PatternForge AI: Chart Pattern Signals & Chrome Extension Guide

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PatternForge AI — Trade Smarter with Historical Pattern Replay

Reads live charts, matches price shapes against thousands of bars of history, and shows you what actually happened next — with entry, stop-loss, take-profit, and a measured historical win rate.

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PatternForge AI — Chart Trading Signals & Journal • v2.0.13 INSTALLED

DISCLAIMER:

Educational analysis software only. Not investment advice and not a broker. Trading involves substantial risk of loss. Historical analogues do not guarantee future results. You are responsible for every trading decision.

PatternForge AI — Non-custodial, client-side extension. Your data stays on your device.

For support, please refer to the Chrome Web Store listing or the PatternForge AI — Privacy Policy.

PatternForge AI — Complete User & Information Guide

PatternForge AI is a Chrome extension for chart-based historical pattern research, replay-based signals, risk planning, and trade journaling. It reads the current chart, searches historical price patterns, replays what happened after similar patterns, and presents the result as BUY, SELL, HOLD, or NO DATA. Brought to you by ExtensionHub.app.

v2.0.13 installed Technical version 2.0.5 Analysis only No automatic order execution

What Is PatternForge AI?

Figure: Chart → historical match/replay → BUY/SELL/HOLD card

PatternForge AI is a Chrome extension (Manifest V3) that reads the symbol and timeframe off a live chart, matches the current price shape against thousands of bars of history, and reports what actually happened next — a BUY, SELL, or HOLD call with an entry, stop-loss, and take-profit level, backed by a measured historical win rate rather than a guess.

Historical Pattern Engine When enough matching history exists, direction and win rate come from replaying every similar past shape bar-by-bar with the exact stop/target the card shows — not from a model's opinion.

No fabricated numbers If there isn't enough matched history to test a direction (fewer than 3 resolved analogues on either side), the card returns HOLD instead of inventing a level.

An optional AI layer (bring your own API key) adds a plain-language explanation on top of the quantitative call — it never overrides the direction, entry, stop, or target, all of which come from the replay engine.

What PatternForge Promises (and What It Does Not)

Core promise: historical context on the chart — not automated trading.

Promise: Help you see whether today’s price shape has looked similar in the past, replay what happened next in history, and turn that into a clear card (direction, entry / SL / TP context, remarks) plus a journal so you can check if the process works for you.

Does:

• Pattern research on web charts
• HOLD when evidence is thin
• Risk helpers
• Journal in R

Does not:

• Place or close broker orders
• Guarantee profit
• Force a BUY/SELL every candle

Educational analysis only. Not investment advice. Trading involves risk of loss.

How PatternForge AI Works — In 5 Simple Steps

Visual overview: Detect → Match → Replay → Analyze → Decide. Numbers on marketing creatives are illustrative; live cards use your history sample and may show HOLD.

Install to first decision

Follow this order the first time. No API setup required to understand the panel.

Step 1 — Open a chart

Step 1: Open your web chart in Chrome and pin the extension.

Install PatternForge AI, pin it to the toolbar, and open the chart page you already use.

Step 2 — Enable on this site

Step 2: Enable on this site, then refresh the chart tab.

1. Click the extension icon.
2. If asked, choose Enable on this site.
3. When you see Enabled — refresh the chart tab, reload the chart once.

If the card is missing, refresh the chart tab after enabling the site. Install → open platform → enable → refresh is normal.

Step 3 — Choose symbol & timeframe

Step 3: Timeframe is candle size for matching — not how long a trade lasts.

Pick a liquid symbol and a timeframe (e.g. H1). If detection is wrong, pin the symbol/timeframe from the card. H1 does not mean the trade completes in one hour — SL/TP are prices, not timers.

Step 4 — Review matches, replay, and the card

Step 4: Read BUY / SELL / HOLD, levels, and sample strength.

Example card layout: direction, entry / SL / TP, remarks, actions.

Inside the engine (same idea as the 5-step graphic)

1. Detect current pattern on the chart
2. Find historical matches (similar structure)
3. Replay what happened next
4. Summarize outcomes (when sample allows)
5. Show signal + levels — or HOLD

Step 5 — Decide, then journal

Step 5: You decide and trade on your broker; journal in R.

Journal path: track results in R over time.

Any order is yours. Log outcomes so win rate and average R stay honest.

A real-style example (how to read the card)

Illustrative card: always confirm symbol, timeframe, and LIVE vs SIM on your own chart.

Field	How a beginner should read it
BUY / SELL / HOLD	Directional call from the replay when evidence exists; HOLD = no forced trade
Entry / SL / TP	Setup levels from the engine geometry — not a broker order
Hist WR	Only meaningful with enough resolved analogues; blank/HOLD if not
Pair score	Research conditions (liquidity, history depth, etc.) — not “buy this pair”
LIVE vs SIM	LIVE uses a confirmed quote path; treat SIM as illustrative

Proof & credibility (what “results” mean here)

Credibility comes from sample size, journal R, and honest HOLD — not guaranteed win rates.

• Historical sample — Win rate tied to resolved barrier replays when N is large enough
• Your journal — Expectancy in R on your closed trades
• Process honesty — HOLD / NO DATA instead of inventing signals

Marketing creatives may show sample UIs (e.g. 78% confidence). Treat live stats on your symbol and timeframe as the source of truth.

Why traders use PatternForge AI

Traders value honest HOLD states and defined levels over forced calls.

• Historical matching with replay-style outcomes — not a random tip
• Clear entry / SL / TP context on the card
• Risk helpers and journal in R-multiples
• Watchlist scan and pair quality for research conditions
• Works on web charts you already open in Chrome — analysis only, no order routing

Command Center: signals, journal, scanner, risk, settings.

Scanner ranks by R per trade; pair score is optional filter.

Step-by-Step Quick Start for Chart Trading Signals

Figure: Install → chart → card → journal

1. Install and grant site access

1. Install PatternForge AI from the Chrome Web Store (linked from ExtensionHub.app).
2. Open a chart on a supported platform — TradingView, MetaTrader 4/5 web, OANDA, FXCM, Forex.com, IG, Binance, Coinbase, Kraken, or any of the 60+ domains listed under Supported Platforms.
3. Chrome may ask you to confirm site access the first time. If the overlay doesn't appear, click the toolbar icon and use the "Enable on this site" button in the popup — PatternForge never requests access silently.

2. Confirm the overlay is reading your chart

4. Within a few seconds, a floating signal card should appear on the chart (default position: top right).
5. If the card shows "No symbol detected" instead (common on canvas-based terminals like MT5 web or some broker WebTraders), follow the Manual Symbol Pinning steps below — type the symbol, pick the timeframe, click Start.

Symbol should look like EURUSD, XAUUSD, or US30 — use your broker's own code, not prose like "gold" or "the S&P". Timeframe labels use M5, M15, H1, H4, D1.

3. Read your first signal card

6. Check the source badge first — LIVE means a confirmed live quote, SIM means a fallback estimate.
7. Note the direction (BUY/SELL/HOLD), Entry/SL/TP, and the Confidence, Pattern Correlation, and Historical Win Rate percentages.
8. If the card reads HOLD, that's a valid result — it means the engine could not find a historically profitable side, not that something is broken.

4. Open the Command Center for the full toolset

9. Click Open Command Center in the popup (or Ctrl/Cmd+Shift+F → Command Center) to reach all 8 tabs: Signals, AI Analysis, Journal, Scanner, Alerts, Risk Calculator, API Keys, Settings.
10. You don't need any API key to start — Yahoo Finance history is enabled keyless by default and covers major indices and gold out of the box.

5. Optional setup for a smoother workflow

11. API Keys tab — add a market-data key (Twelve Data, EODHD, etc.) for wider symbol coverage, and/or an AI key (BYOK) for written analysis.
12. Settings tab — set your Scanner watchlist, adjust Min Confidence to display, and review the default risk-gate limits (3R daily loss, 3 open trades, 6 trades/day).
13. Risk Calculator tab — confirm your Pip/Point Value matches the instrument you trade before sizing your first position.

6. Build your track record

14. Place trades manually on your broker's own platform — PatternForge never executes trades itself.
15. Click ✓ Win or ✗ Loss on the signal card (or log it in the Journal tab) as each trade closes, so Win Rate and Expectancy start reflecting real results.

PatternForge AI · Signal Card Guide

Screenshot: Use the live card as the starting point for direction, evidence, levels, risk, session/news context and actions.

What’s shown on the card

Card Item	Item
Header	▼ SELL · EURUSD · H1 · LIVE · countdown · ⚙ − +
Signal Status	TRADE OK / session / news
Daily Range	Daily R strip
Session Clock	UTC with live cursor
Sparkline	Recent-closes sparkline
Multi-TF Bars	H1 / H4 / D1
Grid	Entry, Conf, SL, Pattern, TP1 (1R), TP2, TP, Hist WR, Pair
Size	Size line
Command Center	Command Center · Guide · Unlock Pro · Help · Copy latest
Utility Bar	Log · Plan · Size · Open · Remarks · Tools
Footer	Platform line · TF chips · Matches sample

PatternForge AI Signal Card

The Signal Card is the floating overlay that appears on your chart when PatternForge AI is active. It is the primary interface for reviewing pattern signals directly on your chart, designed to put the most important information in one place without leaving your trading platform.

Accessing the Signal Card

Prerequisites

1. PatternForge AI installed from the Chrome Web Store
2. Extension enabled on the current site
3. Chart page loaded with a supported symbol and timeframe
4. Chart tab refreshed after enabling the extension

Normal Sequence

Install → Open chart platform → Enable on this site → Refresh chart → Card appears

Default Position

• Top right corner of the chart
• Draggable to any position on the screen
• Position is remembered for the session

Keyboard Shortcuts

Shortcut	Action
Ctrl/Cmd+Shift+H	Toggle the signal overlay on/off
M	Minimize / expand the overlay card
Esc	Close the topmost open panel

Signal Card Layout

The signal card is organized into several sections, each providing specific information for your trading decision.

Understanding the Signal Card

The floating signal card is the main PatternForge interface on the chart. It is designed to put the most important information in one place.

Card Item	What It Means
Header	Displays the instrument (EURUSD), timeframe (H1), and signal direction (▼ SELL / ▲ BUY) with LIVE/SIM indicator, countdown timer, and settings gear icon.
BUY	Historical replay supports the long side under the current rules.
SELL	Historical replay supports the short side under the current rules.
HOLD	No sufficiently positive historical edge was found, or resolved evidence was insufficient.
NO DATA	Required history or quote data could not be obtained.
LIVE	Levels were built using a confirmed live quote.
SIM	A confirmed live quote was unavailable, so levels are fallback estimates.
Signal Status	Shows TRADE OK status with session context (e.g., London-NY overlap) and news impact (clear/news).
Daily Range	Visual representation of the daily trading range (Daily R strip) showing current price position within the day's range.
Session Clock	UTC clock with live cursor showing real-time session progress across Tokyo, London, New York, and Sydney sessions.
Sparkline	Mini chart showing recent closes (40 bars) to visualize price movement trends and momentum.
Multi-TF Bars	Multi-timeframe bias bars showing H1, H4, and D1 views with bar height representing confidence and color indicating BUY/SELL bias.
Entry	The reference entry level used by the setup (e.g., 1.08650).
SL	Stop-loss level used by the setup's risk geometry (e.g., 1.09240).
TP1 (1R)	First take-profit level at 1R (risk-reward ratio 1:1) (e.g., 1.08060).
TP2	Second take-profit level for extended targets (e.g., 1.07470).
TP	Final take-profit level based on the configured risk/target geometry.
Pattern %	Similarity of the current pattern to the selected historical matches.
Hist WR	Historical resolved win rate of the matched replay sample.
Confidence %	A composite evidence score represented by bar height, not a calibrated probability.
Pair Score	Research-condition score for the instrument (e.g., 74); it is not a BUY signal.
Size	Position size line showing recommended trade size (e.g., -0.12 lots @ 1% of 10,000 est.).
Command Center	Action bar with: Command Center (main actions), Guide (user guide), Unlock Pro (upgrade), Help (support), and Copy latest (copy most recent signal).
Utility Bar	Secondary action bar with: Log (view logs), Plan (trading plan), Size (adjust size), Open (open trade), Remarks (BUY/SELL/HOLD summary), and Tools (additional tools).
Footer	Bottom bar showing: platform info (MetaTrader Web), live quote path, timeframe chips (H1▼, H4▼, D1▼), matches percentage (67%), and historical matches sample with dates, similarity %, and R-multiple outcomes.
Matches	Historical match data showing: date, similarity percentage (e.g., 72%), and R-multiple outcome (e.g., +1.4R, -1.0R, +2.0R) with sample statistics (12×60% - 4820 bars - 2412 - provider).

Direction Badge

What It Shows

The primary directional signal in a prominent colored badge.

Badge	Color	Meaning
BUY	Green	Historical replay supports the long side
SELL	Red	Historical replay supports the short side
HOLD	Yellow/Orange	No sufficient edge or insufficient evidence
NO DATA	Gray	History or quote data unavailable

How to Read It

• BUY/SELL — The engine found a positive expectancy on that side
• HOLD — Standing aside is a valid and intentional result
• NO DATA — Fix symbol, timeframe, or data provider

⚠️ HOLD is not an error. PatternForge is intentionally designed not to force a directional call when the historical evidence does not support one.

Symbol & Timeframe

What It Shows

• Symbol — The instrument being analyzed (e.g., EURUSD, XAUUSD, US30)
• Timeframe — The candle size being used (e.g., M15, H1, H4, D1)

How to Read It

• Confirm symbol — Verify it matches your chart
• Confirm timeframe — Verify it matches your chart candles
• Auto-detected or Pinned — Shows detection source

Troubleshooting

Issue	What to Do
Wrong symbol	Manually pin the correct symbol
Wrong timeframe	Manually pin the correct timeframe
No symbol detected	Use manual pinning (canvas-based charts)
Symbol not supported	Check provider coverage or add API key

💡 Timeframe does not mean trade duration. H1 means hourly candles are being analyzed. A trade completes when price hits SL or TP, not when the hour ends.

PatternForge Metrics Guide

Understanding Pattern %, Historical Win Rate, Confidence & Pair Score

1. Overview — Four Numbers, Four Different Questions

These four numbers are related, but they answer four different questions.

Pattern % = How similar are the historical patterns?

Historical Win Rate = What happened after those historical patterns?

Confidence % = How strong is the combined evidence?

Pair Score = How suitable are the current market conditions for research?

Do not treat any of these numbers as a guaranteed probability of winning.

Figure: The four scores answer different questions; session and news add context rather than replacing the replay result.

2. Pattern % — Pattern Similarity

Pattern % is the user-facing label for Pattern Correlation %. It tells you how closely the current price shape resembles the historical shapes that PatternForge matched. It does not tell you the probability that the next trade will win.

The engine builds a recent feature window from the current chart and compares it with historical windows. The vectors are z-normalized, then their mean product is used as the Pearson correlation:

similarity = (1 / N) × Σ(F_current_i × F_past_i) Pattern % = round(similarity × 100)

Pattern %	Plain-language interpretation	What it does NOT mean
90%+	Very strong shape similarity to the selected historical matches.	90% chance of winning.
80–89%	Strong similarity; the current shape looks meaningfully like the matched history.	80–89% historical win rate.
70–79%	Moderate similarity; the match is less exact.	A reliable trade by itself.
Below 70%	Weaker resemblance; do not interpret it as outcome probability.	A reason to force a trade.

What It Measures	How to Read It	Does NOT Mean
Similarity between current shape and historical matches	Higher = more similar shape	Win probability

Important: Pattern % describes similarity. Historical Win Rate describes what happened after similar patterns. Those are different measurements.

Do not read “Pattern 88%” as “88% chance the trade wins.” An 88% pattern can have a much lower or higher Historical Win Rate.

3. Hist WR — Historical Win Rate

Hist WR (Historical Win Rate) answers the outcome question: “Among the matched historical analogues that were actually resolved, how often did the target get reached before the stop?” Timeouts are excluded.

Historical Win Rate = Wins / (Wins + Losses) × 100

Example: If 12 analogues are replayed, 7 hit target first, 4 hit stop first and 1 times out → Hist WR = 7 / (7 + 4) × 100 = 63.6% ≈ 64%.

What It Measures	How to Read It	Does NOT Mean
Resolved historical outcomes under SL/TP rules	Higher = more winning historical replays	Guarantee of next trade

💡 Sample size matters: A 75% win rate from 4 resolved trades carries far less weight than 58% from 40 resolved trades.

The extension deliberately avoids presenting a misleading percentage when there are too few resolved analogues. A blank or insufficient result can therefore be the correct behavior.

4. Confidence % — Composite Evidence

Confidence % is a composite strength score. When a Historical Win Rate is available, the shipped formula combines average similarity, historical win rate, and the size of the match sample. It is not a calibrated probability.

sampleFactor = min(1, matchCount / topN), with topN default = 20 When Historical Win Rate exists: Confidence = round(avgSimilarity × 0.40 + winRate × 0.40 + sampleFactor × 100 × 0.20) When no win rate can be measured: Confidence = round(avgSimilarity × 0.50 + sampleFactor × 100 × 0.20)

Confidence answers: “How strong does the overall evidence look, considering similarity, historical outcomes and sample size?”

What It Measures	How to Read It	Does NOT Mean
Composite of similarity, sample size, and WR	Higher = stronger evidence	Calibrated probability

⚠️ Confidence is NOT a calibrated probability. If Confidence shows 73%, do not read it as “73% chance this trade will win.”

5. Pair Score — Research Conditions

Pair Score is a 0–100 research-condition score for the symbol/pair. It is not a trade direction and is not a replacement for Pattern %, Hist WR or Confidence.

