# Frequently Asked Questions Quick answers to common questions about Agencio Predict. --- ## Getting Started ### What is Agencio Predict? Agencio Predict is an intelligent trading and market analysis platform that combines: - AI-powered trading strategies - Prediction market data - Pattern detection - Social sentiment analysis - Economic calendar - Multi-broker execution ### Is it free to use? There's a free tier with limited features. Pro and Enterprise plans offer full access to all features. See **Settings > Subscription** for plan details. ### Do I need coding skills? No. You can create trading strategies using plain English — the AI translates your ideas into executable code. Advanced users can also use the visual editor. ### What markets can I trade? - US Stocks and ETFs (Alpaca, IBKR, Schwab) - Cryptocurrency (Binance) - Forex (Pepperstone) - More brokers coming soon --- ## Trading & Execution ### Can I lose real money? Only if you enable live trading. All accounts start in **Mock Mode** with virtual $100,000. You must explicitly upgrade to paper trading, then live trading, each with additional requirements. ### What's the difference between Mock, Paper, and Live? | Mode | Money | Data | Execution | |------|-------|------|-----------| | Mock | Virtual $100k | Real | Simulated (instant) | | Paper | Virtual | Real | Simulated (realistic) | | Live | Real | Real | Real | ### How do I start live trading? 1. Enable MFA on your account 2. Connect a broker with live credentials 3. Complete paper trading requirements (30 days, 50+ trades) 4. Request live access 5. Approval is usually automatic if requirements are met ### What happens if a strategy loses money? Safety features protect you: - Daily loss limits (default 5%) - Position size limits - Automatic stop-trading triggers - Manual kill switch always available ### Can I trade while I sleep? Yes, AI strategies can run 24/7 (depending on market hours). Set appropriate safeguards and consider your comfort with automated trading. --- ## AI Features ### How does the AI work? We use Claude AI from Anthropic for: - Translating English strategies to code - Analyzing patterns and sentiment - Generating stock recommendations - Writing research reports ### Are AI recommendations guaranteed? No. AI provides analysis based on data, but markets are unpredictable. Always do your own research and never invest more than you can afford to lose. ### What are AI credits? Credits are used for AI-powered features. Each plan includes a monthly allocation. You can also bring your own Anthropic API key (BYOK) for unlimited usage. ### What's BYOK? "Bring Your Own Key" — connect your personal Anthropic API key to use AI features without limits. You pay Anthropic directly for usage. ### Can the AI make mistakes? Yes. While we have extensive safeguards (including adversarial review and data citation requirements), AI can still err. That's why: - Every claim requires data citation - Strategies must pass backtesting - Paper trading is required before live - Human approval is recommended for live strategies --- ## Brokers & Connections ### Which brokers are supported? - **Alpaca** — US stocks, ETFs (recommended for beginners) - **Interactive Brokers** — Stocks, ETFs, options, futures - **Binance** — Crypto spot and perpetuals - **Pepperstone** — Forex, CFDs - **Charles Schwab** — US stocks, ETFs ### Is my broker information secure? Yes. All API keys and credentials are encrypted using AES-256-GCM. We never store your broker password, and credentials are never displayed after saving. ### Why does Schwab require weekly re-authentication? Schwab's API has a 7-day token expiry. This is a Schwab security policy, not something we can change. Set a calendar reminder to re-authorize. ### Can I use multiple brokers? Yes. You can connect multiple brokers and choose which one to use for each strategy or trade. --- ## Patterns & Alerts ### What patterns does the platform detect? - Fair Value Gaps (FVG) - Candlestick patterns (18 types) - Chart patterns (double tops, flags, etc.) - Support and resistance levels - Price action patterns ### How accurate is pattern detection? Pattern detection identifies technical formations with varying reliability. Use patterns as one input, not as guaranteed signals. Historical accuracy varies by pattern type. ### How do I get alerts? 1. Go to Patterns > Alerts 2. Create alert with your conditions 3. Choose push, email, or both 4. You'll be notified when conditions are met ### Can I get too many alerts? Yes. Be selective about what you alert on. Start with high-confidence, high-impact patterns. --- ## Data & Sources ### Where does the data come from? - **Prices**: Yahoo Finance, Finnhub, CoinGecko, broker feeds - **Fundamentals**: Finnhub - **Sentiment**: Reddit, Twitter, Telegram, Discord, news - **Economic**: Finnhub, FXStreet, FRED - **Predictions**: Polymarket, Kalshi, Metaculus, PredictIt ### How fresh is the data? - Real-time prices during market hours - Sentiment updated every 15 minutes - Fundamentals updated every 4 hours - Economic calendar updated every 6 hours ### Is historical data available? Yes. Backtest strategies against up to 10 years of historical data (varies by asset). --- ## Account & Security ### How do I enable MFA? 1. Go to Settings > Security 2. Click Enable MFA 3. Choose authenticator app or SMS 4. Follow the setup prompts ### What if I lose access to my MFA? Contact support with your account verification information. We can reset MFA after verifying your identity. ### How many devices can I use? Default is 5 concurrent sessions. This can be increased to 20 in settings. ### Can I export my data? Yes. Go to Settings > Data to export: - Trade history (CSV) - Recommendations (CSV) - Full account data (GDPR export) ### How do I delete my account? Settings > Account > Delete Account. There's a grace period (7-90 days) during which you can cancel the deletion. --- ## Billing & Plans ### How does billing work? Monthly subscription billed on the same day each month. AI credits included with your plan. ### Can I change plans? Yes. Upgrade anytime (prorated). Downgrade takes effect at next billing cycle. ### What payment methods are accepted? Credit cards (Visa, Mastercard, Amex). Enterprise plans can pay by invoice. ### Is there a refund policy? Contact support within 7 days of billing for refund consideration. --- ## Technical Issues ### The platform is slow - Check your internet connection - Try a different browser - Clear browser cache - Disable browser extensions ### Charts aren't loading - Refresh the page - Check if market is open - Try a different symbol - Verify browser supports WebGL ### I'm not receiving notifications - Check Settings > Notifications - Allow browser notifications - Check spam folder for emails - Verify push notifications are enabled in your browser ### My strategy isn't trading - Check broker connection - Verify market hours - Review strategy conditions - Check if daily limits were hit - Look for errors in strategy logs --- ## Feature Requests ### How do I request a feature? Use the Feedback button in the app or email support. We review all requests and prioritize based on user demand. ### Is there a public roadmap? We share major upcoming features periodically. Watch for announcements in the platform. --- ## Beta Status ### What does "beta" mean? The platform is fully functional but still being refined based on user feedback. This means: - New features added regularly - Some features may change - Occasional bugs (please report them!) - Your feedback shapes the product ### Is my data safe during beta? Yes. We use production-grade security and backups regardless of beta status. ### Will my data survive when beta ends? Yes. All your data, strategies, and settings will remain intact. --- ## Getting More Help ### In-App Help - Click the Help button (bottom-right) - Use Ask AI buttons for instant explanations - Access guided tours from Settings > Help ### Documentation - [Getting Started](./01-getting-started.md) - [Platform Features](./02-platform-features.md) - [AI Trading](./03-ai-trading.md) - [Full Documentation Index](./00-index.md) ### Contact Support - Email: support@agencio.cloud - Response within 24 hours ### Report a Bug Use the Feedback button to report bugs with: - What you were trying to do - What happened instead - Steps to reproduce - Screenshots if possible --- *Can't find your answer? Contact support@agencio.cloud*