Complete Service Guide

Register

1. 1Go to /auth/register
2. 2Enter your email address and a password (minimum 8 characters)
3. 3Tick the I confirm I am 18 or over checkbox and the Terms of Service consent checkbox — both are required
4. 4Click Create Account — no email verification, you are logged in immediately. Your terms consent version and timestamp are recorded.
5. 5You are redirected to the login page. Enter your credentials and click Sign In

Daily AI limits

How to search

1. 1Go to /dashboard
2. 2Type a ticker symbol or company name in the search bar. Examples: AAPL, Apple, BTC-USD, BHP.AX
3. 3Press Enter or click the search icon. The AI analysis loads in 3–8 seconds.
4. 4A candlestick chart with technical indicators (RSI, MACD, Bollinger Bands) appears at the top
5. 5The AI analysis card appears below with a full recommendation

Supported ticker formats

Reading the analysis card

News AI digest (inside analysis card)

1. 1Expand the AI News Digest collapsible inside the analysis card
2. 2Click Summarise latest news — this calls Claude Haiku on the last 5 headlines
3. 3A 2-sentence plain-English sentiment summary appears. Result is cached 30 minutes per ticker.

Chart controls

How to generate a signal

1. 1Search a ticker on the Dashboard and wait for the analysis to load
2. 2Scroll below the analysis card to find the Generate Signal panel
3. 3Click Generate Signal for [TICKER]. This uses 1 daily AI credit.
4. 4The system runs pre-filters (regime detection, consensus scoring, ML screening) before calling Claude
5. 5If a valid setup exists, a signal card appears. If not, you will see a NO_SIGNAL message with Claude's reason
6. 6The signal is immediately locked — entry, stop, and target are immutable from this moment
7. 7The signal is added to the public signal history and becomes part of the auditable track record

Signal quality constraints (all must pass)

Reading the signal card — Simple vs Detail mode

Position size calculator

1. 1Open the signal in Detail mode and expand Position Sizer
2. 2Enter your account size (e.g. $10,000)
3. 3Enter your risk percentage per trade (e.g. 1% = $100 at risk)
4. 4The calculator shows: exact share count to buy, dollar amount to invest, and maximum loss

Table view

1. 1Go to /signal-history
2. 2The table loads the 50 most recent signals sorted by date (newest first)
3. 3Click any column header to sort: Date, Ticker, Confidence, R-Multiple, % Move
4. 4Click any row to open the full signal detail page
5. 5Scroll down to load more signals (pagination loads 50 at a time)

Filtering signals

1. 1Click the Filter button to open the filter panel
2. 2Filter by Direction: BULLISH, BEARISH, or NEUTRAL
3. 3Filter by Outcome: HIT TARGET, STOPPED OUT, or PENDING
4. 4Filter by Ticker: type a specific symbol (e.g. AAPL)
5. 5Filter by Date range: set from/to dates
6. 6Click Apply to filter. Click Reset to clear all filters.

Calendar view

1. 1Click the Calendar toggle (top-right of page) to switch from table to calendar
2. 2Each day with signals shows coloured dots: green = HIT TARGET, red = STOPPED OUT, yellow = PENDING
3. 3Click any day to see a panel listing all signals issued that day
4. 4Click the arrow buttons to navigate between months

CSV export

1. 1Apply any filters you want (or leave blank for all signals)
2. 2Click the Download CSV button
3. 3A spreadsheet downloads with: ID, Ticker, Direction, Confidence, Entry, Stop, Target, R/R, Outcome, R-Multiple, % Move, Date

Confidence histogram

Below the table, a bar chart shows win rate by confidence bucket (50–59, 60–69, 70–79, 80–89, 90–100). Higher confidence signals should have higher win rates — this chart verifies that empirically.

Opening a signal

1. 1Click any signal row in Signal History, or any signal card anywhere on the site
2. 2Each signal has its own shareable link — copy it from your browser and send it to anyone. No login required to view.
3. 3The page shows the full signal card in Detail mode plus all metadata

What you can see

Adding a personal note (login required)

1. 1Scroll to the My Notes section on the signal detail page
2. 2Type your note (max 500 characters) — e.g. your own trade rationale or post-trade review
3. 3Click Save Note. Notes are private and only visible to you.
4. 4To delete your note, click Delete Note

Sharing a signal

1. 1Click the Share button on the signal card
2. 2The signal URL is copied to your clipboard — share it on Twitter, Discord, or Slack
3. 3The link generates a rich Open Graph preview card (ticker, direction, confidence) when shared on social media

