⚙️ Configuration Guide

Complete setup for optimal TradePro performance

🔑 API Configuration Overview

📋 Configuration Checklist

TradePro requires different API keys for various features. Here's your setup priority:

Financial Market Data (Required) - Core stock analysis functionality
ESG Data (Recommended) - Swan Score ethical investment analysis
News Data (Optional) - Enhanced fundamental analysis
Options Data (Premium) - Advanced derivatives analysis

📈

Financial Market Data APIs

📊 Financial Modeling Prep RECOMMENDED

Best for: Comprehensive financial data, reliable API, good rate limits

Features:

Real-time stock prices and historical data
Financial statements (Income, Balance Sheet, Cash Flow)
Key metrics and ratios
Insider trading data
Institutional holdings

Get your API key from dashboard

Enter key in Configuration tab → Financial Modeling Prep section

Click "Test Connection" to verify

Rate Limits: 300 requests/minute (recommended), up to 10,000/day

Cost: Free tier available, $14/month for professional

🎯 Alpha Vantage ALTERNATIVE

Best for: Free alternative, good for basic analysis

Features:

Real-time and historical stock data
Technical indicators
Basic fundamental data
Economic indicators

Get free API key via email

Configure in Alpha Vantage section

Rate Limits: 5 requests/minute (free), 75/minute (premium)

Cost: Free tier, premium from $25/month

⚠️ Note: Free tier has strict rate limits. Consider Financial Modeling Prep for production use.

📈 Twelve Data ALTERNATIVE

Best for: Real-time quotes, technical indicators, broad symbol coverage

Features:

Real-time and historical stock prices
Technical indicators (RSI, MACD, EMA, etc.)
Global market coverage (stocks, forex, crypto, ETFs)
WebSocket support for live streaming

Get your API key from the dashboard

Open TradePro → API Configuration tab → Twelve Data section

Paste the key and click "Test Connection" to verify

Rate Limits: 800 requests/day (free), 8 requests/minute recommended

Cost: Free tier available, paid plans from $12/month

⚠️ localStorage key note: If Twelve Data stops working after switching to FMP, try re-entering your Twelve Data key in the API Configuration tab to ensure it is stored correctly.

🦢

ESG Data for Swan Score

🌱 What is Swan Score?

Swan Score evaluates companies based on Environmental, Social, and Governance (ESG) factors to help you make ethical investment decisions. Higher scores indicate more sustainable and ethical business practices.

🌊 Sustainalytics (via FMP) RECOMMENDED

Best integration: Works automatically with Financial Modeling Prep API

✅ Auto-Configuration: If you have Financial Modeling Prep configured, ESG data is automatically available!

ESG Metrics Included:

Environmental risk scores
Social responsibility ratings
Governance quality metrics
Controversy assessments
Industry peer comparisons

⚙️ Manual ESG Setup ADVANCED

For custom ESG criteria: Configure your own ethical investment parameters

Navigate to Swan Score Configuration

Set environmental weight (0-100%)

Configure social criteria importance

Define governance standards

Test with known ethical companies

// Example Swan Score Configuration
{
  "environmental_weight": 35,
  "social_weight": 35, 
  "governance_weight": 30,
  "controversy_penalty": true,
  "min_score_threshold": 60
}
                        

📰

News & Sentiment Data

📰 News API ENHANCEMENT

Enhances: Fundamental analysis with recent news and sentiment

Get free API key

Configure in News API section

Rate Limits: 1,000 requests/day (free)

Features: Business news, company mentions, sentiment analysis

📊 Financial News (FMP) AUTO

Auto-included: Financial news available with FMP subscription

✅ No Extra Setup: Financial news automatically included with Financial Modeling Prep API access.

