31.1 Overview

The Trading Terminal is AIUNIFY PROS SUITE's integrated market-analysis and paper-trading workspace for:

1. Stocks
2. Cryptocurrency
3. Forex

It combines:

1. Market Symbol Search
2. Price Quotes
3. Historical Candlestick Charts
4. Multiple Timeframes
5. Technical Indicators
6. Watchlists
7. Market Alerts
8. AI Technical Analysis
9. Algorithm-Generated Trading Signals
10. Paper Portfolio Tracking
11. Simulated Buy/Sell Orders

The Sidebar places the Tool under:

Trading & Markets → Trading Terminal

at:

/trading.

31.2 Critical Trading Scope

The current Trading Terminal does not source-verify live brokerage execution.

Although the Paper Portfolio contains buttons labeled:

Place BUY Order

and:

Place SELL Order

the Portfolio itself is explicitly labeled:

Paper Portfolio Value.

The current source does not establish:

1. A connected brokerage account
2. Real-money deposits
3. Brokerage buying power
4. Order routing
5. Broker API credentials
6. Exchange account connection
7. Live settlement
8. Actual securities ownership

Therefore:

Trading Terminal Buy/Sell actions are paper-trading simulations inside AIUNIFY PROS SUITE—not source-verified real-money orders.

31.3 Educational Purpose

The AI Analysis panel contains the warning:

“For educational purposes only. Not financial advice. Always do your own research before making investment decisions.”

The Signal panel separately states:

“Signals are algorithm-generated for educational purposes only. Not financial advice. Past performance does not guarantee future results.”

31.4 Authentication Is Required

The Trading page checks the PROS SUITE authentication session.

If the subscriber is not authenticated, the current Route redirects to:

/login.

31.5 Full-Height Trading Workspace

Trading Terminal uses the PROS SUITE Layout in:

1. Full-height mode
2. No-padding mode

to give the Chart, side panels, and analysis areas more workspace.

31.6 Main Trading Terminal Structure

The workspace is divided into:

Top Bar

1. Sidebar toggle
2. Current Symbol
3. Market Type
4. Current Price
5. Price Change
6. Timeframe Selector
7. Indicators
8. Refresh
9. Search shortcut

Left Panel

1. Watchlist
2. Alerts

Center

1. Candlestick Chart
2. Technical Indicators

Right Panel

1. AI Analysis
2. Signals
3. Portfolio

Getting Started

31.7 Default Market

When Trading Terminal first initializes, the current default Symbol is:

BTC

with Market Type:

Crypto.

31.8 Default Timeframe

The initial interval is:

1D.

31.9 Default Indicator Setup

The current indicator defaults are:

Enabled

1. EMA 9
2. EMA 21
3. RSI
4. Volume

Disabled

1. SMA 20
2. SMA 50
3. SMA 200
4. Bollinger
5. VWAP
6. MACD

Market Types

31.10 Supported Market Types

The underlying market-data layer currently defines three market classes:

1. stock
2. crypto
3. forex

31.11 Stock Market Data

The current Stock implementation uses public:

Yahoo Finance query endpoints.

31.12 Stock Quote Information

The unified Quote model can contain:

1. Symbol
2. Name
3. Price
4. Change
5. Percentage Change
6. High
7. Low
8. Open
9. Previous Close
10. Volume
11. Market Cap where available
12. Market Type
13. Currency
14. Exchange
15. Last Updated

31.13 Stock Historical Data

Stock Chart data includes:

1. Open
2. High
3. Low
4. Close
5. Volume
6. Timestamp

from Yahoo historical Chart data.

31.14 Crypto Market Data

Cryptocurrency data currently comes from:

CoinGecko.

31.15 CoinGecko API Key

The current source describes the CoinGecko integration as:

Free API, no key needed.

This is an application data-provider implementation and is separate from the subscriber's AI Model API-Key settings.

31.16 Supported Common Crypto Mapping

The source contains explicit CoinGecko mappings for common assets including:

1. BTC
2. ETH
3. SOL
4. BNB
5. XRP
6. ADA
7. DOGE
8. DOT
9. AVAX
10. MATIC
11. LINK
12. UNI
13. SHIB
14. LTC
15. ATOM
16. FIL
17. NEAR
18. APT
19. ARB
20. OP
21. SUI
22. PEPE
23. WIF
24. RENDER
25. FET
26. INJ

31.17 Crypto Search Is Not Limited to That List

The explicit mapping is used for common-symbol resolution.

The Search function also queries CoinGecko's Search API, so the visible Search results are not necessarily limited to the hardcoded common list.

31.18 Crypto Quote Change

Crypto percentage change currently uses CoinGecko's:

24-hour change.

31.19 Crypto Volume Limitation on Historical Candles

The CoinGecko OHLC endpoint used for historical Crypto candles does not return Volume.

The current implementation therefore assigns:

volume: 0

to those historical Crypto bars.

31.20 What That Means for Crypto Volume

A Crypto quote can contain 24-hour Volume.

However, the individual historical candlesticks returned through the current CoinGecko OHLC path do not contain per-candle Volume.

Therefore, do not assume the Chart's historical Crypto Volume behaves the same way as Stock Volume.

31.21 Forex Support

The current predefined Forex pairs are:

1. EUR/USD
2. GBP/USD
3. USD/JPY
4. AUD/USD
5. USD/CAD
6. USD/CHF
7. NZD/USD
8. EUR/GBP
9. EUR/JPY
10. GBP/JPY

31.22 Current Forex Data Implementation

Although a source comment mentions an exchange-rate provider, the actual Forex Quote and History functions currently convert the pair into a Yahoo Finance Forex Symbol and use the same Yahoo Quote/History functions.

Therefore:

The current executable implementation uses Yahoo-derived Forex data rather than a separately exposed subscriber-configured Forex provider.

31.23 No Broker Data Feed Selector

There is no subscriber control to choose:

1. Bloomberg
2. Reuters
3. Interactive Brokers
4. Alpaca
5. Coinbase
6. Binance
7. OANDA

as the active Trading Terminal market feed.

Symbol Search

31.24 Opening Search

Click the current Symbol in the Top Bar to open Symbol Search.

31.25 Keyboard Search Shortcut

You can also use:

Command + K on macOS

or:

Ctrl + K on supported non-macOS keyboards.