Running a screen

1. 1Go to /screener
2. 2Click the Filter panel to expand filter options
3. 3Set your criteria using the available filters (see below)
4. 4The table updates automatically as you adjust filters
5. 5Click any row to open that ticker on the Dashboard for a full analysis

Available filters

Saving filter presets

1. 1Configure your desired filters
2. 2Click the Save preset button and give it a name (e.g. "Oversold tech")
3. 3Your preset is saved in browser storage. Click it to instantly restore the filter configuration.
4. 4Click the × next to a preset name to delete it

Exporting screener results

1. 1Apply your filters to narrow the list
2. 2Click Download CSV to export the filtered results as a spreadsheet

Adding a position

1. 1Go to /portfolio
2. 2Click Add Position
3. 3Enter: Ticker, number of shares, and your average buy price
4. 4Click Save. The position appears in your portfolio table.
5. 5To edit or delete a position, click the row and use the Edit / Delete buttons

Risk metrics explained

Creating a price alert

1. 1Go to /alerts
2. 2Click New Alert
3. 3Enter the ticker symbol and your target price
4. 4Select the direction: Above (notify when price rises to target) or Below (notify when price drops to target)
5. 5Click Save Alert. The alert is now active.
6. 6Alerts are checked every ~5 minutes against live prices (stocks during market hours; crypto 24/7). An email is sent to your registered address when triggered.
7. 7To delete an alert, click Delete next to it in the alerts list

Browser push notifications (optional)

1. 1At the top of the Alerts page, click Enable Push Notifications
2. 2Your browser will ask for permission — click Allow
3. 3Push notifications are now active. You will receive browser notifications even when the app is not open.
4. 4To disable, click Disable Push Notifications on the Alerts page

Setting up auto-trade

1. 1Go to /auto-trade (Pro plan required)
2. 2Click Configure Auto-Trade
3. 3Set your Budget — the total simulated capital (e.g. $10,000)
4. 4Set your Risk per trade % — how much of budget to risk per signal (e.g. 1% = $100 per trade)
5. 5Set your Direction filter — trade BULLISH only, BEARISH only, or ALL signals
6. 6Set your Minimum confidence — only auto-trade signals above this confidence level (e.g. ≥ 70)
7. 7Click Save Configuration

Monitoring auto-trade

1. 1The Open Positions table shows all currently active simulated trades with entry price and unrealised P&L
2. 2The Trade Log shows all completed trades with outcome, R-multiple, and P&L
3. 3Click Run Now to manually trigger the auto-trade engine against the latest signals
4. 4To delete a position, click Delete next to it in the Open Positions table

Viewing your usage

1. 1Go to /account
2. 2The Usage section shows: AI analyses used today, daily limit, and plan type
3. 3A progress bar shows how many of your daily credits remain

Upgrading to Pro

1. 1In the Plan section, click Upgrade to Pro
2. 2Select Monthly ($19/month) or Annual (saves ~17%)
3. 3You are redirected to Stripe's secure checkout page. Enter your card details.
4. 4After payment, you are redirected back to the account page. Pro features are activated immediately.

Managing your subscription

1. 1Click Manage Billing to open the Stripe customer portal
2. 2In the Stripe portal you can: update payment method, view invoices, change plan, or cancel
3. 3Cancellation takes effect at the end of the current billing period — you keep Pro access until then

Signal notifications to external apps (optional)

1. 1In the Notification URL section, paste your Discord or Slack notification link
2. 2Click Save. TradeMind AI will automatically send you a notification every time a new signal is generated on your account.
3. 3To stop notifications, clear the field and click Save

Legal & compliance

What you will find here

How to use it

1. 1Visit /performance — no login required
2. 2Check the 30-day win rate and average R-multiple to understand current system accuracy
3. 3Click any ticker in the top signals table to read its full signal detail and verify the lock timestamp
4. 4Use this page to show others a verified, tamper-proof track record

Available report types

How to enable

1. 1Go to /account
2. 2Scroll to the Email Reports section
3. 3Toggle on any combination of Daily, Weekly, Monthly, and Yearly
4. 4Each toggle saves instantly — no submit button needed

Signal expiry alerts

If one of your signals stays PENDING for more than 14 days without hitting its target or stop, you will automatically receive a one-off email listing all affected signals with direct links. This runs daily at 06:00 UTC and does not require any opt-in setting.