Pair Score (0–100) ≈ 0.30 × Liquidity (session activity, instrument tier) + 0.20 × Spread Quality (observed bid-ask when available) + 0.30 × Historical Analogues Available (match count, resolved trades) + 0.20 × Usable Volatility (ATR% sweet-spot)

Pair Score asks: “Does this instrument currently have reasonably useful conditions for research?” A high Pair Score does not mean BUY. A low Pair Score does not automatically mean SELL.

Score Range	Interpretation
80–100	Excellent research conditions
60–79	Good research conditions
40–59	Moderate research conditions
Below 40	Poor research conditions

✅ High Pair Score = better research conditions, not a BUY signal.

6. Side-by-Side Comparison

Metric	What it measures	Main question	What it is NOT
Pattern %	Similarity between the current shape and historical matched shapes.	“How similar is this pattern to the past examples?”	Win probability.
Hist WR	Resolved historical replay outcomes under the card’s stop/target rules.	“How often did the matched setup reach target before stop?”	Guarantee of the next trade.
Confidence	Composite of similarity, historical outcome and sample size when available.	“How strong is the combined evidence?”	Calibrated probability or position-size instruction.
Pair Score	Liquidity, spread quality, history availability and usable volatility.	“How suitable are the pair’s current research conditions?”	BUY/SELL signal.

7. Worked Example

EURUSD — H1

BUY

Pattern

88%

Hist WR

64%

Confidence

73%

Pair Score

72

Read it this way:

• 88% Pattern → The historical patterns were highly similar.
• 64% Hist WR → The resolved historical matches reached the target before the stop 64% of the time.
• 73% Confidence → The combined evidence score is 73%.
• 72 Pair → Current conditions score 72/100 for research suitability.

BUY, SELL, HOLD & NO DATA

Status	Meaning	What You Should Do
BUY	Historical replay supports the long side under current rules.	Review the complete setup before making your own decision.
SELL	Historical replay supports the short side under current rules.	Review the complete setup before making your own decision.
HOLD	No sufficiently positive edge was found, or there was insufficient resolved evidence.	Standing aside is a valid result.
NO DATA	History or quote data could not be obtained.	Check symbol, timeframe, provider, permissions or API settings.

HOLD is not an error. PatternForge is intentionally designed not to force a directional call when the historical evidence does not support one.

A common reason for HOLD is insufficient resolved analogues. The engine prefers not to fabricate a historical win rate from an extremely small sample.

LIVE / SIM Badge

What It Shows

The source of the price data used to build the setup.

Badge	Meaning	Reliability
LIVE	Confirmed live quote from enabled data provider	High — actionable
SIM	Live quote unavailable — fallback estimate	Low — illustrative only

How to Read It

• LIVE — Levels are built from a confirmed live quote
• SIM — Levels are estimates; do not trade these levels directly

⚠️ Treat SIM levels as illustrative. Do not assume a SIM Entry is the actual market price or a guaranteed executable fill.

How to Get LIVE Status

1. Add a market-data API key (Twelve Data, EODHD, etc.)
2. Ensure the symbol is supported by your data provider
3. Check network connectivity and provider status
4. Verify the symbol format matches your provider

Entry, Stop Loss & Take Profit

What It Shows

Suggested price levels for the setup when a quote is available. These levels follow PatternForge’s risk geometry (1R stop, about 2R target). They are not taken tick-for-tick from your broker chart candle.

Level	What It Is	How It’s Calculated (v2.0.13)
Entry	Reference entry for analysis	Fetched quote price when the signal was built (LIVE provider, or SIM fallback). May differ slightly from the chart bid/last.
SL (Stop Loss)	Planned −1R stop	Entry ± risk (1R). BUY: entry − risk · SELL: entry + risk
TP (Take Profit)	Primary target (~2R)	Entry ± risk × rMultiple (default 2)
TP1 (1R)	First scale-out / +1R	BUY: entry + risk · SELL: entry − risk (never equal to SL)
TP2	Second target / full TP	Usually same area as main TP (~2R)

HOLD / NO DATA: HOLD may still print illustrative levels from the quote formula, but it is not a trade call. NO DATA means no reliable quote — do not treat levels as tradable.

How It’s Calculated

// Live card (composeSignal) — quote from market-data path price = live quote price // Entry (LIVE preferred; SIM if fallback) range = quote.high − quote.low // session/range from quote; if missing ≈ price × 0.015 risk = max( range × 0.75 , price × 0.004 ) ↑ ↑ stopFactor 0.75 minStopPct floor (0.4% of price) rMultiple = 2 // default reward:risk ≈ 1:2 IF BUY: SL = entry − risk // −1R TP1 = entry + risk // +1R TP = entry + risk × 2 // +2R (TP2 ≈ TP) IF SELL: SL = entry + risk // −1R TP1 = entry − risk // +1R TP = entry − risk × 2 // +2R (TP2 ≈ TP) // Historical Hist WR uses the same R idea (hit +2R before −1R on past matches), // with risk derived per historical bar under the pattern engine — not a fixed pip size.

Chart Price vs Card Entry

• Chart — your broker’s bid/ask or last on that platform
• Card Entry — external (or fallback) quote used for the signal
• A gap of a few pips on EURUSD (or more on gold) is common: different feed, bid vs mid, spread, or poll timing
• Use the card for direction + R structure; confirm the broker price before placing an order

How to Read It

• Entry — Reference price for this analysis (prefer LIVE over SIM)
• SL — One full risk unit (−1R) from entry in the stop direction
• TP1 — +1R in profit direction (scale-out area)
• TP / TP2 — About +2R; primary target used with the card’s R:R
• R:R ≈ 2 — Reward distance ≈ twice the stop distance under default settings
• Risk size changes — quieter sessions → smaller 1R (e.g. ~29 pips); wider range → larger 1R (e.g. ~47 pips). Hist WR is in R, not one fixed pip distance

⚠️ If you drag take-profit farther (or tighten the stop) without keeping the same R geometry, the Hist WR on the card no longer applies — that rate was measured against the engine’s −1R / +2R rules, not your custom levels.

v2.0.13 notes: TP1 is fixed on the profit side of entry (BUY: above entry; SELL: below). Direction-change toasts include BUY, SELL, and HOLD. Timeframe changes on the chart should rebuild the card when the platform TF is detectable; otherwise pin symbol + TF on the card.

Understanding R, R:R & Expectancy

What is 1R?

1R represents one unit of planned risk. In simple terms, it is the amount you planned to lose if the Stop Loss is reached.

For example, if your planned risk is $50:

• -1R = -$50
• +1R = +$50
• +2R = +$100

R:R

A 2:1 R:R means the target distance is approximately twice the planned stop distance.

Expectancy

Expectancy measures the average result per trade in R.

Expectancy = (Win Rate × Average Win R) − (Loss Rate × Average Loss R)

Why R matters: Two traders can have the same win rate but very different results if their average wins and losses are different.

This is why PatternForge's Journal focuses on performance in R rather than relying on win rate alone.

Session & News Context

Screenshot: Session and news information is context for the trade decision, not the source of BUY/SELL direction.

The card can show market-session and news context so you can judge whether the current trading environment fits your rules. This is environment information only — quantitative direction still comes from the pattern/replay path.

What It Shows

Current market environment information that helps you assess liquidity and potential volatility.

Session Display

Label	When	What It Means
Peak	London + New York both open	Highest liquidity
High	2+ sessions open	Good liquidity
Normal	Exactly 1 session open	Moderate liquidity
Thin	No major session open	Lower liquidity

Session & News Information

Information	What it tells you	How to use it
Session	Which broad market session is active, such as Asia, London or New York.	Use it to understand liquidity and activity. It does not create a BUY or SELL by itself.
Overlap	Periods such as London–New York overlap can have stronger activity for many major instruments.	Use as context when your own plan prefers active sessions.
News	A warning around high-impact economic events when relevant calendar information is available.	Use it as a caution or blackout condition according to your own rules.
TRADE OK / CAUTION	A process warning based on session/news context and configured filters.	CAUTION means review conditions; it is not a price-direction prediction.

News Warning

• Warning around high-impact economic events
• Shows “CAUTION” when news is pending
• News does not predict market direction

How to Read It

• Session context — Understand liquidity conditions
• News caution — Be aware of potential volatility
• TRADE OK / CAUTION — Process warning based on configured filters

💡 Session information is context — not a signal. “London active” does not mean BUY.

Do not interpret “London,” “New York,” or a news warning as a signal. Session/news information is context; quantitative direction comes from the pattern/replay path.

Daily R Strip

What It Shows

Day-level risk awareness without opening the full Journal.

Information Displayed

Item	What It Shows
Today's R	Net R for the current day
Trades remaining	How many trades left before daily limit
Open count	Current open positions
Session label	Active session context
News status	News warning if applicable
DAY STOP	Shown when daily loss cap is hit

How to Read It

• Positive R — Profitable day
• Negative R — Unprofitable day
• DAY STOP — Stop trading for the day
• Open count — Don't exceed max open trades

⚠️ Use the Daily R strip before logging another trade after a losing morning. It helps prevent revenge trading.

Real-time data visualization

What it is
Visual panels on the floating signal card (and related views) that update while the chart tab stays open—without placing orders.

What you see

Element	Purpose
Session timeline (UTC)	Shows where “now” sits across Asia / London / New York / Sydney-style windows. The marker moves over time so session context stays current.
Recent-closes sparkline	A small line chart of the last batch of closing prices from the same history the pattern engine already loaded.
Bar-close countdown	Time left until the current candle on this timeframe is due to close (when enabled).
Live / pulse cues	Light indicators that the card is still tied to an active tab and recent data path.

What it is for
Help you see context (session + recent shape + timing) next to BUY / SELL / HOLD—not to predict the next tick.

What it is not

• Not a full trading chart replacement
• Not a guarantee that price will follow the sparkline
• Not auto-trading or broker execution

How to use it

1. Keep the chart tab open so the content script can refresh.
2. Expand the signal card if it is minimized.
3. Read direction and levels first; use the visuals as context.
4. After an extension reload/update, refresh the page so visualization and engine both reconnect.

Note on accuracy
Sparklines and session markers only reflect data that was successfully loaded. If history or quotes fail, you may see HOLD / NO DATA and little or no sparkline—that is a data limit, not a hidden signal.

Sparkline on Command Center signal rows

What it is
The same style of recent-closes mini chart, shown on each row in Command Center → Signals, when that stored signal includes sparkline data.

Why it is there
The floating card is tied to one open chart. Command Center lists many recent signals. A sparkline on each row helps you compare shape context across symbols without opening every chart first.

How to read it

• Line = recent closes from the history used for that analysis
• Color ≈ direction context (e.g. buy-side vs sell-side styling)
• Endpoint = last close in that short series

Limits

• Only appears if history was available when the signal was built
• Older rows may have no sparkline
• It is not a second independent signal and not entry/SL/TP

How to use it

1. Open Command Center → Signals.
2. Scan rows that include a sparkline for rough shape context.
3. Open the symbol on the chart and confirm on the live card before acting.
4. Mark Win/Loss in the journal from the row when you close a trade you took yourself.

Multi-TF mini-bar strip

What it is
A compact strip of vertical bars, one per timeframe in the multi-timeframe check (for example, current TF plus higher ones such as H1 / H4 / D1, depending on what was requested).

How to read each bar

Visual	Meaning
Color	Bias on that TF: BUY / SELL / HOLD-style neutral
Height	Roughly tracks confidence on that TF (taller ≈ higher confidence in that bias)
Label under the bar	Timeframe name
Header % (when shown)	How much those TFs agree (confluence-style score)—research context, not a win probability

What it is for
Answer: “Does this idea line up across timeframes, or is the chart TF fighting higher TFs?”

What it is not

• Not a full multi-TF trading system by itself
• Not a reason to ignore HOLD on the main card
• Not order placement

Where it appears

• Floating signal card (expanded), when multi-TF data was computed
• Command Center signal rows, when that signal stored multiTf data

How to use it

1. Check the main direction on the card (BUY / SELL / HOLD).
2. Glance at the mini-bar strip: agreement vs conflict.
3. If higher TFs conflict with the card TF, treat the setup as weaker research—use smaller size or skip.
4. Confirm session, levels, and risk on the card before you trade manually on your broker.

One-line summary:

Real-time visualization keeps session and recent-price context visible on the card; Command Center sparklines bring that close history into the signal list; the multi-TF mini-bar strip shows bias and relative confidence across timeframes so you can spot agreement or conflict—always as research aids, never as automatic execution.

Plan Button (📋 Plan)

Plan copies structured trade-plan text to the clipboard for MT5 / OANDA / IBKR / plain formats. It does not place or cancel broker orders.

• Includes symbol, direction, TF, entry, SL, TP, optional TP1/TP2, size line when Risk Calc inputs exist, R:R note
• Format under card ? → trade plan format (MT5 default, OANDA, IBKR, plain)

1. Prefer BUY/SELL with LIVE badge
2. Click 📋 Plan
3. Paste into your ticket or notes
4. Adjust size and rules on the broker yourself

Assuming Plan sent the order. Clipboard only.

Copy Latest

Copy latest (toolbar popup) copies a short snapshot of the most recent signal:

SYMBOL TIMEFRAME DIRECTION @ entry SL: stop | TP: target

	Copy latest	Plan (📋)
Where	Popup	Chart card
Detail	Short levels	Richer plan + size/TP scales + templates
Orders	Never	Never

On-chart C is a related copy helper when the overlay has focus.

✓ Log / Open

What It Does

Records the trade in the Journal.

Pre-Trade Checklist

When you click Log, a checklist may appear:

1. Direction — Confirmed BUY/SELL/HOLD
2. Levels — Entry, SL, TP confirmed
3. Size — Position size calculated
4. Session/News — Context reviewed
5. Daily limits — Within daily risk limits

What Happens

• Trade is recorded as OPEN in the Journal
• Auto-resolve monitors SL/TP from quotes
• Win/Loss can be marked later

⚠️ Auto-log can still create OPEN rows without the checklist UI. The checklist is a process discipline tool — not a requirement for logging.

✓ Win / ✗ Loss

What It Does

Marks a logged trade as winning or losing.

How to Use It

1. Trade closes on your broker
2. Click Win or Loss on the card
3. Trade is moved to closed status in Journal
4. Performance statistics update automatically

After-Trade Review Prompt

When SL or TP closes an OPEN trade, a short prompt asks why:

• Plan — Followed the plan
• FOMO — Entered due to fear of missing out
• News — Traded around news
• Size — Position size was wrong
• Process — Deviated from process

💡 Tags are stored on the journal row for coaching and weekly reports. Use them to identify patterns in your errors.

↗ Open (Deep Link)

What It Does

Opens a platform deep link for the symbol (URL only).

What It Does NOT Do

• Places orders
• Sends information to the broker
• Auto-executes anything

✅ This is a navigation aid — not an order execution tool.

Watchlist Scan (W) Walkthrough

1. Set symbols in Settings → watchlist (tier caps: Free ~5, Pro ~50, Pro+ ~100).
2. Press W or open Scanner in Command Center.
3. Primary ranking uses research metrics such as R per trade when available.
4. Optional: filter Only pair score ≥ 60 — conditions filter, not auto-BUY.
5. Click a row to focus/pin work on that symbol; still place orders on the broker yourself.

Treating the top scan row as a mandatory trade. High rank / high Pair score ≠ forced entry.

SL / TP Toasts & After-Trade Review

When a journal row is OPEN and price is treated as hitting SL or TP, PatternForge can show a notification toast and prompt a short after-trade review (tags such as plan followed, FOMO, news, wrong size, good process).

• Improves journal quality for weekly review
• Does not close the broker position for you
• Enable notifications permission if toasts do not appear

Settings That Change What You See

Setting	Effect	Tip
Min confidence to display	Hides weaker cards from lists	Does not create edge — only filters UI
Hide HOLD	Omits HOLD cards from some views	You may miss “stand aside” sessions
Poll interval (2–30s)	How often the overlay re-checks	Faster polls ≠ more true signal changes
Min correlation / lookback	How strict shape matching is	Too strict → more HOLD; too loose → weaker matches
Overlay size / position	Card readability	Lock with L if it drifts

Data Provider Setup (Forex Quotes)

1. Open Command Center → API Keys.
2. Add a market-data key (Twelve Data, EODHD, Alpha Vantage, etc.). Keys stay in chrome.storage.local.
3. Yahoo remains a keyless path for many symbols but can 404 on some FX forms — dedicated FX keys improve reliability.
4. Reload the chart tab; confirm LIVE when possible.
5. Pin exact symbols (EURUSD, not typos like EROUSD).

PatternForge does not host your keys on its servers. Chart pages never receive API keys.

After a Bar Close — What to Check

1. Did direction change (BUY/SELL/HOLD) or stay the same?
2. Pattern % / Confidence / Hist WR / sample — stronger or weaker?
3. LIVE vs SIM badge
4. Session / news CAUTION vs TRADE OK
5. Daily R strip — room left under your limits?
6. Only then: Plan copy → size → broker ticket → journal

Bar close shifts the match window. Extra polls between closes often repeat the same HOLD.

