A practical guide to Plutus Trader — what each area does and how to use it.
Plutus Trader is a unified workspace for algorithmic trading and long-horizon investing. Two products share one account, navigation, and preferences:
Shared sections cover cross-asset Markets and Brokers. Plutus is an interface and analytics platform — not a registered broker-dealer. Trading decisions and outcomes are your responsibility.
| Area | Path |
|---|---|
| Landing | / |
| Dashboard | /dashboard |
| Algotrader | /algotrader |
| Investing Hub | /investing |
| Markets | /markets |
| Brokers | /brokers |
The Algotrader workspace connects to multiple market data providers and streams quotes to your browser via server-side relays. Charts use Lightweight Charts with your saved preferences.
The Investing Hub focuses on research, allocation thinking, and portfolio tracking rather than intraday execution.
The AI finance chat on the investing dashboard requires an OpenAI API key on the server. Without it, the chat returns a short offline message instead of model replies.
Markets gives a cross-asset snapshot (crypto, equities, and related helpers) independent of whether you are in Algotrader or Investing mode.
Brokers lists integration options and configuration snapshots (for example IBKR settings). Broker execution remains simulated in default deployments — no live orders are placed unless explicitly integrated by your operator.
Sign in with email and password or supported OAuth providers. Passwords are stored as bcrypt hashes. During sign-up you can indicate your trading experience level; administrators may adjust account metadata in internal management tools.
Dashboard widgets and layout preferences are saved to your user profile when the database is available. If the database is unreachable at load time, the app still renders but widget state may not persist until connectivity is restored.
Plutus can use Binance, Coinbase (no API key), Finnhub, Alpha Vantage, Polygon, and Twelve Data depending on which keys your operator configures. Providers without credentials appear as unavailable; the UI may fall back to demo payloads so you can explore the interface.
Historical bars are fetched over REST; live updates use server WebSockets relayed to the browser as Server-Sent Events. Latency and symbol coverage vary by provider and asset class.
For product questions, billing, partnerships, or bug reports, use the Contact form. Messages are emailed to the operations inbox configured on the server; they are not stored in the application database.
Legal policies (terms, privacy, cookies, and risk disclosure) are linked in the site footer. Nothing on Plutus constitutes financial, investment, or tax advice.
