Shown on splash screen and throughout Context. Leave blank for default branding.
TRADING STYLE
SCALPER
⚡
SCALPER
Sub-5min holds High frequency
📊
DAY TRADER
5-60min holds Structure-based
🌊
SWING
Multi-day holds Trend & levels
RVOL
30
RANGE
25
MOMENTUM
15
OPTIONS
30
RISK & INSTRUMENTS
RISK TOLERANCE
CONSERVATIVE
Tight stops, smaller size
MODERATE
Balanced risk/reward
AGGRESSIVE
Wide stops, full conviction
PREFERRED INSTRUMENTS
SPY
QQQ
IWM
NVDA
TSLA
AAPL
AMZN
META
GOOGL
MSFT
YOUR TRADING STRATEGY
NOT SET
Teach Context how you trade — your entry triggers, confirmation rules, timeframes, and exit logic. Without a strategy profile, Context is just a general AI chat. With one, every signal, thesis, and contract pick is personalized to your edge.
How should Context pick your options contracts? These preferences apply when signals fire and contracts are auto-staged. By default 0-DTE is off (1-DTE minimum) — you can opt in below.
Allow same-day (0-DTE) contracts
Off by default. 0-DTE carries the highest gamma/decay risk — premium can go to zero by the close. Turn this on only if same-day expiries are part of your plan.
Days to Expiration (DTE)
How many days out should your contracts expire? Minimum 1 DTE unless 0-DTE is enabled above.
0-DTE is off. Minimum is next-day expiration.
1
Strike Selection
Where relative to current price should your strike be?
Delta Target
Ideal delta for contract scoring. Higher = more responsive, more expensive.
0.40
Max Bid-Ask Spread %
Filter out wide-spread contracts. 0 = no filter.
Minimum Open Interest
Only consider contracts with this much open interest. 0 = no filter.
SAVED
SESSION WINDOW
Market open
→
Session end
BROKER CONNECTION
NOT CONNECTED
No broker connected
BROKER
API KEY
SECRET KEY
Get keys from Alpaca Dashboard. Credentials are stored locally in data/profile.json.
TRADING MODE
Alpaca AccountPAPER
Equity:—
Cash:—
Buying Power:—
Day P&L:—
WEBHOOK URL (optional)
Signals and trade confirmations will POST to this URL. Works with TradingView, custom bots, etc.
SHADOW MODE
LOADING
Paper-trades every signal automatically. Tracks outcomes by setup pattern. Learns which setups work for YOU and recommends gate adjustments. By default, it never touches your live account.
All Shadow settings now live in one place: the Shadow Settings page. That includes the signal-grade gate, counter-trend scalp lane, auto-apply, cooldown & caps, the Auto-Protect exit policy (hard stop, early trail, break-even) and the daily profit guard. Keeping it in one spot means nothing drifts out of sync.
Default exits the Strategy Studio applies when it backtests a pasted strategy (which usually has no exit rule of its own). Leave any field blank to use smart defaults tuned to your trading style.
Stop Loss %
Exit a backtest trade if it moves this % against you
Choose which metrics appear on your Position Intelligence tab. Context auto-configures based on your trading style, but you can customize.
RISK GATES
6 ACTIVE
Every order passes through these gates before execution. If any gate fails, the trade is blocked. These protect you from yourself.
Daily P&L Floor
Stop trading when daily losses exceed this
-$
Max Position Value
Maximum $ per single position
$
Max Contracts Per Order
Cap on option contracts in a single order
Max Open Positions
Maximum simultaneous positions
Tilt Detection
Block trades when emotional state is elevated
Thesis Alignment
Block trades that go against your morning thesis
EMERGENCY CONTROLS
These are irreversible. Kill Switch cancels all open orders. Flatten closes every position and cancels all orders.
TRADE PAGE LAYOUT
STACK
☰
STACK
Single column Mobile-friendly
▭
SPLIT
Two columns Setups + Positions
▦
TERMINAL
Three panels Full command center
VOICE STYLE
STEADY
Choose how Context sounds when reading thesis briefings and alerts. One signature voice, three energy modes. Requires OPENAI_API_KEY in your .env file. Falls back to browser speech without it.
Receive push notifications in your browser when Context fires signals, fills, tilt alerts, and more — even when you're on TOS. Click the bell icon in the nav bar to enable, or toggle individual types below.
DISCORD INTEGRATION
OFF
Route signals, fills, session reviews, and more to your Discord server. Configure per-channel webhooks, toggle alert types, and set up the two-way bot — all from the dedicated Discord page.
Import your trade history from ThinkorSwim, Schwab, or any broker that exports CSV.
Context will auto-detect the format, pair your entries with exits, and calculate P&L.
The adaptive engine learns from your entire history instantly.
🔗 How to export your trades (Top 3 brokers)
ThinkorSwim (TOS)
Open TOS → Monitor tab → Account Statement → set date range → click the gear icon → Export to File (CSV). Official TOS Account Statement guide →
Charles Schwab
Log in → Accounts → History → set date range → click Export (top right) → select CSV. Schwab History & Statements →
Interactive Brokers (IBKR)
Client Portal → Performance & Reports → Flex Queries or Activity Statement → choose CSV format → run & download. IBKR Export Trade Activity guide →
BROKER FORMAT
📄
Drop your trade CSV here
or click to browse
DANGER ZONE — PURGE IMPORTS
Wipe prior CSV imports and seed trades before re-uploading. Archived before deletion.
