TRADE YOUR OWN RULES · SETUP GUIDE v0.2

What it is

VellFire.Ai is the trading platform you build yourself: write your rules in plain English, test any idea honestly in minutes, and trade with an AI coach that holds you to them. Claude customises every page for you.

• Build it your way: your layout, panels, hotkeys, scans and alerts. It starts blank.
• Test before you trust: an idea in words or a formula becomes an honest backtest, after costs, against random entries, both halves of the history, with a plain PASS / FAIL.
• An AI coach that knows your rules: your rulebook, a view on every stock, a daily review, lessons it keeps, and a score of its own calls.
• Practise like it's live: Replay with your own Montage and hotkeys, and paper trading with hard risk limits as the safety net under everything.

One low-cost platform instead of a stack of expensive ones: scanning, backtesting, order flow, replay and coaching in one place, using your own broker, data and AI at cost, with no platform mark-up on data.

This is v0.2, a prototype for friends to try. It trades on paper only: no real orders are ever sent to a broker.

Get started (Windows, 2 minutes)

1. Download VellFireAi_Setup.exe.
2. Double-click it. Tick "I accept" and click Install, then Open VellFire.Ai. No Python, no admin rights, nothing else to install.
   Windows may say "Windows protected your PC" because this early version isn't signed yet: click More info, then Run anyway. Your browser may also ask whether to keep the download: choose Keep.
3. Follow the screens: accept the disclaimer and licence (or paste your licence key), set your risk ($ per trade, $ per day), connect your broker (VellFire finds IBKR TWS / IB Gateway on your computer by itself) or click explore with demo data, then add optional keys.

Demo data is simulated prices for made-up stocks (DEMO1 to DEMO5), so you can try everything before connecting anything. A striped DEMO banner shows while it's on; click Connect my broker on it any time. Each trading day starts with a Today's risk check: click Start trading with these limits.

To connect IBKR: open TWS or IB Gateway and log in to your paper account. In TWS: File > Global Configuration > API > Settings: tick "Enable ActiveX and Socket Clients" (port 7497). VellFire only reads prices from IBKR; your trades are VellFire's own paper fills.

Optional keys (stored only on your computer): Claude (console.anthropic.com) for every Claude feature (free in VellFire; you pay Anthropic for what you use); Massive (massive.com, formerly Polygon.io) for more price history; Finnhub (finnhub.io, free) for earnings dates and news. Uninstall any time from Windows Settings > Apps; your own data stays in %LOCALAPPDATA%\VellFireAi.

On a Mac

1. Open VellFireAi_mac_….dmg and drag VellFire.app onto Applications. (Apple-silicon Macs: the arm64 file; older Intel Macs: x86_64.)
2. The first time: the app isn't signed with an Apple developer ID yet, so right-click VellFire.app › Open › Open. (Or open it once, then System Settings › Privacy & Security › Open Anyway.) After that it opens normally.
3. IBKR: install TWS or IB Gateway for Mac, log in to your paper account, and turn on the API (port 7497 for TWS paper, 4002 for Gateway paper). VellFire finds it.
4. Hotkeys use ⌘ where Windows uses Ctrl (⌘K opens the Claude bar). Your data lives in ~/Library/Application Support/VellFireAi.

No-install option: the portable VellFire

VellFireAi_Portable_v0.3.9.exe is the whole app in one file: nothing is installed. Put it in any folder (a USB stick works) and double-click it; it unpacks for a few seconds behind a splash screen, then opens. Your settings and journal live in a "VellFire Data" folder next to the file (or in %LOCALAPPDATA%\VellFireAi if that folder can't be written to; Setup shows which). To remove it, delete the file and that folder. Windows may warn about an unknown app the first time (it isn't code-signed yet): if Smart App Control blocks it, use the installer instead.

3 · Make it yours

• Customise (build it your way): which tabs show, which trade-screen panels show (drag to re-order with ▦ Layout on the Trade screen), your hotkeys, watchlist and screener list.
• My Rules: your rulebook in plain English (setups, risk, hours, no-trade rules, exits). The AI coach reads it on every answer, gives a view on the stock you load, reviews your day and keeps the lessons.
• Test my idea (test before you trust): type an idea in words or a classic-style formula (e.g. C > AVGC50 AND C1 <= AVGC50). You confirm the rules, then it backtests your watchlist on daily bars with costs, against random entries, first half vs second half. PASS only if it averages +0.15R or better after costs, both halves are positive and it beats random.
• My scans / My alerts: save formulas, run them on your watchlist, get alerts when price crosses a level or a scan turns true.
• Replay (Pro; practise like it's live): step through a past day bar by bar with your own Montage and hotkeys.
• Risk limits, the safety net (the cog): risk per trade (default $50) and max loss a day (default $150), max trades, tilt cool-down. All risk settings (including your trading hours) are locked during US market hours: no raising and no lowering. Outside market hours you change them with the "I have read and agree" box ticked, and they apply at once. In market hours the one thing you can do is "Stop trading for today" (entries locked until the next session; exits always work).

