urekaa.ai
User Guide

Daily workflow, page by page

This is the fastest path through the app if you want to scan, shortlist, manage positions, and learn from outcomes without bouncing back to README notes.

ScannerWatchlistPositionsJournal
First 10 Minutes

Recommended daily loop

Default path
  1. Step 1
    Open Scanner, start with Watchlist or Trending, and run one model before widening the universe.
  2. Step 2
    Save the names that look interesting but not actionable yet to Watchlist Review.
  3. Step 3
    Use Add to Track only for setups you would actively manage as live positions.
  4. Step 4
    Open Positions and run Trade Monitor to refresh prices, alerts, and lifecycle events.
  5. Step 5
    Finish in Journal by reviewing outcomes, rule-based insights, and ticker-level replay.
Scanner

Find candidates quickly, compare models, and decide whether a setup is ready now or just worth reviewing.

Best for the pre-market pass, mid-day idea refresh, or focused scans after a regime change.

Open Scanner
Checklist
  • Choose a tight source first: Watchlist, Trending, or a custom list are the fastest feedback loops.
  • Pick one model, run the scan, then inspect the explanation panel before changing filters.
  • Use Save to Watchlist for interesting setups you are not ready to manage live.
  • Use Add to Track only when you want the setup to start flowing into monitor and journal workflows.
Common Mistakes
  • Jumping straight to All before validating the signal quality on a smaller universe.
  • Treating a high score as automatic confirmation without reading the model reasons.
  • Mixing too many model/filter changes at once and losing the comparison baseline.
Ready Scans

Browse precomputed scan cards without launching a live scan.

Best for a fast read on today's published setups before deciding whether to run anything custom.

Open Ready Scans
Checklist
  • Open Ready Scans and start from the default Top Picks topic.
  • Use the Ready Scans topic cards and controls to adjust Market and Model only when you want a narrower setup list.
  • Use the freshness pill as a trust check, then inspect the selected card for details.
  • Open Scanner only when you want a custom or on-demand run.
Common Mistakes
  • Treating stale cached results as broken when they are intentionally still shown until a newer success lands.
  • Changing several controls at once and losing track of which ready scan you are reading.
  • Jumping to the interactive scanner first when a ready scan already answers the question.
Watchlist Review

Use the review layer as the scratchpad between 'interesting scan result' and 'real tracked position'.

Best when you want notes, status, and model context without committing to a live trade cycle yet.

Open Watchlist
Checklist
  • Save a scanner result to Watchlist when the thesis is promising but timing or confirmation is still unclear.
  • Use notes to record the trigger you are waiting for rather than a general market opinion.
  • Promote to Track once you have an entry price or are ready for the position workflow to begin.
  • Archive ideas that are no longer timely instead of deleting everything immediately.
Common Mistakes
  • Promoting too early and filling Positions with names that are still just research ideas.
  • Leaving stale review items active, which makes the list feel noisier than it is.
  • Saving notes that do not tell you what event should move the idea forward.
Positions

Manage open trades, record lifecycle events, and keep stops, partial exits, and closes consistent.

Best for the daily operating loop once a setup has become a tracked position.

Open Positions
Checklist
  • Run Trade Monitor to refresh live pricing, alerts, and lifecycle snapshots before editing anything.
  • Adjust stops only when you want the new level to affect future alerts and journal context.
  • Use Scale Out when you are taking partial profits but still want the cycle to remain open.
  • Use Close Position when the trade is fully done and the final outcome should flow into analytics.
Common Mistakes
  • Editing a stop before refreshing the position state for the day.
  • Using Close when you really meant to sell only part of the position.
  • Leaving exit reasons as generic manual when a more specific label would improve later analytics.
Journal

Review performance, replay lifecycle events, and turn trade history into behavior changes.

Best after the session, after a closed trade, or when checking whether strict rules are helping.

Open Journal
Checklist
  • Start on the Journal overview for win rate, return distribution, and model-level comparisons.
  • Open the stock review page for a ticker to inspect lifecycle markers, chart context, and outcome attribution.
  • Read rule-based insights as prompts to investigate, not as automatic truth.
  • Use repeated mistakes across cycles as the signal for process changes.
Common Mistakes
  • Reviewing only the biggest winners and ignoring the median outcome behavior.
  • Looking at one event in isolation without the full lifecycle context.
  • Changing execution rules based on a tiny sample size.
Risk Rules

Understand how strict profile defaults, lifecycle events, and chart context shape the trade record.

Best before enabling strict profile broadly or when comparing disciplined exits against discretionary ones.

Open Positions
Checklist
  • Treat strict profile as a higher-discipline operating mode, not a guarantee of better raw returns.
  • Use lifecycle events to understand what changed during a trade: entry, monitor, stop update, scale out, and close.
  • Read snapshot context as structured OHLCV bars plus metadata rather than stored PNG artifacts.
  • Keep exit reasons and stop updates specific so optimization analytics can stay trustworthy.
Common Mistakes
  • Assuming strict profile should always outperform without checking sample size and expectancy.
  • Expecting old image artifacts in journal review when the system now uses structured bar payloads instead.
  • Overwriting notes or context that would have been useful in post-trade analysis.
Keyboard

Shortcuts

  • Cmd/Ctrl + EnterRun the current scanner payload from the scanner form.
  • Arrow DownMove down through signals when the signals table is focused.
  • Arrow UpMove up through signals when the signals table is focused.
  • EscapeClose an open modal.
What Changed Recently

Current workflow notes

  • Ready Scans now shows precomputed materialized scans with top navigation, topic links, and simple Market and Model controls.
  • Watchlist Review is now a DB-backed scratchpad separate from the file-based scan universe.
  • Journal lifecycle review now uses structured OHLCV bars instead of PNG chart files.
  • Model Lab supports curated user ensembles while Model Studio remains intentionally hidden from nav.