📚 ManiBot Help & Documentation

Your complete guide to AI-powered stock trading

play_circle Getting Started

What is ManiBot?

ManiBot is an AI-powered stock trading research platform designed for modern traders. It combines real-time stock scanning, AI-driven analysis powered by GPT-5, and a comprehensive paper trading system to help you make informed trading decisions.

Quick Start Guide

  1. Sign In: Click "SIGN IN WITH GOOGLE" on the landing page to authenticate
  2. Explore the Dashboard: Navigate through 6 main sections using the left sidebar
  3. Run Your First Scan: Go to Scanner → Select strategies → Click "Run Scanner"
  4. Analyze a Stock: Enter a ticker in the Analyze tab to get AI-powered insights
  5. Practice Trading: Use the Paper Trading section to simulate trades risk-free

User Capabilities Overview

search Real-Time Scanner

Screen 3,830 NASDAQ stocks with 50+ trading strategies

psychology AI Analysis

GPT-5 powered deep analysis with entry/exit recommendations

verified Strategy Qualifier

Evaluate stocks against specific trading strategies

star Watchlist

Track favorite stocks with notes and target prices

account_balance_wallet Paper Trading

Simulated trading with real-time P&L tracking

forum Community

Share insights and learn from top traders

search Real-Time Stock Scanner

Overview

The Stock Scanner screens all 3,830 NASDAQ stocks in real-time against 50+ proven trading strategies. It uses FinViz Elite data integration to find opportunities that match your criteria.

How to Use the Scanner

  1. Select Strategies: Click "Select Strategies" and choose 1-5 trading strategies (e.g., Opening Range Breakout, Volume Weighted Consolidation)
  2. Set Filters:
    • Price Range: Min/Max price in dollars
    • Volume: Minimum volume (in thousands)
    • Signal Strength: Filter by buy/sell signals
    • Relative Volume: Minimum relative volume multiplier
  3. Run the Scan: Click "Run Scanner" to execute
  4. Review Results: View matching stocks in the results table with real-time data

Available Features

50+ Trading Strategies

Choose from pre-built strategies including:

  • Opening Range Breakout (ORB) - 5min, 15min, 30min variants
  • Red to Green Reversals
  • VWAP Reclaim & Bounce patterns
  • Short Squeeze Setups
  • Volume Weighted Consolidation
  • Bull Flag & Cup & Handle patterns
  • And 40+ more...

Scanner Actions

  • Add to Favorites: Save interesting stocks to your watchlist
  • AI Analysis: Get instant deep-dive analysis on any stock
  • Qualify: Run strategy-specific qualification analysis
  • Export CSV: Download results for further analysis
  • Sort & Filter: Click column headers to sort, use filters to narrow results
💡 Pro Tip: Start with 2-3 strategies you understand well. Once you see results, experiment with combining complementary strategies.

psychology AI Stock Analysis

Overview

AI Stock Analysis uses OpenAI's GPT-5 model to provide comprehensive trading recommendations. It analyzes fundamentals, technical indicators, market sentiment, and current market conditions to generate actionable insights.

How to Analyze a Stock

  1. Enter Ticker: Type the stock symbol (e.g., AAPL, TSLA, GME) in the ticker input
  2. Select Depth: Choose analysis depth:
    • Quick: Fast overview (30 seconds)
    • Standard: Detailed analysis (1-2 minutes)
    • Deep: Comprehensive deep-dive (3-5 minutes)
  3. Click Analyze: AI will process data from multiple sources
  4. Review Results: Get trading signal, price targets, and detailed reasoning

What You Get

Trading Signal

  • Signal: STRONG BUY, BUY, HOLD, SELL, or STRONG SELL
  • Confidence Score: 0-100% confidence in the recommendation
  • Entry Price: Optimal entry point
  • Stop Loss: Risk management level
  • Target Price: Profit-taking level
  • Risk/Reward Ratio: Expected risk vs reward

