Tapeboard Manual

Tapeboard is a terminal for retail traders — dark, mono, sidebar nav, one way everywhere: search, scan, chart, journal. This page is the five-minute answer to \"okay, what now?\"

Tapeboard ships three tiers — Free, Pro at $39/mo ($374/yr, about $31/mo billed annually), and Terminal at $79/mo ($63/mo annual). Pro unlocks Options Flow, Gamma Exposure, Level 2 + time & sales VIEWING, the journal AI coach, scanner presets, and indicators. Terminal adds executing against the L2 walk-book in the simulator, CSV/JSON bulk export, the natural-language scanner, and AI Q&A in the command bar.

AI History is the persistent record of every AI output Tapeboard generated for your account — briefings, recaps, filing summaries, trade setups, portfolio health — saved to your account, filterable by feature and ticker, re-readable without burning another credit.

Rules fire on price, percent, volume, or indicator crossings; cadence is per-rule (once / daily / every); channels are per-kind (in-app, device push, sound, email) with one master mute and real quiet hours.

Backtest runs five built-in single-symbol strategies — RSI Crossover, MA Crossover, MACD Signal, Bollinger Breakout, plus a formula-driven strategy fed by the chart formula editor — against daily historical data with configurable parameters, returning total return, Sharpe, max drawdown, win rate, trade log, and an equity curve vs. buy-and-hold.

Bonds renders the nine-point Treasury yield curve with month-ago / year-ago overlays, all UST tenors from 1M to 30Y as cards, key spread tiles (2s10s, 10Y-3M, TED), real-yield TIPS, plus a recession panel composited from rates and macro inputs.

The Borrow Fee Ranking surfaces US equities with the highest published borrow-fee rates today — the cost-of-short-carry tell. A 100% annualized borrow-fee means shorts pay the full short-value every year just to hold the position; these are the hard-to-borrow names where the squeeze risk concentrates.

Broker Link is a tiny local connector that takes any symbol you click in Tapeboard and types it into DAS Trader, TWS, Webull, Lightspeed, or any other trading app on the same computer. Symbol link only — it never sends orders.

One screen for the four calendars that move your day: earnings (split pre-market/after-close with ticker + logo), economic releases, IPOs, and dividends. Weekly view for everyone; monthly grid is Pro.

Tapeboard Charts: 9 chart types, 23 drawing tools (magnet snaps, favorites, per-symbol persistence), 83 indicators with full parameter editor + custom formulas, an 84-pattern auto-detector, split/dividend events, a crosshair Data Window, an Object Tree, and Pro multi-chart 2/4-pane linked layouts.

Commodities surfaces 14 instruments across precious metals, energy, industrial metals, and agriculture — precious metals via ETF proxies (GLD, SLV, PPLT, PALL), all others via official daily price series — plus macro-context tiles and a category performance table.

Overlay up to ten tickers as a single normalized % chart — the way you can see one symbol actually outrun another, not just that both went up.

Correlation Matrix computes the pairwise Pearson correlation of daily returns across up to ten tickers over a 30/90/180/365-day window, color-coded for diversification and pair-trade work.

Crypto Terminal streams ten default USDT pairs with a live order book, depth chart, trades feed, candle chart, plus trending coins, fear & greed, global market stats, and public-company BTC/ETH treasury holdings.

The Dashboard is Tapeboard's authenticated home — a one-screen market briefing: a live index/crypto/FX ticker bar across the top, a type-and-go symbol command bar, then panels for movers, session-aware gaps, sector performance, a cap-weighted mini-heatmap, the CNN Fear & Greed gauge, market breadth, your watchlist movers and earnings, breaking news, the economic calendar, and world markets — every panel refreshable from one keystroke.

CPI, payrolls, GDP, yields, M2, recession watch — the live macro read for a trading session. Click any card for its history; Pro unlocks the AI outlook.

The one SEC filing that mattered today, picked by the engine out of a 5,000-per-day pile — a daily single-card read before you open the feed.

Forex Terminal streams seven major USD pairs live, four crosses and five emerging-market pairs as computed cross-rates, plus session indicator, pivot points, FX drivers panel, and a candle chart per selected pair.

Fundamentals is the financials, ratios, estimates, and peer-comp surface inside the Research dossier — full income statement, balance sheet, and cash flow on quarterly or annual cadence, plus a metrics grid covering valuation, profitability, leverage, and liquidity ratios.

Gamma Exposure plots dealer net gamma positioning by strike for any liquid US underlying, surfacing the zero-gamma flip level, max-pain strike, and the long-vs-short-gamma regime that governs intraday volatility.

Today's trading halts across NASDAQ/NYSE/AMEX — live, refreshed every 15 seconds. LULD pauses, T1/T5 news pendings, market-wide circuit breakers, and resume times when they're lifted. Free, no signup.

Tapeboard's heatmap covers the S&P 500 (cap-weighted treemap) and a Crypto view — live prices plus historical period closes. Pick Today, 1W, 1M, 3M, 6M, YTD, or 1Y. with live prices and historical period closes. Pick a time range — Today, 1W, 1M, 3M, 6M, YTD, or 1Y — and the grid colours by that period's % change. Tickers are grouped by GICS sector and sub-grouped by industry, with a hover tooltip and sector drill-down to the top movers inside each cell.

