Dashboard
Profit & Loss — —
Profit / Loss (realized + open mark-to-market)
Today
This Week
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This Month
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This Year
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Open P/L
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Cumulative
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Instance Overview
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Accounts — segregated by mode
Infographics
Recent Queue Items
Market Status
Top Tickers (30d)
Advisor NEW
Maven-led communities · actionable insights · karma & reviews — educational, not advice
karma —
COMMUNITIES
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Select a community to view insights and the Maven's track record.
Review Queue
Approve or reject AI-classified items before posting
Sources & Integrations
News channels (RSS · Gmail · Outlook) and the WhatsApp alert channel
RSS Feeds
Integrations
Configured Sources
Paper Portfolio
Virtual $100,000 paper trading account
Equity Curve (daily · dashed = running peak · shaded = drawdown)
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Open Positions
Recent Trades
Closed Trade Post-Mortems (what happened, what it cost/made, in R)
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Trade Signals
AI-generated trade signals · Approve to buy · Manual buy below
⚡ Manual Buy Order
Analytics
30-day performance overview
By Source
Top Tickers Mentioned
Feed Quality — Garbage Gate last 7 days
Source Trust 0–100 · Bayesian-shrunk toward 50 · feeds TradeOS guardrails TG-020/021
Data & APIs
Every realtime feed wired into charts & analytics — live status, free tier, and the always-on fallback that keeps each feature working with no key.
Coverage
Integrated Sources
Provider keys are optional — set any in Admin → Settings (or as env vars) to promote a source from fallback to live. Feature never breaks when a key is missing.
Trading Activity Report
Realized + open P/L, AI decision stats and a full trade log over a chosen range — export or email it as a digest.
Scheduled digest Deliver this report automatically over the channels you pick. Sent by the worker at the top of the hour.
Deliver to
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Equity curve
P/L by period
By ticker
TradeOS agent
Trade log
Hedge Engine
Automatic downside protection via inverse ETFs
Open Hedge Positions
Recent Hedge Events
NLP Analysis
Claude-powered market intelligence → approval-gated trade execution
Analyses Run
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Pending Review
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Approved
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High Conviction
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Last Run
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📊 Daily Trade Recommendations
No report yet — click “Generate Today’s Report” to accept stale news, analyse the feed and rank the day’s top trades.
Pending Recommendations
Analysis History
TradeOS Agent PAPER MODE
Trigger → Brain → Guardrails → Agent → Order · with full lineage
Decisions
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Executed
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Held
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Rejected
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Pending HITL
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Active Rules
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⚡ Manual Trigger
Pipeline: Trigger → Brain (Claude SLM-ready) → Guardrails → Agent → Paper Order. Full trace_id lineage written to trade_audit_log.
🤖 Multi-Agent Desk checking…
4 analysts → bull/bear debate → portfolio thesis
Preview — runs the deliberative desk (Technical · Sentiment · Fundamental · Macro → debate → thesis). No order is placed.
🧠 Signal Fusion — Attribution (what the brain saw, last 30d)
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🛡️ Guardrail Effectiveness (what fired & what blocks were worth · 7d / 30d)
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Recent Decisions
Guardrail Rules
Knowledge & Learning
Your personal knowledge base feeds the Brain · the flywheel learns from outcomes
Knowledge Chunks
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Categories
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Training Examples
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Labeled W/L
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Win Rate
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Fine-tune Ready
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Add Knowledge
Embedded with your OpenAI key if set; lexical fallback otherwise.
Test Retrieval (RAG)
Your Knowledge Base
Accounts & Brokers
Connect multiple brokers · switch the active account · direct order execution
By Broker
⚡ Direct Order
Add Account
Credentials are encrypted (AES-256-GCM). Alpaca trades live; Robinhood/MooMoo store securely & appear in summaries pending their API gateway.
My Settings
Personal credentials & trading configuration — —
AI / LLM Keys (encrypted · AES-256-GCM · never shown in full)
Broker Configuration (select a platform · fields adapt to each broker)
Add / Configure a Broker
Configured Brokers
Trading Configuration
Auto-Trading
When ON: signals at/above min-confidence and under the cap auto-execute on your active account. Above the cap (or below confidence) still needs manual approval. When OFF: every actionable signal waits for your approval. Guardrails always apply.
Security
Change Password
Two-Factor Authentication (2FA)
Self-service "Forgot password?" is live on the sign-in screen (single-use 30-min link). Email delivery uses Resend when RESEND_API_KEY + MAIL_FROM are set; otherwise the reset link is written to the server log. Change password works while signed in; admins can also reset.
Account Security
Active Sessions & Devices
Each session is a device or browser where you're signed in. Revoking one signs that device out on its next token refresh. Changing your password signs out every session automatically.
Privacy & Data
Export Your Data
Download everything we hold about you — your account, trading terminal data, and Advisor activity — as a single JSON file.
Danger Zone — Delete Account
Permanently erases your account and all associated data. Advisor communities, insights, and models you own are removed; financial records are retained anonymized (no link to you) for reconciliation. This cannot be undone.
Admin Console 👑
Background engines · users & roles · system overview (admin only)
Advisor Module (community · applications · settings · reports)
Background Engines (buy / sell / kill loops · start · stop · restart)
AI Service & Model Policy (master switch — LLM tokens stay OFF until you turn AI on · economy = cheap models · premium = requested models)
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Ops — AI Spend & Errors (daily rollups · budget breaker)
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Revenue — MRR & Churn (Advisor subscriptions · last 30 days · D9)
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Users & Roles
Config Status
Feature availability based on environment configuration
Docs & README
Documentation, setup guides, and project reference
📖 Full Documentation
Open Docs
Complete project reference
⚙ Local Setup
Setup Guide
Run it on your machine
🚀 Deployment
Deploy Guide
Railway / GitHub setup
📱 Install · Android
Guide
Add as a PWA
🍎 Install · iOS
Guide
Add to Home Screen
🖥 Install · Desktop
Guide
Install as desktop app
💻 GitHub Repo
View Source ↗
Code, issues & releases
About
AI Market Pulse and Trading Agent — an AI-powered, multi-tenant trading research & paper-trading terminal. It ingests market news, runs NLP analysis (Claude), generates guardrail-checked BUY/SELL/SHORT signals, and executes paper trades on Alpaca — with per-user portfolios, an encrypted credential vault, a personal knowledge base (RAG), and an outcome-learning flywheel.
Analyze Infer Decide PWA Live on Railway