Card Controls

Minimize / Expand

How to Use

• Press M on your keyboard
• Click the minimize/expand control on the card

What It Does

• Minimize — Reduces card to a small strip
• Expand — Returns to full size

Drag to Reposition

How to Use

• Click and drag anywhere on the card
• Buttons still click normally
• Position remembered for the session

Lock Position

How to Use

• Press L on your keyboard
• Prevents accidental dragging

Close Card

How to Use

• Press Esc on your keyboard
• Or use the close button on the card

Keyboard Shortcuts (On-Chart)

Single-Key Shortcuts

Key	Action	When to Use
M	Minimize / expand card	Quick card sizing
C	Copy current signal as text	Quick copy
A	Open AI Analysis	When you want AI reasoning
R	Remarks — written BUY/SELL/HOLD summary	Quick summary
S	Share setup (downloadable share card)	Sharing with others
P	Position sizer panel	Quick position sizing
L	Lock/unlock card position	Prevent accidental dragging
E	Economic calendar	News awareness
O	Strategy finder	Walk-forward parameter optimizer
T	Market sessions clock	Session awareness
D	Your performance stats	Quick performance check
W	Watchlist scan panel	Multi-symbol scanning
N	Order-ticket / alert-push helper	Current signal actions
?	Card options & full shortcut list	Help and configuration
Esc	Close topmost open panel	Close panels

Reading the Card: Step-by-Step

Step 1 — Check Direction

• BUY, SELL, HOLD, or NO DATA?
• If HOLD, standing aside is valid
• If NO DATA, fix symbol/data provider

Step 2 — Check LIVE/SIM

• LIVE = actionable
• SIM = illustrative only

Step 3 — Review Entry, SL, TP

• Confirm the levels
• Check R:R (should be at least 1:1 or better)

Step 4 — Review Metrics

• Pattern % — How similar is the shape?
• Hist WR — What happened in history?
• Confidence — How strong is the evidence?
• Pair Score — Are research conditions good?

Step 5 — Check Session & News

• Is the market active? (Peak/High/Normal/Thin)
• Is there news pending? (CAUTION)

Step 6 — Check Daily R Strip

• How is today's R?
• Are you within daily limits?

Step 7 — Calculate Position Size

• Use the Risk Calculator
• Keep risk % independent of confidence

Step 8 — Create Plan (Optional)

• Copy the plan
• Review before placing order

Step 9 — Place Trade (Manual)

• PatternForge does not place orders
• You place the order on your broker

Step 10 — Journal the Trade

• Log as OPEN
• Mark Win/Loss when closed

Troubleshooting Signal Card Issues

Card Doesn't Appear

Issue	What to Check	Solution
No card at all	Site permissions	Enable on this site
No card at all	Chart tab	Refresh the chart
No card at all	Extension paused	Unpause the extension
No card at all	Chart platform	Check if platform is supported

Card Shows "No Symbol Detected"

Issue	What to Check	Solution
Canvas-based chart	DOM doesn't expose symbol	Use manual pinning
Unsupported platform	Not in host list	Check supported platforms

Card Shows "NO DATA"

Issue	What to Check	Solution
Wrong symbol	Provider code	Use correct symbol format
No data provider	API keys	Add market-data key
Rate limit	Provider limits	Wait or upgrade provider

Card Shows "SIM" But You Want "LIVE"

Issue	What to Check	Solution
No live quote provider	Market-data key	Add a market-data provider
Symbol not supported	Provider coverage	Check provider symbol support

Card Display Options

Available Settings (via ? or Settings)

Setting	Options	Effect
Overlay size	Small, Medium, Large	Card display size
Overlay position	Top-right, Top-left, Bottom-right, Bottom-left	Card location
Poll interval	2–30 seconds	How often card updates
Hide HOLD	On/Off	Hide HOLD signals
Copy format	MT5, OANDA, IBKR	Plan format

Summary: Signal Card Quick Reference

Section	Information	Action to Take
Direction Badge	BUY/SELL/HOLD/NO DATA	First decision point
Symbol & TF	Instrument and candle size	Confirm accuracy
LIVE/SIM	Quote source	Prefer LIVE
Entry/SL/TP	Price levels	Use for planning
Pattern %	Shape similarity	Understand match quality
Hist WR	Historical outcomes	See past performance
Confidence %	Composite evidence	Understand strength
Pair Score	Research conditions	Consider suitability
Session/News	Market context	Understand environment
Daily R Strip	Day-level risk	Check limits
Plan Button	Copy trade plan	Prepare setup
Log/Open	Record trade	Journal your trade
Win/Loss	Mark outcome	Track performance

📢 Final reminder: The Signal Card provides analysis and planning information. PatternForge AI is non-custodial — every order is placed and closed by you on your broker. HOLD is a valid result. SIM levels are illustrative only.

PatternForge AI Popup Guide

The Popup is the quick-glance control panel opened by clicking the PatternForge toolbar icon in your Chrome browser. It provides immediate access to essential information and actions without opening the full Command Center.

Accessing the Popup

1. Install PatternForge AI from the Chrome Web Store
2. Pin the extension to your Chrome toolbar for easy access:
   • Click the puzzle piece icon in your toolbar
   • Find PatternForge AI in the list
   • Click the pin icon next to it
3. Click the PatternForge icon anytime to open the popup

💡 Tip: Pinning the extension to your toolbar saves clicks and makes it easy to check signals quickly throughout your trading session.

Figure: Toolbar popup layout

Popup item	What it is for
Signal count / Win rate / Open trades	Quick status without opening the full journal.
Session strip	Current broad market-session and UTC context.
Current signal	Quick view of the current chart’s signal state.
Open Command Center	Opens Signals, AI Analysis, Journal, Scanner, Alerts, Risk Calculator, API Keys and Settings.
Settings	Adjust extension behavior and process preferences.
Pause	Temporarily halts new signals without deleting historical data.
Journal	Jump directly to recorded trades and performance information.
API Keys	Configure market-data and optional AI providers.
Enable on this site	Grant PatternForge permission to operate on the current website when required.
Pro / Pro+ status	Shows license status and activation path when applicable.

Recommended popup routine: Open popup → check site access → check session/news context → glance at current signal → open Command Center when you need detailed analysis, journal, scanner, risk or settings.

If the popup says the site is enabled but the chart card is missing, refresh the chart tab. The normal sequence is install → open chart → enable site → refresh.

Card Tools — Trade Plan, Daily R, Hard Filters & Review

Figure: v2.0.13 card as pre-trade desk

In v2.0.13, the floating signal card is a full pre-trade desk, not only a direction badge.

Control	What it does	Tip
📋 Plan	Copies a one-click trade plan (symbol, direction, entry, SL, TP1/TP2, size, R) in MT5, OANDA, or IBKR style text.	Set format under card ? → Trade plan format. Does not send an order.
Daily R strip	Shows today’s net R, trades left, open count, session label, and news status; DAY STOP when your daily loss cap is hit.	Use it before logging another trade after a losing morning.
Hard filters	Optional blocks: max spread, no thin sessions, London–NY overlap only, daily loss / max trades.	Enable under card ?. Hard blocks appear in the risk gate before Log.
↗ Open	Opens a platform deep link for the symbol (URL only).	Non-custodial — never places a broker order.
After-trade review	When SL or TP closes an OPEN journal trade, a short prompt asks why (plan / FOMO / news / size / process).	Tags are stored on the journal row for coaching and weekly reports.
✓ Log → checklist	Five tick-boxes (direction, levels, size, session/news, daily limits) before the trade is written as OPEN.	Auto-log (Settings) can still create OPEN rows without the checklist UI.
TRADE OK / CAUTION	Session liquidity + news warning on the card.	CAUTION is a warning; hard filters can still block Log when enabled.
Journal analytics	Equity curve in R, expectancy, breakdown by session / TF / symbol; Weekly report and Export playbook.	Command Center → Journal.

PatternForge remains non-custodial: analysis, risk, journal, and links only. You place orders on your broker yourself.

Popup Item 1: Signal Count / Win Rate / Open Trades

What It Is

A quick status overview of your trading activity without opening the full Journal.

What It Shows

Information	What It Displays	Why It Matters
Signal Count	Number of signals generated today	See activity level at a glance
Win Rate	Your recorded win rate from the Journal	Quick performance check
Open Trades	Number of currently open positions	Risk exposure awareness

How to Use It

• Pre-trade check — See your current win rate before entering a new trade
• Session monitoring — Track how many signals have been generated
• Overtrading awareness — Check open trade count before adding more positions

✅ Benefit: This is your "dashboard at a glance" — all the key metrics without diving into the full Command Center.

Popup Item 2: Session Strip

What It Is

A display showing current market session and UTC time context.

What It Shows

Session	UTC Range	Liquidity Level
Sydney	21:00 – 06:00	Moderate
Tokyo	00:00 – 09:00	Moderate
London	07:00 – 16:00	High
New York	12:00 – 21:00	High
London–NY Overlap	12:00 – 16:00	Peak (highest liquidity)

Labels Displayed

Label	When	What It Means
Peak	London + New York both open	Highest liquidity, tightest spreads
High	2+ sessions open	Good liquidity
Normal	Exactly 1 session open	Moderate liquidity
Thin	No major session open	Lower liquidity, wider spreads

How to Use It

• Liquidity awareness — Know when markets are most active
• Session-specific trading — Align trading with active sessions
• News context — Major news often correlates with session overlaps

⚠️ Session information is context — not a signal. "London active" does not mean BUY, and "New York active" does not mean SELL.

Popup Item 3: Current Signal

What It Is

A quick view of the current chart's signal state directly in the popup.

What It Shows

Information	What It Displays
Direction	BUY, SELL, HOLD, or NO DATA
Symbol	Current chart symbol
Timeframe	Current chart timeframe
LIVE/SIM	Quote source badge
Confidence	Current confidence percentage
Pattern %	Current pattern similarity
Historical Win Rate	Current resolved win rate

How to Use It

• Quick glance — Check signal without scrolling back to the chart
• Multiple tabs — See signal from the active chart tab
• Pre-decision check — Confirm direction before opening Command Center

💡 Benefit: You can check your signal without switching away from your chart or interrupting your workflow.

Popup Item 4: Open Command Center

What It Is

The primary action to open the full PatternForge workspace.

What It Opens

The Command Center with all eight functional tabs:

Tab	Purpose
Signals	Review current and recent signals
AI Analysis	Optional written explanation
Journal	Measure your own trading results
Scanner	Analyze multiple instruments
Alerts	Monitor prices
Risk Calculator	Calculate position size
API Keys	Configure external data/AI services
Settings	Customize PatternForge

How to Use It

• Full access — Click when you need the complete toolset
• Keyboard shortcut — Use Ctrl/Cmd+Shift+F as an alternative
• After review — Open to dive deeper after a quick popup check

✅ Workflow: Popup for quick checks → Command Center for deep analysis, journaling, and configuration.

Popup Item 5: Settings

What It Is

Quick access to PatternForge configuration without opening the full Command Center.

What It Provides Access To

Setting Category	What You Can Configure
Trading Profiles	Scalp, Day, Swing profiles
Detection	Lookback, min correlation, sensitivity
Risk Geometry	SL type, ATR multiplier, min stop %, TP R:R
Risk Gate	Max daily loss, max open trades, max trades/day
Overlay	Size, position, poll interval, hide HOLD
Accessibility	Colorblind mode, high contrast, UI scale
Accounts	Watchlist, account tags, account filter
Data	Backup export, import, delete data

How to Use It

• Quick adjustments — Change a setting without opening Command Center
• Profile switching — Switch between Scalp/Day/Swing profiles
• Troubleshooting — Adjust settings if signals aren't appearing

⚠️ Tip: Do not change many settings at once. Make one change, observe the effect, then make another if needed.

Popup Item 6: Pause

What It Is

A toggle that temporarily halts new signal generation without deleting historical data.

What It Does

Action	Effect
Pause On	No new signals generated; existing data preserved
Pause Off	Signal generation resumes normally

How to Use It

• During news events — Pause signals around high-impact news
• Trading breaks — Pause when stepping away from the screen
• Review periods — Pause while reviewing existing signals
• After losing streaks — Pause to prevent revenge trading

Important Notes

• Existing signals and journal entries are preserved
• No data is deleted when paused
• Indicator shows pause status (dot indicator)

⚠️ Common mistake: Forgetting that Pause is enabled. If no new signals appear, check whether the extension is paused before assuming the tool is broken.

Popup Item 7: Journal

What It Is

Direct access to your recorded trading performance data.

What It Provides Access To

Journal Feature	What You Can See
Performance Stats	Total trades, wins, losses, win rate, expectancy in R
Trade History	All recorded trades with details
Heatmap	12-week performance visualization
Account Tags	Multi-account filtering
CSV Export	Download journal data
CSV Import	Upload journal data (Pro)

How to Use It

• Post-session review — Check your performance after trading
• Weekly review — Review weekly performance trends
• Expectancy check — Confirm your trading is profitable in R
• Data export — Export for external analysis

✅ Benefit: Quick access to your track record helps maintain discipline and honesty about your trading performance.

Popup Item 8: API Keys

What It Is

Direct access to configure external market-data, AI, and webhook services.

What It Provides Access To

API Type	What You Can Configure	Free Options
Market Data	Yahoo, Twelve Data, EODHD, Alpha Vantage, Binance, Polygon, etc.	Yahoo (keyless), Binance (keyless)
AI Providers	DeepSeek, OpenAI, Anthropic, Google Gemini, etc.	Z.AI GLM (free tier)
Webhooks	Telegram, Discord, Slack	Optional
Advanced Sync	Broker trade-history sync (Pro+), trade-log webhook (Pro+)	N/A

How to Use It

• Add market data — Enable wider symbol coverage
• Configure AI — Add your own AI API key (BYOK)
• Set up notifications — Configure Telegram/Discord/Slack webhooks

✅ Security note: Keys are stored locally in chrome.storage.local. No PatternForge server stores your keys. Chart pages never see your keys.

Popup Item 9: Enable on This Site

What It Is

A one-time permission action to grant PatternForge access to the current website.

When It Appears

• First time visiting a supported chart platform
• After Chrome updates that reset permissions
• If permissions were previously revoked

What It Does

• Grants the extension permission to read the current page
• Enables the signal card overlay on that domain
• Permission is remembered for future visits

How to Use It

1. Open your chart on a supported platform
2. Click the PatternForge toolbar icon
3. If asked, click Enable on this site
4. When you see Enabled — refresh the chart tab, reload the chart
5. Wait for the signal card to appear

⚠️ Common mistake: Skipping the refresh after "Enable on this site" often looks like "the card is missing." Refresh the chart tab once, then wait a few seconds.

Normal Sequence

Install → Open chart platform → Enable on this site → Refresh chart → Card appears

💡 PatternForge never auto-requests access: You must actively enable the extension on each site you want to use it on.

Popup Item 10: Pro / Pro+ Status

What It Is

Displays your current license status and provides activation path for Pro or Pro+ tiers.

What It Shows

Status	What It Means	Limits
Free	No license activated	20 stored signals, 3 alerts, 5 watchlist, 5 AI/day
Pro	Pro license active	200 stored signals, unlimited alerts, 50 watchlist, unlimited AI
Pro+	Pro+ license active	500 stored signals, 100 watchlist, broker history sync, trade-log webhook

How to Activate

1. Purchase a license key from Gumroad
2. Open the PatternForge popup or Settings
3. Paste the license key in the activation field
4. Confirm the correct tier is activated

How to Use It

• Check status — Verify your current tier before using tier-specific features
• Activate license — Enter your Gumroad key when upgrading
• Verify activation — Confirm the tier matches what you purchased

⚠️ Common mistake: Installing the extension alone does not activate a paid license. The license key must be activated in the extension.

Recommended Popup Workflow

Pre-Trade Check (30 seconds)

1. Open popup — Click the toolbar icon
2. Check session — Is the market active? (Peak/High/Normal/Thin)
3. Check signal — What's the current direction?
4. Check open trades — How many positions are open?
5. Check win rate — How is today's performance?

If Signal is BUY/SELL

1. Open Command Center — For full analysis
2. Review Signals tab — Confirm details
3. Check Risk Calculator — Size the position
4. Place trade — Manually on your broker
5. Journal — Record the trade

If Signal is HOLD

1. Accept HOLD — Standing aside is valid
2. Check again later — After the next candle close
3. Consider other symbols — Use Scanner to find opportunities

If Signal is NO DATA

1. Check symbol — Is it the correct provider code?
2. Check timeframe — Is it supported?
3. Check API keys — Are market-data providers configured?
4. Use manual pin — Pin the symbol manually if auto-detect fails

Keyboard Shortcuts Related to Popup

Shortcut	Action
Ctrl/Cmd+Shift+F	Open the PatternForge popup
Ctrl/Cmd+Shift+H	Toggle the signal overlay on/off
Ctrl/Cmd+Shift+S	Check the current signal
Ctrl/Cmd+Shift+X	Emergency pause — halts all signals immediately

💡 Tip: Reassign any of these shortcuts at chrome://extensions/shortcuts.

Troubleshooting Popup Issues

Popup Doesn't Open

• Check: Is the extension installed?
• Check: Is the extension enabled? (chrome://extensions)
• Try: Reload the extension from chrome://extensions
• Try: Restart Chrome

Popup Shows "Enable on This Site"

• Action: Click Enable on this site
• Action: Refresh the chart tab
• Note: This is normal for first-time use on a site

Popup Shows No Signal

• Check: Is the current tab a supported chart platform?
• Check: Is the chart loaded and showing prices?
• Check: Is the extension paused?
• Try: Refresh the chart tab

Popup Shows Free Limits But You Purchased Pro

• Check: Did you activate the license key?
• Action: Re-paste the license key
• Action: Refresh the chart tab
• Check: Confirm the key matches the tier you purchased

Summary: Popup Quick Reference

Popup Item	Primary Use	When to Use
Signal count / Win rate / Open trades	Quick status check	Every session
Session strip	Liquidity awareness	Before each trade decision
Current signal	Quick signal check	Throughout the session
Open Command Center	Full toolset access	When you need detailed analysis
Settings	Quick configuration	When adjusting behavior
Pause	Signal control	During news, breaks, or losing streaks
Journal	Performance review	Post-session or weekly
API Keys	Service configuration	When adding data sources
Enable on this site	Permission grant	First visit to a chart platform
Pro/Pro+ status	License management	When upgrading or checking limits

📢 Final reminder: The popup is your quick-glance dashboard. For deep analysis, journal review, scanner, risk calculator, and configuration, open the full Command Center. PatternForge AI remains non-custodial — every order is placed by you on your broker.

PatternForge AI Command Center — Complete Tab-by-Tab Guide: The 8 Command Center Tabs

Figure: Eight Command Center tabs

The Command Center is the main workspace for PatternForge AI, containing eight major functional areas. Each tab serves a specific purpose in your trading workflow, from signal review to performance measurement.

