no wasted back-and-forth.

Your desk briefing. The briefing rail is tuned to how you trade — it leads with your favorites' movers, your fired alerts, your earnings and trend breaks, and only surfaces an oversold/overbought row when one of your own names is stretched. Every row is a one-tap hand-off to the assistant.

Voice. Tap the microphone in the composer, speak, and your words fill the input and send when you stop talking. (Browser microphone permission is asked once.)

Charts in answers. When the assistant analyzes a symbol it can embed a live chart with its levels drawn on it — entry, stop, targets, support/resistance, even a Fibonacci retracement set.

Save an answer. Under any AI reply, Save to Library keeps that answer in your personal Library for later (see Your Library).

Conversations persist. Refreshing the page keeps your open chat; History lists older ones; the TraderPal logo or Desk in the nav always returns you to a fresh desk.

Weekly recap. On Fridays and Sundays a slim recap banner appears at the top of the Desk — a full-screen review of how your trading week went and what's on deck for the week ahead.

Attachments. Paste or attach a chart screenshot and ask about it — the assistant reads images.

The Scanner is the whole tracked universe, live: price, change, RSI, stair-step streaks, and trend state per timeframe (default 4h). Filter by market, sector, change %, RSI band, or stair-step streak from the left rail; ★ marks favorites.

Click any ticker to open its room — a full-screen live chart with your configured moving averages, optional indicators, and an AI chat scoped to that symbol. The room remembers its conversation per ticker, so your BTC room is an ongoing dialogue about BTC.

The room draws, too. It auto-detects the in-play chart pattern (wedges, triangles, head & shoulders) and shades it on the chart with its boundaries and measured-move target — or shows nothing when there isn't a clean one (better no pattern than a wrong one). You also get a full drawing toolkit — trendlines, horizontal levels, zones, Fibonacci, a measure tool — that you can place, edit, and keep; your drawings save per symbol. Levels the AI draws render alongside yours, visually distinct.

Trend column language: Uptrend / Downtrend are intact structures; Uptrend broken (amber) means the defining higher low was violated — a no-trade zone, not yet a reversal.

The Watchtower (in the nav) is where your watchers live — playbooks compiled into deterministic scanners that watch the tape for you.

The loop, end to end:

• Compile — describe a setup in plain English (or start from an existing playbook) and TraderPal turns it into concrete, checkable rules. It shows you exactly what it understood before anything runs.
• Backtest — the rules replay on real tape: signals, win rate, average R. You can teach it your exact eye by marking bars you'd take or skip.
• Prove — a watcher earns its gold ★ PROVEN badge only by holding up on tape the tuning never saw.
• Watch live — armed watchers scan every close and call out setups with a grade, trigger, stop, and target — on the Watchtower and to your phone via Telegram.

Every callout is scored afterward, so each watcher carries an honest running record (wins, losses, and scratches — scratches don't count as wins). Callouts are setups to evaluate, not signals to fire blindly — and you approve everything a watcher does.

Trade Review is your P&L calendar plus a detailed review of every trade, with Journal, Performance, and the Imports view under one hub.

Importing from Tradovate (recommended export):

1. In Tradovate, open the Orders tab → export the Orders report as CSV (this report carries fills and your resting stop/limit orders — that's what lets TraderPal infer your planned stop and target).
2. Trade Review → Journal → Add trades → drop the CSV in.
3. Check the timezone select (it must match the timezone shown in your CSV's timestamps — Tradovate exports in your platform's display timezone) and your fees per contract (defaults cover MNQ/MES; editable per import).
4. Review the grouped trades in the preview (merge/split if needed) and import.

Other brokers (Schwab, Webull, thinkorswim, IBKR, NinjaTrader) import via their own CSV exports; a generic parser catches most other formats.

Crypto (Hyperliquid) auto-sync. On the Performance tab → Add account, connect a Hyperliquid wallet by its public address (read-only) to pull your perp fills automatically and group them into round-trip trades — no CSV needed.

The Imports view. Trade Review → Imports lists every import you've run (source · when · trade count · date range), so you can review an import at a glance or delete a whole import in one click if you imported the wrong file. (Manually entered trades aren't part of any import.)

Performance & accounts. The Performance tab is your equity curve and aggregate stats. Tag trades by account (add a manual account or a synced wallet) and filter the entire review by account — handy if you run a personal account and a prop/funded account side by side.

What enrichment does. After import, each futures/crypto/stock trade is replayed against 1-minute market data: the running P&L curve shows your equity through the trade, and MAE/MFE (max adverse / max favorable excursion) show the worst drawdown you sat through and the best profit you saw — including between your fills. Deterministic insight chips ("Scaled in ×6", "Red to green", "Drawdown exceeded profit") and a blunt AI takeaway land on each trade.

Futures note: market replay for futures becomes available ~24 hours after the trade (the historical data we license is embargoed for the most recent day). Same-evening imports show fills-only curves; hit Retry on the trade the next day for the full replay.

Editing. Open a trade → Edit trade to see and prune individual executions (the trade's numbers recompute live), fix fields, or delete the trade entirely.

Plan & Setups is both your scouting board and your pre-trade planner.

• The setups board — Watching / Triggered / Passed columns with live distance-to-trigger on each card. A setup isn't a buy-now signal; it's a planned trade waiting for its level. The AI reads this board and respects it ("setup not triggered yet" beats "stale idea").
• Plan a trade — grade a specific idea before you take it. Give it the symbol, direction, entry, stop, and target (or start one from the Plan a trade workflow) and it returns a go / no-go letter grade with the reasoning, weighed against your own rules and the live chart. A gut-check before you click buy.