AI Analysis Breakdown

  • Fundamental Analysis (P/E ratio, revenue growth, margins)
  • Technical Indicators (RSI, moving averages, volume)
  • Short Interest Data (from ORTEX)
  • Market Sentiment
  • Catalysts & News Events
  • Position Sizing Recommendations

Analysis Actions

  • Add to Favorites: Save the stock with analysis notes
  • Export to Sheets: Create a Google Sheet with full analysis
  • Generate PDF: Download professional PDF report
  • Execute Trade: Jump directly to paper trading
💡 Pro Tip: Use Standard depth for daily trading decisions. Save Deep analysis for major positions you plan to hold longer-term.
⚠️ Important: AI analysis is for educational purposes. Always do your own research and never invest more than you can afford to lose.

verified Strategy Qualifier

Overview

The Strategy Qualifier evaluates whether a specific stock meets the criteria for a particular trading strategy. It uses a 13-parameter rule-based system to provide objective pass/fail grading.

How It Works

  1. Select a stock ticker
  2. Choose a trading strategy (e.g., "Opening Range Breakout 5min")
  3. System checks 13 qualification parameters
  4. Receive qualification score (0-100) and detailed breakdown

13 Qualification Parameters

Evaluated Criteria

  • ✅ Price within strategy range
  • ✅ Volume above minimum threshold
  • ✅ Relative volume confirmation
  • ✅ Float size appropriate
  • ✅ Average true range (ATR) suitable
  • ✅ Spread acceptable
  • ✅ Technical pattern present
  • ✅ Entry signal confirmed
  • ✅ Risk/reward ratio favorable
  • ✅ Time of day appropriate
  • ✅ Market environment suitable
  • ✅ Sector strength check
  • ✅ Catalyst present (if required)

Understanding Results

  • Score 80-100: ✅ QUALIFIED - Stock meets all major criteria
  • Score 60-79: ⚠️ MARGINAL - Meets most criteria, use caution
  • Score 0-59: ❌ NOT QUALIFIED - Does not meet strategy requirements
💡 Pro Tip: A stock can fail qualification but still be a good trade with a different strategy. Try qualifying against multiple strategies.

star Favorites & Watchlist

Overview

Build and manage your personal stock watchlist. Track tickers with custom notes, target prices, and alerts.

Adding Stocks to Favorites

  1. From Scanner or Analysis results, click "Add to Favorites"
  2. Enter your target price (optional)
  3. Add personal notes (strategy, entry plan, risk, etc.)
  4. Click "Save"

Managing Your Watchlist

  • View All Favorites: See your complete watchlist with current prices
  • Update Notes: Edit your trading plan as market conditions change
  • Set Alerts: Get notified when stocks hit your target prices
  • Quick Analysis: Click "Analyze" to re-run AI analysis
  • Remove: Delete stocks no longer relevant

Real-Time Price Updates

Your watchlist automatically updates prices during market hours. Green/red indicators show daily price movement.

💡 Pro Tip: Use notes to document WHY you added a stock. Include your thesis, key levels, and exit strategy.

account_balance_wallet Paper Trading System

Overview

Practice trading strategies risk-free with simulated trades. Track performance, refine strategies, and build confidence before using real money.

Your Paper Trading Account

  • Starting Balance: $25,000 (default)
  • Real-Time P&L: Track unrealized gains/losses on open positions
  • Performance Metrics: Win rate, average gain/loss, total return

Executing a Paper Trade

  1. Select Action: Choose BUY or SELL
  2. Enter Details:
    • Ticker symbol
    • Number of shares
    • Entry price (or use market price)
    • Stop loss level
    • Target price
  3. Add Strategy Tag: Label which strategy you're trading
  4. Submit Trade: Position opens and appears in "Open Positions"

Position Management

Open Positions

  • View all active trades
  • Real-time P&L updates
  • Days held counter
  • % gain/loss from entry
  • Quick-close button

