Find your way around the Windows prototype.

The demo opens with synthetic, clearly labeled market history. Select a symbol in the watchlist, then select a chart pane to make it active. To select a pane with the keyboard, Tab to its header and press Enter or Space. The active pane is the one used by the inspector, toolbar, export, AI request, and MCP snapshot.

To change display order, choose Order beside the watchlist controls. In Arrange watchlists, use the arrow buttons to move named lists or symbols in the selected list. The buttons work with a keyboard; saved alert associations keep their list IDs. Ordering is local to this device.

The sample symbols and prices are illustrative. They are a safe way to learn the controls, not a market feed.

Use Import CSV to add local OHLCV history. The file needs a header with Date (or Time), Open, High, Low, Close, and Volume. Dates use ISO YYYY-MM-DD or an ISO date-time with a timezone. Each date can appear once.

Date,Open,High,Low,Close,Volume
2026-09-21,100,104,99,102,1200
2026-09-22,102,106,101,105,1450

After import, the confirmation shows the filename, row count and first-to-last date. The current importer accepts up to 8 MB and 40,000 daily rows per dataset. It validates candles and numbers before storing the data in the local app profile. Weekly and monthly views aggregate the daily input; this is not intraday import. CSV does not identify a currency, so imported prices have unspecified units.

Export CSV keeps the quick plain OHLCV export. Choose Export options, then Chart data with provenance, to include source, timeframe, time zone, data status, replay cutoff, and selected built-in study outputs. Imported CSV time zone and delay are marked unknown. Exports have an 8 MB limit; if an export is too large, select fewer study outputs. Every included bar is kept; rows are not silently truncated. Replay exports stop at the revealed cutoff.

On a selected price chart, choose Trade bars… in the toolbar to open a separate local preview. Import a CSV with Timestamp, Price, and Size columns; Session is optional. Timestamps need an ISO time zone, and rows must be in trade order. If you omit Session, the whole file is treated as one session. The app does not infer exchange sessions or verify the file’s price and size units.

Choose Bars for Trades per bar (tick-count) or Price range bars. For specialty figures, choose Renko with a box size, Kagi with a reversal amount, Line Break with a line count, or Point & Figure with a box size and reversal boxes. Price thresholds use the CSV’s price units. The preview shows recent bars or figures and identifies incomplete figures and pending moves. Imports are limited to 4 MB and 50,000 trades per file; aggregation caps output at 40,000 bars or specialty figures and pending states. Trade rows stay on this device. Workspace JSON can carry a chart’s source choice and preview settings, but the trade CSV must be reimported on another device.

Choose TPO (trade presence) for a profile of each contiguous CSV Session. Set a price bin size, UTC time bracket, initial balance bracket count, and value area percentage. One block records at least one observed trade in one price bin during one UTC bracket; further trades in that pair do not add blocks. The point of control is the observed price bin with the most blocks; the value area groups nearby bins by block count, and initial balance uses observed trade prices in the first selected elapsed brackets. Without Session, the entire file is one profile, even across dates. Its final profile remains incomplete at file end. TPO does not infer a price path through sparse trades, time spent at a price, volume at price, bid/ask, or executable prices; trade Size is not assigned to blocks. The TPO calculation shares the 50,000-trade input limit and caps profile, price-row, and block records together at 40,000.

Specialty figures are synthetic chart geometry, not executable prices. They have no attributed per-figure volume or trade count because one trade can form several figures. These previews do not change the main daily chart. Their bars, figures, and TPO blocks are not used by replay, studies, drawings, Paper, alerts, AI or MCP chart context, or the daily OHLCV exporter. Importing trades does not connect a licensed live feed or provide customer cloud sync.

Add chart panes as needed, up to 32 in one local workspace. Each pane keeps its own symbol, timeframe, studies, and drawings. Choose Custom in the chart toolbar or a pane’s timeframe menu for 2–30 days, 2–12 weeks, or 2–12 months. Custom groups use UTC calendar date labels; weeks start on Monday. Missing dates are not filled in. Replay builds partial groups from revealed daily bars only, including formula panes. These intervals do not add intraday data or establish an imported file’s exchange time zone. Choose Auto, Stacked, a 2–4 column layout, or Freeform.

