# Redline — Complete Product Documentation

> The Trading Discipline Operating System that mechanically enforces your trading rules in real-time — so discipline is automatic, not willpower-dependent.

**URL:** https://tradeintelx.com  
**Product Name:** Redline  
**Tagline:** *The Trading OS That Enforces Discipline*  
**Category:** SaaS / Trading Technology / Fintech  
**Platforms:** Web (PWA), iOS, Android  
**Pricing:** Free · Pro $39/mo · Elite $70/mo

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## What Is Redline?

Redline is a **Trading Discipline Operating System** — a SaaS Progressive Web App (with native iOS/Android via Capacitor) that provides real-time risk enforcement, account protection, and behavioral remediation for traders.

Unlike traditional trading journals (Tradervue, TraderSync, Edgewonk, TradeZella) that passively track statistics *after the fact*, Redline **mechanically enforces** trading rules so that discipline is automatic, not willpower-dependent.

**The core loop:** Trade → Violation Detected → Consequence Applied → Remediation Required → Trading Unlocked

**The key competitive advantage:** Redline is the only platform that actively *prevents* rule-breaking in real-time. Every competitor only tells you what went wrong after the damage is done.

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## Core Problem It Solves

The #1 reason traders fail is not lack of strategy knowledge — it's breaking their own rules under emotional pressure:
- Removing stop losses when a trade goes against them
- Adding to losing positions ("revenge trading")
- Over-sizing positions after a winning streak
- Ignoring daily max-loss limits
- Trading after a bad session when emotion is high

Redline makes discipline structural, not aspirational.

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## How Enforcement Works

### Step 1 — Violation Detection
The system monitors every trade in real-time against the user's configured rules:
- Stop loss missing or too wide
- Position size exceeds risk% limit
- Risk/reward ratio below minimum
- Daily loss limit approached or breached
- Revenge trading pattern detected (rapid trades after losses)
- Trading outside allowed hours

### Step 2 — Escalating Consequences
When a violation is detected, consequences escalate with repeat offenses:
1. **5-minute cooldown** — brief pause, reflect on what happened
2. **30-minute lock** — longer pause, forced break
3. **Session halt** — no more trading this session
4. **Day lock** — full trading day blocked
5. **Account review** — requires admin/mentor intervention

### Step 3 — Behavioral Remediation
To unlock from any lockout state, the trader must complete education modules targeted at their specific violation type. This builds behavioral understanding, not just punishment. Example: revenge trading violation → assigned module on emotional regulation in trading.

### Step 4 — Release + Scoring
After remediation, the trader is released back to trading. Every violation, consequence, and remediation affects the **Discipline Score** (0–100 composite metric tracking rule adherence over time).

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## Full Feature Inventory

### Enforcement & Behavioral Risk System
- **Violation Detection Engine**: Stop loss absence, risk% breaches, bad R:R, revenge trading patterns, position sizing violations
- **Escalating Consequences**: 5min cooldown → 30min lock → session halt → day lock → account review
- **Account State Machine**: NORMAL → AT_RISK → RESTRICTED → LOCKED — each state restricts UI progressively
- **Remediation System**: Education modules assigned per violation type; must complete to unlock
- **Override System**: Admin/mentor overrides with full audit trail
- **Pre-Trade Gating**: Validates trade against rules before allowing entry
- **Discipline Score**: Composite 0–100 score tracking adherence over time
- **Full-Screen Lock Overlay**: When LOCKED, shows enforcement screen — no navigation

### Trade Management
- **Trade Logger**: Manual and quick trade entry, multi-asset (stocks, options, futures, forex, crypto)
- **CSV Import/Export**: Bulk trade import with field mapping
- **Calendar View**: Visual calendar of trades by day
- **Sessions View**: Group trades by trading session
- **Canonical P/L Pipeline**: Standardized `buildCanonicalTrade()` for consistent P/L across data sources
- **Signal Tags & Risk State**: Tag trades with setup type, risk level, intent capture
- **Enrichment Queue**: AI-powered queue to complete incomplete trade data
- **Playbook System**: Define setups, pre-trade checklists, rules engine

