Section 1: Getting Started

Welcome to Your AI Co-Pilot

Welcome! This dashboard is designed to be your AI-powered co-pilot for navigating the financial markets. Our goal is to leverage institutional-grade AI analysis to help you make smarter, data-driven decisions.

Important: This is an advanced analytics platform, not an automated trading bot. It provides signals, projections, and data, but you are in full control of your trading decisions.

Navigating the Dashboard

The dashboard is organized into a few key areas to make finding information intuitive:

• Top Controls: Where you select a symbol and generate the AI summary.
• Chart Panels: Visual displays of price action on Daily (D1) and Hourly (H1) timeframes, alongside a detailed TradingView chart.
• Live Data Widgets: Your source for real-time market news, economic events, and a broad market overview.
• The Workspace: The main tabbed area where you’ll find the Scanner, Portfolio Builder, Backtester, and a view of your Open Positions.

Understanding Key Concepts

Before you dive in, here are a few core concepts used throughout the dashboard:

• CAGR (Compound Annual Growth Rate): This is a smoothed-out annual growth rate. It helps answer the question, “What steady, compounded annual return would be needed to turn the initial investment into the final value?”
• Risk Gauge: This tool provides a real-time measure of market sentiment, helping you understand whether the current environment is “Risk-On” (favorable for growth assets) or “Risk-Off” (favorable for safe-haven assets).
• Macro Scenarios: This powerful feature allows you to see how your portfolio’s projected returns might change based on different economic outlooks, such as a recession.