Trade Tracker Help & Guide

← Back to app
● User Guide

Everything you can do

Claude Trade Tracker turns ten battle-tested research prompts into interactive tools, pulls real market data from your FMP account, and lets you save verified, timestamped snapshots. Here's how it all works.

Quick Start The 10 Tools Live Data (FMP) Snapshots & Verification Accounts & Security Google Sign-In FAQ
πŸš€

Quick Start

From zero to your first analysis prompt in under a minute.

Sign in

Create a local account (or explore as guest). Your login lives only in this browser β€” see Accounts & Security.

Pick a tool

From the dashboard, choose one of the 10 research tools β€” Market Analysis, Technical Analysis, Risk Management, and more.

Fill the inputs

Type tickers/sectors or tap the quick-chips. The prompt assembles live on the right; any unfilled [placeholder] stays highlighted.

Copy & run

Hit ⧉ Copy prompt and paste it into Claude to get your analysis. Optionally connect live FMP data first for richer context.

🧰

The 10 Research Tools

Each tool is a guided prompt builder β€” fill the blanks, copy a precision prompt.
πŸ“ˆ

1Market Analysis

Spot emerging trends & opportunities in any sector or stock, with a time horizon.

⬑

2Portfolio Diversification

Reduce risk across uncorrelated sectors. Pulls your holdings with one tap.

πŸ›‘οΈ

3Risk Management

Stop-losses, position sizing & risk-per-trade math for your strategy.

πŸ“Š

4Technical Analysis

Price action, MA, RSI β†’ buy/sell/hold with entry, stop & target levels.

πŸ›οΈ

5Economic Indicators

How GDP, jobs & inflation move your sector β€” and which prints to watch.

πŸ’Ž

6Value Investing

Find undervalued names with a chosen valuation lens (P/E, DCF, FCF…).

🧭

7Market Sentiment

Read the crowd β€” options flow, social buzz, fear/greed as a contrarian filter.

πŸ“‹

8Results Reports

Decode an earnings report & the one number that actually moves the stock.

βš–οΈ

9Growth vs Dividend

Compare both, tailored to your investor profile & risk tolerance.

🌍

10World Events Impact

Geopolitics & shocks β€” defensive hedges plus the affected sector.

πŸ’‘ Tip: On the dashboard, the Trending β€” Analyst Consensus panel is clickable β€” tap any stock to jump straight into Technical Analysis pre-filled with that ticker.
⚑

Live Market Data (FMP)

Replace the built-in snapshot with real-time quotes from your Financial Modeling Prep account.

Click β€œLive data” (top-right)

Opens the connection panel.

Paste your FMP API key

Get one at financialmodelingprep.com. The key is stored only in your browser (localStorage) β€” never uploaded or written to any file.

Connect & (optionally) auto-refresh

Tick auto-refresh to re-pull every 60 seconds. The green LED pulses while live.

πŸ“‡

Indices & quotes

S&P, Nasdaq, Dow, VIX + SPY/QQQ/NVDA/AAPL/TSLA/MSFT, live.

β‡…

Notable movers

Top gainers & losers, filtered to tradeable $5+ names.

πŸ”Œ

Resilient by section

If one endpoint isn't on your plan, the rest still updates.

ℹ️ Uses FMP's stable API: /quote, /biggest-gainers, /biggest-losers. Analyst-consensus β€œTrending” data comes from a periodic snapshot (it changes slowly, so it isn't live-polled).
⧉

Saved Snapshots & Triple-Loop Verification

Preserve a timestamped, auditable copy of the live data β€” guaranteed real, not fabricated.
Loop 1 fetch from FMP Loop 2 fetch again Loop 3 Β· fetch again Cross-check values agree ≀ 1%? βœ“ Saved & Verified + exact timestamp + endpoints & HTTP status + content hash (auditable)
πŸ“Έ

Capture

Open Saved Snapshots, add a label, hit Capture & triple-verify. The data is pulled 3Γ— and cross-checked before saving.

πŸ•’

Clear timestamps

Each snapshot records the exact capture time (ISO + readable) and the market β€œas of” time.

β†Ί

Reload anytime

Click Load to restore a snapshot onto the dashboard. A banner shows you're viewing saved data; Exit returns to live.