Pro: let Claude build it for you. In the Coach, ask in plain English ("build me a screen for stocks up 5% on twice their volume", "add a market rule: QQQ above its 20-day", "lower my max trades to 3"). Claude proposes each change as a card; nothing changes until you click Add, and "Undo last change" puts it back. It can never place orders, raise your risk or widen your trading hours.

How VellFire talks about stocks

VellFire never gives buy or sell signals. Claude's View, the stock checks and the market checks are a checklist of your own rules: "✓ Fits your rules", "◐ Partly fits" or "✗ Doesn't fit your rules", each rule shown as met, not met or unknown with the numbers behind it, plus plain facts (how far price is from your level, what your stop and risk in $ would be, how much room there is). Your decision. Not advice.

Privacy: the developer stores nothing

Your data stays on your computer. VellFire has no servers and the developer stores nothing: no account, no trades, no keys. Claude, IBKR and data requests go directly from your PC to those services using your own accounts. VellFire only connects to the services you configure.

The only connections VellFire makes are the ones you set up: Anthropic (Claude, with your key), IBKR TWS / Gateway on your own computer, IG's demo server if you choose IG on the Brokers page (demo accounts only, never live), the data providers whose keys you add (Massive, Alpaca, Tiingo, Twelve Data, FRED, Finnhub, and any of your own sources added on the Data feeds page: each key is only sent to the web address you typed for it), SEC EDGAR if you switch it on, public news sites if you switch them on, web widgets and X only inside panels you add, ntfy / your Gmail only if you turn on phone or email alerts, and an update address only if one is set later. There is no VellFire server, no analytics and no tracking. The "☕ Support" button just opens a web page in your browser when you click it.

Your own data sources and any feature on any page

Data feeds › + Add any data source connects any provider with a JSON web API: type its web address with {symbol} {from} {to} {interval} {key}, say how the key is sent, press Test to see the raw reply for SPY, and map the fields (or let Claude map them from a sample). Price-bar sources join your fallback order. Every card also takes a key now, even sources marked "coming later". + Add (left of the Ask Claude bar, on every page) adds charts, X feeds, web widgets, notes, your watchlist, alerts, or a whole VellFire feature (Trade, Screener, Journal, Replay…) to the page you are on; New blank page… makes your own tab. Or just ask Claude: "add an X feed for @name here".

Your data is safe

Everything you make in VellFire (rules, journal, screens, charts, settings) lives in your own data folder: %LOCALAPPDATA%\VellFireAi on Windows, ~/Library/Application Support/VellFireAi on a Mac. It is never inside the program folder, so installing, updating or removing VellFire never touches it. A backup is made every day and before every update (the last 14 are kept), and in Settings › Your data and backups you can back up now, restore, and have each backup copied to your own OneDrive / Google Drive / Dropbox / iCloud Drive folder. Your API keys are left out of backups unless you switch them in. A restore never loosens your risk limits.

Support VellFire

VellFire is free. If it helps you, the ☕ Support button (top bar, or the Upgrades page) lets you buy the developer a coffee. No pressure: you'll see a small reminder at most once a month.

Free and Pro

14-day free trial, then a licence key (free during the beta: just email us). Every feature is in the trial. When it ends, email brewsterhomeservices@gmail.com with your machine code (Setup › Licence) and paste the key you get back in Setup. Until then your data (view, export, back up, delete), your risk controls, Setup, the Guide and closing or cancelling paper trades always stay available. Nothing is ever deleted.

A licence runs 60 days. When it ends you drop to Free; your data, charts and paper trading keep working. AI features use your own Claude key.

What it costs you

VellFire uses your own broker, data and AI at cost: you pay each provider directly, with no VellFire mark-up on data. Check each provider's current pricing.

• VellFire licence: Free, or Pro for the AI and backtest features.
• IBKR market data: whatever market-data subscriptions you choose in your own IBKR account.
• Price history: IBKR history works for light use; for more (longer backtests, Replay) a Massive / Polygon plan.
• Claude: pay-as-you-go on your own Anthropic key, only for the AI features you use. About £5-15 a month for daily use with your own Claude key; Education course builds and long Coach chats cost the most. Set a monthly limit in Customise › Claude.
• Optional: an order-book (depth) add-on from your data provider.

Cheapest setup: IBKR for live data and history, no Massive key, and add a Claude key to switch on the AI features (free in VellFire; you pay Anthropic for what you use).

Good to know

• Everything is saved in the VellFire folder (data for your work, keys for your keys). Back the folder up; delete it to remove VellFire.
• VellFire can run next to other trading apps: it uses its own port (8810) and its own window.
• Live trading, ThetaData and a VellFire data feed are planned for later versions.

Feedback

This is an early version: what's confusing, what's missing, what broke? Send feedback to brewsterhomeservices@gmail.com (screenshots help).

No claim is made that VellFire.Ai or any idea tested in it makes money. Past results don't predict future results.