Help & Feature Guide
Everything you need to know about Investor Boss
/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
/companiesFull 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-tradingAI-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)
/predictionsOpenAI-powered stock predictions with BUY/SELL/HOLD signals.
- Signal strength & confidence
- Risk level per stock
- AI reasoning displayed
- Hover symbol for company name
/future-predictionsRapid AI predictions across all active stocks.
- 7-day and 30-day changes
- RSI indicator
- Risk level scores
- Signal badges (BUY/SELL/HOLD)
/screenerOllama AI classifies stock patterns in real-time.
- Patterns: breakout, breakdown, oversold, etc.
- Click "Run Screener" to scan 15 stocks
- Pattern distribution counts
/chart-analysisOllama 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
/reportOllama AI generates a daily market summary.
- Market sentiment & breadth
- Top gainers & losers
- Portfolio snapshot
- Click "Regenerate" to refresh
/watchlistTrack 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/<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
/sectorsColor-coded performance by industry sector.
- Average sector performance %
- Up/down counts per sector
- Top stocks within each sector
- Color bar for quick comparisons
/analysisCorrelation 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
/historyHistorical log of volatile stock movements.
- Stocks exceeding volatility threshold
- Timestamped scan history
- Price and percent change data
/newsFinancial news feed from yfinance for tracked stocks.
- Headlines with sentiment scores
- Impact level classification
- Source attribution
- Trigger news fetch button
/earningsUpcoming corporate events from yfinance.
- Earnings report dates
- Ex-dividend dates with yield
- Stock split history
- Click "Refresh" to scan
/alertsSet 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-historyComplete 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
/backtestTest 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-weightsTrack AI prediction accuracy over time.
- Direction accuracy percentage
- Average price error
- Verified predictions count
- Verify past predictions button
- Prediction history table
/settings Login RequiredConfigure 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 Login RequiredView system response logs.
- Manual trade execution logs
- Settings change history
- Data refresh logs
- Clear logs button
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)