In Freeform, drag a pane by its move handle and resize it from its lower corner. The handles also support arrow-key nudging when focused. Layout and pane settings reopen from the local profile on this device.

You can also add a local Formula line pane for a date-aligned ratio or spread from available sample or imported symbols. Formula panes count toward the 32-pane limit and show line values rather than OHLCV candles; candle studies, OHLCV export, AI requests, and MCP chart snapshots are unavailable while a formula pane is active.

Above the charts, choose + New for another local tab or Manage to create, duplicate, rename, delete, export, or import a workspace. This device can save up to 200 tabs, with a 4 MB library limit and a 200 KB limit for each tab. The private v0.20 package also bundles Save current tab to cloud, but ordinary users cannot use it: Native sign-in has no configuration, and the Account API has no approved Windows write path. Saved tabs do not sync across devices. Separately, undeployed account API code can reserve up to 200 logical active chart slots per member; it does not connect 200 live market feeds or make those slots available in this demo.

In Manage, Export JSON and Import JSON move chart layout, pane settings, and drawings in a JSON file up to 220 KB. They do not include CSV bars, watchlists, alert rules, accounts, AI settings, or Paper history. Watchlists and alert rules remain shared across tabs on this device.

If an imported setup refers to a CSV symbol that is not on this device, import stops with Import the missing CSV datasets first and leaves the current workspace unchanged. Use Import CSV, then try Import JSON again. If older workspace storage fails validation, the original record is left untouched and workspace editing stays read-only until it is recovered.

Use the right-hand inspector to add and configure SMA, EMA, RSI, Bollinger Bands, and MACD on a candle pane. The prototype supports up to 50 instances per price pane from these five built-in types. In an indicator settings Source menu, choose an OHLCV field or a compatible output from another built-in indicator to chain studies. Cycle-forming choices are rejected; change or remove dependent indicators before deleting a parent. Add simple price levels and trend lines to mark your view.

The selected candle pane has a Candle style control. Standard gives each candle the same width; Volume width makes higher-volume bars wider relative to the visible range. It changes the display, not the imported prices.

In the selected price pane’s Volume profile panel, choose Visible candles or Fixed candle range. For a fixed range, choose Select first and last candle, then click two candles. Set the price rows and value area as needed. The histogram estimates volume by spreading each candle’s volume across its high-to-low range; it cannot show actual trade-at-price, bid/ask, or session volume. The pane labels the source and approximation, and saved settings follow that local pane.

On a selected 1D price pane, open Chart patterns to inspect local double-top and double-bottom candidates from synthetic or imported daily bars. A high or low pivot needs two completed bars on each side; two matching pivots and an intervening retrace form a candidate only after two later bars confirm the second pivot. Choose Tight, Standard, or Loose sensitivity, or hide candidates on that pane. You can dismiss an individual candidate and restore dismissed candidates. The settings stay with the local pane. This geometric check does not test a neckline breakout or predict a move; candidates are not trading signals. Formula panes and aggregated timeframes do not show candidates.

Choose Start replay to begin at an earlier bar. Scrub, step, play, or pause through local history. Choose 0.5×, 1×, 2× or 4× in Speed; changing the speed during playback takes effect immediately, while a paused replay stays paused. Exit replay to restore the full dataset. Replay uses one date cutoff across panes; Volume Profile and pattern candidates use only revealed bars, and watchlist prices and saved drawings are hidden while replay runs to avoid revealing later values.

Open the Paper workspace to make a local virtual-cash scenario. Manual whole-share buys and sells use the active candle chart’s last visible local close, including the replay cutoff. Paper records the assumed price, costs, position, and audit history on this device. Paper never places a real order; the Live view is unavailable.

Scroll below the account and audit history to Trade journal. Filter fills by scenario, symbol/note/tag, outcome, or execution type. Choose Review beside a fill to add notes and up to 10 tags, then choose Save annotation. The annotation is local and leaves the original fill unchanged. Use Export filtered CSV to save the rows that match your filters.

