🚀 Getting Started with TradePro

Complete onboarding guide for professional trading analysis

⚡ Quick Start Overview

💡 What is TradePro?

TradePro is a comprehensive trading analysis platform that combines technical analysis, fundamental analysis, rules-based pattern recognition, and ethical investment scoring (Swan Score) into one integrated system.

Key Benefits:

📊 Rules-based pattern recognition for systematic trading analysis
🌱 Ethical investment scoring with ESG data
📡 Real-time market intelligence and pattern detection
🖱️ Seamless drag-and-drop workflow
💼 Professional portfolio management tools

📋 Step-by-Step Setup

Initial Configuration

Set up your API keys and data sources for optimal functionality:

⚙️ API Configuration

Navigate to Configuration tab
Select your preferred data source (FMP recommended)
Enter your API key
Test the connection

API Setup Guide

🦢 Swan Score Setup

Configure ESG data sources
Set ethical investment preferences
Test Swan Score calculation
Review ethical criteria

Swan Score Guide

Your First Analysis

Experience the power of TradePro with your first stock analysis:

Open Stock Analysis tab - Navigate to the main analysis interface
Enter a stock symbol - Try a well-known stock like AAPL or MSFT
Click "Analyze Stock" - Initiate comprehensive analysis
Review results - Check Analysis Results tab for complete breakdown
Explore features - See Swan Score, Pattern Recognition, and more

💡 Pro Tip: Use the drag-and-drop feature! Open the watchlist and drag symbols directly to the Stock Analysis tab for instant analysis.

Explore Advanced Features

Discover the full power of TradePro's advanced capabilities:

📈

Pattern Recognition

Rules-based pattern detection with confidence scoring

Try Pattern Demo

🏦

Institutional Intelligence

Track smart money with 13F filings analysis

View Intelligence

🎯

Smart Exit Signals

Professional exit timing with risk assessment

Monitor Exits

👥

Community

Share trade ideas, earn karma, and unlock more tools

Join Network

⚡ Essential Workflows

☀️ Daily Analysis Routine

Open Market Pattern Recognition
Review symbols in your watchlist
Drag interesting symbols for analysis
Check Swan Score for ethical alignment
Review pattern recognition signals
Add promising stocks to watchlist

💰 Investment Decision Process

Run comprehensive stock analysis
Check all analysis components
Review institutional intelligence
Assess risk with exit signals
Record trade with position sizing
Monitor with portfolio tools

📊 Portfolio Monitoring

Check Trading Data for positions
Review exit signal alerts
Update position notes
Analyze performance metrics
Rebalance based on Swan Scores
Export reports for records

🔍 Stock Scoring Usage

Open Stock Scoring for a symbol
Review data quality indicators
Check pattern-based scoring
Use fundamentals breakdown
Compare across watchlist
Adjust strategies based on insights

🔧 Quick Troubleshooting

Common Issues & Solutions

🔌 API Connection Issues

Verify API key is correct
Check rate limits (300/min recommended)
Test connection button in Configuration
Try alternative data source

📊 No Analysis Results

Ensure valid stock symbol
Check internet connection
Wait for analysis completion
Review error messages in console

🦢 Swan Score Not Showing

Configure ESG API keys
Check ethical data sources
Verify company has ESG data
Try fundamental analysis first

🔍 Pattern Recognition Missing

Run stock analysis first
Check for recent price data
Test with demo functionality
Verify technical data sources

🚀 Next Steps

🎯 Ready to Trade Like a Pro?

Now that you're set up, explore these advanced resources:

📚

Pattern Recognition Guide

Deep Dive

📊

Trading Workflow

Professional Flow

🔬

Analysis Methods

Analysis Guide

👥

Community

Join Network

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