31.26 Search Placeholder

The Search dialog says:

Search stocks, crypto, forex...

31.27 Market Search Tabs

Search can be filtered using:

1. All
2. Stock
3. Crypto
4. Forex

31.28 Search Results

A Search result can display:

1. Symbol
2. Market Type
3. Name
4. Exchange

31.29 Search Debounce

Search requests wait approximately:

300 milliseconds

after typing before querying.

31.30 Search Navigation With Keyboard

Inside the Search dialog:

1. Down Arrow → next result
2. Up Arrow → previous result
3. Enter → select result
4. Escape → close

31.31 Recent Searches

When Search is opened with an empty Query, recent Trading searches can be displayed under:

Recent.

31.32 Recent Search Storage

Recent searches are stored in the browser using:

trading-recent-searches.

31.33 Maximum Recent Searches

The current Search stores up to:

8 recent Symbols.

31.34 Recent Search History Is Browser-Specific

Because recent searches use browser localStorage, they should not be treated as account-synchronized history across all devices.

31.35 No Results

If Search finds nothing:

No results for “[query]”.

31.36 Selecting a New Symbol

Selecting a Symbol:

1. Changes Symbol
2. Changes Market Type
3. Clears previous Chart Bars
4. Clears previous AI Analysis
5. Clears previous Signal

Main Market Quote

31.37 Top-Bar Price

When Quote data is available, the Top Bar displays the current:

Price.

31.38 Price Precision

The displayed decimal precision varies with Price:

1. Higher-priced assets → fewer decimals
2. Lower-priced assets → more decimals

31.39 Price Change

The Header displays:

1. Absolute Change
2. Percentage Change

with positive and negative visual indicators.

Market Refresh

31.40 Automatic Terminal Polling

The main Trading Terminal requests updated historical and Quote data approximately every:

10 seconds.

31.41 10-Second Polling Does Not Guarantee New 10-Second Quotes

The market-data service caches:

1. Quotes → 30 seconds
2. Historical Bars → 5 minutes
3. Search → 1 hour
4. Trending data → 10 minutes

Therefore:

The Terminal may ask for new data every 10 seconds while the underlying service legitimately returns cached Quote or historical data.

31.42 Manual Refresh

The Refresh icon in the Top Bar invokes the same Chart/Quote data retrieval manually.

31.43 Refresh Does Not Necessarily Bypass Cache

The current Refresh action requests data again.

The source does not establish that it clears the market-data cache first.

Timeframes

31.44 Available Timeframes

Current visible intervals are:

1. 1m
2. 5m
3. 15m
4. 1H
5. 4H
6. 1D
7. 1W
8. 1M

31.45 Timeframe Buttons

Click a Timeframe in the Top Bar to reload the Chart for that interval.

31.46 Timeframe Keyboard Shortcuts

When focus is not inside an Input or Textarea:

1. 1 → 1m
2. 2 → 5m
3. 3 → 15m
4. 4 → 1H
5. 5 → 4H
6. 6 → 1D
7. 7 → 1W
8. 8 → 1M

31.47 Stock/Forex 4H Data Qualification

The visible Trading timeframe includes 4H.

However, the current Yahoo interval mapper translates both:

1. 1H
2. 4H

to Yahoo's 60m interval, while using different historical ranges.

Therefore:

The current Stock/Forex 4H selection should not be documented as guaranteed native four-hour candles from the provider.

31.48 Crypto Timeframe Qualification

CoinGecko history is selected primarily by the number of historical days requested rather than by a direct exact interval parameter.

The provider determines available OHLC granularity.

Candlestick Chart

31.49 Chart Library

The current Chart uses:

lightweight-charts.

31.50 It Is Not an Embedded TradingView Terminal

Although the interface resembles a professional Trading Chart, the source shows a local lightweight-charts implementation.

Do not document it as a TradingView brokerage widget.

31.51 Candlestick Chart

The main Price Chart is a:

Candlestick Series.

31.52 Up and Down Candles

The Chart visually differentiates positive and negative Candles.

31.53 Theme-Aware Chart

Chart colors adjust according to the current:

1. Dark Theme
2. Light Theme

31.54 Crosshair

Moving the Chart Crosshair over a Candle retrieves that Candle's data.

31.55 Crosshair Data

The top Chart information strip can display:

1. Timestamp
2. O — Open
3. H — High
4. L — Low
5. C — Close
6. Vol — Volume, when greater than zero

31.56 Crypto Volume May Not Appear

Because current CoinGecko historical OHLC Bars are assigned zero Volume, the Crosshair's Volume field can be absent for those Crypto Bars.

31.57 Responsive Chart

The Chart observes the available container size and resizes with the workspace.

31.58 Chart Automatically Fits New Symbol/Timeframe

When Symbol or Timeframe changes, the Chart fits the new data to the available view.

31.59 Live Updates Preserve Zoom Where Possible

The fitting logic is only repeated when the Symbol/Interval identity changes, allowing regular live-data updates to avoid resetting Chart zoom each time.

31.60 No Current Chart-Type Selector

The current Terminal does not expose controls for switching among:

1. Candlestick
2. Line
3. Area
4. Heikin-Ashi
5. Renko

The source-verified main market display is Candlestick-based.

Technical Indicators

31.61 Opening Indicators

Select:

Indicators

in the Top Bar.

31.62 Indicator Panel

The collapsible Indicator panel provides:

1. EMA 9
2. EMA 21
3. SMA 20
4. SMA 50
5. SMA 200
6. Bollinger
7. VWAP
8. RSI
9. MACD
10. Volume

31.63 EMA 9

Toggle:

EMA 9

to overlay the 9-period Exponential Moving Average.

31.64 EMA 21

Toggle:

EMA 21

to overlay the 21-period Exponential Moving Average.

31.65 SMA 20

Toggle:

SMA 20

for a 20-period Simple Moving Average.

31.66 SMA 50

Toggle:

SMA 50

for a 50-period Simple Moving Average.

31.67 SMA 200

Toggle:

SMA 200

for a 200-period Simple Moving Average.

31.68 Bollinger Bands

Bollinger

adds:

1. Upper Band
2. Middle Band
3. Lower Band

to the main Chart.

31.69 VWAP

VWAP

adds the calculated Volume Weighted Average Price overlay.