Idea Tracker logs trade ideas with entry, target, and stop levels — tracks live P&L from idea date, auto-flags hits and stops, computes win rate and expectancy across closed ideas, and one-click shares to the social feed.

Import your Interactive Brokers trade history into the Tapeboard journal with an IBKR Flex Query CSV — or connect your Flex token once and let server-side auto-sync pull new fills every weekday evening.

Every Form 4 a company files, searchable by ticker — a monthly buy-vs-sell ratio chart plus a per-transaction table linked to the SEC filing.

The largest recent Form 4 transactions across the whole US market — insider conviction without knowing the ticker first.

Advancers vs. decliners, up-vs-down volume, new 52-week extremes across the ~100-name large-cap universe. One read for: is the tape broad, or carried by a few?

Movers is Tapeboard's public, session-aware list of biggest market movers across ten categories — gainers, losers, most-active, premarket, after-hours, overnight Blue Ocean, crypto, 52-week highs, 52-week lows, and unusual volume — with a daily archive going back as far as the snapshot cron has run, plus an AI: Break It Down button on every row for a compliant read of what's moving each name.

News is Tapeboard's deduplicated live feed from major wires and market sources — with sector filters, per-ticker drill, and the Pro sector/heatmap strip. Breaking headlines also fire desktop pushes for opted-in users.

The inbox is where every alert service writes: price triggers, watchlist mover pings, simulator fills, earnings, halts, news, digests. Read on /notifications or via the header bell — same stream, same count.

The Options surface is the live US chain (calls left, puts right) with a preset-loaded strategy builder whose payoff diagram has break-evens and net Greeks, plus a chain analytics block (ATM/average IV, put/call gauges, volatility smile). Options data needs Pro; anonymous visitors see a cached snapshot for popular tickers.

Options Flow flags contracts whose session volume runs over 2.5× their open interest — fresh positioning, not rolls — across the US options market over a rolling 24-hour window.

The Reg-SHO Threshold List shows every ticker currently on the SEC's threshold securities list — names where fails-to-deliver have exceeded 0.5% of shares outstanding for five consecutive settlement days. A historically strong tell that the short trade is getting over-extended.

Research is Tapeboard's per-ticker dossier at /research/<TICKER> — a price header, chart, and eight tabs (Overview, Financials, Estimates, Insider Activity, SEC Filings, Peers, News, AI Briefing) that stack fundamentals, short-squeeze score, dividend and split history, analyst flow, an AI: Break It Down masthead button, and an AI brief onto one symbol-keyed page.

The Tapeboard Scanner is a real-time, multi-panel stock scanner with 45 presets across six categories, natural-language filters, advanced filter chaining (including short-interest, borrow-fee, and squeeze-score minimums), session-aware auto-rotating layouts, a 500-symbol streaming universe, a workspace of addable cockpit panels — Level 2 order book, time & sales, depth chart, quote, live positions, and a live alert feed — plus the sign-in-required Squeeze Leaderboard with its Squeeze Alerts strip.

Month-by-month win rate and average return for any ticker over 5/10/20 years of history — the 'does this stock have a calendar' screen.

Every SEC EDGAR filing for any US ticker — 10-K, 10-Q, 8-K, DEF 14A, S-1, 13F, Form 3/4 — plus a daily 'most material' pick. Free users see the latest 10; Pro shows history, Terminal adds the full-text search.

Settings has four tabs — Account (identity, 2FA, email, data rights), Billing (plan, Stripe portal, AI usage), Notifications (master mute, per-kind channel matrix, quiet hours, push, muted symbols), and Preferences (theme, chart, timezone, extended hours, hotkeys, workspace layout).

Move your Tradervue history to Tapeboard with one CSV — notes, tags, and setups come across intact. The import is Tradervue-first for a reason: your annotations are the asset.

The daily pre-open email: biggest premarket movers, overnight halts, the week-ahead economic calendar, and the squeeze leaderboard's top movers — landing 5:00 AM ET, designed as a 90-second read.

Trade Ideas is the Tapeboard community feed for posted trade theses — symbol, direction, entry/target/stop, timeframe, tags — with filters by ticker and direction, likes, and threaded comments.

The Tapeboard Journal is a six-tab trade log — Dashboard, Trade Log, Reports, Calendar, Playbooks, AI Analysis — built on one unified, account-size-agnostic stats engine. It computes a 0-100 Tape Score with an A-F grade, scores rule-defined Playbooks for machine-checkable adherence, auto-logs simulator trades, turns any trade into a privacy-safe share link, and ships 11 analytics reports with free broker CSV import across 10 brokers (plus a generic column-mapping wizard for any other broker and for options trades), a post-import stats summary, and live broker sync.

A full paper-trading desk: scanner, chart, L2 montage, and order ticket around a paper account starting at $25,000 by default. The full order-type set is free; Terminal adds L2 walk-book fills. Every fill runs the always-on realism model (spread, slippage, fees, honest buying power). Trade it day-by-day live, or replay a past session bar by bar.

Watchlist (/watchlist) is Tapeboard's anonymous-by-default watchlist builder — a guest quick list backed by nothing but your browser, starter lists for a cold start, live quotes, and (once you're signed in with saved watchlists) a real list switcher over your account's own lists, all reachable and usable with no login required.

Press ? anywhere for the full list. Palette ⌘K, menu jumps ⌘1–7, per-page bindings on Scanner, Charts, and Simulator. Every binding below was verified against the live code.