Transit Trading App: Complete User Guide

Transit Trading App — Complete User Guide

Transit Trading is an AI-powered trading platform that uses Human Design transit data to generate trading signals and execute trades across multiple brokers. It combines astrological transit analysis with AI decision-making (Claude Haiku for screening, Claude Opus for full analysis) to identify trading opportunities in crypto and forex markets.

Getting Started

Login

The app uses passwordless OTP authentication:

Enter your email address on the login screen
Check your email for a 6-digit verification code
Enter the code (auto-advances as you type, supports paste)
If the code expires, click Resend Code (60-second cooldown between sends)

After authentication, you’re redirected to the Overview page.

Navigation

The app uses a collapsible sidebar with three navigation groups:

Group	Pages
Market	Overview, Dashboard, Positions, Trade History
Intelligence	Signals, Activity Log
Management	Bots, Workspaces, Performance, Backtest, Usage, Settings

Sidebar behavior:

Desktop: Collapsible sidebar (click the toggle to expand/collapse). State is saved to localStorage.
Mobile: Hamburger menu button at the bottom-left opens a full-height overlay sidebar.
Auto-collapses on screens narrower than 1200px.

The sidebar header shows your profile (avatar, name, trading plan badge) and a workspace switcher dropdown. A link back to the main HumanDesign.AI app is always visible.

Workspaces

Workspaces represent individual trading accounts. Each workspace connects to one broker/provider and holds its own API credentials, bots, and trade history.

Creating a Workspace

Navigate to Management → Workspaces
Click Create Workspace
Fill in the form:
- Name: A label for this workspace (e.g., “Binance Main”, “OANDA Demo”)
- Provider: Choose your broker — Binance, OANDA, Revolut, FTMO, or Pepperstone
- Base Currency: GBP, USD, EUR, or other supported currencies
- API Credentials: Provider-specific fields:
  - Binance: API Key + API Secret
  - OANDA: API Token + Account ID
  - Revolut: API Key + Private Key
  - FTMO: PineConnector License + Secret
  - Pepperstone: cTrader Access Token + Refresh Token + Account ID
- Paper/Live Toggle: Start in paper mode for risk-free testing
Optionally configure Custom AI Models (BYOK — Bring Your Own Key):
- Override the Haiku model, Opus model, or News model
- Provide an OpenRouter API key for custom model access

Managing Workspaces

Switch Workspace: Click a workspace card or use the sidebar dropdown to set it as active. All data across the app filters to the active workspace.
Test Connection: Verify your API credentials work by testing the connection to the broker.
Edit: Update name, credentials, or settings.
Delete: Remove a workspace and its associated data.

Each workspace shows a color-coded provider dot and connection status indicator (connected/disconnected).

Overview

The Overview page is the landing page showing a high-level summary of your active workspace — key metrics and status at a glance.

Dashboard

The main trading dashboard combines multiple views in one screen:

KPI Cards

A row of metric cards at the top showing key performance indicators with icons for quick status assessment.

Trading Chart

An interactive candlestick chart displaying price data for your selected pair:

Pair Selector: Dropdown to choose which trading pair to view (defaults to workspace provider’s first available pair)
Candle Interval: Switch between 15m, 30m, 1h, 4h, 1d, 1w timeframes
Chart displays OHLCV (Open, High, Low, Close, Volume) candle data

Signal Feed

A live feed of recent trading signals with strength badges, showing the AI’s current market assessment.

Positions Table (Compact)

A compact view of your currently open positions. Click through to the full Positions page for details.

Auto-refresh: Signals refresh every 15 seconds, positions refresh every 10 seconds.

Signals

The Signals page shows all trading signals generated by your bots, displaying up to 100 of the most recent signals.

Signal Types

Type	Icon	Description
Gate Transition	Sun	A planet moves from one Human Design gate to another
Channel Activation	Zap	A transiting planet completes a channel with a natal or other transiting gate
Retrograde	RotateCcw	A planet enters or exits retrograde motion
Moon Phase	Moon	New Moon, Full Moon, or Quarter Moon events
Composite	Users	Combined transit patterns creating compound signals

Signal Details

Each signal displays:

Direction Badge: Bullish (green), Bearish (red), or Neutral (gray)
Source: Which planet and gate triggered the signal
Strength: Progress bar showing signal confidence
Opus Reasoning: The AI’s analysis text explaining why this signal matters
Timestamp: How long ago the signal was generated

Signals auto-refresh every 15 seconds.

Positions

The Positions page shows all currently open trades with full detail.

Transit Weather Card

At the top, a card shows the current transit energy:

Sun, Moon, Mercury, Venus, Mars gate positions
Currently active channels
Retrograde planets

Positions Table

Each open position shows:

Pair: The trading pair (e.g., BTCUSDT, EUR/USD)
Side: Buy (long) or Sell (short)
Entry Price and Current Price
Profit/Loss: Both in dollars and percentage
Stop Loss and Take Profit levels
Entry Driver: What triggered the trade — Transit, News, Technical, or AI Direct
Entry Gate/Planet: The Human Design gate and planet that generated the entry signal
Transit Context: Comparison of transits at entry time vs. current transits
Time Open: How long the position has been open

Positions auto-refresh every 10 seconds.

Trade History

The Trade History page shows all past trades with filtering, sorting, and export capabilities.

Filters

Search: Filter by pair name
Status: All, Open, Closed, or Cancelled
Side: All, Buy, or Sell

Sorting

Click column headers to sort by: Date Opened, Pair, P&L ($), or P&L (%).

Trade Detail Modal

Click any trade to open a detail view showing:

Full OHLCV candle data that was sent to Opus for analysis
Opus decision reasoning (the AI’s full explanation)
Price summary at entry and exit

Export

Click the CSV Export button to download all filtered trades as a CSV file for analysis in Excel, Google Sheets, or other tools.