31.70 Volume

Volume

adds a Volume Histogram to the main Chart.

31.71 RSI

When RSI is enabled, a dedicated lower Chart appears labeled:

RSI (14).

31.72 RSI Reference Levels

The RSI Chart includes reference lines at:

1. 70
2. 50
3. 30

31.73 MACD

When enabled, a separate lower Chart appears labeled:

MACD (12, 26, 9).

31.74 MACD Components

The current MACD Chart includes:

1. MACD line
2. Signal line
3. Histogram

31.75 Indicators Are Calculated Inside PROS SUITE

The source imports internal calculations for:

1. SMA
2. EMA
3. RSI
4. MACD
5. Bollinger Bands
6. VWAP

rather than displaying indicator values directly supplied by the market-data provider.

31.76 Indicator Settings Are Session State

The current TradingTerminal component stores the indicator toggles in local page state.

No source-verified account persistence for the selected indicator combination is established.

Left Sidebar

31.77 Sidebar Toggle

The Top Bar contains a panel icon that can hide/show the Trading Terminal's internal left Sidebar.

31.78 Internal Sidebar Tabs

The left Sidebar contains:

1. Watchlist
2. Alerts

Watchlist

31.79 Persistent Watchlist

Watchlist information is retrieved from:

/api/market/watchlist.

This is server-backed rather than browser-only state.

31.80 Default Watchlist Selection

If the API returns multiple Watchlists, the current panel chooses:

1. The one marked Default
2. Otherwise the first returned Watchlist

31.81 Important Multiple-Watchlist Limitation

Although the data structure supports multiple Watchlists, the current user interface does not expose a Watchlist selector.

It also does not expose:

1. Create Watchlist
2. Rename Watchlist
3. Delete Watchlist
4. Change Default Watchlist

The current panel operates on the selected Default/first Watchlist.

31.82 Watch Current Symbol

If the current Symbol is not already in the active Watchlist, the Header displays:

Watch [Symbol].

31.83 Adding to Watchlist

Selecting Watch [Symbol] stores:

1. Current Symbol
2. Current Market Type

in the active Watchlist.

31.84 Duplicate Prevention

If the current Symbol already exists in the active Watchlist, the Add action is not performed.

31.85 Watchlist Quotes

Each stored Symbol can display:

1. Current Price
2. Percentage Change
3. Market Type

31.86 Watchlist Quote Refresh

Watchlist Quotes are refreshed approximately every:

30 seconds.

31.87 Selecting a Watchlist Symbol

Click a Watchlist row to load that Symbol and Market Type into the main Trading Terminal.

31.88 Remove From Watchlist

Hover over an item and select the Trash icon to remove that Symbol.

31.89 Removing a Symbol Does Not Delete Market Data

The action removes it only from your active Watchlist.

31.90 Empty Watchlist

Current wording:

Your watchlist is empty

and:

Click “Watch [Symbol]” above to track it.

Alerts

31.91 Alerts Tab

Select:

Alerts

in the left Sidebar.

31.92 Create Alert

The Alert panel begins with:

Create Alert ([current symbol]).

31.93 Alert Conditions

The current Condition menu contains:

1. Price Above
2. Price Below
3. RSI Above
4. RSI Below
5. MACD Cross
6. EMA Cross
7. Volume Spike

31.94 Default Alert Condition

The initial Condition is:

Price Above.

31.95 Default Alert Threshold

When the current Price is available, the Alert Value field is pre-filled with that Price.

31.96 Threshold Field

The Value input accepts numeric values, including decimals.

31.97 Set Alert

Select:

Set Alert.

31.98 Alert Persistence

Creating an Alert sends:

1. Symbol
2. Market Type
3. Condition
4. Threshold

to the Market Alert API.

31.99 Active Alerts

Stored rules appear under:

Active Alerts ([count]).

31.100 Alert Card

Each Card displays:

1. Symbol
2. Market Type
3. Condition
4. Threshold

31.101 Delete Alert

Select the Trash icon to delete an Alert.

31.102 No Active Alerts

If none exist:

No active alerts.

31.103 Alert Record Contains Trigger State

The Alert data structure contains:

1. is_triggered
2. is_active

fields.

31.104 Critical Alert Limitation

The current subscriber Alert panel does not display:

1. Triggered status
2. Trigger timestamp
3. Browser notification
4. Email notification
5. SMS notification
6. Push notification
7. Sound alert

and the Market API implementations responsible for evaluating Alerts were not included in the sanitized User Operations bundle.

Therefore:

The source verifies that subscribers can create and delete Alert rules, but this manual does not claim a specific notification-delivery mechanism or guaranteed real-time trigger behavior.

31.105 MACD/EMA/Volume Alert Thresholds

The UI still requires a numeric Threshold field even when the selected Condition is:

1. MACD Cross
2. EMA Cross
3. Volume Spike

The subscriber-facing source does not explain how those Threshold values are interpreted by the backend.

Avoid inventing a meaning for them.

Right Panel

31.106 Right-Side Tools

On large-screen layouts, the right panel contains:

1. AI Analysis
2. Signals
3. Portfolio

31.107 Large-Screen Visibility

The current right-side panel is rendered with a desktop-oriented layout and is hidden below its large-screen breakpoint.

This means some right-panel functionality may require a sufficiently wide browser view in the current UI.

AI Analysis

31.108 AI Analysis Tab

Select:

AI Analysis.

31.109 Analyze Symbol

The primary action is:

Analyze [Symbol].

31.110 Analysis Requires Chart Data

The button is disabled when:

1. AI is already streaming
2. No Chart Bars are loaded

31.111 Analyzing...

During processing:

Analyzing....

31.112 AI Analysis Workflow

The current process:

1. Sends Symbol, Market Type, and Timeframe to /api/market/analyze.
2. Receives a prepared market-analysis Prompt/data.
3. Sends that Prompt through the shared AI streaming system.
4. Displays the streamed Markdown result.

31.113 AI Analysis System Instructions

The Trading Analysis AI is instructed to address:

1. Trend Analysis
2. Key Support/Resistance Levels
3. Indicator Confluence
4. Pattern Recognition
5. Risk Assessment
6. Actionable Outlook

31.114 AI Analysis Is Told Not to Give Specific Financial Advice

The system Prompt specifically says:

Never provide specific buy/sell financial advice

and requires an educational disclaimer.

