Help & Feature Guide

Everything you need to know about Investor Boss

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Dashboard with trading status, market status, and quick scan button.

  • Market open/closed indicator
  • Trading engine status
  • Scan for volatile shares button
  • Quick stats at a glance
Companies /companies

Full list of 217 tracked European stocks with prices, market cap, and daily changes.

  • Sortable by market cap
  • Click symbol for detailed analysis
  • Refresh data button
Virtual Trading /virtual-trading

AI-driven automated trading engine with portfolio tracking.

  • Current portfolio with P&L
  • Risk analysis dashboard
  • Portfolio allocation chart
  • Deposit / withdraw funds
  • Trade notifications feed
  • Export buttons (CSV, HTML report)
AI Predictions /predictions

OpenAI-powered stock predictions with BUY/SELL/HOLD signals.

  • Signal strength & confidence
  • Risk level per stock
  • AI reasoning displayed
  • Hover symbol for company name
Forecast Signals /future-predictions

Rapid AI predictions across all active stocks.

  • 7-day and 30-day changes
  • RSI indicator
  • Risk level scores
  • Signal badges (BUY/SELL/HOLD)
AI Screener /screener

Ollama AI classifies stock patterns in real-time.

  • Patterns: breakout, breakdown, oversold, etc.
  • Click "Run Screener" to scan 15 stocks
  • Pattern distribution counts
Chart Analysis /chart-analysis

Ollama AI detects chart patterns from 60 days of price data.

  • Detects: uptrend, downtrend, double top/bottom
  • Head & shoulders, triangles, channels
  • Support/resistance levels
  • Confidence score per pattern
Daily Report /report

Ollama AI generates a daily market summary.

  • Market sentiment & breadth
  • Top gainers & losers
  • Portfolio snapshot
  • Click "Regenerate" to refresh
Watchlist /watchlist

Track favorite stocks with AI commentary.

  • Add stocks by symbol (comma separated)
  • AI Insight button per stock
  • Quick link to price analysis
  • Remove stocks with X button
Price Analysis /price-analysis/<symbol>

Deep-dive into a single stock with AI analysis.

  • AI prediction with reasoning
  • AI movement explainer button
  • AI news digest (cached 15 min)
  • 7-day price highs/lows table
  • Hourly average price breakdown
Sectors /sectors

Color-coded performance by industry sector.

  • Average sector performance %
  • Up/down counts per sector
  • Top stocks within each sector
  • Color bar for quick comparisons
Analysis /analysis

Correlation matrix and multi-stock comparison.

  • Pearson correlation between stocks
  • Color-coded matrix (green/red)
  • Multi-stock side-by-side comparison
  • 7-day and 30-day change breakdown
Volatility History /history

Historical log of volatile stock movements.

  • Stocks exceeding volatility threshold
  • Timestamped scan history
  • Price and percent change data
News /news

Financial news feed from yfinance for tracked stocks.

  • Headlines with sentiment scores
  • Impact level classification
  • Source attribution
  • Trigger news fetch button
Earnings & Events /earnings

Upcoming corporate events from yfinance.

  • Earnings report dates
  • Ex-dividend dates with yield
  • Stock split history
  • Click "Refresh" to scan
Price Alerts /alerts

Set price targets and get notified when hit.

  • Above or below target price
  • Auto-checked every 2 minutes
  • Notifications appear in trading feed
  • Remove triggered alerts with X
Trade History /trade-history

Complete log of all closed virtual trades.

  • Profit/loss per trade
  • Hold time and strategy
  • Win rate and total P&L stats
  • 200 trade history limit
Backtesting /backtest

Test SMA crossover strategies against historical data.

  • Configurable fast/slow MA periods
  • Initial capital input
  • Sharpe ratio, max drawdown, win rate
  • Trade log with dates and values
AI Performance /ai-weights

Track AI prediction accuracy over time.

  • Direction accuracy percentage
  • Average price error
  • Verified predictions count
  • Verify past predictions button
  • Prediction history table
Settings /settings Login Required

Configure all app parameters.

  • OpenAI API key (masked, stored in secrets.db)
  • AI model name, enable/disable AI predictions
  • Volatility threshold, trade frequency
  • Stop loss / take profit percentages
  • Position sizes, max hold hours
  • Market hours per weekday
  • Toggle auto trading, news, theme
  • Clear data tables, change password
Logs /logs Login Required

View system response logs.

  • Manual trade execution logs
  • Settings change history
  • Data refresh logs
  • Clear logs button
AI Model Usage
OpenAI gpt-5-nano (API key required)
  • Trading signals (BUY/SELL/HOLD decisions)
  • AI predictions with reasoning
Ollama qwen2.5:3b (local, free, auto-scheduled)
  • Daily market report, news digest, portfolio risk — auto-generated
  • Stock screener, chart analysis, watchlist commentary — on-demand
  • Auto-tasks pre-compute results for instant page loads
Auto-Scheduled Background Services
  • Virtual Trading: every 60 min (AI-driven)
  • Daily Market Report: auto-generated at market open
  • AI News Digest: pre-computed for watchlist every 15 min
  • Portfolio Risk Analysis: runs before each trade cycle
  • Price Updater: every 15 min
  • Company Discoverer: every 24 hours
  • Price Alert Checker: every 2 min
Trading Rules
  • EUR 1.00 transaction fee per trade
  • 25% withholding tax on profits
  • Kelly criterion position sizing (3-8%)
  • Max 50% total portfolio exposure
  • 3% daily drawdown halt
  • 30-minute sell cooldown (skipped for profitable)
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