Opened from the popup’s Open Command Center button, or via the side panel. Each tab has a clear job: review signals, optional AI narrative, measure results, scan, alert, size risk, configure data, and tune the engine.

Command Center — signals, journal path, scanner, settings • V2.0 INSTALLED

Tab 1: Signals

Purpose

Review current and recent pattern signals with comprehensive filtering and analysis capabilities.

Main Features

Signal Cards Display

Each signal card in the Signals tab contains:

Field	What It Shows	How to Use It
Direction	BUY, SELL, or HOLD	Primary decision input — review before considering a trade
Confidence %	Composite evidence score (0–100)	Understand evidence strength — not a probability
Entry / SL / TP	Price levels from the engine	Reference for your own trade planning
Pattern %	Shape similarity to historical matches	Assess how closely the current pattern matches history
Hist WR	Resolved historical win rate	See what happened after similar patterns in the past
LIVE/SIM badge	Quote source confirmation	Prefer LIVE for actionable levels
R:R	Reward-to-risk ratio	Confirm the setup's potential return relative to risk

Multi-Timeframe Confluence Meter

• Visual agreement across M15, H1, and H4-style slots
• Shows whether different timeframes agree on direction
• Low confluence = reason to size down or skip

Signal Management Actions

• Mark Win / Loss — Push completed trades directly into the Journal
• Filters — Filter by timeframe, direction, or account tag
• Account tags — Multi-account journaling support

Benefit

One place to review setups without hunting through chart tabs — faster post-session review and fewer lost screenshots.

⚠️ Common mistake: Setting "Min Confidence to display" very low (e.g., 50%) and then being surprised the Signals tab fills with weak cards — this is a display filter, not a quality guarantee.

Tab 2: AI Analysis

Purpose

Optional written reasoning about the quantitative PatternForge result using your own API key (BYOK — Bring Your Own Key).

Main Features

Provider & Model Selection

Choose from multiple AI providers:

Provider	Approx. Cost	Notes
DeepSeek	~$0.14 / 1M tokens	Cheapest option
Morph	~$0.14 / 1M tokens	Competitive pricing
Google Gemini Flash	~$0.25 / 1M tokens	Fast, capable
OpenAI GPT-4o Mini	~$0.50 / 1M tokens	Popular, reliable
Alibaba Qwen	~$0.50 / 1M tokens	Good for specific use cases
Moonshot Kimi	~$0.95 / 1M tokens	Alternative option
Anthropic Claude Haiku	~$1.00 / 1M tokens	High quality
Z.AI GLM	Free tier available	Budget-friendly starting point

What AI Analysis Provides

• Reasoning text — Plain-language explanation of the quantitative result
• Match context — What the historical patterns looked like
• Confidence breakdown UI — Visual display of how confidence is composed
• Auto-run capability — Can automatically run on new signals when enabled (Pro feature)

Key Storage & Privacy

• Keys stored locally in chrome.storage.local
• No PatternForge server receives your API key
• Chart pages never see your keys

Benefit

Narrative checklist beside the quantitative engine — still secondary to barrier-replay math. AI is not required for BUY/SELL/HOLD levels.

⚠️ Important: AI is secondary to the quantitative engine. The optional AI explanation does not override the quantitative BUY/SELL/HOLD direction or the calculated Entry, SL, and TP.

Tab 3: Journal

Purpose

Turn discretionary trading into a measured process with R-based feedback.

Main Features

Performance Statistics

Statistic	What It Shows	Why It Matters
Total trades	Number of recorded trades	Sample size context
Wins / Losses	Count of winning and losing trades	Basic performance tracking
Win rate %	Percentage of winning trades	One measure of success — not the only one
Expectancy in R	Average R per closed trade	Most important metric — shows real profitability

Expectancy Formula

Expectancy = (Win Rate × Avg Win R) − (Loss Rate × Avg Loss R)

Worked example:

• 20 closed trades, 9 wins averaging +1.8R, 11 losses averaging −1.0R
• Win Rate = 45%
• Expectancy = (0.45 × 1.8) − (0.55 × 1.0) = 0.81 − 0.55 = +0.26R per trade

12-Week Performance Heatmap

• Visual display of weekly performance
• Quickly identify good and bad weeks
• Spot patterns in your trading performance

Data Management

• Export CSV — Download your journal data for external analysis
• Import CSV — Upload journal data (Pro feature)
• Account filter — Filter by trading account

Auto-Resolve Capability

• Open trades can auto-resolve from quotes in the background
• Service worker monitors open positions
• Automatic SL/TP detection when applicable

Benefit

Honest audit trail replaces memory bias ("I was mostly right"). Expectancy matters more than win rate alone.

✅ Why R matters: Two traders can have the same win rate but very different results if their average wins and losses are different. Expectancy in R is the true measure of trading skill.

Tab 4: Scanner

Purpose

Run pattern analysis across your watchlist to find candidates when you're not staring at one chart.

Main Features

Watchlist Scanning

• Analyzes symbols configured in Settings
• Runs the same pattern matching engine on each symbol
• Identifies instruments with active signals

Research Ranking

• Primary ranking: R per trade (expectancy)
• Secondary ranking: Pair Score (research conditions)
• Shows signals across your entire watchlist

Filtering Options

• Timeframe selection — Choose which timeframe to scan
• Minimum confidence — Filter by confidence threshold
• Optional Pair Score filter — Only show instruments with pair score ≥ 60

Scanner Results Display

For each symbol in the watchlist:

• Direction (BUY/SELL/HOLD)
• Confidence %
• Historical Win Rate
• Pattern %
• Pair Score
• Entry / SL / TP
• R:R

Benefit

Find candidates when you are not staring at one chart — useful for multi-pair FX or index CFDs.

💡 The scanner identifies research candidates. A scanner result is not an instruction to immediately place a trade. Always review individual setups.

Tab 5: Alerts

Purpose

Monitor price levels with optional browser notifications when alert conditions are triggered.

Main Features

Price Alerts

• Above alerts — Notify when price moves above a configured level
• Below alerts — Notify when price moves below a configured level
• Checked about every 1 minute via quotes in the background

Browser Notifications

• Optional desktop notifications on alert triggers
• Can be configured in Settings
• Helps you stay informed without keeping every chart open

Alert Management

Alert Type	What It Does	Use Case
Price above	Triggers when price rises above level	Breakout monitoring
Price below	Triggers when price falls below level	Breakdown monitoring

Tier Limits

• Free: 3 active alerts
• Pro: Unlimited alerts
• Pro+: Unlimited alerts

Benefit

Watch levels without keeping every chart open. Free tier limits active alert count; Pro raises the cap.

💡 Alerts are monitoring tools. A price alert does not automatically place a trade. Use alerts to notify you when a condition is met so you can review and decide.

Tab 6: Risk Calculator

Purpose

Standardize position sizing before you open the broker ticket.

Main Features

Input Fields

Input	What It Is	How to Use
Account Balance	Your account currency value	Enter your current balance
Risk %	Percentage of balance to risk per trade	Typical: 0.5% – 2%
Entry	Entry price from the signal	Copy from the Signal card
Stop Loss	Stop loss price from the signal	Copy from the Signal card
Take Profit	Take profit price from the signal	Optional — for potential profit calculation
Pip/Point Value	Value per pip/point per standard lot	Must match your instrument and account currency

Output Calculations

riskAmount = balance × (riskPercent / 100) stopDistance = |entry − stopLoss| positionSize = riskAmount / (stopDistance × pipValue)

Additional Calculations

• R:R Ratio = |Take-Profit − Entry| / Stop distance
• Potential Profit = |Take-Profit − Entry| × Lots × Pip Value
• Potential Loss = Risk amount

Benefit

Standardizes risk before you open the broker ticket. Keep balance currency and pip/point value consistent.

⚠️ Common mistake: Leaving the default Pip/Point Value ($10 for a standard forex lot) unchanged when trading indices, gold, or crypto — those instruments have a different value per point, and an unchanged field silently sizes the position wrong.

Tab 7: API Keys

Purpose

Connect market data, optional AI, webhooks, and advanced logging — without a PatternForge backend holding your keys.

Main Features

Market Data Providers

Provider	Free Tier	Notes
Yahoo Finance	Keyless	Enabled by default; covers major indices, gold
Binance	1,200 req/min, keyless	Crypto pairs
Twelve Data	800 requests/day	Broad forex/stock/index coverage
Finnhub	60 requests/min	Live quotes
Alpha Vantage	25 requests/day	Forex + equities
EODHD	20 requests/day	End-of-day + intraday
Polygon.io	5 requests/min	US equities/indices
Financial Modeling Prep	250 requests/day	Optional
Marketstack	100 requests/month	Optional
Tiingo	1,000 requests/day	Optional
Alpaca	200 requests/min	Supports Pro+ broker trade-history sync
CoinGecko	10,000 requests/month	Crypto reference data

AI Providers (BYOK)

• DeepSeek, Morph, Google Gemini Flash, OpenAI GPT-4o Mini, Alibaba Qwen, Moonshot Kimi, Anthropic Claude Haiku, Z.AI GLM

Webhooks & Integrations

• Telegram — Bot token + chat ID for signal push
• Discord — Webhook URL for signal push
• Slack — Webhook URL for signal push
• Trade-log webhook — Advanced integration (Pro+)
• Broker history sync — Automated trade import (Pro+)

Cost & Rate Management

• Cost estimator for API usage
• Rate-limit panel
• Usage monitoring

Benefit

You control data quality and cost; keys stay in chrome.storage.local.

✅ Security note: Keys are stored locally in your browser. Chart pages never receive your API keys. PatternForge does not have a backend server that stores your keys.

Tab 8: Settings

Purpose

Tune detection, risk geometry, notifications, overlay behavior, accounts, and data backup.

Main Features

Trading Profiles

• Scalp — Shorter timeframes, tighter stops
• Day — Intraday focus, balanced settings
• Swing — Longer timeframes, wider stops (Pro feature)

Detection & Pattern Settings

Setting	What It Controls	Default
Lookback	How much history to analyze	Variable by timeframe
Min Correlation	Minimum pattern similarity threshold	0.75 (relaxes to 0.70, 0.65, 0.60)
Sensitivity	How strict pattern detection is	Medium
Min Confidence	Minimum confidence to display	60%

Risk Geometry Settings

Setting	What It Controls	Default
SL Type	Stop loss calculation method	ATR-style (based on bar range)
ATR Multiplier	Stop distance multiplier (stopFactor)	0.75
Min Stop %	Minimum stop as percentage of price	0.4% (0.004)
TP R:R	Take-profit multiple (rMultiple)	2
Max Spread Filter	Maximum allowed spread	Configurable

Risk Gate Limits

Limit	What It Does	Default
Max daily loss	Stop trading when loss reaches this in R	3R
Max open trades	Maximum concurrent positions	3
Max trades/day	Overtrading brake	6
News blackout	Block trades near high-impact news	±30 minutes

Overlay Behavior

• Overlay size/position — Customize card placement
• Poll interval — 2–30 seconds (default ~5s)
• Hide HOLD — Hide HOLD signals (use carefully)
• Copy format — Choose MT5, OANDA, or IBKR plan format

Accessibility

• Colorblind mode — High-contrast colors
• High-contrast mode — Enhanced readability
• UI scale — Adjust interface size

Account Management

• Watchlist — Symbols to monitor in Scanner
• Accounts — Multiple trading accounts with tags
• Account filter — Multi-account journaling support

Data Management

• Backup export — Export all settings and journal data
• Import backup — Restore settings from backup
• Delete data — Clear all PatternForge data

Keyboard Shortcuts

• View and customize shortcuts
• On-chart key reference

Benefit

One control panel for how strict signals are, how the card behaves, and how your journal is tagged.

💡 Advanced settings change the behavior of the tool. Do not change many settings at once if you are evaluating whether the default configuration works for you. Make one change at a time and observe the effect.

Summary Table: Command Center Tabs

Tab	Primary Function	Key Actions	Who Benefits Most
Signals	Review current/recent signals	Mark Win/Loss, filter, review confluence	All traders
AI Analysis	Optional written explanation	Configure BYOK provider, view reasoning	Traders wanting narrative
Journal	Track your performance	Record trades, export CSV, review expectancy	Serious traders
Scanner	Scan watchlist for signals	Run scans, filter by confidence/pair score	Multi-symbol traders
Alerts	Price monitoring	Set above/below alerts, notifications	Traders watching levels
Risk Calculator	Position sizing	Calculate lot size, review R:R	Risk-conscious traders
API Keys	External integrations	Add market data, AI, webhook keys	Advanced users
Settings	Customize behavior	Tune detection, risk, overlay, backup	All users

Popup vs Command Center: When to Use Each

Use Case	Popup	Command Center
Quick signal check	✅ Best	Optional
Check session context	✅ Best	Available
View open trades count	✅ Best	Available
Full signal analysis	❌ Not available	✅ Best
Journal review	❌ Not available	✅ Best
Scanner	❌ Not available	✅ Best
Risk Calculator	❌ Not available	✅ Best
Settings changes	✅ Quick access	✅ Full access
API configuration	❌ Not available	✅ Best
License activation	✅ Available	✅ Available
Pause/resume signals	✅ Best	Available

Glossary of Terms

Quick metric rule: Pattern % = shape similarity; Hist WR = resolved historical outcome rate; Confidence = combined evidence strength; Pair Score = pair-condition quality. None is a guarantee or a broker instruction.

Figure: Core card terms at a glance

Use this table when a number on the card or in the Journal is unclear.

Term	Meaning	Common mistake
R (R-multiple)	One unit of planned risk = distance from entry to stop-loss. Targets are often +2R.	Treating R as dollars without checking account risk %.
LIVE	Entry/SL/TP built from a confirmed live quote from an enabled data provider.	Ignoring the badge and trading SIM levels as fills.
SIM	Live quote could not be confirmed; levels are a fallback estimate — illustrative only.	Sizing a real order from SIM as if it were LIVE.
Pattern Correlation %	How similar the recent shape is to matched history (shape similarity), not win chance.	Reading “88% correlation” as “88% win probability.”
Historical Win Rate	% of resolved barrier replays that hit target before stop (timeouts excluded).	Trusting WR with fewer than ~3 resolved trades on that side.
Confidence %	Blend of similarity, sample size, and WR when available — a composite score, not a calibrated probability.	Max position size because confidence is high.
HOLD / NEUTRAL	No positive-expectancy side under current rules, or insufficient resolved analogues.	Assuming the extension is broken.
NO DATA	History or quote fetch failed for that symbol/TF/provider path.	Waiting for a BUY instead of fixing pin/keys/symbol format.
Expectancy (R)	Average R per closed trade from your journal: (winRate × avgWinR) − (lossRate × avgLossR).	Judging skill by win rate alone.
Confluence	Agreement of direction across multiple timeframes (e.g. M15 / H1 / H4 slots).	Taking only the lowest TF when higher TF fights it.
Strength (candles)	1–3 geometric strictness of a named formation — not a win rate.	Equating Strength 3 with “must take the trade.”

First Live Trade Checklist

Figure: Seven steps before a live ticket

1. Enable the site — Open your broker or chart URL, allow PatternForge if Chrome asks, or use Enable on this site in the popup.
2. Confirm symbol & TF — Auto-detect or manual pin (e.g. EURUSD, H1). Wrong codes cause NO DATA.
3. Read the source badge — Prefer LIVE. Treat SIM as study-only until a live quote works.
4. Read direction & levels — BUY / SELL / HOLD, entry, SL, TP (and TP1/TP2 if shown). If HOLD, stand aside — that is a valid result.
5. Size the risk — Risk Calculator: balance × risk % ÷ stop distance × correct pip/point value. Do not size from confidence alone.
6. Copy the plan (optional) — Card Plan copies MT5/OANDA/IB-style text. Paste into your platform yourself; nothing is sent automatically.
7. Place & journal — Order on the broker only. Log OPEN / Win / Loss in PatternForge. Use checklist and daily R strip before another trade.

Skipping the badge and risk size, then blaming the signal when the ticket was oversized or based on SIM levels.

For the full product walkthrough, see the PatternForge AI guide or install from the Chrome Web Store.

Quote / History Failed — Fix List

Figure: Data path recovery

Console messages such as quote fetch failed, Yahoo HTTP 404, or Twelve Data “invalid symbol” mean the engine could not load bars or a live quote — not that HOLD was calculated.

Symptom	Likely cause	What to try
NO DATA / empty card	Symbol not detected or provider returned nothing	Pin the exact broker code; match TF to the chart
Yahoo 404 on forex	Symbol form (e.g. needs provider-specific mapping)	Try EURUSD style; enable Twelve Data / Alpha Vantage / EODHD with a key
Typo symbol (e.g. EROUSD)	Mis-pin or OCR/DOM misread	Re-pin carefully; unpin and re-detect
Works on one site, not another	Host not allowed or canvas terminal	Enable on this site; use pin on MT/WebTrader canvas
All providers fail	Keys missing, rate limit, or network	API Keys tab: test key; wait on free-tier limits; try higher TF (H1/D1)
SIM badge always	No confirmed live quote	Add a market-data key; avoid trading SIM levels live

Forex tip: Prefer a dedicated market-data key for FX pairs when Yahoo is thin. Keys stay in chrome.storage.local and are not sent to PatternForge servers.