For historical strategy review, save and approve an exact daily rule, then use Historical backtest below the strategy editor. Choose a date range within the visible cutoff and select Run backtest. The isolated run starts flat with the current Paper settings and warms indicators from the first selected bar. Close-based signals fill at the next available daily open with the displayed costs; a final signal without a later visible open remains unfilled. Review the equity curve, fees, rejections, and paginated signal history. Up to 40,000 daily bars are supported. Results stay in memory and never arm a strategy or change the Paper account.

Journal metrics keep currencies separate and calculate realized results per sell fill using allocated cost and fees; they are not completed round-trip totals. All scenarios can include copied fills from forked scenarios. Journal annotations and Paper records stay on this device.

On Charts, choose Symbol profiles & shortcuts below the Indicators panel. For the active price chart, use Save for symbol to store its indicator settings locally, Apply to use a saved profile, Undo apply to restore the prior pane settings, or Delete to remove that symbol’s profile. Turn on Load saved profiles when switching symbols only if you want automatic loading. Profiles apply to price charts, not formula panes, and are stored on this device.

Choose Shortcuts to open Keyboard shortcuts. Select Change beside an action and press a chord using Alt+Shift or Ctrl+Alt+Shift plus one letter, number, or Space. Use Clear to unassign an action or Restore defaults to reset bindings. Conflicts must be cleared first; shortcuts pause while you type in a field or use a dialog. These settings are local to this device.

Open Alerts & scans. In Rule editor, enter a rule name, choose One symbol or Watchlist screener, and select its local source. One comparison uses a metric, condition, and threshold. For nested logic, choose Combined comparisons (AND/OR), set a group to All (AND) or Any (OR), and add comparisons or nested groups. Use Preview visible data before saving. The builder accepts up to 15 comparisons and groups combined, nested no more than four levels deep; comparisons use daily OHLCV fields or built-in SMA, EMA, RSI, Bollinger Bands, and MACD values.

Add a folder and tags, and choose Every new entry or First entry per symbol. Choose Save local rule, then Refresh local scan to inspect matching symbols and exact bar evidence. The Saved rules panel can organize rules in folders, edit a rule, or enable, pause, delete, and bulk-edit selected rules. Select a rule to inspect its latest evaluation and recorded local entries.

All rule types share one 50-rule local pool. Scans use available synthetic or imported daily data saved in this app; one watchlist scan evaluates up to 160 symbols. Refreshes and entry recording run only while the app is open. During replay, the first scan sets a baseline at the visible cutoff. Advancing through new bars can record labeled simulated replay entries when a symbol enters the condition; seeking backward does not replay old notifications. When you jump ahead in replay, the archive retains the newest 128 repeat entries or the actual first entry for a once-only rule. The local archive keeps at most 128 records within 256 KB, so older evidence may be removed. The prototype can remember up to 2,048 first-entry rule/symbol combinations. At that limit, the affected scan reports a capacity error and preserves its place so it can retry after space is freed. There is no email, push, broker, background delivery, server evaluation, or device sync.

In Connections, you can enter your own OpenAI-compatible endpoint and model. The app sends a request only when you choose Send request. If chart snapshot sharing is selected, the first send displays the exact snapshot for review; a second send confirms it if the chart, question, endpoint, and model have not changed. A provider may charge for or retain submitted data.

Separately, Publish a local chart snapshot makes the active candle pane’s read-only context available to a compatible MCP client you configure with the path shown by the app. Turn publishing off to remove that snapshot. This local MCP server has no trade, account, shell, or network tools. Neither connection is enabled by default.

Keys are session only by default. To keep a connection, enter a profile name, tick the save checkbox, then choose Save profile securely. You can save up to 10 profiles. Choose a saved profile explicitly to use its key with that endpoint and model, or choose Session only to enter a temporary key. Changing the endpoint or model deselects the saved profile. Remove selected profile deletes its saved entry. Windows protected storage protects saved credentials at rest; other apps running as your Windows user may still access them. Profiles are excluded from workspace exports.