โก Getting Started with FinDashIQ
FinDashIQ is an institutional-grade financial analytics terminal combining multi-factor quantitative indicators, persistent watchlist intelligence, dynamic strategy backtesting, automated AI investment synthesis, and real-time signal notification rules.
๐ก Key Architecture: FinDashIQ operates with zero external setup using its built-in offline quantitative heuristics engine, while supporting Google Gemini AI integration for natural language investment synthesis.
Navigation & Views
Top Tab 1: Watchlist Hub
Command center for monitoring portfolio securities, SVG sparklines, multi-factor conviction gauges, and real-time news syntheses.
Top Tab 2: Terminal
4 specialized sub-tabs: AI Thesis & Copilot, Technical Candlestick Charts & Oscillators, Strategy Backtesting, and Multi-Factor Consensus.
Top Tab 3: Alerts Hub
Configure quantitative trigger conditions and dispatch real-time alerts to Telegram, Discord, Email, or custom REST Webhooks.
๐ Watchlist & Market Intelligence Hub
Track live market quotes, institutional flows, and AI conviction scores with persistent server-side storage in data/watchlist.json.
Card Features & Metric Bar
- Live Price, Sparklines & Timeframe Axis: Real-time pricing with 1D change, smooth SVG gradient trajectory curves, start/end date markers (e.g.
Jul 14 to Aug 23), and multi-week period return badges (e.g. 30D Trend: +12.85%).
- AI Conviction Gauge: Multi-factor momentum rating (0โ100%) and stance (Strong Bullish, Bullish, Neutral, Bearish).
- RSI (14): Momentum oscillator tracking overbought (>70) and oversold (<30) territories.
- SuperTrend (10, 3): Trailing volatility trend direction with green support or red resistance.
- Chaikin Money Flow (CMF 20): Institutional capital accumulation (>+0.05) vs distribution (<-0.05).
- VWAP: Intraday Volume-Weighted Average Price benchmark.
- AI News Catalyst Synthesis: Real-time summary of corporate developments, macro events, and market sentiment.
โก Quick Action: Click "Open Deep-Dive Terminal →" on any card to instantly route into the full terminal with that stock loaded.
๐ Stock Deep-Dive Terminal
4 dedicated sub-tabs for complete institutional analysis on any global stock or ETF basket:
Sub-Tab Breakdown
| Sub-Tab |
Key Components |
Core Value |
| 1. AI Intelligence & Copilot |
AI Conviction, Executive Thesis, 30-Day Bull/Base/Bear Scenarios, Execution Matrix (Entry, Volatility SL, TP1), AI Chat Copilot. |
Actionable trade thesis and risk/reward setups. |
| 2. Charts & Oscillators |
Candlestick/Area charts, SuperTrend, VWAP, SMA/EMA 20/50/200, Bollinger Bands, Keltner Channels, Stochastics, RSI, MACD, CMF. |
Institutional technical charting across 1M to MAX timeframes. |
| 3. Strategy Backtesting |
Multi-Factor Quant, SuperTrend, MACD+RSI strategies, Alpha, Win Rate, Profit Factor, Equity Curve, Order Ledger. |
Historical validation against Buy & Hold. |
| 4. Fundamentals & Consensus |
Consensus Verdict (Strong Buy to Strong Sell), Signal Meter, Market Cap, P/E, Beta, Dividend Yield, 52-Week Range Slider. |
Fundamental health and multi-factor indicator consensus. |
๐ฐ๏ธ AI Quantitative Stock Scanner & Opportunity Discovery
Multi-factor market radar designed to discover high-conviction buy recommendations across thematic sectors and ecological investments for stocks not currently in your watchlist.
Thematic & ESG Screener
Filter by Clean Energy, Decarbonization, AI Silicon, Cybersecurity, Biotech, and Fintech with Elite ESG ratings (85โ98/100).
Asymmetric Execution Setup
Automated Entry Zones, Volatility-calibrated Stop-Losses, Take-Profit 1 targets, and Risk/Reward ratios.
1-Click Watchlist Tracking
Instantly add newly discovered opportunities directly to your server-persisted watchlist with one click.
Quick Presets & Multi-Factor Filters
- ๐ฟ Clean Energy & ESG Alpha: Screens solar, wind, and storage leaders with positive CMF institutional inflows.
- โก AI & Quantum Deep Tech: Screens leading AI custom silicon, optical networking, and quantum computing hardware.
- ๐ Institutional Accumulation: Flags stocks experiencing strong Chaikin Money Flow accumulation (>+0.02).