Worked Example — EUR/USD H1

Figure: Worked example summary (v2.0.13 geometry)

Illustrative quote: Entry (analysis price) = 1.08500. Example range high = 1.08640, low = 1.08420. On the live card, entry comes from the fetched quote (prefer LIVE over SIM) and may differ slightly from the broker chart bid/last.

range = 1.08640 − 1.08420 = 0.00220 risk = max(0.00220 × 0.75, 1.08500 × 0.004) = max(0.00165, 0.00434) = 0.00434 (the 0.4%-of-price floor wins here, because the range was unusually tight) Direction = BUY, rMultiple = 2: Stop-Loss = 1.08500 − 0.00434 = 1.08066 (−1R) TP1 (1R) = 1.08500 + 0.00434 = 1.08934 (+1R) Take-Profit = 1.08500 + 0.00868 = 1.09368 (+2R) R:R = 2 : 1 — risking 43.4 pips to target 86.8 pips Risk Calculator: balance $10,000, risk 1% → $100 Stop distance = 43.4 pips, pip value ≈ $10/pip/lot (standard EURUSD lot) Position size = 100 / (43.4 × 10) ≈ 0.23 lots

If 12 matched past analogues are replayed under the same R rules and 7 hit target before stop, 4 hit stop first, and 1 times out: Historical Win Rate = 7/(7+4) × 100 = 64% (11 resolved trades; timeouts do not count in the denominator). With average similarity 88% and 12 matches out of topN 20 (sampleFactor 0.60): Confidence ≈ round(88×0.40 + 64×0.40 + 60×0.20) = round(35.2+25.6+12) = ≈73%.

These figures are a worked teaching example. Live Hist WR and confidence depend on real history depth, resolved sample size (minimum 3 per side to call a direction), and data quality.

What’s New in v2.0.13

Figure: v2.0.13 card and process upgrades

• One-click trade plan copy — Symbol, direction, entry, SL, TP1/TP2, size, R in MT5 / OANDA / IB-style text (you still place the order).
• Daily R strip on the card — Today’s R, trades left, session/news context; day-stop awareness without opening Journal first.
• Optional hard filters — Block log when spread is too wide or session rules fail (your settings).
• After-trade review prompt — One-tap tags (plan / FOMO / news / size) when SL/TP closes an OPEN row.
• Stronger process tools — Checklist before log, HOLD explanation, journal analytics path toward expectancy and equity in R.
• Pair quality score (v2.0.13) — 0–100 from liquidity, spread estimate, historical analogues, usable volatility. Card + watchlist scan (W). Not a trade signal.

Core engine remains: historical match + barrier replay, optional BYOK AI remarks, non-custodial analysis only.

License & Update Troubleshooting

Figure: License activation path

• Where to paste the key — Popup or Settings → license / Pro field. Source: Gumroad PatternForge AI.
• Still showing Free limits — Re-paste key; reload the chart tab; confirm the extension updated in chrome://extensions.
• Old pricing text in UI — Update to the latest store version; hard-refresh the page.
• After Chrome or extension update — Site permissions can reset; use Enable on this site again.
• Data after reinstall — Local journal/settings may be cleared; export backup from Settings before uninstall when possible.

Buying Pro but never activating the key in the extension — Store install alone does not unlock Pro.

Current package: PatternForge AI — Chart Trading Signals & Journal • v2.0.13 INSTALLED (technical version v2.0.13) • Chrome Web Store / Load unpacked. No older 1.x version labels apply to this build.

Free, Pro, and Pro+

Free

Core signals forever

$0

20 stored signals
3 price alerts
5 watchlist symbols
5 AI analyses/day

Popular • Pro

Pro — $10/mo

$100/yr

200 stored signals
Unlimited alerts
50 watchlist symbols
Unlimited AI, auto-run

Pro+

Pro+ — $20/mo

$200/yr

500 stored signals
100 watchlist symbols
Broker history sync
Trade-log webhook API

Feature	Free	Pro	Pro+
Chart overlay signals (BUY / SELL / HOLD)	✅	✅	✅
Entry / SL / TP, plan copy, checklist, daily R strip	✅	✅	✅
Journal + SL/TP toast notifications	✅	✅	✅
Stored signals (approx.)	20	200	500
Price alerts	3	Unlimited	Unlimited
Watchlist symbols	5	50	100
AI analyses / day (BYOK)	5	Unlimited	Unlimited
Journal CSV import / auto-AI on signals	—	✅	✅
Broker history sync / trade-log webhook	—	—	✅

Buy / license: https://muhiuddinalam.gumroad.com/l/pattern-forge-ai

Activate the Gumroad key in the popup or Settings. Confirm current pricing on the live listing before purchase.

Accuracy Note (Builds Trust)

Figure: What the engine can and cannot promise

What is accurate by design: Historical correlation and barrier replay are deterministic given the same bars, window, horizon, and risk geometry. Candlestick names follow fixed geometric rules.

What is not guaranteed: Future price paths, broker fills, slippage, spread spikes, or news gaps. Confidence is a composite score, not a calibrated probability. Different data providers can return slightly different OHLC, which changes matches.

Trust tip: Prefer LIVE quotes from a provider you enable; mark journal outcomes honestly; treat HOLD as a valid result when expectancy is not positive.

Common Mistakes to Avoid

Figure: Highest-cost common mistakes

• Ignoring HOLD. HOLD means either not enough matched history existed to test a direction, or both BUY and SELL lost money on replay — forcing a trade re-introduces the bias the math already rejected.
• Mixing pip-value currencies. If your balance is in EUR but Pip Value is entered as USD-per-lot, the position size is wrong. Keep one currency consistent in the sizer.
• Pinning the wrong symbol code. Mismatched provider symbols return no history or NO_DATA — check the code your enabled provider actually uses.
• Treating high confidence as a Kelly-style bet size. Confidence is not a position-sizing input — keep risk % independent and small regardless of the score shown.
• Comparing win rates across different R multiples. Changing the Take-Profit R:R ratio changes what "win" means in the replay — compare like-for-like settings only.
• Forgetting the emergency pause is on. Ctrl+Shift+X or the popup's Pause button blocks new signals — check the status dot before assuming nothing is happening.
• Expecting a signal on every chart. The engine needs enough bars of history (roughly 500+, and specifically window+horizon+60 bars for the default 30-bar window) to have anything to match against.

Frequently Asked Questions

Figure: FAQ groups

Traders and brokers often meet the same friction points the first week. This section lists them in plain language so the rest of the guide is easier to use.

Below are the questions people ask most when using PatternForge AI: setup, signals, timeframes, risk, journal, and licensing. PatternForge is a chart research and journal overlay — it does not place broker orders.

Product basics

Does PatternForge AI place trades automatically?

No. It calculates and displays signals, levels, risk helpers, and journal tools only. Every order is placed and closed by you on your broker’s platform. The extension has no order-execution permission.

Is this guaranteed signal advice?

No. Historical matches do not guarantee future results. Educational use only; you are responsible for every decision.

What does SIM vs LIVE mean on a signal card?

LIVE means entry/SL/TP were built with a confirmed live quote from an enabled data provider. SIM means a live quote could not be confirmed and numbers are a fallback estimate — treat SIM as illustrative only.

Do I need an API key to use PatternForge AI?

No for core use. Yahoo Finance history is available keyless by default. A market-data key (Twelve Data, EODHD, Alpha Vantage, etc.) can widen coverage and improve reliability. Optional AI remarks use your own key (BYOK) and never override quantitative BUY/SELL/HOLD levels.

Is my API key sent to a PatternForge server?

No. Keys stay in your browser (chrome.storage.local) and are used by the extension’s service worker to call the provider you configured. Chart pages never receive your keys.

Signals (BUY / SELL / HOLD)

How many signals per day should I expect?

There is no fixed number. Often only a few true BUY/SELL changes per symbol and timeframe per session. Many refreshes are the same direction or HOLD. Tier storage caps (Free ~20, Pro ~200, Pro+ ~500) are not a daily signal quota.

Why do I see HOLD so often? Is the extension broken?

HOLD means the engine did not find a clear positive edge under its rules (matched history, replay, expectancy), or both sides lacked enough resolved analogues. That is intentional, not a frozen or broken card.

When can HOLD become BUY or SELL?

Usually after the next candle close on that timeframe, when the recent bar window shifts. Refreshing every few seconds does not force a new side.

Why is Historical Win Rate sometimes blank?

The engine needs enough resolved (non-timeout) replayed trades on a side before it reports a win rate. Below that it prefers HOLD / no fabricated percentage rather than a number built on too few trades.

What does NO DATA mean?

History or quote fetch failed for that symbol/timeframe (provider, symbol format, or network). Fix pin, timeframe, or data API keys — it is not a trade signal.

What do confidence %, pattern %, and Hist WR mean?

They summarize match strength and historical replay under the card’s stop/target rules. They are research metrics, not a promise that the next trade will win.

Can I hide HOLD signals?

Yes, if enabled in settings (hide HOLD). Use carefully so you do not miss “no edge” sessions where standing aside is the point.

Timeframes & trade duration

Which timeframes work?

The engine maps include M1, M5, M15, M30, H1, H3, D1, W1, and MN. Manual pin options commonly offer M5–W1. Default when unknown is H1. Very short TFs often have shallower history.

Does the timeframe change the result?

Yes. BUY/SELL/HOLD are computed on the active (detected or pinned) timeframe. The same symbol on M15 vs H1 can differ because the bars and matches differ.

If the card says H1, does the trade finish in one hour?

No. H1 means hourly candles were used for the pattern. A trade completes when price hits SL or TP (or you exit) — not when the next hour ends.

Why is my trade still open after the H1 candle closed?

A candle close may update the card (new BUY/SELL/HOLD). Open risk ends only at SL/TP or a manual close. Timeframe is not a trade timer.

What time of day do signals appear?

Whenever a supported chart is open, symbol/TF are known, and data is available. There is no fixed “signals at 09:30” clock. Changes cluster around candle closes; sessions and news affect liquidity and caution, not a forced side.

How long does each card update take?

Often about 1–3 seconds when history is cached. A meaningful new direction still usually waits for the next bar close on that timeframe.

Entry, SL, TP

How are entry, stop, and target set?

From the signal bar and the engine’s risk geometry (including stop distance rules and an R-multiple target). Optional TP1/TP2 are scale levels for planning — not automatic broker orders.

Why is take-profit so far from entry?

Targets follow stop distance × R. A large TP can take many bars — or never be touched. That does not mean the signal “failed after one candle.”

Can I copy a trade plan for MT5 / OANDA / IB?

Yes. Use Plan on the card (format under options). Text is for you to paste manually. PatternForge does not send the order.

Does PatternForge move my broker stop to break-even?

No. It may nudge you in the UI/journal when a logged trade is around +1R. You change stops on the broker yourself.

Card, platforms & data

Why is the floating card missing?

Allow the extension on the site, refresh the chart tab, wait for detection, or pin symbol/TF on canvas-style terminals (some MetaTrader web / WebTrader pages).

Why pin the symbol manually?

Some platforms draw the chart on canvas and hide the symbol in the DOM. Pin once per site; it is stored locally for that host.

What if my platform is not in the supported list?

The overlay only runs on permitted host domains. If the site is not matched, use Command Center tools (journal, risk, scanner) where available, or a supported chart URL.

Quote fetch failed — what now?

Check symbol format, try another data provider key, or a higher timeframe with deeper history. Typos (e.g. wrong letters in a pair) often cause 404-style failures.

How far back does pattern matching look?

Not a fixed “always 10 years.” Depth depends on timeframe, provider, and how many bars were returned. Intraday TFs cover less calendar time than daily/weekly for the same bar count.

Risk, journal & filters

Why does Log block me?

Daily loss limit, max trades, session hard-block, max spread, or news blackout may be enabled. Adjust under card options (?) or complete the pre-trade checklist when shown.

What is the daily R strip?

A quick view of today’s net R, trades left, open count, and session/news context so you can stop overtrading without opening the full journal.

Does auto-log send an order?

No. It can write an OPEN journal row and watch SL/TP for notifications/review. Execution stays on your broker.

Can I export results or a weekly report?

Yes — journal CSV and weekly report options are in the Command Center journal area (tier features may apply for import/sync).

Free / Pro / Pro+

What changes with Pro or Pro+?

Pro: higher limits, journal import, auto-AI options. Pro+: broker history sync and trade-log webhook. Core overlay works on Free within caps. Pricing and details are on Gumroad; paste the license key in the popup or Settings → PatternForge Pro.

How do I activate Pro/Pro+ after purchasing?

Use the license key from your Gumroad receipt. Paste it into Unlock Pro / Settings → Activate. Confirm the key matches the tier you bought.

For brokers & desks

Does this auto-execute on our WebTrader?

No. Non-custodial: overlay and journal only. Useful for education and process (checklist, daily limits, R-tracking), not order routing.

Where is client data stored?

In the user’s browser (chrome.storage.local), unless they enable third-party market-data, AI, or webhook services with their own keys.

How should we explain HOLD to clients?

HOLD means “no clear measured edge under current rules,” not a software error. Standing aside is a valid outcome.

Related: Signals, timeframes & how long a trade lasts • Full guide on ExtensionHub • Chrome Web Store

Educational analysis only. Not investment advice. Historical analogues and card levels do not guarantee future results. Trading involves risk of loss.

Does PatternForge work on Forex.com WebTrader?

Yes. Hosts under forex.com are permitted. If the workspace is canvas-based, use manual symbol pinning.

What does R mean on the card?

One R is your planned risk distance (entry to stop). Targets are expressed as multiples of that distance (often +2R).

Is the AI required?

No. Core direction and levels come from historical matching and barrier replay. AI remarks are optional BYOK.

Permissions, Privacy & Disclaimer

Figure: Where data lives

Why each permission is requested

storageSave settings, keys, signals, journal, and cached history

notificationsOptional desktop alerts for new signals and price triggers

clipboardWriteCopy trade setups with one keypress

tabs / activeTab / scriptingDetect the active chart page and inject the overlay where permitted

contextMenusRight-click menu entries

alarmsMaintenance tasks such as cache cleanup and periodic alert checks

host permissionsCall market/AI APIs and run on the supported trading and charting sites listed above

All data — API keys, settings, signals, journal entries, and cached bars — is stored only in your browser via chrome.storage.local. Nothing leaves your browser except calls to the third-party market-data, AI, or webhook providers you explicitly enable, and chart pages never receive your API keys. Uninstalling the extension removes its local storage per Chrome's normal behavior. Export or delete your data any time from Settings → Data & Privacy.

PatternForge AI and this guide provide analytical and educational information only — not investment advice. No formula on this page guarantees future results; past pattern analogues do not predict future outcomes. Trading involves risk of loss. You are solely responsible for your own trading decisions.

Keyboard Shortcuts

Figure: On-chart single-key shortcuts

Global (Chrome-level, work anywhere)

Shortcut	Action
Ctrl/Cmd+Shift+F	Open the PatternForge AI popup
Ctrl/Cmd+Shift+H	Toggle the signal overlay on/off
Ctrl/Cmd+Shift+S	Check the current signal
Ctrl/Cmd+Shift+X	Emergency pause — halts all signals immediately

Reassign any of these at chrome://extensions/shortcuts.

On-chart (single key, while the overlay has focus and you're not typing in a field)

Key	Action
M	Minimize / expand the overlay card
C	Copy the current signal as text
A	Open AI Analysis in the Command Center
R	Remarks — written BUY/SELL/HOLD summary
S	Share the setup (downloadable share card)
P	Position sizer panel
L	Lock/unlock the card's position on screen
E	Economic calendar
O	Strategy finder (walk-forward parameter optimizer)
T	Market sessions clock
D	Your performance stats
W	Watchlist scan panel
N	Order-ticket / alert-push helper for the current signal
?	Card options & the full shortcut list
Esc	Close the topmost open panel

The card can also be dragged from anywhere on it (buttons still click normally), and it shows the detected candlestick formation, a bar-close countdown, and a live session clock.

Additional Query/Information Table:

Table of Content

• 1. Key Trader Pain Points & How PatternForge AI Solves Them
• 2. PatternForge AI vs Other Chrome Trading Extensions: Where It Fits
• 3. Why Traders Rate Calculators Higher Than Signal Apps
• 4. Multi-Broker Chart Patterns vs TradingView-Only AI Overlays
• 5. How a Signal Is Built
• 6. Every Formula, With the Real Constants
• 7. Named Candlestick Formations (Deterministic, Rule-Based)
• 8. HOLD and NO SIGNAL
• 9. Manual Symbol Pinning
• 10. Daily Risk Gate (Overtrading Brake)
• 11. Supported Platforms & Data Providers
• 12. How Far Back Does PatternForge AI Check Chart Patterns?

• 13. Market sessions in PatternForge AI (UTC)
• 14. How PatternForge times signals and data
• 15. Global trading sessions explained
• 16. When Does HOLD or NO SIGNAL Change?
• 17. Real-World Usage Scenarios
• 18. Signals, Timeframes & How Long a Trade Lasts
• 19. Prop-Firm Style Day (Process Only)
• 20. Broker / Desk Note (Non-Custodial)
• 21. Weekly Review Template
• 22. Majors Shortlist & Pair Quality (Educational + Roadmap)
• 23. Scanner vs signal card

Key Trader Pain Points & How PatternForge AI Solves Them

Figure: Trader pain → PatternForge response

Pain point	Why it hurts	How the extension solves it
"Is this actually a pattern, or am I imagining it?"	Manual pattern-reading is subjective under pressure.	Deterministic candlestick detector over the last 1–3 bars — same geometric rules every time.
"Where do I put my stop and target?"	Guessed distances cause premature stop-outs or oversized risk.	Stop distance is an ATR-style proxy from the signal bar's own range, floored at 0.4% of price so it never goes microscopic on a quiet bar.
"Has this setup actually worked before?"	Most indicators show a signal with zero evidence behind it.	Every matched analogue is walked forward bar-by-bar with the live signal's own stop/target and scored WIN/LOSS/TIMEOUT.
"How big should my position be?"	Oversized positions blow accounts; undersized ones waste good setups.	Risk Calculator tab turns balance + risk% + stop distance into an exact position size.
"Am I actually improving?"	Memory is a bad trading journal.	Journal tab auto-computes win rate, expectancy (in R), and a 12-week heat-map from logged trades.
"I can't watch five charts at once."	Missed setups on symbols you're not staring at.	Scanner tab runs the same engine across your whole watchlist and ranks by expectancy.
"My symbol/timeframe won't auto-detect."	Canvas-rendered terminals (MT5 web, some broker WebTraders) hide the DOM values the extension reads.	Manual symbol pinning — type the symbol once, it's remembered per website.
"I keep overtrading after a bad day."	Revenge-trading after a losing streak compounds losses.	Built-in daily risk gate (max daily loss in R, max open trades, max trades/day, news blackout) warns before you log another trade.