31.115 Analysis Streams Into the Panel

During generation, the current streaming text is displayed progressively using the shared Markdown renderer.

31.116 Analysis Is Not Automatically Run

Before you click Analyze, the panel states:

AI Analysis

and:

Click “Analyze” to get AI-powered technical analysis.

31.117 Analysis Clears When Symbol Changes

Selecting another Symbol clears the previous AI Analysis.

Trading AI Model Behavior

31.118 Trading Analysis Uses the Shared AI System

Trading Terminal uses:

useGeminiStream.

31.119 Selected PROS SUITE Model Applies to AI Analysis

The shared streaming hook obtains:

selectedModel

from the subscriber's authenticated PROS SUITE context and sends it as the requested Model.

Because Trading Analysis does not pass a separate Model override, the global selected Model applies to this streamed AI Analysis workflow.

31.120 Subscriber API Keys Can Be Forwarded for AI Analysis

The shared AI streaming hook adds configured provider API-Key headers when keys exist.

Therefore, unlike the specialized Marketing generators in Chapters 26–29, Trading AI Analysis does use the shared AI Model/API-Key pathway.

31.121 Model Does Not Control Raw Market Data

Changing the AI Model does not change:

1. Yahoo Stock prices
2. CoinGecko Crypto prices
3. Forex Quote provider
4. Historical Candles

The Model affects the AI Analysis layer, not the underlying Market feed.

31.122 Model Does Not Control the Local Chart Indicators

SMA, EMA, RSI, MACD, Bollinger, and VWAP are calculated through PROS SUITE's indicator code rather than by the selected language Model.

Trading Terminal Token Behavior

31.123 Current Catalogue Reference

The feature catalogue lists:

Trading Terminal — 30 Tokens.

31.124 AI Analysis Identifies Itself as Trading Terminal

When AI Analysis calls the shared stream, it supplies:

trading-terminal

as the Tool identifier.

This links the AI-generation operation to the Trading Terminal feature for the shared AI system.

31.125 Do Not Treat 30 Tokens as a Charge for Viewing Markets

The current source does not show a 30-Token deduction for simply:

1. Opening Trading Terminal
2. Viewing Quotes
3. Changing Timeframes
4. Using Indicators
5. Viewing Watchlist
6. Creating an Alert
7. Entering a Paper Trade

The explicit AI-stream operation is the AI Analysis workflow.

31.126 Signal Token Cost Is Not Established

Generate Signal calls:

/api/market/signals

rather than the shared AI-stream call.

The sanitized subscriber source does not establish a Token deduction for that Signal operation.

Do not state that every Signal costs 30 Tokens unless the live billing implementation later confirms it.

Signals

31.127 Signals Tab

Select:

Signals.

31.128 Generate Signal

Select:

Generate Signal.

31.129 Generating...

While the Signal request is active:

Generating....

31.130 Signal Request

The current client sends:

1. Symbol
2. Market Type
3. Timeframe

to:

/api/market/signals.

31.131 Possible Signal Directions

The current Signal interface supports:

1. BUY
2. SELL
3. HOLD

31.132 Signal Confidence

Each Signal can include a:

Confidence

percentage.

31.133 Confidence Color Ranges

The current display visually classifies Confidence as:

1. 70% or higher → green
2. 50%–69% → yellow
3. Below 50% → red

31.134 Entry

Signal Card displays:

Entry

with an estimated Price level.

31.135 Stop Loss

Signal Card displays:

Stop Loss.

31.136 Take Profit

Signal Card displays:

Take Profit.

31.137 Risk/Reward

The Signal can display:

Risk/Reward.

31.138 Signal Reasoning

The Tool presents a:

Signal Reasoning

section containing individual reasons supporting the Signal.

31.139 Strategy

A Signal also includes:

Strategy: [strategy].

31.140 Signal Generator Empty State

Before generation:

Signal Generator

with:

“Generate AI-powered trading signals with entry, SL & TP levels”.

31.141 Signal Disclaimer Uses “Algorithm-Generated”

The actual disclaimer calls Signals:

algorithm-generated

rather than guaranteed human or broker recommendations.

31.142 Signals Are Not Orders

A BUY/SELL/HOLD Signal does not automatically:

1. Place a Paper Trade
2. Place a Real Trade
3. Move money
4. Create a Portfolio Holding

It is an analytical output.

31.143 Signal Lines Appear on the Chart

When a Signal exists, Trading Terminal passes:

1. Entry
2. Stop Loss
3. Take Profit

to the Chart.

31.144 Chart Signal Labels

The Chart creates dashed horizontal lines labeled:

1. Entry
2. SL
3. TP

31.145 Changing Symbol Clears Signal

Selecting another Symbol resets the current Signal.

Portfolio

31.146 Portfolio Tab

Select:

Portfolio.

31.147 Paper Portfolio

The primary summary is explicitly:

Paper Portfolio Value.

31.148 Paper Trading Definition

For this manual:

Paper Trading means simulating positions and Profit/Loss without source-verified real-money market execution.

31.149 Portfolio Persistence

Holdings are loaded from:

/api/market/portfolio.

This establishes account/server-backed Paper Portfolio records.

31.150 Paper Portfolio Value

The Portfolio calculates total current value from:

Holding Quantity × Current Quote Price.

31.151 Total P&L

The Card displays:

Total P&L

as:

Portfolio Value − Cost Basis.

31.152 Total P&L Percentage

The percentage is calculated against the total recorded Cost Basis.

31.153 Quote Fallback

If no current Quote is available for a Holding, the current calculation falls back to that Holding's average Entry Price.

That can temporarily make the displayed P&L appear unchanged for an unavailable Quote.

Quick Trade

31.154 Quick Trade

The Paper Portfolio contains:

Quick Trade: [current symbol].

31.155 Current Holding Quantity

If the current Symbol is already held, the panel displays:

Holding: [quantity].

31.156 Buy

Select:

Buy

to add simulated Quantity.

31.157 Sell

Select:

Sell

to reduce the simulated Holding.

31.158 Quantity

Enter the simulated:

Quantity.

31.159 Quantity Must Be Positive

The current Trade handler requires a numeric Quantity greater than zero.

