Active Positions Guide & Analytics
Your personalised terminal dashboard. Track cross-asset watchlist performance (Crypto & Equities), manage live price targets, and access notification preferences from a centralised personal hub.
Watchlist Table with Live P&L and Targets
Overview
Your saved assets displayed as a live table: Ticker, Added Price, Current Price (live enriched via YFinance API for equities or Binance for crypto), P&L, Target Price, and Status. Now features inline target editing — click any target price to modify it instantly without leaving the view. Colour-coded: green rows = profitable positions, red rows = underwater.
How to Read
Sort by P&L % to see biggest winners and losers at a glance. The Status column visually indicates how close an asset is to hitting your custom target price.
Notification Preference Controls
Overview
Toggle panel controlling which alert types generate in-terminal notifications and which generate browser push notifications. Categories: Z-Score Spikes, Regime Changes, Whale Moves, Price Alerts, Market Brief.
How to Read
Enable browser push for CRITICAL-only alerts to avoid notification fatigue. Keep all in-terminal notifications enabled so nothing is missed when the terminal is open.
Proprietary AI Memory (RAG)
Overview
A Retrieval-Augmented Generation (RAG) knowledge base. Enter unique institutional insights, quantitative rules, or proprietary parameters here.
How to Read
These memory blocks are permanently fed to the AI personas across the terminal. They instruct the AI how you specifically trade.