PatternForge AI vs Other Chrome Trading Extensions: Where It Fits

Compare PatternForge AI with competitors

Use this section to compare PatternForge AI with other Chrome trading extensions and tools you may see in the Store or search results. The goal is a clear fit: historical pattern research + journal in R on web charts — not auto-order routing and not a promise of guaranteed signals.

Comparison chart — PatternForge AI vs other Chrome Web Store tools

Illustrative comparison based on typical Store positioning (vision/screenshot AI, signal overlays, scanners). Features change over time — always verify on the live listing. PatternForge stays analysis + journal only (no broker order placement).

Capability	PatternForge AI	ChartLens / ChartLense / ChartSutra–style vision tools	TRAID / chart-image AI	Real-Time Trading AI–style signal apps
Primary method	Historical bar matching + barrier replay on loaded history	Often screenshot / chart-image or visual AI read	Often image/chart AI interpretation	Often live tips, alerts, or model calls
BUY / SELL / HOLD	Yes — HOLD when sample/edge is weak	Varies by product	Varies by product	Often directional alerts; HOLD less emphasized
Entry / SL / TP on card	Yes (research levels on the overlay)	Sometimes levels or annotations	Sometimes	Sometimes targets; quality varies
Historical win rate / R replay	Yes when enough resolved analogues	Rare as barrier replay in R	Rare as structured R replay	Uncommon; more “signal” framing
Trade journal in R	Built-in journal path	Usually limited or external	Usually limited	Often weak or separate
Risk tools / daily R awareness	Yes (position context, gates where enabled)	Limited	Limited	Limited
Watchlist / pair quality	Scanner + pair score (conditions, not auto-buy)	Sometimes multi-symbol scan	Sometimes	Sometimes alert lists
Places broker orders	No — non-custodial	Typically no (check listing)	Typically no (check listing)	Usually no; beware any “auto trade” claims
Works beyond one chart site	Web charts in Chrome where permitted	Often TradingView-centric or image upload	Often image / single-platform focus	Varies widely
Best for	Traders who want analogue evidence + process (journal, R)	Traders who want a visual AI “read” of a chart snapshot	Quick AI opinion on a chart image	Users seeking frequent directional alerts

Names such as ChartSutra, ChartLense, TRAID, and “Real Time Trading AI” refer to categories of tools commonly found when searching the Chrome Web Store. Exact feature sets change; this table is educational, not an affiliate ranking.

Figure: Where PatternForge sits in the Store / SERP map

Competitor map (what shows up in Store + SERP)

Cluster	Examples	Core approach	Typical scope
Vision / “scan the chart image” AI	ChartRead, ChartSutra, TRAID, USstockRadar	Screenshot or VLM reads the chart → BULLISH/BEARISH + levels	Often “any site” or TradingView-heavy
LLM one-click on TradingView	Crypto SignAI, ChartMentor, ChartLense	Gemini/ChatGPT on the open TV chart → LONG/SHORT	Mostly TradingView only
Named-pattern / ICT overlays	SuperChartAI, various SMC tools	Order blocks, FVG, Elliott, BOS/CHOCH	TV or a few platforms
Execution / power tools	TVH Trading Power Tool	Risk size, multi-TP, order send	TV + some exchange charts
Backtest / optimizer	TradingView Assistant, TradeSearcher, Pineify-style optimizers	Parameter search on Pine strategies	TradingView only
Journal + AI on TV	ChartLense	AI read + visual journal	TradingView-focused

PatternForge’s lane: quantitative historical shape matching + barrier replay on many broker chart URLs (TradingView, Forex.com WebTrader, MT5 web, Binance, OANDA, IG, etc.), with journal, risk calc, scanner, alerts, and optional BYOK AI—not “AI is the only engine.”

Feature fit (honest comparison)

Capability	Typical AI signal extension	Typical TV-only optimizer	PatternForge AI
Works outside TradingView	Sometimes (image drag)	Rarely	Yes — multi-broker host list
Direction from opaque LLM	Common	N/A	Optional only
Direction from history + same SL/TP rules	Rare	N/A (strategy tester)	Primary path
Explicit HOLD when no edge	Rare (tools push a call)	N/A	Built-in
Trade journal in R	Some (e.g. ChartLense)	No	Yes + heatmap / CSV
Position size calculator	Occasional	No	Yes
Watchlist pattern scan	Some scanners	No	Yes
Manual pin for canvas terminals	Rare	No	Yes (Forex.com / MT5)
Does not place trades	Usually	Usually	Yes (analysis only)

Where PatternForge fits: between pure signal apps (fast opinion) and pure calculators/journals (discipline without setup detection). It is closest to a research + risk workflow that still lives on the live chart.

Where it is not competing: Pine parameter optimizers, order-routing “power tools,” or paid order-flow feeds. Those solve different jobs.

Why Traders Rate Calculators Higher Than Signal Apps (and How PatternForge Responds)

Figure: Why process tools often rate higher than tip-style signals

What Google / review culture rewards

SERP and Store narratives keep returning to the same themes:

1. Signals without process fail — blogs stress R:R, measured targets, and journaling more than “another BUY alert.”
2. Win rate without risk is misleading — expectancy and R-multiples show up in serious pattern guides.
3. Trust = explainable rules — pure LLM “looks bullish” scores poorly next to tools that show why and what invalidates.
4. Calculators feel controllable — position size and risk % are auditable; black-box signals feel like tip services.

That is why risk calculators, journals, and backtest helpers often earn steadier ratings than high-claim signal bots with thin samples.

How PatternForge responds (by design)

Trader complaint about signal apps	PatternForge response
“Always gives a side”	HOLD when expectancy is not positive
“No idea how SL/TP were chosen”	Same risk geometry for live card and historical replay (stopFactor, min stop %, R multiple)
“Can’t measure if I am profitable”	Journal in R, heatmap, Win/Loss, CSV
“Size is guesswork”	Risk Calc (balance × risk % ÷ distance × pip/point value)
“AI changed its mind with no audit”	Quant path is deterministic on given bars; AI remarks are optional BYOK
“Only works on TradingView”	Multi-broker content scripts + manual pin

So PatternForge is positioned less as “trust our signal” and more as calculator-grade discipline around pattern research.

Multi-Broker Chart Patterns vs TradingView-Only AI Overlays

Figure: Multi-broker research vs TV-only overlays

TradingView-only AI overlays (dominant SERP cluster)

Strengths

• Deep UI integration on the chart most people already use
• Easy one-click “analyze this screen”
• Rich ecosystem (Pine, alerts, optimizers)

Weaknesses for many active traders

• Analysis lives on TV; execution is on FXCM, Forex.com, MT5, OANDA, Binance…
• Copying levels between tabs introduces error
• Canvas / white-label broker terminals never get the overlay
• Model quality varies; few expose historical barrier statistics under your SL/TP rules

Examples in this cluster: ChartMentor, Crypto SignAI, ChartLense (TV-first), many “AI Elliott / Signal Pro” listings.

Multi-broker / any-chart tools

Strengths

• ChartRead / ChartSutra-style image or any-page analysis follows the trader to the broker
• Less tab friction for people who never leave the broker WebTrader

Weaknesses

• Often vision/LLM first → hard to verify reproducibility
• Weaker journaling + risk math in the same product
• Scan limits / Pro tiers without a local quantitative core

PatternForge’s multi-broker angle

Dimension	TradingView-only AI	Image/any-chart AI	PatternForge
Primary surface	tradingview.com	Screenshot / many sites	Broker + TV URL list
Engine	LLM / vision	Vision / LLM	OHLCV shape + replay (+ optional AI)
Canvas brokers (MT5, some WebTraders)	Weak	Capture may work	Manual symbol pin
Process tools	Usually thin	Thin	Journal, sizer, alerts, scanner
“No trade” outcome	Uncommon	Uncommon	HOLD / NO DATA explicit

Practical takeaway for ExtensionHub positioning

• vs TV AI chat: “Works on the broker chart you actually trade; quant first, AI optional.”
• vs screenshot pattern AI: “Uses price history and the same SL/TP rules on past analogues—not only a picture label.”
• vs calculators alone: “Finds candidate patterns and sizes/journals them.”
• vs optimizers: “Not a Pine optimizer; different job (live analogue research).”

One-line strategic summary

PatternForge AI sits in a sparse cell of the Chrome trading-extension market: multi-broker chart presence + historical pattern correlation with barrier-tested R geometry + journal/risk tooling—while most Store/SERP winners are either TradingView-only LLM overlays or pure backtest/execution utilities.

How a Signal Is Built

The pipeline runs in your browser: the content script reads the chart, the service worker fetches history and runs match/replay, and the result is drawn on the overlay and in Command Center.

Steps match the extension engine: history fetch, shape correlation (pfFeature / pfCorr), barrier replay (pfReplayTrade), candlestick rules, confidence blend, then overlay + journal. Constants such as stopFactor = 0.75, minStopPct = 0.004, and default rMultiple = 2 are applied consistently on past analogues and the live card.

Pipeline in plain language

1. Chart page — You open a supported chart; symbol and timeframe are detected or pinned.
2. Content script — Reads the page context and asks the service worker for analysis.
3. History bars — OHLCV is loaded from an enabled provider (or cache).
4. Shape match — Recent closes become a z-normalized feature window; history is scored with Pearson correlation.
5. Candlesticks — Last 1–3 bars get a deterministic formation name when rules match.
6. Trade replay — Each strong analogue is walked bar-by-bar with the same stop/target geometry.
7. Direction — BUY or SELL only if expectancy in R is positive; otherwise HOLD.
8. Levels — Entry, stop-loss, take-profit, and R:R are published on the card.
9. Confidence — Blend of similarity, historical win rate (when available), and sample size.
10. Overlay — Live card on the chart; optional journal, alerts, and AI remarks.

Every Formula, With the Real Constants

Figure: Formula chain from shape match to position size

These are the exact constants shipped in the extension's engine. Defaults can be changed in Settings; the values below are what the code falls back to unless you move a slider.

1. Shape Feature Vector (Scale-Invariant Window)

Purpose: strip out absolute price so two moves at different price levels can be recognized as "the same shape."

For a window of N closes C0…C(N-1): R_i = (C_i / C0) − 1 (relative move from window start) μ = mean(R), σ = stdDev(R) F_i = (R_i − μ) / σ (z-normalized) // window is rejected as "flat" if σ ≤ 1e-12

The feature vector is not raw price difference. A 2019 EUR/USD move at 1.05 and a 2024 move at 1.15 can produce an identical F-vector if the shape matches — that is the point of z-normalizing.

2. Pattern Correlation — Shape Similarity %, 0–100

Both vectors are already z-normalized, so their mean product IS Pearson's r: similarity = (1/N) × Σ( F_current_i × F_past_i ) Pattern Correlation % = round(similarity × 100)

Matching ladder (verified in code): the engine first tries your Min Correlation setting, then relaxes step-by-step through 0.75 → 0.70 → 0.65 → 0.60 until it finds at least 5 matching windows. If it had to relax, the card shows the threshold actually used and the confidence score is scaled down proportionally (confidence × usedSim/minSim).

100% correlation means identical shapes; in practice 75–90% is the useful range. Reading "Pattern 88%" as "88% chance of winning" is wrong — that's what Historical Win Rate measures, not this score.

3. Stop-Loss Distance (Risk) price units

Every other level — stop, target, win-rate replay, position size — is built from this one number. It behaves like a lightweight ATR proxy: it widens on volatile bars and never shrinks below a floor.

range = High − Low (of the signal/entry bar) risk = max( range × 0.75 , price × 0.004 ) ↑ ↑ stopFactor = 0.75 minStopPct = 0.4% of price (the floor)

Both constants (stopFactor: 0.75, minStopPct: 0.004) are hard-coded defaults in pfReplayTrade() and pfMatchPatterns() and are what the Settings tab's "ATR Multiplier" and "Stop Loss Type" fields feed into.

Treating a quiet bar's own range as "the" stop distance and setting a manual stop tighter than the 0.4% floor — ordinary noise will stop you out, not being wrong about direction.

4. Entry, Stop-Loss & Take-Profit price units, symbol's own decimals

entry = current live price IF BUY: stopLoss = entry − risk ; takeProfit = entry + risk × rMultiple IF SELL: stopLoss = entry + risk ; takeProfit = entry − risk × rMultiple // rMultiple defaults to 2 → a 1:2 reward-to-risk signal

Dragging the take-profit further out "for more pips" without moving the stop proportionally changes the Reward:Risk ratio — and silently invalidates the win-rate stat shown on the card, because that number was measured against the original ratio.

5. Historical Win Rate — Bar-by-Bar Trade Replay %, resolved trades only

For each matched historical analogue, walk forward bar by bar: if long and Low_k ≤ Stop → LOSS if long and High_k ≥ Target → WIN (mirrored for short) if neither hit within the horizon → TIMEOUT // a bar whose OWN range spans both Stop and Target scores LOSS — // OHLC can't say which was touched first, so the conservative read wins Win Rate % = 100 × wins / (wins + losses) (timeouts excluded from the rate, shown separately)

Both BUY and SELL are replayed on every matched analogue; whichever side shows positive expectancy (mean R per trade, including timeouts) becomes the card's direction. If neither side clears at least 3 resolved trades, the card shows HOLD rather than a number built on too little evidence.

Ignoring the sample size next to the percentage. A 70% win rate from 4 resolved trades carries far less weight than 58% from 40 — the card always shows the resolved-trade count for this reason.

6. Confidence Score %, 0–100

sampleFactor = min(1, matchCount / topN) // topN default = 20 When a Historical Win Rate exists: confidence = round( avgSimilarity×0.40 + winRate×0.40 + sampleFactor×100×0.20 ) When no win rate could be measured (shape-only, HOLD): confidence = round( avgSimilarity×0.50 + sampleFactor×100×0.20 ) If the similarity threshold had to be relaxed to find 5 matches: confidence = round( confidence × (usedSim / minSim) )

Treating any single confidence number as a green light on its own — it's a blend of three things. Always glance at the win rate and resolved-trade count sitting behind it before sizing a trade.

7. Multi-Timeframe Confluence %, 0–100

Look at the direction called on M15, H1, H4: buyCount = timeframes calling BUY, sellCount = timeframes calling SELL Confluence = 100 × max(buyCount, sellCount) / (buyCount + sellCount)

Taking an M15 signal that fights a clear H4 trend just because the M15 confidence looks high. Low confluence is a reason to size down or skip, not to ignore.

8. Position Size lots — Risk Calculator tab

Risk amount = Account Balance × (Risk % / 100) [account currency] Stop distance = |Entry − Stop Loss| [price units] Units = Risk amount / Stop distance Lots = Units / Pip-or-Point Value [$ per pip, 1 standard lot] R:R Ratio = |Take-Profit − Entry| / Stop distance Potential Profit = |Take-Profit − Entry| × Lots × Pip Value Potential Loss = Risk amount

Leaving the default Pip/Point Value ($10 for a standard forex lot) unchanged when trading indices, gold, or crypto — those instruments have a different value per point, and an unchanged field silently sizes the position wrong.

9. Journal Win Rate & Expectancy %, and R-multiple

Win Rate = wins / totalClosedTrades × 100 Expectancy = (winRate/100 × avgWinR) − (1 − winRate/100) × avgLossR [in R]

Worked example: 20 closed trades, 9 wins averaging +1.8R, 11 losses averaging −1.0R → Win Rate = 45%, Expectancy = (0.45 × 1.8) − (0.55 × 1.0) = 0.81 − 0.55 = +0.26R per trade — profitable on average even below a 50% win rate, because winners are bigger than losers.

Judging a strategy by win rate alone. A 45% win rate with positive expectancy beats a 70% win rate with tiny wins and occasional large losses — always check Expectancy, not just Win Rate.

Named Candlestick Formations (Deterministic, Rule-Based)

Computed from the last 1–3 bars with fixed geometric rules — no model, no screenshot. Strength is 1–3 and ranks how strict the geometric match was; it is not a win probability.

Formation	Bars	Bias	Strength	What it means
Morning Star	3	BUY	3	Selling stalled on a small middle bar, then buyers took back most of the drop.
Evening Star	3	SELL	3	Buying stalled on a small middle bar, then sellers gave back most of the rise.
Three White Soldiers	3	BUY	3	Three strong closes in a row, each above the last.
Three Black Crows	3	SELL	3	Three strong down closes in a row, each below the last.
Bullish / Bearish Engulfing	2	BUY / SELL	3	This bar's body swallows the previous bar's body — demand/supply overwhelmed the other side.
Bullish / Bearish Outside Bar	2	BUY / SELL	2	Took out both sides of the previous bar and closed decisively — a liquidity sweep.
Inside Bar (Harami)	2	context-dependent	1	Range contracted inside the previous bar — momentum paused, often before a break.
Dragonfly / Gravestone Doji	1	BUY / SELL	2	Hard rejection from below/above, closed back near the open.
Doji	1	HOLD	1	Open and close effectively equal — genuine indecision.
Hammer / Hanging Man	1	BUY / SELL	2	Long lower wick: sellers pushed down and were rejected before the close.
Shooting Star / Inverted Hammer	1	SELL / BUY	2	Long upper wick: buyers pushed up and were rejected before the close.
Bullish / Bearish Marubozu	1	BUY / SELL	2	Almost pure body, no wicks — one side controlled the entire bar.

Confusing "Strength 3" with "high win rate." Strength only means the shape met a stricter geometric test — check the Historical Win Rate for actual outcome evidence.

