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📚 Documentation

Browse our comprehensive guides and tutorials.

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🎥 Video Tutorials

Watch step-by-step video guides on using cruisefolio.

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🎥 Video Tutorials

Learn how to use cruisefolio with these step-by-step video guides

1
How to Configure Your Trading Account
🎬

Video: Setting Up Your Broker Connection (3:45)

Coming Soon - Full HD Tutorial

📋 What You'll Learn:

1
Access Configuration Page

Navigate to Dashboard → Click "Account" dropdown → Select "Configure"

2
Get Your Alpaca API Credentials

Log in to your Alpaca account → Go to "Your API Keys" section → Generate new API key and secret key. Copy both credentials (you'll need them in the next step).

3
Select Account Type

Choose between "Paper Trading" (practice with simulated money) or "Live Trading" (real money). We recommend starting with Paper Trading to test strategies risk-free.

4
Enter API Credentials

Paste your Alpaca API Key into the "API Key" field and your Secret Key into the "Secret Key" field. Double-check for accuracy - incorrect credentials will prevent trading.

5
Save and Verify Connection

Click "Save Configuration" button. The system will test the connection and display your account balances if successful. You'll see Account Value, Buying Power, and Cash updated in real-time.

✅ Key Takeaways:

  • Always start with Paper Trading to test strategies without risk
  • Your API credentials are encrypted and stored securely
  • You can switch between Paper and Live accounts anytime using the account selector
  • Both API key and secret key are required - never share these credentials
2
How to Make Your First Trade
🎬

Video: Executing Automated Trades (5:20)

Coming Soon - Full HD Tutorial

📋 What You'll Learn:

1
Set Trading Mode and Window

On the dashboard, select "Day Trade" mode and choose your trading window (e.g., "Any time 4:00 AM - 8:00 PM" or "Market Hours Only"). This controls when automated trades can execute.

2
Choose Trading Strategy

Select "Chaib Logic" from the strategy dropdown. This is the momentum-based automated trading strategy. You can also select "Earnings Strategy" for event-driven trading.

3
Enter Stock Symbol and Parameters

Type a stock symbol (e.g., "TSLA" or "AAPL"). Set your parameters: Direction (LONG/SHORT/BOTH), Interval (seconds between orders), Spread (price difference for buy/sell), Shares per Trade, Max Position, and Profit Target.

4
Configure Advanced Options (Optional)

Enable Turbo Mode for faster trading during volatile periods, or activate Price Gap Close to automatically close positions when price gaps beyond a threshold. These are optional enhancements.

5
Submit and Monitor

Click "Submit Trade" to activate automated trading for this symbol. The system will start monitoring price movements and placing orders based on your strategy. Watch the "Orders" panel to see trades execute in real-time.

6
View Live Chart

Enter the stock symbol in the chart section and click "Load Chart" to see real-time price movements. The chart updates automatically, showing candlesticks and volume.

✅ Key Takeaways:

  • Start with small position sizes while learning the system
  • Always set a Profit Target to automatically lock in gains
  • Monitor the Orders panel to see when trades execute
  • You can stop automated trading anytime by clicking "Stop" in the Orders section
  • Test different Interval and Spread values to optimize for different stocks
3
How to Track Profit and P/L
🎬

Video: Understanding Your Profits and Losses (4:15)

Coming Soon - Full HD Tutorial

📋 What You'll Learn:

1
Check Real-Time Account Balances

At the top of the dashboard, you'll see 4 key metrics: Account Value (total portfolio value), Buying Power (available to trade), Cash (settled funds), and Daily Change (profit/loss for today). These update every 8 seconds automatically.

2
View Open Positions

Click the "Positions" button in the top-right corner or navigate to Account → Positions. This shows all your current holdings with real-time data: Stock symbol, Quantity, Entry Price, Current Price, Market Value, and Unrealized P/L.

3
Understand Unrealized vs. Realized P/L

Unrealized P/L: Profit/loss on positions you still hold (shown in green for gains, red for losses). This changes as the stock price moves.
Realized P/L: Actual profit/loss from closed positions. This is locked in and won't change.

4
Monitor Individual Stock Performance

In the Positions panel, each row shows a stock's P/L percentage and dollar amount. Green (+) means profit, Red (-) means loss. Click "Liquidate" to close a position and lock in gains or cut losses.

5
Review Order History

Click Account → Orders to see all executed trades. Filter by status (Filled, Pending, Cancelled) and review execution prices. This helps you analyze your trading strategy's performance over time.

6
Calculate Daily Profit

Your "Daily Change" at the top shows today's total P/L across all positions. Positive (green) means you're up for the day, negative (red) means you're down. This resets at market open each day.

✅ Key Takeaways:

  • Green = Profit, Red = Loss (both in dollar amounts and percentages)
  • Unrealized P/L changes with price - it's not locked in until you close the position
  • Set Profit Targets to automatically close positions when they hit your goal
  • Daily Change shows your overall performance for the current trading day
  • Monitor positions frequently - automated trading can open/close positions quickly
  • Use the "Liquidate" button to manually close any position instantly

💡 Pro Tip: In Paper Trading mode, all P/L numbers are simulated. This is perfect for learning without financial risk. Once you're consistently profitable in Paper Trading, consider switching to Live Trading with small position sizes.

❓ Frequently Asked Questions

How do I connect my broker account?
Go to Dashboard → Account → Configure. Enter your broker's API key and secret key. We currently support Alpaca. Your credentials are encrypted and secure.
What are the trading hours?
Market hours are Monday-Friday, 9:30 AM - 4:00 PM ET. Pre-market trading is available 4:00 AM - 9:30 AM ET, and after-hours trading runs 4:00 PM - 8:00 PM ET. You can configure your trading window in the dashboard settings.
How does automated trading work?
cruisefolio executes trades based on your configured strategy (Chaib Logic or Earnings Strategy). Set your parameters like spread, interval, profit target, and max position. The system monitors prices and places orders automatically when conditions are met.
Can I stop automated trading anytime?
Yes! You can stop auto-trading for a specific symbol by clicking the "Stop" button in the Orders section. You can also liquidate positions immediately from the Positions panel.
What are the fees?
cruisefolio itself is currently free. However, your broker (e.g., Alpaca) may charge commissions and fees. Check with your broker for their fee structure.
Is my data secure?
Yes. All API credentials are encrypted using industry-standard encryption. We never store your broker password. All connections use HTTPS/TLS encryption. Payment information (if added to Wallet) uses encrypted storage.
How do I reset my password?
Click "Forgot password?" on the login page. Enter your email address, and we'll send you a password reset link. Check your spam folder if you don't see it within a few minutes.
What happens if I lose internet connection?
If your connection drops, automated trading will pause. Existing open orders remain active on your broker's servers. When you reconnect, the dashboard will sync with your broker account to show current positions and orders.
Can I use this with multiple broker accounts?
Yes! You can configure both paper trading and live trading accounts. Switch between them using the account selector in the sidebar.
What is the difference between paper and live trading?
Paper trading uses simulated money and is risk-free. It's perfect for testing strategies. Live trading uses real money and real orders. Always test your strategies thoroughly with paper trading before going live.

📨 Contact Support

Business Hours: Monday - Friday, 9:00 AM - 6:00 PM ET

Response Time: Typically within 24 hours

🚨 Critical Trading Issue? If you have an urgent trading problem (e.g., cannot stop automated trades, unexpected orders), contact us immediately at [email protected].