31.160 Price (Est.)

The second Trade field is:

Price (Est.)

and shows the current Trading Terminal Price.

31.161 Cost Estimate

Once Quantity is entered, the Tool displays:

Cost Estimate

calculated as:

Quantity × Current Price.

31.162 Place BUY Order

The Button displays:

Place BUY Order

when Buy is selected.

31.163 Place SELL Order

The same Button displays:

Place SELL Order

when Sell is selected.

31.164 These Are Paper Orders

The Buy/Sell action writes to the Portfolio API using the current estimated Price.

There is no source-verified external brokerage order.

31.165 Buy Uses Positive Quantity

For Buy, the Portfolio request sends a positive simulated Quantity.

31.166 Sell Uses Negative Quantity Internally

For Sell, the current client converts the submitted Quantity to a negative value before sending the Paper Portfolio update.

31.167 No Short Selling Through Quick Trade

The Sell Button is disabled when:

1. No current Holding exists
2. Requested Sell Quantity exceeds the current Holding

Therefore, the current UI does not expose normal short-selling entry through this form.

31.168 No Buying-Power Check

The current Paper Portfolio form does not display:

1. Paper Cash Balance
2. Buying Power
3. Available Funds

before accepting a simulated Buy.

31.169 No Commission

No Commission field is exposed.

31.170 No Slippage

No Slippage simulation setting is exposed.

31.171 No Spread Input

No explicit simulated Bid/Ask spread is used in Quick Trade.

The current estimated Trade uses the current Price passed from the Terminal.

31.172 No Market/Limit Selector

There is no current Order Type selector for:

1. Market
2. Limit
3. Stop
4. Stop-Limit

31.173 No Time-in-Force

No:

1. Day
2. GTC
3. IOC
4. FOK

selection exists.

31.174 No Leverage

No leverage multiplier is exposed.

31.175 No Margin

No margin account or margin requirement is exposed.

31.176 No Options Trading

Trading Terminal does not currently source-verify:

1. Option Chains
2. Calls
3. Puts
4. Strike Prices
5. Expiration Dates
6. Greeks

31.177 No Futures Trading

No futures-contract workflow is exposed.

31.178 No Real Crypto Wallet

No Crypto wallet/address/deposit/withdrawal workflow exists in this Trading Terminal.

Holdings

31.179 Holdings

The Paper Portfolio lists:

Holdings ([count]).

31.180 Holding Row

Each Holding can display:

1. Symbol
2. Market Type
3. Quantity
4. Average Entry Price
5. Current estimated Value
6. P&L percentage
7. Close action

31.181 Holding Value

Value is:

Quantity × Current Quote Price.

31.182 Holding P&L

The Holding's P&L percentage compares current Value with its recorded Cost Basis.

31.183 Close

Select:

Close

to remove the simulated Holding using the Portfolio close action.

31.184 Close Does Not Route a Brokerage Order

The action sends:

action: "close"

to AIUNIFY's Paper Portfolio API.

31.185 No Holdings Yet

If empty:

No holdings yet

with:

“Buy some tickers above to start paper trading!”

This wording further confirms the simulated Paper Trading purpose.

31.186 No Order History Panel

The current Portfolio UI does not expose a separate:

1. Orders
2. Executions
3. Transactions
4. Trade History

Tab.

31.187 No Realized vs. Unrealized P&L Breakdown

The current screen calculates Holdings/Portfolio P&L but does not expose separate:

1. Realized P&L
2. Unrealized P&L

reports.

31.188 No Cash Ledger

No Paper Cash ledger is shown.

31.189 Portfolio Quote Refresh Qualification

The Portfolio fetches Quotes when its Holdings list is loaded or changes.

Unlike the main Terminal and Watchlist components, the Portfolio component itself does not establish a recurring Quote polling interval.

31.190 Main Terminal Price Can Update More Frequently

The current selected Symbol's main Terminal Quote is requested on the 10-second loop, while Holding Quotes in the Portfolio have a different refresh lifecycle.

Do not assume every Holding's displayed value changes every 10 seconds.

AI Analysis vs. Signals vs. Paper Portfolio

31.191 These Are Three Separate Functions

AI Analysis

Produces natural-language technical analysis.

Signals

Produces structured BUY/SELL/HOLD analytical levels.

Portfolio

Records simulated positions.

A result in one does not automatically execute an action in another.

31.192 AI Analysis Does Not Place Paper Trades

No source code connects Analyze directly to Quick Trade.

31.193 Signal Does Not Place Paper Trades

Generating a BUY Signal does not automatically add a Holding.

31.194 Paper Trade Does Not Require a Signal

A subscriber can use the Portfolio form independently from the Signal Generator.

31.195 Signal Lines Are Visual Only

Entry/SL/TP lines displayed on the Chart do not function as actual live orders.

Market Data Reliability

31.196 Market Data Is Provider-Dependent

The Terminal depends on external public market-data services for Quotes and History.

Availability, delays, rate limits, and provider behavior can affect results.

31.197 Data Caching

The system intentionally caches Market responses to reduce repeated provider requests.

31.198 Rate Limiting

The source also includes internal Rate Limiters for external Market providers.

31.199 Do Not Treat Terminal Prices as Exchange-Execution Prices

Because:

1. External data providers are used
2. Quotes can be cached
3. Paper Trade Price is an estimate
4. No brokerage execution feed is connected

the displayed Price should not be represented as a guaranteed executable Price.

31.200 Market Hours

The current Terminal does not provide a source-verified Market Open/Closed status indicator.

31.201 Extended Hours

No explicit:

1. Pre-market
2. After-hours

toggle exists.

31.202 Exchange Time Zone

The current Chart does not expose a subscriber-selectable Exchange Time Zone control.

31.203 News

No Market News feed is currently rendered in Trading Terminal.

31.204 Fundamentals

The current workspace does not expose dedicated:

1. Income Statements
2. Balance Sheets
3. Cash Flow Statements
4. P/E Ratios
5. Earnings calendars

31.205 Level II / Order Book

No:

1. Level II
2. Market Depth
3. Order Book

display is source-verified.

31.206 Bid/Ask

No dedicated live Bid/Ask panel is established.

31.207 Options Chain

No Options Chain exists.

31.208 Economic Calendar

No Economic Calendar is present.