HOLD and NO SIGNAL

Figure: HOLD changes after bar close, not after N polls

There is no fixed number of “HOLD / NO SIGNAL” refreshes after which you should trade. PatternForge is not on a timer that “owes” you a BUY or SELL.

What HOLD and NO SIGNAL mean

Message	Meaning	What usually changes it
HOLD	History was matched, but barrier replay did not show positive expectancy for BUY or SELL at the current levels	A new bar (or a real shape change), different timeframe, or different risk settings
NO SIGNAL / NO DATA	Symbol, history, or quotes are missing or failed	Pin symbol, fix API/provider, wait for quotes, open a real chart

The overlay may re-check about every 5 seconds (default poll), but that often recomputes the same HOLD if the last N candles have not changed in a meaningful way.

When a new directional signal can appear

Think in bars, not in “times the card blinked”:

1. New candle close on that timeframe

   • M15 → often after the next 15‑minute close
   • H1 → after the next hourly close
   • H4 / D1 → much less often

2. Shape actually changes
   The engine uses a window of recent bars (often ~20–30). Until those closes shift, correlation and replay stay similar → HOLD can persist for many polls.

3. You change inputs
   Timeframe, symbol pin, lookback / min correlation / R:R in Settings, or a fresh history fetch after cache age.

So: seeing HOLD 10 or 100 times on the same H1 bar is normal. Waiting for “enough HOLDs” is not a valid entry rule.

Practical rule for trading

• Treat HOLD as “stand aside”, not “almost ready.”
• Prefer acting when the card flips to BUY or SELL after a bar close, with confidence above your minimum and risk sized in the Risk Calc.
• If it stays HOLD for many bars in a row, the market shape simply has no edge under the engine’s stop/target rules—forcing a trade is the opposite of what the math is for.
• For NO DATA, fix detection (manual pin on Forex.com / MT5, enable quotes) instead of waiting.

Bottom line: Do not count HOLD refreshes. Wait for a new bar and a real BUY/SELL (or change timeframe/symbol). HOLD can last for the whole life of the current candle window—and that is intentional.

Manual Symbol Pinning

Figure: Manual symbol pinning workflow

Most charts expose their symbol and timeframe in the page DOM and PatternForge reads them automatically. Some platforms — canvas-rendered MetaTrader 5 web, parts of Forex.com WebTrader, and similar terminals — paint the whole chart into one canvas with no readable symbol node. For these, pin the symbol manually:

1. Open the chart. If auto-detection fails, the card shows "No symbol detected" with a pin form.
2. Type the instrument exactly as your data provider knows it (e.g. EURUSD, XAUUSD, US30, or a provider-specific form like EURUSD.pro).
3. Select the timeframe that matches the candles on screen.
4. Click Start on this symbol (or press Enter).
5. The pin is saved per hostname and reused automatically on your next visit.
6. Click Unpin on the card any time to return to auto-detect.

Using the wrong symbol format for your data provider — Forex.com and TradingView both use EURUSD (no slash), Alpha Vantage/some providers expect a split form. Enter the symbol as it appears on your chart; the extension converts formats internally where it can.

Daily Risk Gate (Overtrading Brake)

Figure: Daily risk gate defaults

Press ? on any chart to open card options, including risk limits that default to:

Max daily loss3R — stop trading for the day once you've lost 3× your per-trade risk

Max open trades3 concurrent positions

Max trades per day6 — an overtrading brake

News blackout30 minutes either side of a high-impact release

When you approach or cross one of these self-set limits, a warning panel appears before you can log another trade. It can be overridden (this is a personal guard-rail, not a broker-enforced lock), but the override is recorded.

Supported Platforms & Data Providers

Figure: Platform groups

Trading & charting platforms

PatternForge AI is permitted to run on 60+ broker, exchange, and charting domains, including TradingView, MetaTrader 4/5 web terminals (MQL5, MetaTrader Web), OANDA, FXCM, IG, Forex.com, Interactive Brokers, Charles Schwab / thinkorswim, TD Ameritrade, Webull, Robinhood, eToro, Plus500, CMC Markets, Pepperstone, IC Markets, Eightcap, Fusion Markets, Saxo, XTB, Admiral Markets, Tickmill, FBS, XM, HFM, AvaTrade, Libertex, Capital.com, Trading 212, Revolut, Binance, Binance.US, Coinbase, Kraken, Bybit, KuCoin, Bitfinex, Bitstamp, Gate.io, OKX, MEXC, Dukascopy, Yahoo Finance, and charting tools like ExoCharts, NinjaTrader, Sierra Chart, MotiveWave, TrendSpider, TrendLyne, and ChartIQ.

PatternForge AI — Supported Web Platforms & Links

Quick reference for chart and broker websites where PatternForge can run as a Chrome overlay. Open the chart page on that domain, then use the signal card. Paths may change after login; the domain is what matters.

Important: Many WebTraders fully load only after you sign in. Regional sites differ (US / UK / EU / AU). Always use your broker’s official domain for your country.

Not investment advice. Links are for navigation only. Availability of PatternForge on a page depends on the live extension permissions and page structure (canvas charts may need manual symbol pin).

Charting & multi-broker chart platforms

Platform	Main web / charts URL
TradingView	https://www.tradingview.com/
Yahoo Finance	https://finance.yahoo.com/
ExoCharts	https://exocharts.io/
TrendSpider	https://trendspider.com/
TrendLyne	https://trendlyne.com/
ChartIQ	https://www.chartiq.com/
MotiveWave	https://www.motivewave.com/
NinjaTrader	https://ninjatrader.com/
Sierra Chart	https://www.sierrachart.com/
StockCharts	https://stockcharts.com/
Finviz	https://finviz.com/
Investing.com	https://www.investing.com/

MetaTrader web (browser terminals)

Platform	Typical web URL
MetaTrader Web / MQL5 Trade	https://trade.mql5.com/
MetaTrader Web App	https://www.metatraderweb.app/
MetaQuotes	https://www.metaquotes.net/
MQL5.com	https://www.mql5.com/
MetaTrader 4	https://www.metatrader4.com/
MetaTrader 5	https://www.metatrader5.com/

Broker-branded MT web addresses vary (example: webtrader.xm.com). Use the URL your broker gives you after login.

Forex & CFD brokers (web platforms)

Platform	Main site / platform entry
OANDA	https://www.oanda.com/ • trade: https://trade.oanda.com/
FXCM	https://www.fxcm.com/ • Trading Station: https://tradingstation.fxcm.com/
IG	https://www.ig.com/ (also deal.ig.com / platform.ig.com after login)
Forex.com	https://www.forex.com/ • WebTrader often on webtrader.forex.com
Pepperstone	https://www.pepperstone.com/ • cTrader example: https://ctrader.pepperstone.com/
IC Markets	https://www.icmarkets.com/
Eightcap	https://www.eightcap.com/
Fusion Markets	https://www.fusionmarkets.com/
CMC Markets	https://www.cmcmarkets.com/ • https://platform.cmcmarkets.com/
Saxo	https://www.saxo.com/ • https://www.saxobank.com/
XTB	https://www.xtb.com/ • xStation: https://xstation.xtb.com/
Admirals	https://admiralmarkets.com/
Tickmill	https://www.tickmill.com/
FBS	https://fbs.com/
XM	https://www.xm.com/ • example WebTrader: https://webtrader.xm.com/
HFM	https://www.hfm.com/
AvaTrade	https://www.avatrade.com/ • https://www.avatrade.io/
Libertex	https://libertex.com/
Capital.com	https://capital.com/
Trading 212	https://www.trading212.com/
Plus500	https://www.plus500.com/
eToro	https://www.etoro.com/
Dukascopy	https://www.dukascopy.com/
City Index	https://www.cityindex.com/

US-style & multi-asset brokers

Platform	Main web URL
Interactive Brokers	https://www.interactivebrokers.com/ • Client Portal: https://clientportal.interactivebrokers.com/
Charles Schwab	https://www.schwab.com/
thinkorswim	https://www.thinkorswim.com/
TD Ameritrade	https://www.tdameritrade.com/ (often redirects into Schwab)
Webull	https://www.webull.com/ • https://app.webull.com/
Robinhood	https://robinhood.com/ • https://app.robinhood.com/
Revolut	https://www.revolut.com/

Crypto exchanges (web)

Platform	Main web URL
Binance	https://www.binance.com/
Binance.US	https://www.binance.us/
Coinbase	https://www.coinbase.com/ • https://exchange.coinbase.com/
Kraken	https://www.kraken.com/
Bybit	https://www.bybit.com/
KuCoin	https://www.kucoin.com/
Bitfinex	https://www.bitfinex.com/
Bitstamp	https://www.bitstamp.net/
Gate.io	https://www.gate.io/
OKX	https://www.okx.com/
MEXC	https://www.mexc.com/

How to use with PatternForge

1. Install PatternForge AI from the Chrome Web Store.
2. Open a chart on one of the domains above (not only the marketing homepage if charts live behind login).
3. Wait for the floating signal card. If Chrome blocked the site, use the extension popup → enable on this site.
4. If the card says No symbol detected (common on canvas WebTraders), type the instrument, pick the timeframe, click Start on this symbol.
5. Optional: open Command Center for journal, risk calculator, scanner, and API keys.

Forex.com example: workspaces may look like https://webtrader.forex.com/workspaces/... — the important part is the forex.com host. Paths can change; pin the symbol if auto-detect fails.

PatternForge AI supported platforms reference • ExtensionHub.app • Links may redirect by region; verify on the official site for your country. Educational use only.

Market data (for pattern history)

Provider	Free tier	Notes
Yahoo Finance	Keyless	Enabled by default; covers major indices, gold, and many symbols with no signup.
Binance	1,200 req/min, keyless	Crypto pairs.
Twelve Data	800 requests/day	Broad forex/stock/index coverage.
Finnhub	60 requests/min	Live quotes.
Alpha Vantage	25 requests/day	Forex + equities.
EODHD	20 requests/day	End-of-day + intraday.
Massive / Polygon.io	5 requests/min	US equities/indices aggregates.
Financial Modeling Prep	250 requests/day	Optional.
Marketstack	100 requests/month	Optional.
Tiingo	1,000 requests/day	Optional.
Alpaca	200 requests/min	Optional; also supports Pro+ broker trade-history sync.
CoinGecko	10,000 requests/month	Crypto reference data.
Databento	$125 in starting credits	Optional, paid-tier data.

AI providers (bring your own key)

Provider	Approx. cost
DeepSeek	~$0.14 / 1M tokens (cheapest)
Morph	~$0.14 / 1M tokens
Google Gemini Flash	~$0.25 / 1M tokens
OpenAI GPT-4o Mini	~$0.50 / 1M tokens
Alibaba Qwen	~$0.50 / 1M tokens
Moonshot Kimi	~$0.95 / 1M tokens
Anthropic Claude Haiku	~$1.00 / 1M tokens
Z.AI GLM	Free tier available

Notification webhooks: Telegram (bot token + chat ID), Discord (webhook URL), and Slack (webhook URL) are all optional and configured in API Keys.

How Far Back Does PatternForge AI Check Chart Patterns?

There is no single fixed number of years. How far back PatternForge looks depends on timeframe, data provider, and a bar limit—not a hard “always 10 years” rule.

What the engine requests

Setting	Typical value	Meaning
History request size	Up to about 5,000 bars	Cap on how many candles it tries to load
Match window	Often ~20–30 bars	Shape of the recent pattern
Forward horizon	Often ~5–20 bars	How far each past match is replayed
Cache	About 12 hours	Same symbol/TF may reuse stored bars

Matching only uses history that was successfully downloaded for that symbol and timeframe.

Rough calendar depth by timeframe

Same 5,000 bars is a different number of years on different TFs:

Timeframe	If you have ~5,000 bars	Ballpark span
M15	5,000 × 15 min	~1.5–2 months of sessions (not years)
H1	5,000 hours	~7–8 months of 24h data (less if market closed)
H4	5,000 × 4h	~2–3 years order of magnitude
D1	5,000 days	up to ~13–20 years if the provider allows

So: intraday = months of history, daily = multi‑year when the API allows it.

Provider limits (what you actually get)

Source	Typical depth
Binance	About 1,000 candles max per request
Yahoo (keyless path)	Often ~60 days on low TFs, ~2 years on H1-style, max on daily
Twelve Data / EODHD / Polygon-style	Depends on plan; engine asks for large outputsize / multi-year ranges on daily
Alpha Vantage	“Full” daily series when available; intraday is thinner

If the provider returns only 200 bars, the engine can only search those bars—even if another provider could go deeper.

What you see on the card

When a match works, coverage is reflected in fields like coverage start / end and match dates/years on analogues. That is the real lookback for that run—not a marketing “always 20 years.”

Practical answer

• M15 / M5: weeks to a couple of months of history, not multi‑year.
• H1: often months up to ~1–2 years depending on provider.
• H4 / D1: can reach several years if the data source returns a long daily/H4 series.

To go deeper, use a timeframe that stores more calendar time per bar (H4/D1) and enable a market-data provider with a larger history quota—not more poll refreshes on M15.

Market sessions in PatternForge AI (UTC)

Figure: PatternForge session windows (UTC)

Product windows: PatternForge overlay uses Sydney 21:00–06:00, Tokyo 00:00–09:00, London 07:00–16:00, New York 12:00–21:00 UTC. Industry guides sometimes quote slightly different hours—trust the in-app T panel for labels on the card.

PatternForge shows session context on the chart (press T) and a simpler clock in Command Center. Hours are UTC. Brokers may differ by about one hour around daylight saving.

Main sessions (chart overlay — press T)

Session	Open (UTC)	Close (UTC)	Duration	Crosses midnight?
Sydney	21:00	06:00	9 hours	Yes
Tokyo	00:00	09:00	9 hours	No
London	07:00	16:00	9 hours	No
New York	12:00	21:00	9 hours	No

London–New York overlap (peak liquidity)

Window	UTC	Meaning
Overlap	12:00 – 16:00	Both London and New York open
UI label	Peak	Shown when both are active

Liquidity labels on the overlay

Label	When
Peak	London + New York both open
High	2+ sessions open (any combination)
Normal	Exactly 1 session open
Thin	No major session open (off-hours)

Command Center session clock

Session	Open (UTC)	Close (UTC)
Asia	00:00	09:00
London	07:00	16:00
New York	13:00	22:00

Refreshes about every 30 seconds.

Journal “by session” buckets

Bucket	UTC range
Asia	00:00 – 07:00
London	07:00 – 12:00
London/NY overlap	12:00 – 16:00
New York	16:00 – 21:00

24-hour UTC map (who is open)

UTC hour	Sydney	Tokyo	London	New York	Typical liquidity
00–06	Open*	Open	—	—	Asia
06–07	—	Open	—	—	Asia wind-down
07–09	—	Open	Open	—	Asia + London
09–12	—	—	Open	—	London
12–16	—	—	Open	Open	Peak overlap
16–21	—	—	—	Open	New York
21–24	Open	—	—	—	Sydney open

*Sydney runs 21:00–06:00 UTC (through midnight).

Local time examples (add your offset; watch DST)

Location	Offset	London open (local)	NY open (local)
UTC	+0	07:00	12:00
London (GMT)	+0	07:00	12:00
London (BST)	+1	08:00	13:00
New York (EST)	−5	02:00	07:00
New York (EDT)	−4	03:00	08:00
Dubai	+4	11:00	16:00
India (IST)	+5:30	12:30	17:30
Bangladesh	+6	13:00	18:00
Singapore	+8	15:00	20:00
Tokyo	+9	16:00	21:00
Sydney (AEST)	+10	17:00	22:00

Notes

• These are the windows PatternForge uses in the product UI.
• Confirm index/stock CFD hours on your broker terminal.
• Crypto is 24/7; the clock still helps with FX-style liquidity habits.

How PatternForge times signals and data

Figure: How PatternForge times signal updates

Sessions (above) are context. Signal changes follow candle closes, polls, and history depth—not session open alone.

Extension timing

Item	Typical value	Meaning
Chart poll interval	5 s (range 2–30 s)	How often the overlay may re-check symbol/TF and rebuild
History cache	~12 hours	Same symbol/TF may reuse stored bars
Price alerts	Every 1 minute	Background check
Open trades	Every 1 minute	Journal OPEN auto-resolve
Rate-limit reset	Every 1 minute	API counters
Cache cleanup	Every 30 minutes	Drop stale cache
Provider catalog TTL	7 days	Cached catalog metadata
Session clock tick	30 seconds	Sidepanel UTC strip

When a signal can change (by chart timeframe)

Chart TF	New bar every	Practical wait
M5	5 minutes	After each M5 close
M15	15 minutes	After each M15 close
M30	30 minutes	After each M30 close
H1	60 minutes	After each hourly close
H4	4 hours	After each H4 close
D1	1 day	After daily close
W1	1 week	After weekly close

Polls every few seconds often repeat the same BUY / SELL / HOLD until the bar window shifts.

History depth

Setting	Typical value
Max history request	Up to ~5,000 bars
Match window	~20–30 bars
Replay horizon	~5–20 bars

Timeframe	~5,000 bars ≈
M15	~1.5–2 months of sessions
H1	~7–8 months (less if market closed)
H4	~2–3 years (order of magnitude)
D1	up to ~13–20 years if the provider allows

Provider depth (what you may get)

Source	Typical depth
Binance	~1,000 candles per request
Yahoo (keyless)	~60 days low TF • ~2 years H1-style • max on daily
Twelve Data / EODHD / Polygon-style	Plan-dependent; large series on daily when allowed
Alpha Vantage	“Full” daily when available; intraday thinner

Risk geometry defaults (level construction)

Parameter	Default	Unit
stopFactor	0.75	× entry bar range
minStopPct	0.004	0.4% of price (floor)
rMultiple (R)	2	Target = 2 × risk

Note: Session tables use conventional UTC windows. Broker “market open” labels can differ by product and DST.