Playbooks are your strategies, written as concrete, checkable rules. The AI can draft one from a prompt, a YouTube video (it fetches the transcript), or a pasted transcript — then it references your playbooks by name when a live chart fits one. The more honest your playbooks, the sharper the assistant.

Notebook is free-form notes that stay attached to your desk.

Building alerts. Alerts page → New alert. Each alert watches one symbol (or a whole market), and conditions stack with AND — all must be true to fire. Crypto alerts evaluate in near-real-time (~1 second); stocks every ~5 seconds through extended hours. The AI can also build alerts for you in chat ("alert me when BTC's 1h RSI tags 30").

Reading the condition row: Metric (what to watch) · Trigger (the comparison) · Value · Timeframe. The picker is flexible, so here are the common recipes:

• Price crosses a level — Metric Price $, Trigger ≥ at or above (or < below), Value your price. No timeframe — this one fires the instant price touches it. Example: "BTC above 100k" → Price $ · ≥ · 100000.
• Near a moving average — Metric % vs EMA12 (or EMA26), Trigger ≈ near (within ±), Value the % band, pick the timeframe. Example: "BTC within 0.5% of the 4h 12-EMA" → % vs EMA12 · ≈ near · 0.5 · 4h.
• Crossed above/below a moving average — same Metric, Trigger ≥ at or above with Value 0 (price is above the line) or < below with Value 0 (below it).
• Oversold / overbought — Metric RSI, Trigger ≤ Value 30 (oversold) or ≥ Value 70 (overbought), pick the timeframe.
• Stair-step run — Metric Stair-step, choose Bull (higher-lows) or Bear (lower-highs) and the streak length.

Repeat on = re-fires after a 30-minute cooldown; off = fires once then disables itself. Alerts fire on the crossing (when the condition becomes true), so they won't spam while it stays true — and an alert you create while its condition is already true fires once right away.

Connecting Telegram (get alerts on your phone):

1. Go to Settings → Notifications → Connect Telegram.
2. Tap Open Telegram — it opens TraderPal's alert bot with a one-time code.
3. Tap Start in Telegram. Done — the card flips to Connected within seconds.
4. Hit Send test alert to confirm, and make sure your alerts have Send to Telegram switched on.

The link code expires after 15 minutes (just generate a new one), Disconnect stops delivery instantly, and the bot can only message you — it never sees your conversations or data.

The Library page (in the nav) is your personal trading library: quotes, notes, articles, books, videos. Save anything here — including straight from an AI answer, via the Save to Library link under any reply. Each item shows the date you saved it, so your library reads as a timeline of what you've kept.

Anything with AI context switched on becomes part of what your assistant knows about how you think — it will reference your own saved concepts in its answers (it finds them by their title, so use clear, specific titles).

Keep it curated: a handful of sharp, genuinely-yours entries beats a dump of generic content.

Beyond onboarding, you can give the assistant standing facts about how you trade so it stops re-asking and starts sounding like your coach.

• In Settings → AI Assistant: add short, durable memories — your hard rules, risk limits, style, and context the AI should always keep in mind. Toggle any on or off. A free-form coaching preferences box lets you shape how it talks to you (blunt, detailed, Socratic — your call).
• In chat: when the assistant picks up something worth remembering, it offers a one-tap "Remember this" card. Accept it and the fact is saved to your AI memory.

These notes are woven into everything the AI does — chat, trade reviews, plan grades, and the weekly recap — so its guidance stays consistent with who you are as a trader.

It can: read live prices and indicators across six timeframes (5m → weekly) for every tracked symbol; analyze trend structure (swing pivots, higher-lows, broken trends) and the in-play chart pattern; use your configured moving averages plus any MA on demand; pull recent news with article reading; check derivatives positioning; grade stock fundamentals (valuation, financials, growth, balance-sheet health — turn it on in Settings → Trading → Fundamentals); run your watchers end to end (compile, backtest, prove, watch live); grade a planned trade go/no-go; draw its levels on embedded charts; create alerts; remember your standing preferences; and review your imported trades against your playbooks, setups, and Library.

Optional indicators (Settings → Trading): MACD, ATR, Bollinger Bands, stair-steps, historical RSI, and Fibonacci retracements (anchored on real swing pivots). Off by default to keep reads lean — turn on what you actually trade with. RSI itself is optional too: switch it off and the assistant will never reference RSI in any read (and the oversold dots and briefing row disappear with it).

It can't: place trades or touch money (it has no broker access, by design); see the future; or access data for symbols outside the tracked universe. Its market data is near-real-time for analysis, but always confirm execution prices on your own platform.

Honesty matters more than confidence. The assistant is instructed to say what the data shows, flag when a feed is stale, and never invent numbers. If something looks wrong, ask it to re-check — and tell us.

Every plan includes a daily allowance of AI messages, plus a fair-use ceiling on especially heavy research days. Limits reset at midnight UTC.

You can see today's usage and your recent history in Settings → Account & Security → Usage. If you hit a limit mid-conversation, nothing is lost — your chat is saved and resumes when the day rolls over.

Market data, charts, alerts, the scanner, the Watchtower, and your journal don't count against anything — limits apply only to the AI messages you send.

Isolation is enforced by the database, not just the app. Every personal table — journal, chats, playbooks, setups, alerts, AI memory, settings — carries row-level security: the database itself refuses to return rows that don't belong to your account, on every query, no exceptions. One user cannot read another's data through the app, period.

In transit and at rest: all traffic is HTTPS; data is stored encrypted at rest with our database provider (Supabase, on AWS).

Your controls: two-factor authentication is available in Settings → Account & Security; your AI conversations can be deleted from History at any time; and if you want your account and all its data deleted, contact us and it's done — RLS means deleting your user removes your rows everywhere.

No third-party data sales. Ever. Your trading data exists to make your assistant better, nothing else.