First User State
First Run Setup
Start here when there are no saved trades yet. This state is honest about what exists now and points the user toward execution import, repair, and feedback preview.
Start With One Clean Import
A single closed-trade CSV is enough to unlock saved trades, execution replay, coach review, and progress tracking. Market context can be backfilled later when candle data is available.
Saved trades
not_started
No execution imports have been saved in Intelligence yet.
Analytics report
waiting_for_import
Reports start after executions are imported and reviewed.
Review history
empty
Coach review items appear after at least one trade exists.
Broker connection
not_connected
Use CSV upload now; live broker sync belongs to a later platform step.
Market context
observational_later
Candles, levels, and market structure stay in levels-system and do not score this flow.
What Works Before Saved Trades
CSV upload and automatic import checking.
Column mapping and rejected-row repair only when the app needs help.
Execution-only feedback preview from the imported rows.
Sample analytics for learning the review loop while trade history is empty.
What Is Not Live Yet
No multi-user account isolation is enabled in this local beta environment.
No broker account is connected from this app.
No billing or plan enforcement is active here.
No export or download workflow is offered to end users.
No market-structure scoring is used in execution feedback.
Recommended First Actions
Upload a CSV
Choose your broker CSV and let the app start the import.
Upload CSV
Review import format expectations
Check the current broker import review surfaces before saving real data exists.
Open import review
See sample analytics
Use sample data to understand the product loop while your own trade history is still empty.
Open sample analytics