### Trading Sessions
- **Session Lifecycle**: Start → Trade → Review → End with persistent state
- **Global Session Banner**: Sticky banner showing live P/L, trades, risk%, elapsed time across all pages
- **Pre-Trade Checklist**: Configurable checklist required before first trade
- **Post-Session Review**: Automatic summary with stats, violations, suggestions
- **Risk Budget Tracker**: Real-time daily risk% with visual indicator
- **Quick Trade Entry**: Fast trade logging modal from session banner

### Analytics
- **Trade Analytics Dashboard**: Equity curve, drawdown, P/L by setup/tag/time, correlation analysis
- **Custom KPI Builder**: User-defined metrics and performance indicators
- **XP & Level System**: Gamified progression tied to consistent disciplined trading
- **AI Copilot Tab**: AI-powered analysis within analytics view
- **Export & Reporting**: PDF reports with charts and summary statistics
- **Mentor Mode**: Read-only analytics access for mentors to review mentee data

### Today Page (Daily Command Center)
- **Market Overview**: Live indices, futures data
- **Economic Calendar**: Events with impact ratings
- **Live News Feed**: Multi-source aggregated news with sentiment analysis
- **Session Management**: Start/end session with enforcement state
- **Yesterday's Recap**: Prior day performance summary
- **Streak Tracking**: Consecutive disciplined day tracking
- **Watchlist Quick View**: Compact watchlist within daily view
- **Account State Banner**: Visual indicator of current enforcement state

### AI & Agents
- **Gemini Trade Analysis**: AI-powered trade pattern analysis via Cloud Functions
- **Claude Trade Analysis**: Alternative AI analysis engine
- **AI Daily Coach**: Personalized daily coaching insights
- **AI Content Moderation**: Community content moderation
- **AI Rule Adherence**: AI-powered rule compliance checking
- **AI Narrative Engine**: Generates trading story/context narratives
- **Multi-Agent System**: Agent registry, page agents, specialized agents, orchestration
- **AI Education Agent**: Personalized learning recommendations

### Education Hub ("The Treatment Room")
- Account-state-aware access — content progressively locked based on enforcement state
- Remediation modules — violation-specific education required to unlock trading
- TradingTube — YouTube-like video player for trading education
- Courses & library — structured course content with progress tracking
- Achievements — education milestone tracking

### Communication & Community
- Chat system — 1:1 and group messaging, account-state-aware
- Trading rooms — live trading rooms with real-time discussion
- Ticker-specific chat — per-symbol discussion channels
- Voice/video calls — 100ms HMS & Agora integration
- Social feed — posts, trade shares, stories, trending topics
- Market sentiment polls — community-driven sentiment
- Leaderboards — discipline score and performance rankings
- Challenges/competitions — trading competitions with gamification

### News & Market Intelligence
- Multi-source aggregation: Marketaux, Polygon, Benzinga, FMP, Alpha Vantage, RSS, NewsAPI
- AI-powered sentiment analysis
- Impact-rated economic calendar
- Per-symbol news feeds
- Live scrolling market ticker

### Organization / B2B Platform (Elite)
- Org dashboard — prop firm / trading group management center
- Trader management — add, monitor, restrict traders within org
- Per-trader analytics — drill-down into individual trader performance
- Invite system — token-based invitations
- Audit logs — full audit trail of all org actions
- Violation rollup — aggregated violation view across all traders
- PDF reports — downloadable performance reports per trader
- White label — custom branding for organizations
- Provisioning — institutional onboarding flow

### Mentorship System (Elite)
- Mentor dashboard — overview of all mentees with key metrics
- Progress tracking — mentee progress visualization
- Q&A system — mentor-mentee Q&A within platform
- Assignments — mentor can assign tasks and exercises
- Session scheduling — built-in session scheduler
- Matching quiz — AI-assisted mentor-mentee matching

### Gamification
- Achievement showcase — badges for trading milestones
- Leaderboard panel — competitive rankings
- Missions panel — daily/weekly mission system
- Skill tree — progressive skill unlocking
- Player HUD — gamified heads-up display
- Mini-games — Trading Breakout, Trading Snake for cooldown periods
- Loot box system — rewards for disciplined streaks

