HOW IT WORKS — APP TUTORIAL

The Terminal continuously scans the tracked universe — US majors, the FTSE 100 and popular ETFs — and surfaces only buy-side signals that pass your active filter.

1. 1.Pick or describe a filter under Scanner Filters — the scan re-runs instantly whenever filters change.
2. 2.Watch the hits table: price, trend, RSI, MACD and quant score update on every scan tick.
3. 3.Tap any hit to open its Signal Dossier.
4. 4.Type / for slash-command navigation between modules.

Every hit opens a full dossier: SignalAlign weekly gates, a multi-timeframe price chart (daily / weekly / monthly), live fundamentals and the latest verified earnings digest.

1. 1.Check the pattern stats — historical win rate and frequency are computed from real price history, never simulated.
2. 2.Review the earnings intelligence block: beat or miss, EPS vs consensus and forward guidance.
3. 3.Fire a one-click paper trade or configure a bracket with take-profit and stop-loss legs.

Add what you already own with just a ticker and your average buy price — any tradable name works, even outside the tracked universe.

1. 1.Open Portfolio Signals on the Terminal and use Add Holding.
2. 2.Enter the ticker and your buy price — unknown tickers are verified on demand.
3. 3.Positions show live P&L in your local currency, always displayed as percentages.

TIP — Holdings receive full SignalAlign signals, so you get take-profit and sell alerts on what you own.

Describe a strategy in plain English and the Copilot parses it into structured scan criteria and bracket parameters you can review and deploy.

1. 1.Open the Alpha Copilot panel on the Terminal.
2. 2.Type something like “oversold tech under $200 with a bullish MACD cross, 5% size, 8% target, 4% stop”.
3. 3.Review the generated strategy card, then deploy it to your scan filters and execution rules.

TIP — Each prompt costs 5 credits — top-up packs are in Billing & Plans.

Compose strategies from scratch: add or remove individual technical and fundamental filters, or describe what you want in free text and let the AI interpret it for you.

1. 1.Add filters such as EMA trend, Bollinger Band position, 3-year CAGR or EPS growth.
2. 2.Set position sizing plus take-profit and stop-loss brackets.
3. 3.Save the strategy — your first saved strategy automatically becomes the scanner default.

Deploy rules that trade your signals automatically — paper routing by default, live broker routing on Pro and above.

1. 1.Create a rule linked to a scan filter or a specific ticker.
2. 2.Choose fixed or percentage-based position sizing.
3. 3.The earnings blackout window automatically suppresses new entries around earnings events.

TIP — Paper trading is unlimited and free on every tier.

Test any scanner criteria against up to 10 years of real daily price history before risking capital.

1. 1.Pick a saved filter or enter criteria manually.
2. 2.Set your starting capital and risk parameters.
3. 3.Review the equity curve, win rate and trade-by-trade results, and save the run.

Track every closed trade and protect the book with hard risk limits.

1. 1.Performance History shows realized P&L per trade and over time.
2. 2.Risk Monitor trips a circuit breaker when your daily drawdown limit is hit.
3. 3.Set your drawdown threshold and equity in Risk settings.

Connect Alpaca, Tradier or IBKR via OAuth — access tokens are AES-256 encrypted and never stored in plain text.

1. 1.Add a broker connection and choose paper or live mode.
2. 2.Flip the PAPER switch in the sidebar to switch routing instantly across all connections.

Push signals to Discord, Telegram or Slack automatically, and subscribe to the institutional squawk wire for high-impact catalysts.

1. 1.Add a webhook channel and activate it.
2. 2.Signals and catalysts dispatch to your channels as they fire.
3. 3.Enable the Squawk wire add-on (Pro and above) for real-time institutional alerts.

Free, Hobbyist, Pro and Business tiers gate scan speed, live routing, backtesting and Copilot credit allowances.

1. 1.Compare plans and switch any time — new limits apply across the terminal instantly.
2. 2.Top up Copilot credits with one-time packs.
3. 3.Everything is testable risk-free on paper first.