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, 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 dashboard rails, the desk briefing, and your suggestion chips.
3. Ask the assistant something real — "give me a read on BTC" or tap a suggestion chip. Watch the activity trace: it pulls live indicators, your playbooks, and news before answering.
4. Import your trades (Trade Desk → Trade Review → Add trades) and let the review tools go to work.

The dashboard is a command center: markets rail on the left (favorites, desk briefing, setup board), the conversation in the middle, 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.

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.

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

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.

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.

Trade Review is your P&L calendar plus a detailed review of every trade.

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 → 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.

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.

Setups is your scouting 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").

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 Knowledge page is your personal trading library: quotes, notes, articles, books, videos. 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.

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

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); use your configured moving averages plus any MA on demand; pull recent news with article reading; check derivatives positioning; reference your journal, setups, playbooks and knowledge base; draw its levels on embedded charts; create alerts; and review your imported trades.

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.

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, and your journal don't count against anything — limits apply only to AI messages.

Isolation is enforced by the database, not just the app. Every personal table — journal, chats, playbooks, setups, alerts, 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.