31.209 Screener

No full Stock/Crypto/Forex Screener is source-verified in this Terminal.

Search is Symbol-oriented rather than a multi-factor screening system.

Best Practices — Market Analysis

31.210 Confirm the Market Type

Before interpreting a Chart, verify the Badge beside the Symbol says the expected:

1. stock
2. crypto
3. forex

31.211 Confirm the Timeframe

A Signal on 1m can represent a very different context from one on 1D.

Always note the selected interval.

31.212 Use Multiple Timeframes

For educational analysis, compare more than one timeframe rather than relying on one view.

For example:

1D → 4H → 1H → 15m

while remembering provider granularity limitations.

31.213 Do Not Stack Every Indicator

Using all Indicators simultaneously can make a Chart difficult to interpret.

Choose indicators with a purpose.

31.214 Trend Example

A simple trend-analysis combination can be:

1. EMA 9
2. EMA 21
3. SMA 50
4. RSI

31.215 Volatility Example

For volatility/context:

1. Bollinger Bands
2. RSI
3. Volume

31.216 Momentum Example

For momentum:

1. EMA 9
2. EMA 21
3. MACD
4. RSI

31.217 Volume Qualification for Crypto

Do not base a Crypto historical-candle strategy on the Terminal's per-bar Volume without recognizing that the current CoinGecko OHLC path assigns those Bars zero Volume.

Best Practices — AI Analysis

31.218 Check the Chart Before Running AI Analysis

Confirm:

1. Correct Symbol
2. Correct Market Type
3. Correct Timeframe
4. Data loaded

before selecting Analyze.

31.219 AI Analysis Is Interpretive

AI output can be useful for:

1. Structuring observations
2. Identifying possible confluence
3. Summarizing patterns
4. Highlighting risks

but it is not guaranteed to be correct.

31.220 Verify AI Levels Against the Chart

If AI identifies Support or Resistance, visually compare it with the actual Chart.

31.221 Do Not Treat AI Language as Certainty

Terms such as:

1. Bullish
2. Bearish
3. Breakout
4. Reversal
5. Strong Support

are analytical interpretations rather than guarantees.

Best Practices — Signals

31.222 Treat Signal Confidence as a Model/Algorithm Output

A 75% Confidence display does not mean there is a verified 75% probability that a Trade will be profitable.

31.223 Review Entry, Stop, and Target Together

A Signal should be evaluated as a complete risk structure:

Entry → Stop Loss → Take Profit → Risk/Reward

rather than Direction alone.

31.224 HOLD Is a Valid Signal

The Tool supports HOLD in addition to BUY and SELL.

31.225 Never Assume the Signal Automatically Updates

Signals are generated on request.

The current source does not establish a live continuously updating Signal engine in the subscriber interface.

31.226 Regenerate After Significant Market Change

If Quote or Chart conditions have materially changed, generate a new analytical Signal rather than relying on an old one.

Best Practices — Paper Trading

31.227 Use Paper Portfolio for Practice

Paper Trading is useful for testing:

1. Entry ideas
2. Position sizing
3. Trade plans
4. Risk/reward thinking
5. Technical setups

without source-verified real-money execution.

31.228 Paper Results Are Not Live-Broker Results

The simulation does not account for all real-world effects such as:

1. Slippage
2. Commissions
3. Bid/Ask spreads
4. Liquidity
5. Partial fills
6. Market impact
7. Order rejection

31.229 Avoid Mistaking “Place Order” for Real Execution

The Button text says Place BUY/SELL Order, but the surrounding Portfolio is explicitly a Paper Portfolio.

31.230 Position Sizing

Before placing a simulated position, consider how large the Quantity is relative to the hypothetical account size you are modeling.

31.231 Use Paper Trading to Validate Process

Focus on whether a repeatable process works, not merely whether one Paper Trade happened to make a profit.

Troubleshooting — Market Data

31.232 Loading [Symbol] data...

While data is being retrieved:

Loading [Symbol] data....

31.233 No Data Available

If no Bars load:

No data available

and:

Try a different symbol or timeframe.

31.234 Quote Does Not Change Every 10 Seconds

This can be normal because Quotes are cached for 30 seconds even though the page polls every 10 seconds.

31.235 Historical Candles Do Not Change Frequently

Historical Bars have a current five-minute cache.

31.236 4H Stock Chart Looks Like Hourly Bars

The current Yahoo mapping sends 4H to a 60-minute provider interval.

This is a current source limitation.

31.237 Crypto Volume Is Empty or Zero

The current CoinGecko OHLC historical request does not provide Volume and the application assigns zero.

Troubleshooting — Search

31.238 Search Does Not Open

Use either:

1. Click current Symbol
2. Command/Ctrl + K

31.239 Search Shows No Results

Try:

1. Symbol rather than full company name
2. Another Market tab
3. All Markets
4. A known Forex pair format

31.240 Recent Search Is Missing on Another Device

Recent Symbol Search history is browser-local.

Troubleshooting — Indicators

31.241 RSI Is Not Visible

Open Indicators and confirm RSI is enabled.

31.242 MACD Is Not Visible

MACD is disabled by default.

Enable it through Indicators.

31.243 Chart Is Too Crowded

Disable unnecessary overlays.

31.244 Volume Missing for Crypto

This can be an expected current data-provider limitation rather than an Indicator-toggle Error.

Troubleshooting — Watchlist

31.245 Watch Button Does Not Appear

If the current Symbol is already in the active Watchlist, Watch [Symbol] is hidden.

31.246 Cannot Create a Second Watchlist

The current component does not expose a Create Watchlist control.

31.247 Cannot Rename Watchlist

No Rename control is source-verified.

31.248 Watchlist Price Is Slightly Behind Main Quote

Watchlist Quotes refresh on a separate approximately 30-second cycle and are also subject to Quote caching.

Troubleshooting — Alerts

31.249 Alert Value Is Automatically Filled

The current Price is used to pre-fill the Alert Threshold whenever available.

31.250 Alert Does Not Show a Notification Method

The current Alert UI does not expose Email/SMS/Push delivery settings.

Do not assume one.

31.251 Alert Was Triggered but UI Does Not Say So

Although the data structure contains is_triggered, the current Alert Card does not render that field.

