TradePro Portfolio Manager

⚙️

No API key configured — stock data won't load without one.

⚠ API Key Not Configured

🔬 Enable Fundamental Analysis

⚙️ Strategy: (Smart = reuse data within 30 days)

📊 Professional Stock Analysis & Batch Processing

Analyze single symbols or multiple symbols from watchlist selection. Intelligent routing based on input.

Stock Symbol(s): *

0 symbols

Single symbol for immediate analysis, multiple symbols for batch processing

Market Index Symbol:

Index for relative strength comparison

Target Price: *

Your target selling price (for single symbol analysis)

Stop Loss Price: *

Your maximum acceptable loss price (for single symbol analysis)

⚙️ Batch Configuration

API Rate Limit (calls per minute):

Adjust based on API plan. Current: ~3s delay

API Rate Limit (calls per minute):

Adjust based on API plan. Current: ~3s delay

Minimum score to save:

Safety buffer (seconds):

0/0

- | 0 API calls | 0 quality stocks | - remaining

🚀 Universal Analysis Engine

📋 Single or Multiple Symbol Analysis: Import ticker files, paste symbols, or enter individual stocks. Complete with Processing Log, rate limiting, and quality filtering.

📋 Batch Symbol Input

Stock Symbols (one per line or comma-separated):

0 symbols detected

📋 Copy & Paste: Copy a column of symbols from Excel and paste here
🖱️ Drag & Drop: Drag symbols from watchlist to this textarea
⌨️ Type: Enter symbols manually (autocomplete available)

Minimum score to save:

Lower threshold for initial screening

0/0

- | 0 API calls used | 0 quality stocks found | - remaining

Loaded Tickers (0)

Processing Log

Show only quality stocks

📊 Analysis Results

New Analysis Result

💱 Trading Methods & Stock Info

📊 Analysis Results

Stock Information

🏭 Sector Analysis

📡 Market Pattern Recognition

📝 Personal Notes

📜 Historical Analysis

View and manage your saved stock analyses. Import previous checklists or export your analysis history.

⚠️ Cache Data View CACHE

You are viewing fundamental analysis cache data. This shows raw cached API responses for testing and debugging purposes.

Note: Cache entries are automatically managed and may be deleted when expired (>30 days old).

💱 Trading Portfolio View PORTFOLIO

Portfolio management view displaying aggregated trading data per stock symbol. Track holdings, P&L, performance metrics, and trading history.

Features: Position tracking, average prices, realized/unrealized P&L, ROI calculations, and performance analytics.

↕️ Sorting

✓ Show Only Passing

✅ Include Swan Score in Total

🔍 Symbol Filter

💱 Trading Filters

🎯 Score Filter

✨ Smart Select

☑ Select

⚡ Actions

No saved checklists yet

⚙️ Trading Parameters & Configuration

Configure your trading parameters, API settings, and fundamental analysis options that will be applied to both current analysis and historical results.

⚙️ Trading Method Parameters

Configure default values for the advanced trading calculation methods. These parameters will be used by the multi-method calculator in the stock analysis results.

🎯 Target Price Method Parameters

Percentage Above Current:

Default percentage for percentage-based target price calculation

Resistance Level Multiplier:

Multiplier for resistance-based target (Recent High × Multiplier)

Target P/E Ratio:

Default P/E ratio for fundamental-based target price

🛡️ Stop Loss Method Parameters

Recent Low Look-back Period:

days

How many days back to look for recent low

Recent Low Safety Buffer:

Additional buffer below recent low for safety

Fixed Stop Loss Percentage:

Fixed percentage below current price for stop loss

Support Level Buffer:

Buffer below support level for stop loss

ATR Period:

days

Average True Range calculation period

ATR Multiplier:

Multiplier for ATR-based stop loss calculation

⚠️ Risk Management Settings

Reward-to-Risk Strategy:

How strictly to enforce reward-to-risk requirements

Risk Criteria Weight:

Multiplier for reward-to-risk in total score (0.5 = half weight)

