Pods

Pods are what happens when a Filter matches a trade. The filter says “this trade is interesting”; the pod decides what you want done about it: be told via email or the Activity Tab, or simulate the trade on paper.

Choosing an pod type

The two types form a natural progression. You’ll often want both running on the same filter at different stages.

A common pattern: alert + paper trade on the same filter. The alerts surface candidate trades for human review while the paper pod keeps an honest scoreboard.

The Pods tab

The Pods tab lists everything you have set up, grouped into two tables: Paper Trade and Alerts. Each row has an on/off toggle, the attached filter, and (for paper pods) capital, PnL, and return columns.

When you have one or more paper pods, a row of aggregate performance cards sits above the tables, summing across all of them: Effective Capital, Total PnL, Total Return, Win Rate, and Positions (open / closed / resolved).

Pod limit: your plan caps how many pods can be active at once. The header shows your current count against the cap, and Create is disabled once you reach it. Disable or delete an pod to free up a slot.

Creating an Pod

1. Go to the Pods tab
2. Click the + button
3. Step 1: Choose pod type
4. Step 2: Fill in the form (see details below for each type)
5. Click Create

Every pod requires:

• Pod Name: a descriptive label (e.g., “Whale Trades Alert”)
• Filter: which trades trigger this pod. Cannot be changed after creation. Create a new pod to use a different filter.
• Active on creation: whether the pod starts processing immediately or stays inactive until you enable it

Alert

Notifies you when a matching event occurs. You choose the delivery method at creation time.

Delivery method

The delivery method is locked after creation. To switch from email to activity tab (or vice versa), create a new alert. You can have both an email alert and an activity-tab alert on the same filter.

Fields (Email delivery)

These fields only appear when email delivery is selected:

Throttle Limit (Email only)

Email alerts are capped at a maximum of 6 per hour. Once the cap is reached, additional matching trades are silently skipped until the rolling one-hour window moves forward. The pod list shows your current usage (e.g., “3/6 sent this hour”).

Activity-tab alerts have no throttle. Every match appears on the Activity Tab immediately.

Paper Copy Trade

Simulates copying trades that match your filter. Tracks full PnL and position accounting with simulated capital only.

Capital Settings

Example: With $10,000 starting capital and 5% position sizing, each new trade allocates $500 of simulated capital. With Scale-up enabled, the position can grow via follow-on buys up to the Max Exposure cap (set it to 25% and that ceiling is $2,500).

Exit Behavior

Controls when and how positions are closed.

Scale-up

Position Limits

Controls how the system handles multiple signals and conflicting trades.

Key rule: Opposing positions from different traders are blocked unless Follow other trader hedges is ON. By default, if Trader A buys Yes and Trader B then buys No on the same market, B’s trade is skipped: contradicting signals cost spread on both sides with no edge.

Rate Limit

Behavior Preview

The form shows a live preview based on your current scale-up + hedge settings:

Follow         : Trader A buys Yes → you open a Yes position
Scale up/Skip  : Trader A buys Yes again (depends on Scale-up enabled)
Scale up/Skip  : Trader B also buys Yes (depends on Scale-up enabled)
Follow/Skip    : Trader D buys Yes on another market in the same event (depends on Single entry per event)
Follow/Skip    : Trader A buys No (depends on Follow same trader hedges)
Follow/Skip    : Trader C buys No (depends on Follow other trader hedges)

Pod Detail Page

Click any pod row to see the full detail view. The tabs differ by pod type.

Alert Pods

Tabs: Alert Activity, Audit Log, Settings.

• Alert Activity: Delivery history with timestamp, status (sent / throttled / failed / delivered), and (for email delivery) current throttle usage.
• Audit Log: Configuration change history with timestamp, operation, and before / after diffs.
• Settings: Edit the pod’s configuration. The filter and delivery method stay locked.

Paper Copy Trade Pods

Seven tabs, with Performance as the default landing tab:

Performance, Open Positions, Closed Positions, Trade Activity, Analytics, Audit Log, Settings.

• Performance: Default tab. Five summary cards on top, equity curve below. See Performance tab.
• Open Positions: Live positions with the followed trader(s), market, outcome, entry price, current price, $ size, unrealized PnL, opened-at and resolves-at timestamps. Sortable, paginated at 20 per page. Each open position row has a Close button to manually exit; closes are immediate at the current market price. A Close All button at the top of the tab closes every open position sequentially (confirmation required).
• Closed Positions: Fully exited positions with the followed trader(s), market, outcome, status, size, exit price, realized PnL, and closed-at timestamp. Each row also surfaces the exit type as an inline label: Sold, Manual, Resolved, or Pre-existing. Sortable, paginated.
• Trade Activity: Every event the pod has recorded. See Trade Activity tab.
• Analytics: Aggregated performance metrics. See Analytics tab.
• Audit Log: Configuration change history with before / after diffs. Includes toggle events (enable / disable), config edits, and creation.
• Settings: Edit the pod’s configuration. The filter stays locked.

Performance tab

The default tab on every Paper Copy Trade pod. Two sections: a row of summary cards and an equity curve below.

Summary cards (5):

Equity curve: A three-pane chart titled “Equity w/ Realized PnL, Realized Drawdown, Open positions”. The panes share an x-axis (the pod’s lifetime).

The chart is downsampled for smooth rendering on long-running pods. The downsample count is shown in the top-right of the card.

Trade Activity tab

Every event the pod has produced: buys, scale-ups, partial sells, full closes, auto-sells, and resolutions. Columns: timestamp, event type, trader, side, price, shares, amount, and status.

Filter dropdown at the top of the tab. Options:

Won / Lost badges appear next to the event type for settled rows where the outcome is known.

Skipped events (filter-skips) are not written as individual rows in the activity log. They are aggregated to keep the activity feed scannable.

Edited rows carry an orange “Edited” badge and a left border, indicating the configuration was changed after the event ran (e.g., follow-up edits to the pod’s settings).

Analytics tab

Available on Paper Copy Trade pods with at least one closed position. Recomputed every 30 minutes; the Processed timestamp at the top of the tab shows the last computation time.

Summary metrics (12 cards):

Performance Breakdown: a table that slices the same metrics by a dimension you pick from the dropdown.

All tables include Trades count, Total PnL, Avg PnL, Win Rate, and Avg Return. Every column is sortable. Switching the dimension resets paging and sort to defaults.

Edge cases:

• If the pod has no closed positions, the tab shows an empty state.
• If analytics have not yet been computed for this pod (first run pending), the tab shows “Analytics not yet computed” and retries on each visit.
• Metrics with insufficient data (e.g. Kelly on 3 trades) display as a placeholder.

Managing Pods

• Enable/Disable: toggle on each pod row
• Edit: modify configuration. Filter cannot be changed.
• Delete: confirmation required

Tips

• Start with alerts to validate your filter catches what you expect
• Then add paper copy trade to the same filter to track simulated performance alongside the alerts
• One filter, multiple pods: a single filter can power any number of pods
• Throttle conservatively at first: high-volume filters can generate many matches