31.252 MACD Cross Threshold Is Unclear

The current client sends a numeric Threshold even for MACD/EMA Cross and Volume Spike conditions, but the included subscriber source does not explain backend interpretation.

Troubleshooting — AI Analysis

31.253 Analyze Button Is Disabled

The button requires loaded Chart Bars and cannot run while another Analysis stream is active.

31.254 Analysis Disappeared After Changing Symbol

That is intentional.

Changing Symbol clears the previous Analysis.

31.255 Wrong AI Model Used

Review the normal PROS SUITE Model selector described in Chapter 10.

Trading Analysis uses the shared selected Model rather than its own local Model selector.

31.256 BYOK Model Is Not Working

Review your normal PROS SUITE API-Key Settings.

The shared AI streaming hook forwards configured provider keys during Trading AI Analysis.

Troubleshooting — Signals

31.257 Generate Signal Is Disabled

Signal generation requires loaded Chart Bars.

31.258 Signal Is BUY but No Position Appears

Signals do not automatically place Paper Trades.

Open Portfolio and separately enter a simulated position if desired.

31.259 Signal Lines Remain on Chart

The current Signal's Entry/SL/TP levels remain attached to the current Signal state until it changes or is cleared by selecting another Symbol.

31.260 Signal Confidence Is Low

Confidence is analytical output.

The interface color changes according to the Confidence range, but no minimum Confidence requirement is imposed before displaying a Signal.

Troubleshooting — Paper Portfolio

31.261 SELL Button Cannot Place Order

The current Sell action is disabled when:

1. You do not hold the Symbol
2. The requested Quantity exceeds the Holding

31.262 Cannot Short a Symbol

Normal short-entry behavior is not implemented in the current Quick Trade UI.

31.263 Cannot Enter Limit Price

The current Paper Trade uses:

Price (Est.)

from the current Terminal Price.

There is no manual Limit Price field.

31.264 Cannot Set Stop Loss on Paper Order

Signal Stop Loss is an analytical Chart level.

It is not source-verified as an attached Paper Portfolio order.

31.265 Cannot Set Take Profit on Paper Order

Likewise, a Signal Take Profit line is not an executable Paper Order.

31.266 Paper Portfolio P&L Looks Flat

If a Holding Quote is unavailable, the Portfolio uses its average Entry Price as the fallback Current Price.

31.267 Cannot Find Transaction History

The current Portfolio panel does not expose a transaction-history screen.

31.268 Cannot Connect Brokerage Account

There is no brokerage connection workflow in the current Trading Terminal source.

31.269 Cannot Deposit Funds

There is no real or simulated cash-deposit control in this component.

31.270 Cannot Trade Options

Options workflows are not source-verified.

Trading Terminal Initial Setup Checklist

31.271 First-Use Checklist

1. Open Trading Terminal.
2. Confirm initial BTC/Crypto workspace loads.
3. Open Symbol Search.
4. Select the desired Market Type.
5. Search for a Symbol.
6. Verify current Price.
7. Choose a Timeframe.
8. Review default Indicators.
9. Add/remove Indicators as needed.
10. Decide whether to Watch the Symbol.
11. Review AI Analysis.
12. Review Signal separately.
13. Use Paper Portfolio only if you want to simulate a position.

31.272 Chart Checklist

Before analyzing:

1. Correct Symbol.
2. Correct Market Type.
3. Correct Timeframe.
4. Historical Bars loaded.
5. Price Quote loaded.
6. Appropriate Indicators enabled.
7. Provider limitations understood.
8. Crypto Volume limitation considered.
9. 4H provider granularity considered where relevant.

31.273 AI Analysis Checklist

1. Correct Symbol selected.
2. Correct Timeframe selected.
3. Chart Bars are available.
4. Correct PROS SUITE AI Model selected.
5. API Key is configured if required for that Model.
6. I selected Analyze.
7. I reviewed Trend Analysis.
8. I reviewed Key Levels.
9. I reviewed Indicator Confluence.
10. I reviewed Risk Assessment.
11. I independently verified important observations.

31.274 Signal Checklist

1. Chart data is current enough for my purpose.
2. I selected Generate Signal.
3. I reviewed BUY/SELL/HOLD.
4. I reviewed Confidence.
5. I reviewed Entry.
6. I reviewed Stop Loss.
7. I reviewed Take Profit.
8. I reviewed Risk/Reward.
9. I read Signal Reasoning.
10. I understand the Signal is educational and algorithm-generated.
11. I understand it does not automatically place a Trade.

31.275 Watchlist Checklist

1. Correct Symbol selected.
2. Correct Market Type selected.
3. I selected Watch [Symbol].
4. Symbol appears in Watchlist.
5. Quote and percentage change appear when data is available.
6. I understand Watchlist Quotes refresh separately.
7. I know how to remove the Symbol.

31.276 Alert Checklist

1. Correct Symbol selected.
2. Correct Market Type selected.
3. Desired Alert Condition chosen.
4. Threshold reviewed.
5. I selected Set Alert.
6. Alert appears in Active Alerts.
7. I understand notification-delivery behavior is not established by the inspected subscriber source.
8. I know how to delete the Alert.

31.277 Paper Trade Checklist

Before placing a simulated position:

1. I understand this is Paper Trading.
2. Correct Symbol selected.
3. Correct Market Type selected.
4. Current estimated Price reviewed.
5. Buy or Sell selected.
6. Quantity reviewed.
7. Cost Estimate reviewed.
8. I understand no commission/slippage/spread simulation is exposed.
9. I understand there is no real brokerage execution.
10. I understand Signal Entry/SL/TP levels are not attached orders.

31.278 Paper Portfolio Review Checklist

1. Paper Portfolio Value reviewed.
2. Total P&L reviewed.
3. Holdings count reviewed.
4. Quantity reviewed for each Holding.
5. Average Entry reviewed.
6. Current estimated Value reviewed.
7. P&L percentage reviewed.
8. I understand stale/unavailable Quotes can affect display.
9. I know Close removes the simulated Holding.

Current Trading Terminal Matrix

31.279 Market Support

*Historical Crypto Volume has the current CoinGecko OHLC limitation described earlier.