Minimum Reward-to-Risk Ratio:

Lower threshold for more opportunities (e.g., 1.5:1 instead of 2:1)

Show Detailed Risk Metrics

Display risk/reward breakdown in analysis results

⚙️ Analysis Settings

Use simplified Mansfield RS

? Simplified: Fast calculation, 3 API calls
? Precise: Historical analysis, 5+ API calls

Auto-switch to Results tab

Automatically jump to Analysis Results after completing analysis

💾 Auto-Save Settings

Max History Entries:

entries

Maximum number of historical analysis results to keep (Default: 200)

⚠️ Risk Assessment Parameters

Configure how the Dynamic Risk Assessment System analyzes your positions and recommends stop loss adjustments.

Analysis Timeframe:

How far back to analyze price patterns for stop loss recommendations

Stop Loss Buffer:

Safety buffer below support levels when placing stop losses

Minimum Confidence Level:

Only show recommendations with at least this confidence level

Use Demo Mode

Show example risk assessments without using API calls (uncheck to use real market data)

💾 Auto-Save Settings

Auto-save to History

Automatically save analysis results that meet quality criteria

Minimum score required:

💾 Fundamental Analysis Cache Settings

Cache Strategy:

Controls when to make new fundamental analysis API calls vs reusing existing data

Cache Valid For:

hours

How long fundamental data remains valid (720 hours = 30 days). Quarterly data typically valid for 90 days.

🔑 API Configuration

🔌 Choose Your Data Providers:

Twelve Data: Reliable for individual analysis
Financial Modeling Prep: Excellent for batch processing
Alpha Vantage: 25 calls/day (free), good for fundamental data

📊 Stock Analysis (Technical):

⚠ Not Configured

🔬 Fundamental Analysis:

⚠ Not Configured

📡 Live Pattern Recognition:

⏳ Checking...

API service for Live Pattern Recognition analysis - requires real-time market data

🦢 Swan Score Data Sources

Configure data sources for ethical investment analysis. Swan Score combines ESG, innovation, economic moat, and technology ethics data from multiple sources.

🌱 ESG & Sustainability Data:

Select API Key:

⚠ Not Configured

Primary source for ESG scores, sustainability metrics, and governance data

🌿 Environmental Compliance:

Select API Key:

⚠ Not Configured

Environmental violations, compliance history, and emissions data

💡 Innovation & Technology:

Select API Key:

⚠ Not Configured

R&D spending, technology sector analysis, and innovation metrics

🏰 Economic Moat Analysis:

Select API Key:

⚠ Not Configured

ROE, profit margins, market dominance, and competitive advantages

⚖️ Technology Ethics:

Select API Key:

⚠ Not Configured

AI ethics, data privacy practices, and technology impact on humanity

💾 Fundamental Data Strategy:

Controls when to make new fundamental analysis API calls vs reusing existing data

⏰ Cache Valid For:

hours

How long fundamental data remains valid (720 hours = 30 days). Quarterly data typically valid for 90 days.

⏱️ API Rate Limit (calls per minute):

💡 FMP Optimization: Adjust for your API plan (Free: 8/min, Standard: 300/min, Professional: higher)
Current delay between calls: ~10 seconds
💡 For FMP, you can safely use higher rates than Twelve Data required

⏱️ Adaptive timing safety buffer (seconds):

Extra seconds added to calculated optimal delay for safety
Formula: actualDelay + apiWaitTime + buffer = optimalDelay

📶 Real-Time Data Controls:

Real-Time Data

API: OFF

Update Interval:

🖥️ System Monitoring:

Open the advanced system monitoring dashboard to view API health and performance metrics.

🔑 API Keys

Save all your API keys here. The system will automatically use the appropriate key based on your data source selections above.

Alpha Vantage

25 free calls/day

Plan:

Get free: alphavantage.co

⚠️ Check your API provider's Terms of Service before sharing. Sharing keys may violate their ToS (e.g. FMP requires a Nasdaq license for shared/commercial use).

