>_END-USER WALKTHROUGH
Eighteen self-contained stages, from first boot through every major view, the 648-tile Cmd-K launcher, broker imports, FIFO trade roll-up, journal + AI post-mortem, the 17-cut report engine, live halt / catalyst / scanner streams, stryke-JIT backtests, custom indicators, strategy alerts, Schedule D / C tax exports, and the community surface. Each page is a deep dive on the controls, the data flow, the IPC route, and the gotchas — grounded in the current code, not vibes.
How to useStart at step
01 and work forward with the Next button at the bottom of each page, or jump to any step from the grid below. Every page references the route handlers in crates/traderview-web/src/routes/, the view modules in frontend/js/, and the schema in migrations/ by path.
Chapter 01 — Getting started
STEP 01
First launch & orientation
Desktop vs web binary, embedded Postgres bootstrap, auto-login local user, topbar, Cmd-K tile launcher,
? tutorial hotkey.
STEP 02
Accounts & broker import
12 built-in parsers (Webull, IBKR Flex, ThinkOrSwim, Schwab, Fidelity, ETrade, Robinhood, TradeStation, DAS Trader, TradeZero, Lightspeed, TD), Generic column-mapping wizard.
Chapter 02 — Core trading data
STEP 03
Trades & executions
Executions table (the atom), FIFO roll-up, open/closed positions, gross P&L, split / merge / risk endpoints, idempotent re-import.
STEP 04
Journal & AI post-mortem
Per-trade + daily + general notes, templates, mandatory trade reviews for
|R| ≥ 2, GPT analysis with cache, mood + discipline analytics.
STEP 05
Reports — 17 cuts + Monte Carlo
Overview, by-symbol, by-day-of-week, by-hour, by-hold, R-distribution, drawdown, risk-adjusted, calendar, fill-quality TCA, equity forecast.
Chapter 03 — Live markets
STEP 06
Live scanner — Finnhub WS
6-panel intraday scanner, 25-symbol chunked subscriptions, in-process DashMap fan-out, TTS voice alerts, bounded oldest-first eviction.
STEP 07
Halts & catalysts
Nasdaq trade-halt RSS (3s), SEC EDGAR (6s), Business Wire / PR Newswire / GlobeNewswire / AccessWire RSS, ticker NER, reason-code lookup.
STEP 08
Charts & research
uPlot OHLC + persisted drawings, per-symbol dossier (quote / signals / news / earnings / dividends / insiders / fundamentals / holders), options chain + Greeks.
Chapter 04 — Strategy & automation
STEP 09
Backtest — stryke-JIT engine
stryke-JIT compiled strategies, walk-forward sweeper, presets, deterministic re-run, equity curve + R-distribution per backtest.
STEP 10
Custom indicators
AST-based custom indicators evaluated per symbol via
POST /custom-indicators/eval/{sym}, reusable in alerts / scanners / backtests.
STEP 11
Strategy alerts & webhooks
Price + threshold alerts, AND/OR/NOT strategy alerts, fires log, Discord / Slack / generic webhook delivery with retry + test-send.
STEP 12
Hotkeys & paper trading
User-defined hotkeys, paper accounts, paper orders + positions, reset-account, position-size calculator (Kelly + correlation-aware).
Chapter 05 — Risk & tax
STEP 13
Risk + position sizing
Kelly criterion, correlation-aware sizing, per-trade risk endpoint, R-multiple bucketing, drawdown + discipline metrics.
STEP 14
Tax lots — Schedule D
FIFO / LIFO tax-lot tracker, wash-sale awareness, per-year cuts, Schedule D export (CSV / JSON).
STEP 15
Expenses + receipt OCR — Schedule C
Amazon / BoA / Chase / Apple Card statement parsers, on-device OCR (Apple Vision / Tesseract), 20-bucket Schedule-C taxonomy, learned-category mappings.
Chapter 06 — Community & customization
STEP 16
Community — shares, forum, boards
Public trade shares with slug URLs, threaded forum, mentorships, public/private symbol boards, sentiment from Reddit WSB + StockTwits.
STEP 17
Dashboards & watchlists
User-defined widget dashboards, watchlists with per-symbol context menus, screener / scanner presets, world-markets snapshot grid.
STEP 18
Shortcuts & the 648-tile launcher
48-key shortcut registry, Cmd-K filter-and-jump tile launcher,
? in-app tutorial, view-scoped binds, right-click context menus across 18 scopes.