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## Broker Integrations

### Live Integrations

**MetaTrader MT4/MT5** — *Live*
Connect any MT4 or MT5 account via MetaAPI cloud bridge in under 60 seconds. Supports:
- Automatic trade history sync
- Real-time enforcement against daily loss and drawdown limits
- Prop firm challenge protection (breach alerts before limits hit)
- Support for forex, CFDs, futures, and crypto CFD instruments
- No SDK — pure REST API via Cloud Functions (connect, revoke, sync)

**Compatible Forex / CFD Brokers (MT4/MT5):**
OANDA, IC Markets, Pepperstone, XM, FP Markets, Exness, HFM, Tickmill, Alpari, FXTM, RoboForex, FBS, OctaFX

**Compatible Futures / US Platforms (MT4/MT5):**
NinjaTrader Brokerage, Tradovate, AMP Futures

**Compatible Prop Firms — Tier 1 (largest):**
FTMO, The5%ers, Funded Trading Plus, True Forex Funds, E8 Funding, Goat Funded Trader, Alpha Capital, Funding Pips, Blue Guardian, FundedNext, Apex Trader Funding, TopStep, Earn2Trade

**Compatible Prop Firms — Tier 2:**
Audacity Capital, City Traders Imperium, Lux Trading Firm, Fidelcrest, FastTrack Trading, Maven Trading, My Funded FX, The Trading Pit, Funded Engineer, Ment Funding, Skilled Funded Traders, Smart Funded Trader

**Compatible Prop Firms — Tier 3 / Growing:**
Traders Launch, FundYourFX, Finotive Funding, Bespoke Funding, Traders With Edge, Nordic Funder, Bulenox, Breakout Prop

*Compatibility is via MT4/MT5 account credentials through MetaAPI cloud bridge. Redline is not affiliated with, endorsed by, or a client of any broker or prop firm listed above.*

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**TradeLocker** — *Live*
Full enforcement: auto-import, real-time analysis, daily loss lock, escalating cooldowns via dedicated Cloud Run ingest service.

**Charles Schwab** — *Live*
OAuth 2.0 connection, real-time trade sync, violation detection, and account protection for US equity and options traders.

**Interactive Brokers** — *Partial*
Client adapter exists; full connection in development.

**ThinkorSwim, Tradovate, Webull, Tastytrade** — *Planned*

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## Pricing

### Free — $0/month
- 50 trades/month
- Manual trade logging
- Basic analytics
- Core violation detection
- Starter education content
- No credit card required

### Pro — $39/month
- Unlimited trades
- Full trade logger (manual + quick entry + CSV)
- Full analytics (all tabs)
- AI coaching — 100 calls/month (Gemini + Claude)
- All violations + remediation plans
- Full education library
- Full community access
- XP & gamification
- Broker sync (MT4/MT5, TradeLocker, Schwab)
- Session management

### Elite — $70/month
- Everything in Pro
- Org dashboard — up to 20 traders
- Mentor mode — up to 20 mentees
- PDF performance reports
- White-label branding
- AI coaching — 300 calls/month
- Custom KPIs
- Elite trading rooms
- Priority support
- Per seat pricing for teams

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## Target Users

### Retail Day Traders
- Age 25–45, trades stocks/options/futures/forex daily
- Knows their strategy but can't stick to it under pressure
- Revenge trades after losses, over-sizes after wins
- Needs a system that prevents rule-breaking in real-time
- Starts free → upgrades to Pro

### Prop Firm Traders
- Trading funded accounts with MT4/MT5 prop firms (FTMO, The5%ers, FundedNext, and 50+ others)
- Primary risk: breaching daily drawdown or max-loss on challenges — often right before passing
- Need: MT4/MT5 auto-sync, real-time drawdown monitoring, enforcement before breach happens
- Connect MT account in 60 seconds; Redline tracks challenge parameters automatically

### Trading Mentors
- Experienced traders with 5–50+ mentees
- No visibility into mentee behavior between sessions
- Can't enforce discipline remotely
- Needs: Mentor dashboard, read-only analytics, assignment system, progress tracking
- Elite plan

