🚀 Getting Started

This guide will walk you through the basics of using Trade Picker to track stocks and identify trading opportunities.

Step 1: Add Stocks to Your Watchlist

Start by adding the stock symbols you want to track:

1. Go to the Dashboard (home page)
2. Find the "Add to Watchlist" section
3. Enter a stock symbol (e.g., AAPL, TSLA, MSFT)
4. Click "Add" to add it to your watchlist

Step 2: Run the Scraper

Once you have stocks in your watchlist, collect market data:

1. Locate the Scraper Controls section on the dashboard
2. Click "Start Scraper" to begin data collection
3. Watch the progress indicator to see each symbol being processed
4. Wait for the scraper to complete all symbols

The scraper will automatically:

• Fetch current price and financial data from Yahoo Finance
• Collect relevant news and events
• Check SEC filings for corporate actions
• Save all scraped content to the database
• Calculate new scores based on the collected data

Step 3: Review Scores and Analysis

After the scraper completes, check your results:

1. View the Watchlist table to see updated scores
2. Click on any symbol to see detailed information
3. Review the Score History chart to see trends
4. Check the Events section for upcoming catalysts

Step 4: Use Sorting and Filtering

Find the best opportunities quickly:

• Sort by score - Click column headers to sort by any score type
• Filter by sector - Focus on specific market sectors
• Search - Quickly find symbols in your watchlist

Step 5: Configure Data Sources (Optional)

For more comprehensive data collection, configure additional data sources:

1. Go to the Settings section on the dashboard
2. Enter API keys for premium data sources:
   • Polygon.io - For market data and news
   • Finnhub - For earnings and recommendations
   • Alpha Vantage - For fundamentals
3. Click "Auto-Lookup All CIKs" to enable SEC EDGAR filings

Step 6: Get AI Analysis (Optional)

For deeper insights, use the LLM analysis feature:

1. Click on a stock symbol to open its detail page
2. Find the "Get AI Analysis" button
3. Wait for the LLM to analyze the stock
4. Review the detailed analysis and recommendations

Managing Your Watchlist

Enable/Disable Items

You can temporarily disable watchlist items without removing them:

• Click the toggle button next to any symbol
• Disabled items won't be scraped until re-enabled
• This is useful for temporarily ignoring stocks without losing your notes

Remove Items

To permanently remove a stock from your watchlist:

1. Click the delete/remove button next to the symbol
2. Confirm the removal when prompted

Best Practices

• Run the scraper regularly - Daily updates keep scores accurate
• Keep your watchlist focused - Too many symbols can slow down scraping
• Check the Events section - Upcoming earnings and events are key catalysts
• Use scores as guides, not rules - Always do additional research
• Monitor score trends - A rising score over time may be more meaningful than a single high score

Next Steps

Now that you know the basics:

• Learn about all available features
• Understand the scoring system in detail
• Explore the dashboard and try different features