🤝 Share this key with the community (earn karma)

Karma per call: Max calls/day:

Key plan: Max calls/min:

Display name:

Financial Modeling Prep

Free tier available | Paid plans for higher limits

Plan:

Get key: financialmodelingprep.com
💡 Works for both technical and fundamental analysis
⚠️ 403 Forbidden = Daily quota reached or invalid key — check your FMP dashboard

⚠️ Check your API provider's Terms of Service before sharing. Sharing keys may violate their ToS (e.g. FMP requires a Nasdaq license for shared/commercial use).

🤝 Share this key with the community (earn karma)

Karma per call: Max calls/day:

Key plan: Max calls/min:

Display name:

Twelve Data

Free tier available | Premium for fundamental data

Plan:

Get free: twelvedata.com
💡 Works for both technical analysis and fundamental data (Premium required for fundamentals)

⚠️ Check your API provider's Terms of Service before sharing. Sharing keys may violate their ToS (e.g. FMP requires a Nasdaq license for shared/commercial use).

🤝 Share this key with the community (earn karma)

Karma per call: Max calls/day:

Key plan: Max calls/min:

Display name:

⚙️ Karma System Config ADMIN

Tune the Trust Gate and vote economy. Changes take effect immediately.

🔒 Trust Gate threshold Weighted Pro/Elite votes needed to open gate (default: 3.0)

🏆 Max karma per post Karma cap per post to author (default: 50)

🗳️ Votes per day limit Max votes a user can cast per day (default: 20)

⭐ Karma: Free vote Karma to author per free-tier vote (default: 0.5)

⭐ Karma: Basic vote Karma to author per basic vote (default: 1.0)

⭐ Karma: Pro vote Karma to author per pro vote (default: 2.0)

⭐ Karma: Elite vote Karma to author per elite vote (default: 3.0)

💰 Platform provision % Platform cut per API call (0.0–0.5, default: 0.10 = 10%)

📺 Video post karma threshold Min karma to post a community video (default: 10)

📊 Karma Economy

🦢 Swan Score API Keys

API keys for ethical investment and ESG data sources. Many Swan Score APIs are free or have generous free tiers.

OpenFIGI

10,000 free calls/day | Optional enhancement

Get free: openfigi.com
💡 Optional: Enhanced security identification and industry classification
💡 Used for: Better industry categorization for moat analysis

Public APIs

No API keys required

🌿 EPA Envirofacts ? Available

🌍 World Bank Open Data ? Available

📰 Yahoo Finance (Basic ESG) ? Available

💡 These APIs provide free access to environmental and ESG data
💡 Used for: Environmental compliance, development impact, basic ESG scores

⚠️ Risk Assessment Configuration

Configure how the Dynamic Risk Assessment System analyzes your positions and updates stop losses.

📊 Data Source Priority

System will try APIs in this order for risk analysis data:

1 Financial Modeling Prep (Best for historical data & patterns)

2 Alpha Vantage (Good daily data, limited calls)

3 Twelve Data (Backup technical data)

🔄 Update Frequency

Enable automatic risk scanning

Automatically check positions for risk updates (respects API limits)

Scan Frequency:

💾 Analysis Cache

Price data is cached locally in your browser (IndexedDB) to speed up pattern scanning and reduce API usage.

📊 Cache Statistics

📁 Tickers cached: —

📈 Total rows: —

📅 Oldest data: —

📅 Newest data: —

🧹 Cache Management

Auto-prune data older than:

Older data is removed at startup to keep cache size manageable.

🔬 Fundamental Analysis Configuration

Advanced fundamental criteria based on financial statements and company metrics.

⚠️ Requirements: Pro API plan required for real data. Use "Test with Mock Data" to preview functionality.

