Settings
Cloud sync
Sign in to back up trades + notes to the server. Without an account, all data is browser-local — clearing browser data wipes it permanently.
Sign in →Demo Mode
Pre-populates the cockpit with 20 realistic mock trades + session notes so you can see analytics, journal, trade twin, and strategy lab actually working before logging real trades. Demo data is tagged separately — toggling off removes only the demo entries.
Workspace Layouts
Pick a layout that matches your trading style. Affects what's emphasized on cockpit + symbol pages. (Phase 2 wires per-layout grid configurations; current iteration just persists the choice.)
Personal Rules + Pattern Lockout
0 active · 0 hard locksNo rules. Add one below.
Add personal rule
Hard-lockout rules block the order ticket. Warning rules just flag. Personal rules are persisted to localStorage and surfaced before each trade (Phase 2 wiring).
Audit Log (0)
Audit log captures critical actions (trades, alerts, lockouts, rule changes, AI recommendations). Actions appear here as you use the cockpit.
Stored in localStorage (last 500 entries). Helps reconstruct what happened during a session.
Risk rules
| Account size | $10,000 |
| Risk per trade | 1.0% |
| Max daily loss | $200 |
| Max open positions | 3 |
| Cooldown after losses | 2 |
| Min R/R | 2.0 |
| Profit giveback warn | 50% |
| Profile | Balanced |
Data sources
Market data modelive
Add
POLYGON_API_KEY or Alpaca credentials to .env.local for live data.Billing & Stripe
Stripe configurationunconfigured
Stripe not configured. Add
STRIPE_SECRET_KEY (use test keys for dev) to .env.local.Broker Integration
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Developer / Diagnostics
/api/health
Returns DB, Stripe, and market data health.