### Prop Firm Operators & Trading Group Leads
- Prop firm managers, trading desk leads, funded trader programs
- Can't manually monitor every trader in real-time
- Need automated risk enforcement across all MT accounts
- Need org dashboards, per-trader monitoring, audit trails, PDF reports
- White-label option for firm branding
- Elite plan at per-seat pricing

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## Competitive Comparison

| Competitor | Type | Real-Time Enforcement | AI | Community | B2B/Org |
|-----------|------|:---:|:---:|:---:|:---:|
| Tradervue | Journal only | ❌ | ❌ | ❌ | ❌ |
| TraderSync | Journal only | ❌ | Partial | ❌ | ❌ |
| Edgewonk | Journal only | ❌ | ❌ | ❌ | ❌ |
| TradeZella | Journal only | ❌ | Partial | ❌ | ❌ |
| Kinfo | Social + Journal | ❌ | ❌ | ✅ | ❌ |
| **Redline** | **Discipline OS** | **✅ Real-time** | **✅ Full (Gemini + Claude)** | **✅ Full** | **✅ Org + Mentor** |

Redline is the only platform that actively prevents rule-breaking in real-time. No competitor offers enforcement, remediation, or behavioral consequence systems.

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## Technical Architecture

### Frontend
- React 18, Vite, React Router DOM 6
- Zustand (20+ stores), React Query (TanStack)
- Tailwind CSS (dark/light/system themes)
- Framer Motion (animations)
- Chart.js, Recharts, ECharts, Lightweight Charts
- i18next (EN, ES, ZH, FR)
- Capacitor (iOS + Android native builds)

### Backend / Cloud
- Firebase v12: Firestore, Auth, Cloud Functions, Realtime Database, Storage
- Cloud Run: TradeLocker ingest service (Docker)
- Node.js 20, native fetch (no heavy SDKs)

### Third-Party Services
- Stripe — payments and subscription management
- 100ms HMS + Agora — voice/video
- Gemini AI + Claude AI — trade analysis
- MetaAPI — MetaTrader MT4/MT5 bridge (REST, no SDK)
- TradingView — chart widgets
- Cloudinary — video upload/hosting
- Alpha Vantage, Polygon, Benzinga, FMP, Finnhub, Twelve Data, Databento, Marketaux, NewsAPI — market data

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## Navigation / Pages

### Public (No Auth Required)
- `/` — Landing page
- `/signup` — Create account
- `/signin` — Sign in
- `/pricing` — Full pricing page
- `/privacy` — Privacy policy
- `/terms` — Terms of service
- `/redeem` — Redeem invite code

### App (Auth Required)
- `/today` — Daily command center
- `/trade-logger` — Trade journal and logger
- `/analytics` — Performance analytics
- `/trading` — Active trading session
- `/chat` — Community chat
- `/news` — Market news
- `/education` — Education hub
- `/community` — Social feed
- `/enforcement` — Enforcement state management
- `/org/:id` — Organization dashboard (Elite)

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## Frequently Asked Questions

**How is Redline different from a trading journal?**
Trading journals track your trades after the fact. Redline actively enforces your rules in real-time — blocking trades that violate risk limits, triggering cooldowns after emotional sequences, and requiring education modules before you can resume trading. It's an enforcement system, not a passive log.

**Does it work with my prop firm account?**
Yes — if your prop firm uses MT4 or MT5 (most do, including FTMO, The5%ers, FundedNext, Blue Guardian, E8 Funding, Goat Funded Trader, and 40+ others), connect it in under 60 seconds via MetaAPI. Redline monitors your drawdown limits and locks you out before you breach your challenge parameters.

**Which brokers are supported?**
MT4/MT5 (50+ prop firms + forex brokers), TradeLocker, and Charles Schwab are fully live. Interactive Brokers is in development. ThinkorSwim, Tradovate, Webull, and Tastytrade are planned.

**Is there a free plan?**
Yes — 50 trades/month, manual logging, core enforcement, starter education. No credit card required.

**Does it work on mobile?**
Yes — Progressive Web App installable on any device, plus native iOS and Android apps via Capacitor.

**Can I use it for my prop firm?**
Yes — Elite plan includes org dashboard to manage up to 20 MT4/MT5 traders with real-time monitoring, violation tracking, audit trails, and PDF reports.