Features:

Company-specific news
Earnings announcements
SEC filings updates
Market moving events

🚀

Advanced Configuration

⚡ Performance Optimization

Rate Limit Settings:

Set API rate limits to 80% of your plan's maximum
Enable request queueing for high-volume analysis
Configure retry logic for failed requests

Cache Configuration:

Enable local data caching (reduces API calls)
Set cache expiry: 15 minutes for real-time data
Cache fundamental data for 24 hours

Data Sources Priority:

Primary: Financial Modeling Prep
Fallback: Alpha Vantage
Emergency: Local cached data

🔔 Security Settings

🛡️ API Key Security

Never share API keys - Keep them confidential
Use environment variables - Don't hardcode in applications
Rotate keys regularly - Change them every 90 days
Monitor usage - Watch for unauthorized access

🧪

Testing Your Configuration

✅ Configuration Verification

API Connection Test:

Click "Test Connection" for each configured API
Verify green checkmarks appear
Check error messages if connections fail

Data Retrieval Test:

Run analysis on a well-known stock (AAPL)
Verify all data sections populate correctly
Check Swan Score calculation works

Feature Testing:

Test pattern recognition with demo
Verify real-time data updates
Check news and sentiment integration

🎉 Configuration Complete!

Once all tests pass, you're ready to experience the full power of TradePro. Try running a comprehensive analysis on your first stock!

Next: Getting Started Guide Start Trading Analysis

🛠️

Configuration Troubleshooting

❌ Common Issues

🔑 "Invalid API Key" Error

Verify key is copied correctly (no extra spaces)
Check if key is active in provider dashboard
Ensure you're using the correct key type
Try regenerating the API key

⏱️ "Rate Limit Exceeded" Error

Reduce rate limit setting by 20%
Enable request queueing
Consider upgrading API plan
Wait for rate limit reset

📊 "No Data Available" Error

Check if stock symbol is valid
Verify market is open (for real-time data)
Try alternative data source
Check API service status

🦢 "Swan Score Not Available" Error

Ensure ESG data source is configured
Check if company has ESG coverage
Try larger, well-known companies first
Verify FMP subscription includes ESG data

📞 Need More Help?

If you're still experiencing issues:

Check the browser console for detailed error messages
Review API provider documentation
Try configuration with a different browser
Visit our complete troubleshooting guide

💾 Historical Data Cache

TradePro stores historical OHLCV price data in your browser's IndexedDB so repeated strategy scans skip unnecessary API calls. The first scan fetches fresh data; all subsequent scans load from cache and only fetch new trading days (delta-fetch).

Cache Settings

In ⚙️ Settings → API Configuration, scroll to "💾 Historical Data Cache":

View stats — tickers cached, total rows, estimated size
Clear all cache — wipes IndexedDB; next scan rebuilds from scratch

How it works

Up to 5 years of daily data per ticker, stored locally (~80–120 MB for 800 tickers)
1-day tolerance on date ranges to handle weekends and holidays
Monthly full refresh per ticker to pick up split-adjusted prices
Progress bar shows live cache-hit vs. fresh-fetch counts during scans

📖 Full Cache Guide — detailed explanation, storage specs, and FAQ.

⭐ Karma & Community API Sharing

The Karma system lets you share your API keys with the community and earn karma passively — or use community keys when your own quota runs out.

Sharing your key

In ⚙️ Settings → API Configuration, toggle "Share this key with community" next to your FMP or Twelve Data key. Your key is encrypted with AES-GCM in your browser before storage — never exposed in plaintext.

Using a community key

When your quota is exhausted, open "Community API Keys" and click Use next to an active key. Each call costs 1⭐ karma, flowing to the key owner (minus 10% platform provision).

Karma Shop

Spend karma to unlock Pro or Elite tier for 1h, 6h, or 24h. Elite unlocks strategy import from the community feed.

Earning karma

Someone uses your shared API key → earn per call
Post analyses, ticker lists, or strategies to the community feed
Receive upvotes on your posts
Share a trading strategy → +5⭐

📖 Full Karma & Community Guide — rates, tiers, leaderboard, and strategy sharing.

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