# Gold Trading Assistant – Product Vision

## 1. What this product is

This project is an **AI‑powered trading assistant** for gold (XAU/USD) traders.

It is designed to:

- Help you **prepare** for the trading day (checklists, AI daily plan, news, economic calendar).
- Support your **decisions** during the session (AI analysis, risk sizing, pattern insights, coaching).
- Make it easy to **log** trades and **review** performance (journal, equity curve, analytics, lessons).

The assistant focuses on **workflow, clarity, and discipline** — not on automation or execution.

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## 2. What this product is NOT

This product is **not**:

- A broker or exchange.
- An order‑execution or auto‑trading platform.
- A place where real money trades are placed.

All **actual trades** are executed on **external platforms** such as:

- Your broker (e.g., MT5, cTrader, web platform),
- TradingView broker integration,
- Or any other execution venue you choose.

The assistant only helps you **decide**, **document**, and **improve**.  
It never sends orders or connects to your broker account.

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## 3. Core user

The primary user is a **discretionary or semi‑systematic gold trader** who:

- Trades **intraday or swing** (1m to 1D timeframes).
- Wants **structure and discipline**:
  - Clear daily routine,
  - Consistent trade logging,
  - Data‑driven review and improvement.
- Is comfortable executing trades on an external platform but wants a **“trading copilot”** for analysis and decision support.

We design everything for this user first.

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## 4. Core workflow: Prepare → Decide → Execute elsewhere → Log → Review

The assistant is built around one daily loop:

1. **Prepare (Today tab)**
   - Morning checklist (risk, news, economic calendar, levels).
   - AI‑assisted daily trading plan.
   - News and economic events relevant for gold.
   - Coaching focus for the day (what to watch in your behavior).

2. **Decide (Trade tab)**
   - Live gold price and charts.
   - AI analysis (bias, key levels, risk context).
   - Risk management tools (position sizing, RR, exposure).
   - Clear picture of your current and planned trades.

3. **Execute elsewhere (external platform)**
   - You place all trades on your broker or charting platform.
   - The assistant **never** sends orders or holds capital.

4. **Log (Trade tab)**
   - After entering or exiting a trade, you log it in the assistant:
     - Entry, exit, size, screenshots, rationale.
   - This builds a complete dataset of your actual behavior.

5. **Review (Review tab)**
   - End‑of‑day/weekly review of:
     - Equity curve and PnL.
     - Patterns, strengths, weaknesses.
     - Journal notes and habits.
   - Use this to refine rules, checklists, and your playbook.

Every feature should reinforce some part of this loop.

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## 5. Design principles

To keep the product aligned with the vision, we follow these principles:

1. **Assistant, not autopilot**
   - AI can propose ideas, not promises.
   - User makes the final decision.
   - No direct execution or “one‑click trading.”

2. **Clarity over complexity**
   - Fewer, more meaningful screens (Today / Trade / Review).
   - Key information visible at a glance.
   - Avoid overwhelming the trader during live market hours.

3. **Workflow‑first design**
   - Every component should answer: “Where in the daily loop is this used?”
   - Prefer features that enforce good process (checklists, journaling, review).

4. **Transparent AI**
   - Show reasoning and context (not just signals).
   - Make it clear what data the AI is using.
   - Encourage the trader to **critically think**, not blindly follow.

5. **Safety and responsibility**
   - Repeatedly remind: “This is decision support only.”
   - Encourage proper risk management and capital allocation.
   - No promises of profit, no “holy grail” marketing.

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## 6. How docs and code should align with this vision

- **Docs**
  - Must describe the app as an **assistant**.
  - Must explicitly say that **trades are executed externally**.
  - Any doc that suggests direct execution should be updated or archived.

- **Frontend**
  - Tab names and labels should reflect this workflow:
    - Today / Trade / Review.
  - Buttons and labels: “Log Trade”, “Get AI Analysis”, “Plan”, “Review” — **not** “Execute Trade”.

- **Backend**
  - Endpoints should be described as:
    - `/ai/...`: analysis and plan generation.
    - `/daily-helper/...`: structure, routines, checklists.
    - `/analytics/...`: review, stats, patterns.
  - No integration with broker APIs for order execution.

If a new feature or doc does not fit this vision, it should be re‑designed or dropped.