Closed Trades History

  • Complete trade log
  • Entry/exit prices
  • Realized P&L
  • Hold time
  • Win/loss classification
  • Strategy performance breakdown

Performance Analytics

  • Win Rate: % of trades that were profitable
  • Average Win: Average profit on winning trades
  • Average Loss: Average loss on losing trades
  • Risk/Reward Ratio: Average win vs average loss
  • Total Return: Overall account performance
  • Strategy Breakdown: Performance by strategy type
💡 Pro Tip: Paper trade every strategy for at least 20 trades before using real money. Track which setups work best for YOUR trading style.
⚠️ Note: Paper trading doesn't include slippage, commissions, or emotional factors. Real trading will differ from simulated results.

forum Community Hub

Overview

Connect with other traders, share insights, learn from top performers, and participate in community discussions.

Wall of Fame

The leaderboard showcases top traders based on:

  • Paper trading win rate
  • Total return percentage
  • Number of profitable trades
  • Community engagement (posts, helpful comments)

Creating Posts

  1. Click "Create Post" button
  2. Choose a channel (General, Strategies, News, DD - Due Diligence)
  3. Add a title and content (supports markdown)
  4. Optionally tag stocks (use $TICKER format)
  5. Post to community

Community Features

  • Like Posts: Show appreciation for valuable content
  • Comment: Engage in discussions and ask questions
  • Sort Options: View by Hot, New, or Top posts
  • Stock Tags: Click $TICKER tags to filter related posts
  • AI Moderation: Automatic content moderation for quality

Community Channels

Available Channels

  • General: Open discussions and questions
  • Strategies: Share and discuss trading strategies
  • News & Catalysts: Market-moving events
  • Due Diligence: In-depth stock research
  • Success Stories: Share your wins (and lessons from losses)
💡 Pro Tip: The best traders share their process, not just their wins. Include your reasoning, entry/exit plan, and risk management in posts.

analytics Advanced Analytics

Overview

Access comprehensive performance analytics, visualizations, and metrics to track your trading progress.

Available Metrics

Performance Overview

Total P&L, win rate, ROI, Sharpe ratio

Trade Analytics

Average hold time, profit factor, max drawdown

Strategy Performance

Win rate by strategy, best performing setups

AI Accuracy

How accurate AI predictions were vs actual outcomes

Time Range Analysis

View analytics for different periods:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Year to date
  • All time

Visualizations

  • Equity curve (account balance over time)
  • Win/loss distribution
  • Strategy comparison charts
  • Monthly performance heatmap

settings Settings & Preferences

Profile Settings

  • Update profile information
  • Change email preferences
  • Manage connected accounts (Google)

Trading Preferences

  • Risk Tolerance: Conservative, Moderate, Aggressive
  • Trading Style: Day Trading, Swing Trading, Position Trading
  • Timeframe: Intraday, Daily, Weekly
  • Default Position Size: Set default shares/capital allocation

AI Analysis Preferences

  • Analysis Depth: Default depth for AI analysis
  • Personalization: AI learns from your preferences
  • Focus Areas: Technical, Fundamental, or Balanced

Notifications

  • Scanner alerts when stocks meet criteria
  • Price alerts for watchlist stocks
  • Community replies and mentions
  • Weekly performance summary

admin_panel_settings Admin Overview ADMIN ONLY

Administrator Responsibilities

As a ManiBot administrator, you have full access to all user features PLUS administrative capabilities for system management, monitoring, and moderation.