- ๐ SuperTrend Breakouts: Identifies fresh momentum reversals with confirmed trendline support.
๐งช Quantitative Strategy Backtesting
Simulate algorithmic execution strategies on historical market data and benchmark performance against a $10,000 Buy & Hold investment.
Strategy Types
- Multi-Factor Quant: Combines SuperTrend trend confirmation, Chaikin Money Flow accumulation, and RSI momentum filters.
- SuperTrend Breakout: Follows trailing volatility breakout bands to capture major trend expansions while cutting downside risk.
- MACD + RSI Momentum: Mean-reversion strategy triggering on MACD signal line crosses exiting oversold RSI zones.
Scorecard Metrics
- Alpha (Excess Return): Total Strategy Return (%) minus Buy & Hold Benchmark (%).
- Win Rate: Percentage of profitable completed round-trip trades.
- Profit Factor: Ratio of gross profits to gross losses.
- Maximum Drawdown: Peak-to-trough capital drawdown during the backtest period.
๐ Signal Alerts & Notifications Hub
Configure multi-factor trigger rules that continuously evaluate quantitative indicators and dispatch instant alerts to your trading desk.
Supported Trigger Indicators
- Trend & Volatility: SuperTrend Bullish/Bearish Direction Flips, SMA 50/200 Golden & Death Crosses, Bollinger Band Upper Breakouts & Lower Reversals.
- Momentum Oscillators: RSI Deep Oversold (<30) & Overbought (>70), MACD Signal Crosses, Stochastic Oscillator Crosses (<20).
- Institutional Flow: Chaikin Money Flow Inflow (>+0.15) & Outflow (<-0.15), VWAP Intraday Crosses.
- AI & Risk Levels: AI Conviction Upgrades (≥80%) & Drops (<45%), Dynamic TP1 Reached, Volatility Stop-Loss Breaches, Intraday Volatility Spikes/Drops (±3.5%).
โก Testing Triggers: Use the "Trigger Test Message" button in the form or click "Test" on any active rule card to simulate immediate message delivery.
๐ฑ Telegram & Discord Webhook Setup
๐ฑ Telegram Bot Setup
- Message @BotFather on Telegram and create a new bot via
/newbot.
- Start a chat with your bot and obtain your Chat ID (using
@userinfobot) or public channel username (e.g. @quant_desk).
- In FinDashIQ, select Telegram Bot and enter your Chat ID/Username.
- Click Trigger Test Message to verify delivery.
๐ฌ Discord Webhook Setup
- Open your Discord channel settings โ Integrations โ Webhooks โ New Webhook.
- Copy the Webhook URL (e.g.
https://discord.com/api/webhooks/...).
- In FinDashIQ, select Discord Webhook and paste the URL.
- Click Trigger Test Message to push an embed card into your channel.
๐ Custom Webhooks & REST API
Connect FinDashIQ signal alerts to custom trading execution bots, Python/Node.js endpoints, or automation hubs (Zapier, n8n, Make).
JSON Webhook POST Payload
{
"event": "QUANT_SIGNAL_TRIGGER",
"ticker": "NVDA",
"signal": {
"key": "supertrend_bull",
"name": "SuperTrend Direction Flip โ Bullish Uptrend",
"threshold": "Bullish Uptrend Confirmation"
},
"metrics": {
"price": 175.40,
"rsi14": 58.4,
"cmf": 0.185,
"vwap": 173.20,
"aiConviction": 84.0
},
"channel": "Custom API Webhook"
}
๐ค Authentication, Roles & Data Isolation
Role-based access control keeps watchlists, notification rules, and visual theme preferences completely isolated per user account.
Account Privileges
- Administrator (
admin): Full platform access + User Management tab to create/delete accounts and assign roles.
- Standard User (
user): Private watchlists, personalized alert triggers, and profile customization.
- Initial Credentials: Username:
admin โข Password: admin123 (changeable in Profile โ Password & Security).
โก Performance Caching & Delta Downloads
FinDashIQ achieves sub-10ms response times via multi-tier server-side caching and incremental delta synchronization.
How Delta Synchronization Works
- Persistent Disk Cache (
data/cache/): Historical bars are saved locally in CSV format.
- Delta Downloads: On reload, the engine downloads only missing recent bars (1โ2 days) rather than full multi-year histories, reducing network bandwidth by >98%.
- Force Refresh: Click "Force Refresh" in any tab to bypass cached data and perform a live query.