Global trading sessions explained

Figure: Global sessions education (use with product tables above)

State clearly this is industry education, not a screenshot of PatternForge.

Forex sessions (common industry UTC table)

Session	Open (UTC)	Close (UTC)	Typical focus
Sydney	22:00	07:00	AUD, NZD; quieter
Tokyo (Asia)	00:00	09:00	JPY pairs, Asia range
London	08:00	16:30 / 17:00*	EUR, GBP; high liquidity
New York	13:00	22:00	USD pairs, US data

*Some desks end London cash FX near 16:30 UTC; liquidity often runs toward 17:00.

Important overlaps

Overlap	UTC window	Why it matters
Tokyo–London	~08:00–09:00	Handover; can set European direction
London–New York	~13:00–16:30/17:00	Usually busiest FX period
New York–Sydney	~22:00–00:00	Thin; often range-bound

Practical “when to trade” (FX)

Goal	Prefer (UTC)
Highest FX liquidity	13:00–16:30 (London–NY overlap)
Europe open drive	08:00–10:00
US data / equity open	13:30–15:00 (and ~14:30 US cash open when relevant)
Avoid thin conditions	Late NY into Sydney; major holidays

Major stock cash sessions (local exchange time)

Market	Exchange	Local hours (Mon–Fri)	Rough UTC*
US	NYSE / Nasdaq	09:30–16:00 ET	14:30–21:00 (EST) / 13:30–20:00 (EDT)
UK	LSE	08:00–16:30 UK	08:00–16:30 (GMT) / 07:00–15:30 (BST)
Germany	Xetra	09:00–17:30 CET	08:00–16:30 (CET) / 07:00–15:30 (CEST)
Japan	TSE	09:00–11:30 & 12:30–15:00 JST	00:00–02:30 & 03:30–06:00 (JST=UTC+9)
Hong Kong	HKEX	09:30–12:00 & 13:00–16:00 HKT	01:30–04:00 & 05:00–08:00 (HKT=UTC+8)
Australia	ASX	10:00–16:00 AEST	00:00–06:00 (AEST=UTC+10; AEDT=UTC+11)

*UTC shifts with daylight saving. Check exchange holiday calendars.

US pre/post (often on web platforms)

Period	ET	Notes
Pre-market	~04:00–09:30	Thinner; wider spreads
Regular	09:30–16:00	Core cash session
After-hours	~16:00–20:00	Earnings reactions; lower volume

Crypto

Market	Hours
Spot / perpetual (major exchanges)	24/7 (maintenance windows possible)
Liquidity peaks	Often near London–NY overlap and US equity open

CFD indices (typical behavior — broker-specific)

Index CFD	Rough active hours	Note
US30 / NAS100 / US500	Near US cash + extended	Monday open gaps possible
GER40 / EU indices	European cash + partial extended	Holiday calendars matter
JPN225	Asia session + partial overlap	Cash TSE lunch break

Always confirm hours on your WebTrader symbol.

Quick timezone offsets vs UTC

Region	vs UTC
UTC	0
UK (GMT/BST)	+0 / +1
Europe Central (CET/CEST)	+1 / +2
US Eastern (EST/EDT)	−5 / −4
India (IST)	+5:30
Dubai (GST)	+4
Singapore / Hong Kong	+8
Tokyo	+9
Sydney (AEST/AEDT)	+10 / +11

Bridge line to PatternForge (optional footer on education posts)

PatternForge’s in-app session strip uses its own conventional UTC windows (Sydney 21:00–06:00, Tokyo 00:00–09:00, London 07:00–16:00, New York 12:00–21:00). See the product sessions page for exact labels in the extension.

When Does HOLD or NO SIGNAL Change?

Figure: HOLD changes after bar close, not after N polls

A new direction is most likely after the next candle close on that timeframe (M15 after the next 15-minute close, H1 after the next hour, and so on). The engine also needs the recent shape window (often ~20–30 bars) to shift. Polling more often does not invent a new match if the bars have not changed. Watch the card — when correlation, sample size, or expectancy improves, the direction can leave HOLD.

Real-World Usage Scenarios

Figure: Four real-world scenarios

FX day trading on London open

Pin or auto-detect EURUSD H1, wait for non-HOLD with confidence above your Settings floor, size with 0.5–1% risk, journal the outcome after TP/SL. Use sessions panel (T) to avoid thin liquidity.

Index CFD swing on D1

US30 / GER30 via Yahoo-backed history when keys are limited. Wider stops from the 0.4% floor are expected on high-priced indices—validate position size in the Risk Calc with point value, not FX pip value.

Prop-firm style daily loss cap

Set max daily loss R in the options panel (?). When the journal approaches the cap, the risk gate warns before you log another trade.

Signals, Timeframes & How Long a Trade Lasts

Figure: Refresh vs direction change vs trade duration

This section answers the common questions: how many signals you see, when they appear, which timeframes PatternForge uses, how long an update takes, and why an H1 SELL does not automatically finish after one hour.

How many BUY/SELL signals per day?

There is no fixed daily quota and no fixed “X signals per day.” PatternForge is a live chart research overlay, not a scheduled signal newsletter.

What you see	What it means
Card refresh	Re-runs often (default about every 5 seconds, adjustable 2–30 s) while the chart tab is open.
New BUY / SELL direction	Only when the matched shape and replay result change — often after a candle close on that timeframe.
HOLD / NEUTRAL	Common; can stay for many refreshes if history and the recent window (~20–30 bars) have not shifted enough.
Stored signals (Command Center)	Tier caps: Free ~20 • Pro ~200 • Pro+ ~500 — a storage limit, not “signals generated per day.”

Practical expectation: on one symbol and one timeframe you may see only 0–a few clear BUY/SELL changes per session, not dozens of independent setups. More charts/TFs open → more updates, still tied to bar closes and data quality.

If history or quote fetch fails → NO DATA, not a trade signal.

What time of day do signals appear?

Signals appear whenever:

1. A supported chart page is open in Chrome
2. Symbol and timeframe are detected (or pinned)
3. Market data for that symbol is available

There is no built-in “signals only at 09:30” schedule.

Factor	Effect
Your timeframe	M15 → direction can change more often (each 15-minute close). H1 / H4 / D1 → fewer changes.
Sessions	Liquidity is higher in London / New York / overlap; the card’s session strip is a caution, not a signal clock.
News	Optional warning near high-impact events — does not force BUY or SELL.
Closed market	Thin or stale data → more HOLD / NO DATA.

So “signal times” follow your chart’s candle closes and when the tab is open — not a fixed daily timetable.

How long does each signal take?

Two different timings:

A) Time to compute one update (technical)
Typical about 1–3 seconds when history is cached:

• Detect symbol / timeframe
• Load or reuse history (cache often ~12 hours for the same symbol/TF)
• Run pattern match + barrier replay
• Optional quote + multi-TF soft check
• Draw the card

Cold start or a slow API can take longer. Polling every few seconds does not mean a brand-new edge every poll.

B) Time until the direction can change (trading-relevant)
Usually aligned with the next bar close on that timeframe:

Timeframe	Direction often stable until…
M15	Next 15-minute close
H1	Next hourly close
H4 / D1	Much less often

Until the recent window of bars shifts, HOLD can persist across many polls. That is expected, not a freeze.

Which timeframes does PatternForge use?

The engine is not locked to one timeframe. It follows the chart’s interval when it can read it, or the timeframe you pin manually.

Label	Typical use	Notes
M1 / M5	Very short-term	Supported in the engine map; history is often shallow. More noise, shorter calendar lookback.
M15 / M30	Intraday	Good balance for day-style work; direction can change more often than H1.
H1 / H4	Intraday / swing	Strong default range for many traders. H1 is the usual fallback if TF is unknown.
D1 / W1 / MN	Swing / position	Supported; fewer bars and slower direction changes. Depends on data provider depth.

Manual pin options commonly include M5, M15, M30, H1, H4, D1, W1. If the page does not expose a timeframe, PatternForge defaults to H1 until you pin one.

BUY, SELL, and HOLD are computed from the active timeframe (detected or pinned). The same symbol on M15 vs H1 can show different results because the bars and matches are different.

Important: H1 does not mean “trade lasts 1 hour”

This is the most common misunderstanding.

Think this	Not this
H1 = analyzed on hourly candles	H1 = this trade finishes in 60 minutes
Done when price hits SL or TP (or you exit)	Done when the next H1 candle closes
Next H1 close may change the card (BUY/SELL/HOLD)	Next H1 close automatically closes your position

Example: Card shows SELL on H1 with entry 1.3865, SL 1.3990, TP 1.3390.

• The signal is a research read on the H1 chart.
• The trade (if you take it) completes only if price reaches SL or TP — which can take many hours or days, or never if price does not trade there.
• After one hour the card may still say SELL, switch to HOLD, or flip — that is a new analysis, not “trade completed.”

Assuming timeframe = trade duration. M15/H1/H4 only describe the candle size used for pattern matching. Stop-loss and take-profit are price levels, not timers.

Signal update vs trade completion

1. Signal (BUY/SELL/HOLD) — based on symbol + timeframe + history match on that TF.
2. Logged OPEN trade — stays open until price is treated as hitting SL/TP or you mark Win/Loss in the journal.
3. Broker order — PatternForge does not place or auto-close orders on your broker. You remain responsible for every execution.

Short answers

1. Per day: No fixed average — often few true BUY/SELL changes per symbol/TF per day; many refreshes are the same or HOLD. Storage caps are 20 / 200 / 500 by tier.
2. Time of day: When the chart is open; changes cluster around candle closes and active sessions, not a fixed clock.
3. Per signal: ~1–3 s to refresh the card; meaningful new direction often waits for the next candle close on that timeframe.

Prop-Firm Style Day (Process Only)

Figure: Risk-gate style day limits

PatternForge does not connect to prop firm APIs or enforce their rules for you. You can mirror a disciplined day using tools you already have:

1. Set max daily loss (R), max open trades, and max trades/day under card options (?) / risk gate.
2. Watch the daily R strip — stop when the day-stop path is hit.
3. Use news blackout windows around high-impact releases if you enable them.
4. Log every trade; review expectancy weekly — prop reviews care about process, not screenshots alone.

This is educational process design. Your firm’s official rules, drawdown math, and allowed instruments always win over any extension setting.

Broker / Desk Note (Non-Custodial)

Figure: What PatternForge is not

• Does not place or route orders on your WebTrader or exchange.
• Does not hold client funds or act as a broker.
• Optional deep links only open a symbol URL on a platform the user chooses.
• Data stays in the user’s browser unless they enable third-party keys/webhooks themselves.
• Education fit — R-multiples, journaling, risk sizing, and explicit HOLD when there is no edge.

Suitable language for desks: research overlay and personal journal helper — not a signal service that executes on behalf of clients.

Weekly Review Template

Figure: Short weekly loop

Once a week, open Journal (and export CSV if you archive outside Chrome):

1. Expectancy in R — Positive, flat, or negative? Win rate alone is not enough.
2. Best / worst session and TF — London vs Asia; M15 vs H1. Cut the worst bucket next week if sample is large enough.
3. Error tags — Count FOMO / skipped plan / news / size from after-trade reviews.
4. HOLD discipline — Did you force trades during long HOLD stretches?
5. One rule for next week — e.g. “No trade if SIM,” “Max 3R day,” “Only H1+.”

Changing five rules every Monday. One process change per week is easier to measure.

Majors Shortlist & Pair Quality (Educational + Roadmap)

Extension note: PatternForge v2.0.13 includes a live pair quality score (research conditions: liquidity, spread estimate, historical analogues, volatility). It does not auto-trade or pick a guaranteed pair. Majors tables below remain educational shortlists.

Strong default shortlist (majors)

Many active FX traders start here because of liquidity, typical spreads, and deeper history on common data feeds — not because any pair is “guaranteed.”

Pair	Why traders often watch it
EURUSD	Highest FX liquidity; usually tight spreads; deep history on most data feeds
GBPUSD	Very liquid; can move more than EURUSD (wider ranges, more noise)
USDJPY	Liquid; often respects session flows; popular for technical work
AUDUSD	Liquid “commodity” major; sensitive to risk sentiment and Asia hours
USDCAD	Liquid; tied to oil/Canada themes; good for North American session

Often added next (still widely traded)

Pair	Notes
USDCHF	Major; sometimes quieter than EUR/GBP
NZDUSD	Similar to AUD but usually thinner than the top five
EURGBP	Cross; can trend in ranges; spread depends on broker
EURJPY / GBPJPY	More volatile; spreads and gaps can be harsher

Practical filter (better than “pick a random pair”)

1. Session — London/NY overlap is when many majors are most active.
2. Spread vs stop — If the spread eats a large share of your stop, skip that pair on that account.
3. Data quality — For pattern/history tools, majors usually fail less often than exotics.
4. One or two pairs first — Master process (R, journal, session) before expanding.
5. Avoid stacking correlated risk — e.g. EURUSD + GBPUSD + AUDUSD can all move with USD at once.

What to skip early on

• Exotics (e.g. USDTRY, USDZAR) — wider spreads, gaps, thinner history
• Obscure crosses until majors feel boring and controlled

PatternForge angle (process, not picks)

If you use PatternForge AI, majors like EURUSD / GBPUSD / USDJPY generally map more cleanly to common data providers; still treat HOLD / NO DATA as valid, and size from R, not win rate. Full walkthrough: PatternForge AI guide.

Not investment advice. Forex involves substantial risk of loss. Past liquidity or “popularity” does not predict your results. Choose pairs that fit your session, spread, and risk limits — not a list from an AI or a guide table.

Pair quality score (v2.0.13)

Included in v2.0.13. The engine computes a pair quality score so the chart watchlist scan (W) and signal card can surface research conditions — without auto-trading.

Pair Score (0–100) ≈
  0.30 × Liquidity (L)
+ 0.20 × Spread quality (S)
+ 0.30 × Historical analogues available (H)
+ 0.20 × Usable volatility (V)

Component	Weight	Practical proxy (extension-friendly)
Liquidity L	30%	Major/cross tier + session activity (e.g. London–NY overlap boost)
Spread S	20%	User max-spread / observed bid–ask when available; else neutral “est.”
Historical analogues H	30%	Match count, resolved barrier trades, history coverage — native to PatternForge
Volatility V	20%	ATR% sweet-spot (too quiet and too violent both score lower)

Where you see it: Floating card shows Pair: 72 with L/S/H/V in the tooltip when a score is available. Watchlist scan (W) shows a pair column and an optional Only pair score ≥ 60 checkbox. Primary scan ranking remains R per trade; pair score is secondary / informational. Copy rule: High score = better research conditions, not a BUY.

v2.0.13 implementation: Heuristic liquidity tier + session boost; observed bid/ask from quote or page when available (else neutral S); H from match sample/resolved/history depth; V from ATR% sweet-spot. Watchlist scan (W): optional Only pair score ≥ 60 filter. Risks to avoid: treating top score as the trade; fake precision on spread; hiding HOLD when H is weak; Store claims about “AI picks the best pair.”

v2.0.13 adds pair quality score on analyze + chart scanner/card. Still non-custodial: no order routing. HOLD / NO DATA remain valid outcomes.

Journal & expectancy — measure results in R, not win rate alone.

Research honesty — HOLD / NO DATA instead of forced signals.

Scanner vs signal card

Both use the same pattern engine (matchPattern: history → shape match → barrier replay → BUY / SELL / HOLD). They differ in scope, timing, and extra card logic.

	Signal card	Scanner (W)
Focus	One symbol — the chart (or pinned) symbol on this tab	Many symbols (watchlist, ~6–10)
Timeframe	Chart / pinned TF	One TF for the whole run (usually current card TF)
When it updates	Often (poll ~2–30s) while the tab is open	Once per run when you open Scan
Engine call	matchPattern + live quote + composeSignal	matchPattern only per symbol
Levels (entry / SL / TP)	Yes — from quote + risk rules	No full ticket levels on rows
Direction	BUY / SELL / HOLD / NO DATA	Same engine directions; main list emphasizes non-HOLD
Hist WR / expectancy	On card when sample allows	On row when barrier data exists
Pair score	On card when available	Sort / filter (e.g. ≥ 60)
Session / news / daily R	Yes (strips, gates, checklist path)	No
Sparkline / multi-TF bars	Yes (when data exists)	No (rows are compact)
Journal / Log / Plan	Yes	No — click row → focus symbol on chart
Best use	Decide / size / log this setup	Find which pairs to open next

Shared (same foundation)

• Historical analogues + barrier replay
• BUY/SELL only when side has positive expectancy and enough resolved samples (else HOLD)
• Depends on history quality and symbol/TF
• Non-custodial — neither places broker orders

Why they can disagree

1. Different symbol — card = chart pair; scanner lists GBPUSD while card is still EURUSD.
2. Different time — scan is a snapshot; card may flip after the next poll or bar close.
3. Quote path — card needs a usable quote for levels / LIVE vs SIM; scanner ranks pattern results even when you’re not looking at that chart.
4. Presentation — scanner highlights actionable BUY/SELL rows; card always shows the current decision including HOLD.

Practical workflow

Scanner  →  shortlist (e.g. GBPUSD SELL)
    ↓
Open / pin that symbol on the chart
    ↓
Signal card  →  confirm HOLD vs SELL, levels, session/news, then Plan / Log yourself

Goal	Prefer
“What’s worth opening?”	Scanner
“What do I do on this chart?”	Signal card
Risk, session, journal	Signal card (+ Command Center)

Bottom line

• Scanner = multi-symbol research ranking on one TF.
• Signal card = live workspace for the active symbol (levels, context, actions).

Same engine family; different job. Align symbol + TF + recent scan, then trust the card for the trade you actually manage.

Educational analysis only — not execution and not a guarantee of profit.

Watchlist scan (W) — rank by R per trade; optional pair score ≥ 60 filter. High pair score is not a BUY.