Complete Admin Capabilities

people User Management

View all users, manage access, track activity

monitor_heart System Monitoring

CPU, memory, uptime, database performance

bug_report Error Management

View, filter, resolve API errors and issues

api API Tracking

Monitor costs by user, model, daily trends

edit_note Prompt Management

Create, update, rollback AI prompt templates

shield Moderation

Review flagged content, manage community

⚠️ Important: Admin actions are logged and auditable. Use admin privileges responsibly.

dashboard Admin Dashboard ADMIN ONLY

Accessing the Admin Dashboard

  1. Navigate to /admin in your browser
  2. System verifies admin privileges
  3. Dashboard loads with real-time metrics

Dashboard Sections

System Health Overview

  • Server uptime and status
  • Database connection status
  • External API health (OpenAI, FinViz, ORTEX)
  • Active user count
  • Request rate and response times

Quick Stats

  • Total registered users
  • Active users (last 24 hours)
  • Total API calls today
  • Current API costs
  • Pending moderation items
  • Unresolved errors

Real-Time Monitoring

The dashboard auto-refreshes every 30 seconds to show current system status. Manual refresh button available for immediate updates.

people User Management ADMIN ONLY

User Directory

View and manage all registered users in the system.

User Information

  • Username and email
  • Registration date
  • Last login timestamp
  • Account status (active, suspended)
  • User type (regular, admin)
  • Paper trading balance
  • Total trades executed

User Actions

  • View Profile: See complete user details
  • View Activity: Trading history, community posts
  • Send Message: Direct message to user
  • Reset Password: Generate password reset link
  • Suspend Account: Temporarily disable access

Filtering & Search

  • Search by username or email
  • Filter by account type
  • Filter by activity (active/inactive)
  • Sort by registration date or last login

monitor_heart System Monitoring ADMIN ONLY

System Metrics

memory CPU Usage

Current CPU utilization, core count, load average

storage Memory

RAM usage, total/used/free memory

schedule Uptime

System uptime, process uptime

database Database

PostgreSQL status, connections, size

Database Performance

  • Database size and table statistics
  • Active connections count
  • Largest tables by size
  • Query performance metrics
  • Connection pool status

External API Status

  • OpenAI: API key valid, quota remaining
  • FinViz: Connection status, rate limits
  • ORTEX: Authentication, data availability
  • Google OAuth: Service status
💡 Monitoring Tips: Set up alerts for CPU >80%, memory >90%, or database connections >100. These indicate potential performance issues.

bug_report Error Log Management ADMIN ONLY

Error Monitoring

Track and resolve all system errors, API failures, and exceptions.

Error Information

  • Timestamp of error
  • Error message and stack trace
  • Severity level (Low, Medium, High, Critical)
  • Affected endpoint or function
  • User ID (if applicable)
  • Resolution status

Error Severity Levels

  • Critical: System down, data loss risk
  • High: Feature broken, multiple users affected
  • Medium: Minor feature issue, workaround available
  • Low: Cosmetic issue, no functionality impact

Error Actions

  • View Details: See full stack trace and context
  • Mark Resolved: Close error after fixing
  • Assign Priority: Update severity level
  • Add Notes: Document fix or workaround
  • Delete: Remove false positives or spam

Filtering Options

  • Filter by severity level
  • Filter by resolution status
  • Filter by date range
  • Search by error message

api API Usage Tracking ADMIN ONLY

API Cost Monitoring

Track all external API usage and costs, particularly OpenAI GPT-5 calls which are the primary cost driver.

Cost Breakdown

By API Provider

  • OpenAI (GPT-5o-mini): Token usage and cost
  • FinViz Elite: Request count
  • ORTEX: Data pulls
  • Google APIs: Sheets/Drive operations

By User

  • Top API users by cost
  • Individual user spend
  • Usage patterns and trends

By Feature

  • AI Analysis costs
  • Scanner operation costs
  • Strategy qualification costs

Usage Metrics

  • Daily API call volume
  • Daily cost trend
  • Monthly budget tracking
  • Cost per user metrics
  • Token consumption (OpenAI)

Cost Controls

  • Set daily/monthly budget limits
  • Alert when 80% of budget reached
  • User rate limiting options
  • Feature-specific usage caps
⚠️ Budget Management: Monitor OpenAI costs closely. A single deep analysis can cost $0.10-0.50 depending on token usage.

edit_note AI Prompt Management ADMIN ONLY

Overview

Manage AI prompt templates used across the platform. Version-controlled system allows creating, editing, and rolling back prompts.

