Professional Trading Platform with Intelligent Risk Management
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(Smart = reuse data within 30 days)
📊 Professional Stock Analysis & Batch Processing
Analyze single symbols or multiple symbols from watchlist selection. Intelligent routing based on input.
0 symbols
Single symbol for immediate analysis, multiple symbols for batch processing
Index for relative strength comparison
Your target selling price (for single symbol analysis)
Your maximum acceptable loss price (for single symbol analysis)
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⚙️ Batch Configuration
Adjust based on API plan. Current: ~3s delay
Adjust based on API plan. Current: ~3s delay
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🚀 Universal Analysis Engine
📋 Single or Multiple Symbol Analysis: Import ticker files, paste symbols, or enter individual stocks. Complete with Processing Log, rate limiting, and quality filtering.
📋 Batch Symbol Input
0 symbols detected
📋 Copy & Paste: Copy a column of symbols from Excel and paste here
🖱️ Drag & Drop: Drag symbols from watchlist to this textarea
⌨️ Type: Enter symbols manually (autocomplete available)
Lower threshold for initial screening
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Processing Log
📊 Analysis Results
New Analysis Result
💱 Trading Methods & Stock Info
? Analysis Results
Stock Information
🏭 Sector Analysis
📡 Market Pattern Recognition
📝 Personal Notes
📜 Historical Analysis
View and manage your saved stock analyses. Import previous checklists or export your analysis history.
⚠️Cache Data ViewCACHE
You are viewing fundamental analysis cache data. This shows raw cached API responses for testing and debugging purposes.
Note: Cache entries are automatically managed and may be deleted when expired (>30 days old).
💱Trading Portfolio ViewPORTFOLIO
Portfolio management view displaying aggregated trading data per stock symbol. Track holdings, P&L, performance metrics, and trading history.
Features: Position tracking, average prices, realized/unrealized P&L, ROI calculations, and performance analytics.
↕️ Sorting
🔍 Symbol Filter
💱 Trading Filters
🎯 Score Filter
✨ Smart Select
? Select
? Actions
No saved checklists yet
⚙️ Trading Parameters & Configuration
Configure your trading parameters, API settings, and fundamental analysis options that will be applied to both current analysis and historical results.
⚙️ Trading Method Parameters
Configure default values for the advanced trading calculation methods. These parameters will be used by the multi-method calculator in the stock analysis results.
🎯 Target Price Method Parameters
%
Default percentage for percentage-based target price calculation
x
Multiplier for resistance-based target (Recent High × Multiplier)
Default P/E ratio for fundamental-based target price
🛡️ Stop Loss Method Parameters
days
How many days back to look for recent low
%
Additional buffer below recent low for safety
%
Fixed percentage below current price for stop loss
%
Buffer below support level for stop loss
days
Average True Range calculation period
x
Multiplier for ATR-based stop loss calculation
⚠️ Risk Management Settings
How strictly to enforce reward-to-risk requirements
x
Multiplier for reward-to-risk in total score (0.5 = half weight)
:1
Lower threshold for more opportunities (e.g., 1.5:1 instead of 2:1)
Display risk/reward breakdown in analysis results
⚙️ Analysis Settings
? Simplified: Fast calculation, 3 API calls
? Precise: Historical analysis, 5+ API calls
Automatically jump to Analysis Results after completing analysis
💾 Auto-Save Settings
entries
Maximum number of historical analysis results to keep (Default: 200)
⚠️ Risk Assessment Parameters
Configure how the Dynamic Risk Assessment System analyzes your positions and recommends stop loss adjustments.
How far back to analyze price patterns for stop loss recommendations
Safety buffer below support levels when placing stop losses
Only show recommendations with at least this confidence level
Show example risk assessments without using API calls (uncheck to use real market data)
💾 Auto-Save Settings
Automatically save analysis results that meet quality criteria
💾 Fundamental Analysis Cache Settings
Controls when to make new fundamental analysis API calls vs reusing existing data
hours
How long fundamental data remains valid (720 hours = 30 days). Quarterly data typically valid for 90 days.
🔑 API Configuration
🔌 Choose Your Data Providers:
Twelve Data: Reliable for individual analysis
Financial Modeling Prep: Excellent for batch processing
Alpha Vantage: 25 calls/day (free), good for fundamental data
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? Checking...
API service for Live Pattern Recognition analysis - requires real-time market data
🦢 Swan Score Data Sources
Configure data sources for ethical investment analysis. Swan Score combines ESG, innovation, economic moat, and technology ethics data from multiple sources.
? Not Configured
Primary source for ESG scores, sustainability metrics, and governance data
? Not Configured
Environmental violations, compliance history, and emissions data
? Not Configured
R&D spending, technology sector analysis, and innovation metrics
? Not Configured
ROE, profit margins, market dominance, and competitive advantages
? Not Configured
AI ethics, data privacy practices, and technology impact on humanity
Controls when to make new fundamental analysis API calls vs reusing existing data
hours
How long fundamental data remains valid (720 hours = 30 days). Quarterly data typically valid for 90 days.
💡 FMP Optimization: Adjust for your API plan (Free: 8/min, Standard: 300/min, Professional: higher) Current delay between calls: ~10 seconds
💡 For FMP, you can safely use higher rates than Twelve Data required
Extra seconds added to calculated optimal delay for safety
Formula: actualDelay + apiWaitTime + buffer = optimalDelay
API: OFF
Open the advanced system monitoring dashboard to view API health and performance metrics.
🔑 API Keys
Save all your API keys here. The system will automatically use the appropriate key based on your data source selections above.
Free tier available | Paid plans for higher limits
?
