DOCUMENTATION
Platform Guide
A complete overview of every feature in the Trading Copilot. Learn how each tool works and how to get the most out of the platform.
Dashboard
OPENYour central hub. View watchlist tickers with live price data, a quick-glance signal feed, portfolio summary, and market overview. Add or remove tickers from your watchlist to customize your monitoring.
- Watchlist with real-time price indicators
- Latest signal feed with Consensus Scores
- Portfolio equity snapshot
- Quick-access navigation to all tools
Signal Generation
OPENEnter any ticker and timeframe to run the nine rule-based checks (Fundamental, Technical, Sentiment, Macro, Order Flow, Regime, Correlation, Quant, Risk Manager). Each check votes on its own; the votes are combined into a Consensus Score with a research target and an invalidation level.
- Consensus Score (0-100), not a probability - with the Historical Outcome Rate for its band
- Research target and invalidation level
- Risk/Reward ratio calculation
- Bull case and bear case built from the checks' reasons
- Full reasoning chain — no black boxes
- Pipeline progress visualization in real-time
Analysts
OPENThe nine rule-based checks and the Risk Gate behind every signal: each one's role, latency, accuracy and current status.
- 9 checks + Trader + Risk Gate (11 components)
- Rule-based Python code for every check
- Checks run in parallel, then the votes are combined
- Each check has its own card with latency, accuracy and strategy tags
Backtest Engine
OPENValidate strategies against historical data before risking capital. Select a ticker, date range, and strategy, then view the equity curve, trade log, and performance metrics.
- The built-in backtest strategies listed on the Backtest page
- Equity curve visualization
- Sharpe ratio, max drawdown, and win rate metrics
- Strategies from Kakushadze & Serur (2018)
Performance
OPENTrack your signal accuracy and portfolio performance over time. View historical signal outcomes, hit rates by asset class, and cumulative PnL charts.
- Signal accuracy tracking by timeframe
- Performance breakdown by asset class
- Cumulative PnL visualization
- Historical signal outcome log
Portfolio
OPENPaper trading portfolio with virtual $100,000 starting balance. Track open positions, realized PnL, and equity curve. Practice trade execution without real capital at risk.
- Virtual portfolio with $100K starting balance
- Open position tracking with live PnL
- Trade history and execution log
- Equity curve over time
Correlation Map
OPENVisual heatmap showing correlation coefficients between assets in your watchlist. Identify diversification opportunities and avoid overconcentration in correlated positions.
- Interactive correlation heatmap
- Color-coded from negative (blue) to positive (red)
- Covers all asset classes in your watchlist
- Helps optimize portfolio diversification
Economic Calendar
OPENUpcoming economic events with impact ratings. View scheduled releases like NFP, CPI, FOMC decisions, and earnings dates. Previous values and forecast consensus included.
- High, medium, and low impact event filtering
- Previous value and forecast consensus
- Covers all major global economies
- Helps time entries around volatility events
Trading Journal
OPENRecord your trades, notes, and lessons learned. Build a personal trading log to review your decision-making over time and identify patterns in your behavior.
- Add journal entries with tags
- Link entries to specific signals
- Search and filter past entries
- Build a personal trading knowledge base
News Intelligence
OPENAggregated market news from major financial sources. Headlines are analyzed by the Sentiment agent and integrated into signal generation for real-time context.
- Aggregated headlines from Reuters, CNBC, WSJ
- Sentiment scoring per headline
- Ticker-specific news filtering
- Integrated into the signal generation pipeline
Session Mode
OPENActive trading session with continuous monitoring. Start a session on any ticker and get real-time analysis updates with kill zone detection, tilt coaching, and risk gate enforcement. Designed for intraday traders who need live guidance.
- Continuous real-time analysis updates
- Kill zone detection (London, NY Open, NY Close)
- Tilt detection and coaching (overtrading, revenge trading)
- Risk gate with 15 hard veto rules
- Session PnL tracking and trade counter
- Strategy profile integration
Memory Layer
OPENThe platform learns from every interaction. It stores observations about your trading patterns, preferences, and performance as semantic memories. Agents retrieve relevant memories before each analysis to personalize their output and avoid past mistakes.
- 7 memory types: Behavioural, Performance, Psychological, Preference, Learning, Account State, Session Context
- Agents self-correct from past wrong predictions
- User behaviour learning (tickers, direction lean, timeframes)
- Memory dashboard — see and delete what the platform knows
- Signal feedback (thumbs up/down) stored as behavioural memory
- The more you use it, the smarter it gets
Trading Copilot is an analysis and decision-support tool. It does not constitute financial advice. All signals are generated by rule-based code and should be validated by your own analysis. Paper trading is for educational purposes. Trading financial markets carries substantial risk of loss.