πŸ”

Audit

Click Audit to see every endpoint hit, its HTTP status, and the content hash β€” full provenance.

πŸ”’ No hallucinations, by construction. All values are fetched directly from FMP over HTTPS β€” no AI sits in the data path. The 3-loop cross-check catches transient errors, and the saved provenance lets you trace any number back to its source. Disagreements are flagged, never hidden.
πŸ”

Accounts & Security

Sign up, log in, and reset a forgotten password.
πŸ†•

Sign up

Create an account with name, email, password, and a security question. Passwords are hashed (SHA-256 + a random salt) before storage β€” the plain password is never kept.

πŸ”‘

Log in

Your session is remembered on this browser until you log out. Your email shows in the sidebar.

❓

Forgot password

Enter your email, answer your security question, and set a new password β€” all locally.

πŸšͺ

Log out

Use the logout button in the sidebar footer to end your session.

⚠️ Important β€” this is local/demo authentication. Because the app has no backend server, accounts and (salted, hashed) passwords are stored in this browser's localStorage only. There is no email delivery, so password reset uses a security question instead of an email link. This is fine for a personal tool, but it is not a substitute for real server-side auth. To make it production-grade β€” real accounts, email reset, cross-device login β€” connect a backend (e.g. Firebase Auth, Supabase, Auth0, or a small API). Ask Claude to wire one up.
πŸ”΅

Set up β€œSign in with Google”

Real Google authentication via Google Identity Services. One-time setup β€” about 3 minutes.

Open Google Cloud Console

Go to console.cloud.google.com β†’ create (or pick) a project.

Configure the OAuth consent screen

APIs & Services β†’ OAuth consent screen. Choose External, add an app name and your email. While testing, add your Google account under Test users.

Create an OAuth Client ID

APIs & Services β†’ Credentials β†’ Create credentials β†’ OAuth client ID. Application type: Web application.

Add Authorized JavaScript origins

Add the exact origin(s) the app runs on β€” no path, no trailing slash:

http://localhost:4178 (local testing)
plus your deployed URL, e.g. https://yourdomain.com

Copy the Client ID

It ends in .apps.googleusercontent.com. It's public, not a secret.

Paste it into Trade Tracker

On the login screen, under Continue with Google, paste the Client ID and click Enable Google Sign-In. (Or hard-code it in config.js.) The real Google button appears β€” click it to sign in.

ℹ️ How it works: Google returns a signed ID token (JWT) with your verified email, name, and photo. The app checks the token's audience, issuer, and expiry, then signs you in. For maximum security, the token's signature should also be verified on a backend β€” add one when you deploy publicly.
⚠️ Common gotchas: the origin must match exactly (scheme + host + port). http://localhost:4178 β‰  http://127.0.0.1:4178. If the button doesn't appear, double-check the origin and that the GIS library loaded. Google Sign-In needs an http(s) origin β€” it won't work from a file:// page.
πŸ’¬

FAQ

Quick answers to common questions.
Is this financial advice?

No. Claude Trade Tracker organizes research and generates prompts. It is not investment, financial, legal, or tax advice. Market data may be delayed. Always do your own research and consult a licensed professional before trading.

Where is my FMP API key stored?

Only in your browser's localStorage. It is never written to a project file, committed to any repo, or sent anywhere except directly to FMP's API over HTTPS when fetching data.

How do I know the saved data is real?

Every snapshot is fetched straight from FMP (no AI in the data path), pulled three times and cross-checked, and stored with the exact endpoints, HTTP status codes, and a content hash. Open the Audit panel on any snapshot to verify.

Why does a β€œloser” sometimes show a small gain (or vice-versa)?

Market movers are ranked by FMP at fetch time and may reflect extended-hours moves; the % shown is the regular-session change. They can occasionally differ during volatile sessions.

What happens if my FMP plan doesn't include an endpoint?

Each section (indices, quotes, gainers, losers) is fetched independently. If one isn't on your plan, the rest still update and the panel tells you what was skipped.

Can I use this on another device?

Accounts, snapshots, and your API key live in the current browser only. They won't sync across devices unless you add a backend. Ask Claude to set that up.