Krikorios
b5e2b02cb8
- Restructure tabs to analysis-focused workflow: * Analysis Hub: AI analysis, risk management, manual trade logger * Daily Prep: Market summary, alerts, checklist, news, trading plan * Journal & Review: Trading journal, habit tracker, advanced analytics * Live Charts: Technical analysis with streaming charts - Add ManualTradeLogger component for logging trades from MT5/TradingView/cTrader - Remove execution-focused components (TradeControls, PortfolioTracker) - Update XAU/USD price to realistic ,084.99 - Add indicator preferences and AI plan service - Add comprehensive documentation on decision coverage and implementation
148 lines
3.6 KiB
Markdown
148 lines
3.6 KiB
Markdown
# Quick Start: Indicator Preferences & AI Plan Generation
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## 🚀 Get Started in 3 Steps
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### Step 1: Run Database Migration (One-time setup)
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```bash
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cd backend
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python migrate_indicator_ai_tables.py
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```
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**Expected output:**
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```
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🔄 Starting database migration...
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📊 Database URL: postgresql://...
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📝 Creating new tables...
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✅ Created table: user_indicator_preferences
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✅ Created table: ai_plan_generations
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✨ Migration completed successfully!
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```
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### Step 2: Set Your Indicator Preferences
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1. Open the app: `http://localhost:3000`
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2. Click **Settings** tab
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3. Scroll to **Indicator Preferences**
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4. Click indicators you want to use (e.g., RSI, MACD, EMA)
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5. Set priority levels (1-10) - higher = more important
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6. Click **Save**
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**Recommended for beginners:**
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- RSI (Priority: 8)
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- MACD (Priority: 7)
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- EMA (Priority: 6)
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- Support/Resistance (Priority: 9)
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### Step 3: Generate Your First AI Plan
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1. Go to **Daily Helper** or any tab with Trading Plan
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2. Click the **AI Plan** button (purple with sparkle ✨)
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3. Confirm when prompted
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4. Wait 5-15 seconds for AI to generate
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5. Review the plan
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6. Edit if needed
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7. Click **Save**
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---
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## 🎯 What You Get
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### AI-Generated Plan Includes:
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- ✅ **Market Bias**: BULLISH/BEARISH/NEUTRAL
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- ✅ **Confidence Level**: 0-100%
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- ✅ **Entry Zone**: Min/Max prices to enter
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- ✅ **Target Price**: Where to take profit
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- ✅ **Stop Loss**: Where to cut losses
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- ✅ **Support Levels**: 3-5 key support prices
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- ✅ **Resistance Levels**: 3-5 key resistance prices
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- ✅ **Max Trades**: Recommended trade limit
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- ✅ **Strategy Notes**: AI's reasoning and what to watch
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---
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## 💡 Tips for Best Results
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### Choose the Right Indicators
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- **Trend Following**: Use SMA, EMA, MACD
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- **Momentum**: Use RSI, Stochastic
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- **Volatility**: Use Bollinger Bands, ATR
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- **Support/Resistance**: Use Pivot Points, Fibonacci
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### Set Priorities Wisely
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- Your most trusted indicator: Priority 9-10
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- Secondary indicators: Priority 5-8
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- Experimental indicators: Priority 1-4
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### Review AI Plans
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- AI is powerful but not perfect
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- Always review the plan before trading
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- Adjust based on your experience
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- Submit feedback to improve future plans
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---
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## 🔧 Configuration
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### Backend (.env file)
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```env
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# Required for AI features
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OPENROUTER_API_KEY=your_key_here
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OPENROUTER_MODEL=anthropic/claude-3.5-sonnet
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# Database
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DATABASE_URL=postgresql://user:pass@localhost:5432/dbname
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```
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### Frontend (automatic)
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All settings are stored in the database and loaded automatically.
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---
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## 📊 Example Workflow
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### Morning Routine:
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1. ✅ Check economic calendar
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2. ✅ Review overnight news
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3. ✅ **Generate AI Plan** ← New!
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4. ✅ Set price alerts
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5. ✅ Start trading
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### Evening Review:
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1. ✅ Log trades
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2. ✅ Review plan accuracy
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3. ✅ Submit feedback on AI plan
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4. ✅ Adjust indicator preferences if needed
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---
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## ❓ FAQ
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**Q: Do I need to set indicator preferences?**
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A: No, but AI will use standard analysis without your preferences.
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**Q: How often should I generate AI plans?**
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A: Generate a new plan each trading day.
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**Q: Can I edit AI-generated plans?**
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A: Yes! Always review and adjust based on your expertise.
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**Q: What if AI generation fails?**
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A: You can always create a manual plan using "New Plan" button.
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**Q: Do indicator preferences affect the chart?**
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A: No, they only affect AI plan generation.
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---
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## 🆘 Need Help?
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- Check `INDICATOR_AI_PLAN_IMPLEMENTATION.md` for full documentation
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- Review backend logs for API errors
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- Check browser console for frontend errors
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- Verify database migration completed successfully
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---
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**Ready to trade smarter with AI! 🚀**
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