How-to

User guide

Step-by-step playbooks for every tab. Search for an action (paper trade, webhook, cookie, backup) and click into the matching topic.

Showing 24 of 24 topics

Table of contents

Setup

First-time install
First-run credential wizard
Wiring the TradingView session

Daily workflow

Suggested morning routine
Suggested evening review

Screeners

Running a multi-strategy screener
Fundamentals screener (ratio filters)

Watchlist & journal

Managing the watchlist
Logging a paper trade
Editing trade date or notes after entry
Closing a paper trade
Reading journal reports

Pine & TradingView

Wiring a TradingView Pine alert via webhook
Pine Search (scrape TV Pine Screener by free-text query)
Saved Pine Screeners

Fundamentals

Fundamentals tab basics
Wiring the Screener.in cookie (Indian fundamentals)

Operations

Backing up the database
Resetting the credential vault
Applying a new schema migration
Tailing service logs
Rebuilding a single service after code changes

Troubleshooting

Common errors and fixes
Docker won't start the stack

Setup

· 3

▸First-time installGet Docker Desktop running, then run setup-platform.bat once.#

▸First-run credential wizardEnter broker/data/notification credentials into the encrypted vault.#

▸Wiring the TradingView sessionPaste a TradingView session cookie so Playwright can use your TV account for Pine scrapes.#

Daily workflow

· 2

▸Suggested morning routineA 5-minute workflow before the open.#

▸Suggested evening reviewClose losing trades, log new ones, snapshot the day.#

Screeners

· 2

▸Running a multi-strategy screenerOpen /screener, multi-select strategies × universes × timeframes, run.#

▸Fundamentals screener (ratio filters)Filter NIFTY_500 / NIFTY_50 by P/E, ROE, debt/equity, growth.#

Watchlist & journal

· 5

▸Managing the watchlistTag, annotate, set target/stop, filter by source.#

▸Logging a paper trade/journal → New Trade. Side-aware fields, autofills LTP from /market-data/quote.#

▸Editing trade date or notes after entryClick the Trade Date cell or use the notes field — both PATCH the meta endpoint.#

▸Closing a paper tradeOpen row → Close button → exit price, exit reason → realised P&L written.#

▸Reading journal reports/journal/reports — consolidated, monthly, range, XIRR.#

Pine & TradingView

· 3

▸Wiring a TradingView Pine alert via webhookRegister your Pine indicator, copy the webhook URL into TV alert, payload lands in /pine.#

▸Pine Search (scrape TV Pine Screener by free-text query)/pine-search drives Playwright against TV's Pine Screener to filter your scripts.#

▸Saved Pine ScreenersConfigure a TV Pine indicator with its filter values once; refresh on demand.#

Fundamentals

· 2

▸Fundamentals tab basicsSearch → tabbed company detail (Overview / Ratios / P&L / BS / CF / Peers / Events / News).#

Operations

· 5

▸Backing up the databasescripts\backup-platform.bat → backups\YYYY-MM-DD-HHMM.sql#

▸Resetting the credential vaultscripts\reset-vault.bat — wipes vault entries, preserves data.#

▸Applying a new schema migrationdocker cp the .sql → docker exec psql -f.#

▸Tailing service logsscripts\logs.bat [service-name]#

▸Rebuilding a single service after code changesdocker compose build <svc> && docker compose up -d <svc>#

Troubleshooting

· 2

▸Common errors and fixesGateway 502 → service down; Pine scrape empty → TV session expired; 500 on fundamentals → migration not applied.#

▸Docker won't start the stackCheck Docker Desktop, port conflicts, disk space.#