31.280 Market Data Sources Matrix

31.281 Current Refresh Matrix

31.282 Indicator Matrix

31.283 Timeframe Matrix

31.284 Analysis/Execution Matrix

31.285 Persistence Matrix

31.286 What Trading Terminal Currently Supports

The source verifies:

Markets

1. Stocks
2. Crypto
3. Forex

Market Data

1. Current Quotes
2. OHLCV-style historical Bars
3. Multiple timeframes
4. 10-second main polling
5. Manual Refresh

Search

1. All/Stock/Crypto/Forex filters
2. Recent searches
3. Keyboard navigation
4. Command/Ctrl + K

Chart

1. Candlesticks
2. Crosshair
3. OHLC display
4. Volume where data exists
5. Light/Dark theme behavior

Indicators

1. EMA 9
2. EMA 21
3. SMA 20
4. SMA 50
5. SMA 200
6. Bollinger Bands
7. VWAP
8. RSI 14
9. MACD 12/26/9
10. Volume

Tracking

1. Persistent Watchlist
2. Persistent Alert rules

Analysis

1. AI Technical Analysis
2. BUY/SELL/HOLD Signal
3. Confidence
4. Entry
5. Stop Loss
6. Take Profit
7. Risk/Reward
8. Signal Reasoning
9. Strategy

Paper Portfolio

1. Simulated Buy
2. Simulated Sell
3. Holding Quantity
4. Average Entry
5. Portfolio Value
6. Total P&L
7. Holding P&L
8. Close simulated position

31.287 What Trading Terminal Does Not Currently Establish

The current source does not establish:

1. Real brokerage execution
2. Brokerage account linking
3. Real exchange linking
4. Real-money funding
5. Cash balance
6. Buying power
7. Live order routing
8. Limit orders
9. Stop orders
10. Stop-limit orders
11. OCO orders
12. Time-in-force
13. Short selling
14. Margin
15. Leverage
16. Options
17. Futures
18. Option chains
19. Greeks
20. Level II
21. Order book
22. Bid/Ask panel
23. Economic calendar
24. News feed
25. Fundamental statements
26. Trade transaction history
27. Realized/unrealized P&L split
28. Commission modeling
29. Slippage modeling
30. Guaranteed real-time data
31. Guaranteed native 4H Stock/Forex candles
32. Per-candle Crypto Volume through the current OHLC source
33. User-selectable data provider
34. User-selectable broker
35. Alert Email/SMS/Push delivery configuration
36. Guaranteed Alert-trigger notification mechanism
37. Multiple Watchlist management UI

31.288 Recommended Operating Workflow

The recommended subscriber workflow is:

Choose Market and Symbol

→ Confirm the Current Quote

→ Select the Appropriate Timeframe

→ Enable Only the Indicators Needed

→ Review Price Structure Manually

→ Add Important Symbols to Watchlist

→ Create Alert Rules Where Useful

→ Run AI Analysis for an Additional Interpretation

→ Generate a Signal Separately When Desired

→ Review Direction, Confidence, Entry, Stop Loss, Take Profit, Risk/Reward, and Reasoning

→ Do Your Own Analysis

→ Use Paper Portfolio to Simulate the Idea

→ Track the Paper Position

→ Evaluate the Process Rather Than Treating Simulated Results as Guaranteed Live-Trading Results

31.289 Chapter Summary

AIUNIFY PROS SUITE's Trading Terminal at:

/trading

is a combined market-analysis and paper-trading workspace supporting Stocks, Cryptocurrency, and Forex. Authentication is required before accessing the workspace.

The Terminal opens by default on:

BTC → Crypto → 1D

with EMA 9, EMA 21, RSI, and Volume enabled.

Subscribers can search across all three Market Types using the Symbol Search window, filter by Market Type, navigate results with the keyboard, and retain up to eight recent searches in browser storage.

The main Chart uses the lightweight-charts library and renders Candlestick data with optional:

1. EMA
2. SMA
3. Bollinger Bands
4. VWAP
5. RSI
6. MACD
7. Volume

overlays/subcharts.

The current Market data sources are:

1. Stocks → Yahoo Finance
2. Crypto → CoinGecko
3. Forex → Yahoo-derived Forex symbols

with a service-level Quote cache of 30 seconds and historical-data cache of five minutes. The Terminal itself requests updates every 10 seconds, so its request frequency should not be confused with guaranteed new market-data frequency.

Two important provider limitations are source-confirmed. The current Stock/Forex 4H setting maps to a Yahoo 60-minute interval rather than a native 4-hour provider candle, and CoinGecko's current Crypto OHLC path does not contain candle Volume, so historical Crypto Bars receive Volume of zero.

The persistent left Sidebar provides a Watchlist and Alerts system. Watchlist entries are account/server-backed and show Quote/percentage-change information. Alert rules can currently be created for Price, RSI, MACD, EMA, and Volume conditions and deleted afterward.

However, while Alert records contain is_triggered and is_active, the inspected subscriber UI does not expose a specific Email, SMS, Push, browser notification, sound, or trigger-status workflow. Accordingly, Chapter 31 documents Alert rule creation but does not promise a notification-delivery mechanism that the source does not establish.

The right side of Trading Terminal provides three distinct operations:

AI Analysis, which uses PROS SUITE's shared selected AI Model and API-Key infrastructure to stream an educational technical-analysis report; Signals, which requests a structured BUY/SELL/HOLD Signal with Confidence, Entry, Stop Loss, Take Profit, Risk/Reward, Reasoning, and Strategy; and Portfolio, which provides simulated Paper Trading.

The current feature catalogue lists Trading Terminal — 30 Tokens, and the AI Analysis stream identifies itself with the trading-terminal Tool ID. The source does not establish that simply viewing Charts, changing Indicators, creating Watchlist entries, creating Alerts, generating Signals, or placing Paper Trades each costs 30 Tokens.

Most importantly, the Portfolio is explicitly labeled Paper Portfolio Value. Its Buy/Sell operations store simulated Holdings through AIUNIFY's Portfolio API using the current estimated Price. There is no source-verified brokerage connection or real-money order-routing workflow.

Accordingly, the correct operating principle for Trading Terminal is:

Market Data → Technical Charting → Independent Analysis → AI Analysis → Algorithmic Signal Review → Risk Evaluation → Paper Trade Simulation

—not:

Signal → Guaranteed Trade → Real Brokerage Execution.