Get key: financialmodelingprep.com
💡 Works for both technical and fundamental analysis
⚠️ 403 Forbidden = Daily quota reached or invalid key — check your FMP dashboard
Twelve Data
Free tier available | Premium for fundamental data
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Get free: twelvedata.com
💡 Works for both technical analysis and fundamental data (Premium required for fundamentals)
⭐ Karma Shop
Use your karma to unlock Pro or Elite access. Karma is earned when others use your shared API keys.
⚙️ Karma System Config ADMIN
Tune the Trust Gate and vote economy. Changes take effect immediately.
Weighted Pro/Elite votes needed to open gate (default: 3.0)
Karma cap per post to author (default: 50)
Max votes a user can cast per day (default: 20)
Karma to author per free-tier vote (default: 0.5)
Karma to author per basic vote (default: 1.0)
Karma to author per pro vote (default: 2.0)
Karma to author per elite vote (default: 3.0)
Platform cut per API call (0.0–0.5, default: 0.10 = 10%)
📊 Karma Economy
🦢 Swan Score API Keys
API keys for ethical investment and ESG data sources. Many Swan Score APIs are free or have generous free tiers.
OpenFIGI
10,000 free calls/day | Optional enhancement
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Get free: openfigi.com
💡 Optional: Enhanced security identification and industry classification
💡 Used for: Better industry categorization for moat analysis
Public APIs
No API keys required
🌿 EPA Envirofacts? Available
🌍 World Bank Open Data? Available
📰 Yahoo Finance (Basic ESG)? Available
💡 These APIs provide free access to environmental and ESG data
💡 Used for: Environmental compliance, development impact, basic ESG scores
⚠️ Risk Assessment Configuration
Configure how the Dynamic Risk Assessment System analyzes your positions and updates stop losses.
📊 Data Source Priority
System will try APIs in this order for risk analysis data:
1Financial Modeling Prep(Best for historical data & patterns)
2Alpha Vantage(Good daily data, limited calls)
3Twelve Data(Backup technical data)
🔄 Update Frequency
Automatically check positions for risk updates (respects API limits)
💾 Historical Data Cache
Price data is cached locally in your browser (IndexedDB) to speed up pattern scanning and reduce API usage.
📊 Cache Statistics
📁 Tickers cached: —
📈 Total rows: —
📅 Oldest data: —
📅 Newest data: —
🧹 Cache Management
Older data is removed at startup to keep cache size manageable.
🔬 Fundamental Analysis Configuration
Advanced fundamental criteria based on financial statements and company metrics.
⚠️ Requirements: Pro API plan required for real data. Use "Test with Mock Data" to preview functionality.
Add 7 fundamental criteria to your analysis (~350+ API calls per stock)
When enabled, total possible score increases (e.g., 8/8 ? 14/14)
Test fundamental analysis with sample data (Apple-like metrics)
Analyze the current stock in Results tab with fundamental data (requires stock analysis first)
✅ Quality Criteria
Gross Profit MarginTarget: >60%
High margins indicate strong pricing power and operational efficiency
Return on Invested Capital (ROIC)Target: >10-12%
Shows management efficiency in deploying capital to create value
Free Cash Flow MarginTarget: >20%
Indicates efficient conversion of revenue into actual cash
Interest Coverage RatioTarget: =3-4x
Ensures company can comfortably pay debt obligations
P/E RatioInformational
Valuation context - not a pass/fail criterion
EPS Growth (YoY)Target: >10%
Ensures the company is growing earnings year over year
Debt-to-Equity RatioTarget: <1.0
Avoids companies with excessive debt that could fail in tough times
🌐 P2P Network Configuration
🌐 Peer-to-Peer Network Settings
Revolutionary peer-to-peer network for collaborative trading intelligence. Share data, reduce costs, and invest more ethically together with the global TradePro community!
Disconnected
🤝 Share fundamental data
P/E ratios, earnings data, financial metrics, quarterly reports. Reduces API costs for everyone.
TradePro Portfolio Manager is a complete trading intelligence platform with revolutionary AI-powered features and professional-grade capabilities.
🧠 Professional Trading Intelligence Suite
Revolutionary AI-powered trading platform with self-improving algorithms, institutional intelligence, smart exit signals, and comprehensive portfolio management. The complete professional trading ecosystem!
🔧 Phase 7.4: Integration & Polish Phase - CURRENT FOCUS
Currently standardizing all applications with Universal Foundation architecture, consistent UI/UX, and cross-tool integration before continuing expansion.
? Live Market Dashboard
Most integrated application with Universal Foundation architecture
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Complete trade lifecycle control with individual trade management, real-time P&L calculations, and professional portfolio analytics.
📤 Professional Export/Import
Dual-format system: Excel export for comprehensive reports and JSON backup for complete portfolio migration.
🔍 Advanced Filtering & Sorting
Universal symbol filtering across all views plus Trading Data power sorting by P&L, ROI, holdings, and trade volume.
🪟 Split Workspace Technology
Revolutionary dual-column analysis with draggable resizing for comparative portfolio analysis and sector comparison.
💱 Multi-Method Trading System
Professional-grade analysis with 5 target price methods and 5 stop loss strategies, including AI resistance detection.
👁️ Three-View Toggle System
Seamless workflow management: Historical Analysis ? Cache Data ? Trading Data for complete portfolio oversight.
🚀 AI-Powered Trading Revolution! From basic analysis to intelligent trading platform with self-improving AI, institutional intelligence, and complete portfolio management.
💡 Click above to access advanced tools with AI learning capabilities, institutional analysis, and professional trading intelligence.
🏆 Hall of Fame
Meet the brilliant minds behind TradePro Portfolio Manager
📝 Personal Notes