Prompt Types

  • Stock Analysis: Main AI analysis prompt
  • Strategy Qualification: Strategy-specific evaluation
  • Quick Analysis: Fast overview prompt
  • Deep Analysis: Comprehensive deep-dive
  • Moderation: Community content moderation

Managing Prompts

  1. View All Prompts: See list of all prompt templates
  2. Select Prompt: Click to view details and versions
  3. Edit Prompt: Modify system message or user template
  4. Save New Version: Creates new version, keeps old
  5. Activate Version: Make a version active for production

Prompt Components

System Message

Defines the AI's role, personality, and behavior guidelines

User Prompt Template

Template with parameter substitution (e.g., {ticker}, {strategy}, {userData})

Available Parameters

List of variables that can be injected into template

Version Control

  • Each edit creates a new version
  • All versions preserved with timestamps
  • Only one version active at a time
  • Can rollback to any previous version
  • Version diff comparison available

Prompt Actions

  • Create New Prompt: Add new prompt type
  • Update Prompt: Edit and create new version
  • Rollback: Activate previous version
  • Test Prompt: Preview with sample data
  • View History: See all version changes
💡 Best Practice: Test prompt changes with multiple tickers before activating. Document the reason for each version update.

shield Community Moderation ADMIN ONLY

Moderation Queue

Review content flagged by AI moderation system or user reports.

Flagged Content Types

  • Posts: Community posts flagged for review
  • Comments: Comment replies flagged
  • User Reports: Manual reports from users

Flag Reasons

  • Spam or promotional content
  • Harassment or toxicity
  • Misinformation
  • Market manipulation claims
  • Inappropriate language
  • Off-topic content

Moderation Actions

  1. Review Content: Read flagged post/comment in context
  2. View Author: Check user's history and reputation
  3. Decide Action:
    • Approve: Remove flag, content is fine
    • Edit: Request user to modify content
    • Remove: Delete violating content
    • Warn User: Send warning message
    • Suspend: Temporarily ban user
  4. Add Note: Document reasoning for action
  5. Resolve Flag: Close moderation item

Moderation Stats

  • Pending moderation items
  • Resolved today/this week
  • Top flag reasons
  • Action breakdown (approved/removed/etc.)
⚠️ Moderation Guidelines: Be consistent and fair. Document controversial decisions. Give users benefit of the doubt on first offense.

psychology AI Performance Monitoring ADMIN ONLY

Overview

Track the accuracy and performance of AI predictions over time.

Performance Metrics

Overall Accuracy

Win rate of AI BUY/SELL recommendations

Signal Breakdown

Accuracy by signal type (STRONG BUY, BUY, etc.)

Prediction Outcomes

Total predictions, verified outcomes, pending

Confidence Calibration

How well confidence scores match actual results

Tracking Predictions

  • All AI analyses automatically logged
  • Prediction data: ticker, signal, confidence, target prices
  • Outcome verification after holding period
  • Win/loss/neutral classification
  • Accuracy score calculation

Performance Actions

  • Check Outcomes: Verify predictions against actual prices
  • Export Data: Download training data for model improvement
  • View Recent Predictions: See last 50 predictions and outcomes
  • Clear Bad Data: Remove incorrect or test predictions

Using Performance Data

  1. Monitor weekly win rate
  2. Identify underperforming signal types
  3. Adjust prompts based on failure patterns
  4. Export data for fine-tuning models
  5. Share performance metrics with users (transparency)
💡 Continuous Improvement: Use this data to refine prompts and improve AI accuracy over time. Target 60%+ win rate for credibility.