robinhood/docs/QUICKSTART_AI_PLANS.md

Quick Start: Indicator Preferences & AI Plan Generation

🚀 Get Started in 3 Steps

Step 1: Run Database Migration (One-time setup)

cd backend
python migrate_indicator_ai_tables.py

Expected output:

🔄 Starting database migration...
📊 Database URL: postgresql://...
📝 Creating new tables...
✅ Created table: user_indicator_preferences
✅ Created table: ai_plan_generations
✨ Migration completed successfully!

Step 2: Set Your Indicator Preferences

1. Open the app: http://localhost:3000
2. Click Settings tab
3. Scroll to Indicator Preferences
4. Click indicators you want to use (e.g., RSI, MACD, EMA)
5. Set priority levels (1-10) - higher = more important
6. Click Save

Recommended for beginners:

• RSI (Priority: 8)
• MACD (Priority: 7)
• EMA (Priority: 6)
• Support/Resistance (Priority: 9)

Step 3: Generate Your First AI Plan

1. Go to Daily Helper or any tab with Trading Plan
2. Click the AI Plan button (purple with sparkle ✨)
3. Confirm when prompted
4. Wait 5-15 seconds for AI to generate
5. Review the plan
6. Edit if needed
7. Click Save

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🎯 What You Get

AI-Generated Plan Includes:

• ✅ Market Bias: BULLISH/BEARISH/NEUTRAL
• ✅ Confidence Level: 0-100%
• ✅ Entry Zone: Min/Max prices to enter
• ✅ Target Price: Where to take profit
• ✅ Stop Loss: Where to cut losses
• ✅ Support Levels: 3-5 key support prices
• ✅ Resistance Levels: 3-5 key resistance prices
• ✅ Max Trades: Recommended trade limit
• ✅ Strategy Notes: AI's reasoning and what to watch

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💡 Tips for Best Results

Choose the Right Indicators

• Trend Following: Use SMA, EMA, MACD
• Momentum: Use RSI, Stochastic
• Volatility: Use Bollinger Bands, ATR
• Support/Resistance: Use Pivot Points, Fibonacci

Set Priorities Wisely

• Your most trusted indicator: Priority 9-10
• Secondary indicators: Priority 5-8
• Experimental indicators: Priority 1-4

Review AI Plans

• AI is powerful but not perfect
• Always review the plan before trading
• Adjust based on your experience
• Submit feedback to improve future plans

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🔧 Configuration

Backend (.env file)

# Required for AI features
OPENROUTER_API_KEY=your_key_here
OPENROUTER_MODEL=anthropic/claude-3.5-sonnet

# Database
DATABASE_URL=postgresql://user:pass@localhost:5432/dbname

Frontend (automatic)

All settings are stored in the database and loaded automatically.

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📊 Example Workflow

Morning Routine:

1. ✅ Check economic calendar
2. ✅ Review overnight news
3. ✅ Generate AI Plan ← New!
4. ✅ Set price alerts
5. ✅ Start trading

Evening Review:

1. ✅ Log trades
2. ✅ Review plan accuracy
3. ✅ Submit feedback on AI plan
4. ✅ Adjust indicator preferences if needed

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❓ FAQ

Q: Do I need to set indicator preferences? A: No, but AI will use standard analysis without your preferences.

Q: How often should I generate AI plans? A: Generate a new plan each trading day.

Q: Can I edit AI-generated plans? A: Yes! Always review and adjust based on your expertise.

Q: What if AI generation fails? A: You can always create a manual plan using "New Plan" button.

Q: Do indicator preferences affect the chart? A: No, they only affect AI plan generation.

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🆘 Need Help?

• Check INDICATOR_AI_PLAN_IMPLEMENTATION.md for full documentation
• Review backend logs for API errors
• Check browser console for frontend errors
• Verify database migration completed successfully

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Ready to trade smarter with AI! 🚀