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maneshtrader/ONBOARDING.md

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ManeshTrader Onboarding

1) What This Tool Does

ManeshTrader analyzes OHLC candles and labels each closed bar as:

  • real_bull: close is above previous high (or previous body high if wick filter is enabled)
  • real_bear: close is below previous low (or previous body low if wick filter is enabled)
  • fake: close is inside previous range (noise)

Trend logic:

  • 2 consecutive real bullish bars => bullish trend active
  • 2 consecutive real bearish bars => bearish trend active
  • Reversal requires 2 consecutive opposite real bars
  • Fake bars do not reverse trend

2) Quick Start (Recommended)

From project root:

./run.sh

This script:

  • creates .venv if needed
  • installs dependencies from requirements.txt
  • launches Streamlit

Then open the shown URL (usually http://localhost:8501).

3) macOS Double-Click Start

In Finder, double-click:

  • Run ManeshTrader.command

If macOS blocks first run, execute once:

xattr -d com.apple.quarantine "Run ManeshTrader.command"

Optional: Build a Real macOS .app

From project root:

./scripts/create_mac_app.sh

This generates ManeshTrader.app, which you can double-click like a normal app or move to /Applications.

Build a distributable installer DMG:

./scripts/create_installer_dmg.sh

Output: ManeshTrader-YYYYMMDD-HHMMSS.dmg in project root.

Share With Non-Technical Users (Self-Contained)

Build a standalone app that includes Python/runtime:

./scripts/build_standalone_app.sh

Then build DMG from that standalone app path:

APP_BUNDLE_PATH="dist-standalone/<timestamp>/dist/ManeshTrader.app" ./scripts/create_installer_dmg.sh

Tip: sign and notarize before sharing broadly, so macOS trust prompts are reduced.

4) First Session Walkthrough

  1. Set Symbol (examples: AAPL, MSFT, BTC-USD, ETH-USD).
  2. Set Timeframe (start with 1d to avoid noisy intraday data).
  3. Set Period (try 6mo initially).
  4. Keep Ignore potentially live last bar ON.
  5. Keep filters OFF for baseline:
    • Use previous body range (ignore wicks) OFF
    • Enable volume filter OFF
    • Hide market-closed gaps (stocks) ON
  6. Review top metrics:
    • Current Trend
    • Real Bullish Bars
    • Real Bearish Bars
    • Fake Bars
  7. Read Trend Events for starts and reversals.

5) How To Read The Chart

  • Candle layer: full price action
  • Green triangle-up markers: real_bull
  • Red triangle-down markers: real_bear
  • Gray candles (if enabled): visually de-emphasized fake bars
  • Volume bars are colored by trend state

6) Recommended Settings By Asset

Stocks (swing)

  • Timeframe: 1d
  • Period: 6mo or 1y
  • Max bars: 300-800

Crypto (shorter horizon)

  • Timeframe: 1h or 4h
  • Period: 1mo-6mo
  • Enable auto-refresh only when monitoring live

7) Optional Filters

Ignore Wicks

Use when long wicks create false breakouts; compares close to previous body only.

Volume Filter

Treats low-volume bars as fake:

  • Enable Enable volume filter
  • Start with:
    • Volume SMA window = 20
    • Min volume / SMA multiplier = 1.0

Hide Market-Closed Gaps (Stocks)

Compresses non-trading time on stock charts:

  • 1d: removes weekend spacing
  • intraday (1m..1h): removes weekends and overnight closed hours

Use OFF for 24/7 markets (for example many crypto workflows) when you want continuous time.

8) Exports

  • CSV: Download classified data (CSV)
  • PDF chart: Download chart (PDF)

If PDF fails, ensure kaleido is installed (already in requirements.txt).

9) Troubleshooting

App won’t start

./run.sh --setup-only
./run.sh

Port already in use

streamlit run app.py --server.port 8502

Bad symbol/data error

  • Verify ticker format (BTC-USD, not BTCUSD)
  • Use compatible Timeframe + Period

I still see some time gaps

  • For stocks, keep Hide market-closed gaps (stocks) ON.
  • Daily charts remove weekends; intraday removes weekends + closed hours.
  • Some exchange holidays/half-days can still produce spacing depending on the data feed.

Exports crash with timestamp errors

  • Pull latest project changes (export logic now handles named index columns)

10) Safety Notes

  • This app is analysis-only, no trade execution.
  • Backtest snapshot is diagnostic and simplistic.
  • Not financial advice.

11) Useful Commands

Setup only:

./run.sh --setup-only

Run tests:

make test

Run app:

make run