Enable Fundamental Analysis

Add 7 fundamental criteria to your analysis (~350+ API calls per stock)

Include fundamental criteria in total score

When enabled, total possible score increases (e.g., 8/8 ? 14/14)

Test fundamental analysis with sample data (Apple-like metrics)

Analyze the current stock in Results tab with fundamental data (requires stock analysis first)

✅ Quality Criteria

Gross Profit Margin Target: >60%

High margins indicate strong pricing power and operational efficiency

Return on Invested Capital (ROIC) Target: >10-12%

Shows management efficiency in deploying capital to create value

Free Cash Flow Margin Target: >20%

Indicates efficient conversion of revenue into actual cash

Interest Coverage Ratio Target: =3-4x

Ensures company can comfortably pay debt obligations

P/E Ratio Informational

Valuation context - not a pass/fail criterion

EPS Growth (YoY) Target: >10%

Ensures the company is growing earnings year over year

Debt-to-Equity Ratio Target: <1.0

Avoids companies with excessive debt that could fail in tough times

🌐 P2P Network Configuration

🌐 Peer-to-Peer Network Settings

Revolutionary peer-to-peer network for collaborative trading intelligence. Share data, reduce costs, and invest more ethically together with the global TradePro community!

🌐 Network Status:

Disconnected

🤝 Data Sharing Preferences:

🤝 Share fundamental data
P/E ratios, earnings data, financial metrics, quarterly reports. Reduces API costs for everyone.

🦢 Share Swan Score components
Innovation metrics, ESG data, Technology Ethics assessments. Enhances ethical investment research.

🔄 Auto-connect on startup
Automatically join the network when TradePro starts. Maximizes cost savings and community benefit.

Choose exactly what to share with the community. All sharing is encrypted, anonymous, and can be changed anytime.

📊 Network Statistics:

Connected Peers

API Calls Saved

Cost Reduction

🌐 P2P Network Guide

🌐 Revolutionary Collaborative Trading Intelligence

🌐

70% Cost Savings
Shared API costs through community data pooling

⚡

Instant Access
Fresh data from community cache, no waiting for API calls

🌐

Ethical Collaboration
Community-driven Swan Score validation and ESG research

🌐

Privacy Protected
Enterprise-grade encryption, zero personal data shared

"Investing in companies that make the world a little better — that is not just good ethics, it is good strategy."
This philosophy becomes actionable through collaborative intelligence.

Trading Information

✅ Bought 💰 Sold

Price ($):

Quantity:

Commission ($):

Trade Date:

Notes (optional):

This tool is for educational and informational purposes only. Not financial advice.

🔔 Real-Time Alert Center

📊 Alert Statistics

Total Alerts

Active

Triggered

Disabled

🔔 Create New Alert

Stock Symbol

Alert Type

Target Price ($)

Direction

Ownership Change Threshold (%)

Resistance Level ($)

Volume Threshold (%)

Risk Threshold

⚙️ Alert Settings

Enable Alerts

Turn alert system on/off globally

Sound Notifications

Play sound when alerts are triggered

Email Notifications

Send email alerts (Premium feature)

Clear Triggered Alerts

Remove all alerts that have been triggered

🔔 Your Alerts

No alerts created yet. Create your first alert above!

📤 Export Selected Symbols to Applications

Selected Symbols: None selected

Choose destination application for real-time monitoring and analysis

📤

Live Market Dashboard

Real-time price monitoring, AI predictions, and market analysis

� Real-time price updates
� AI performance tracking
� Pattern detection

📤

Smart Exit Signals

Advanced exit strategy analysis and signal optimization

� Exit signal detection
� Stop-loss optimization
� Risk management

📤

AI Stock Scoring

Advanced AI-powered stock analysis and scoring system

� AI-powered scoring
� Multi-factor analysis
� Performance prediction

📤

Smart Discovery

Intelligent stock discovery and screening platform

� Advanced screening
� Pattern discovery
� Opportunity identification

📤

Market Pattern Recognition

Advanced VWAP & technical pattern analysis with institutional tracking

� VWAP analysis
� Pattern recognition
� Institutional activity

📤

Community Swan Dashboard

ESG analysis & community-driven ethical investing platform

� ESG scoring
� Community research
� Ethical analysis

👁️ Universal Watchlist

0 selected Last sync: Never

Loading watchlist...

📋 Batch Analysis

0 selected