Pagination shows 20 trades per page. Auto-refreshes every 15 seconds.

Bots

Bots are the core of Transit Trading — they monitor transit data, generate signals, and execute trades automatically.

Creating a Bot

Navigate to Management → Bots
Click Create Bot (or use Templates to start from a pre-built strategy)
Configure the bot:
- Bot Name: A descriptive name
- Provider: Auto-defaults to active workspace’s provider
- Pair: Select a trading pair (options depend on provider — crypto pairs for Binance, forex pairs for OANDA/Revolut/Pepperstone)
- Timeframe: 15m, 30m, 1h, 4h, 1d, or 1w
- Confidence Threshold: 0–100% — minimum AI confidence required to open a trade
- Position Sizing:
  - Mode: Percentage of balance or Fixed Dollar amount
  - Max position size %
  - Stop Loss %
  - Take Profit %
  - Risk per trade (USD)
  - Take profit risk multiplier
- Risk Limits:
  - Max concurrent positions
  - Max daily drawdown %
- Paper/Live Mode: Toggle between simulated and real trading
- Analysis Intervals:
  - Scan interval (minutes) — how often the bot checks for opportunities
  - Full analysis interval (Haiku pre-screening frequency)
  - News fetch interval

Plan Limits

Plan	Max Bots	Trading Mode
Free	2	Paper only
Pro	10	Paper + Live
Elite	Unlimited	Paper + Live

Minimum scan interval is also enforced per plan to prevent excessive API usage.

Managing Bots

Each bot card shows status, pair, provider, timeframe, and estimated monthly cost. Actions available:

Play: Start/resume the bot
Pause: Temporarily pause analysis (keeps positions open)
Stop: Fully stop the bot
Settings: Edit bot configuration
Console: Open the bot’s log viewer
Delete: Remove the bot

How Bots Work

Each bot cycle follows this process:

Haiku Screening: A fast, inexpensive AI model (Claude Haiku) does a quick assessment of current conditions
Opus Analysis: If Haiku identifies potential, Claude Opus performs full analysis with transit data, price history, and news
Signal Generation: If conditions meet the confidence threshold, a trading signal is generated
Trade Execution: In live mode, the bot places the order with the connected broker

Backtest

Test your strategy against historical data before risking real money.

Creating a Backtest

Navigate to Management → Backtest
Click Create Backtest
Configure:
- Name: Label for this backtest
- Provider: Defaults to active workspace provider
- Pair: Trading pair to simulate
- Timeframe: 15m to 1d
- Date Range: Start and end dates for the simulation period
- Starting Balance: Initial capital in USD
- Strategy Config: Same risk/sizing settings as bot creation
Click Run Backtest

Backtest Progress

While running, each backtest shows:

Status badge (Pending, Running, Completed, Failed)
Progress bar with completion percentage
Current step description

Backtest Results

Click a completed backtest to see the full results modal:

Performance Metrics: Total trades, win rate, P&L, Sharpe ratio, max drawdown
Equity Curve: Chart showing cumulative P&L over the backtest period
Monthly Breakdown: Monthly returns chart
Drawdown Analysis: Rolling max drawdown visualization
Trade List: Every simulated trade with details
API Cost Breakdown: How much the Opus AI calls cost during the backtest

You can export the equity curve as CSV for further analysis.

Performance

The Performance page provides comprehensive analytics on your trading results.

KPI Stats Grid

Six key metrics displayed in a grid:

Total Trades: Count of all closed trades
Win Rate: Percentage of profitable trades
Best Trade: Largest single profit in dollars
Profit Factor: Gross profit / gross loss ratio
Max Drawdown: Largest peak-to-trough decline
Best Month: Highest monthly return

Charts

Equity Curve: Cumulative P&L over time
Monthly P&L: Bar chart of monthly returns
Drawdown Chart: Rolling max drawdown visualization

Breakdowns

Top Pairs: Win rate breakdown by currency pair
Strategy Performance Table: Detailed metrics for each trading pair

Activity Log

The Activity Log shows a real-time feed of every bot run and decision.

Log Entry Details

Each entry shows:

Bot Name and Pair
Status: Success (green), Error (red), Running (blue), Skipped (gray)
Action: Long, Short, Hold, or Close
Confidence Score: AI’s confidence percentage
Current Price at time of analysis
Duration: How long the analysis took (in ms)
Cost Breakdown: Haiku cost, Opus cost, News cost, Total USD
Haiku Skip Reason: Why Haiku decided to skip full Opus analysis (if applicable)
Signals Generated: Number of signals from this run
Error Message: Details if the run failed

Expandable Sections

Click any entry to expand and see:

Opus Reasoning: The AI’s full decision explanation
Transit Context Snapshot: The planetary positions at the time of analysis
Price Data Summary: OHLCV data used for the decision

Controls

Skip Next: Manually skip the next scheduled bot run
Refresh: Force-reload the activity log

Usage & Billing

The Usage page tracks your AI consumption and subscription status.

Plan Information

Current trading plan tier (Free, Pro, or Elite)
Plan limits (max bots, features available)
Billing period start/end dates
Renewal date and payment method

AI Usage Metrics

Daily AI cost tracker with spending charts over time
Breakdown by model (Haiku, Opus, News)
Remaining quota for the current period
Spending projections

Subscription Management

Upgrade from Free to Pro or Elite
Downgrade your plan
Cancel subscription

Settings

The Settings page manages your default API credentials.

Default API Keys

Set default API credentials for each provider. New workspaces inherit these unless they specify their own keys. Provider-specific fields:

Binance: API Key + API Secret
OANDA: API Token + Account ID
Revolut: API Key + Private Key
FTMO: PineConnector License + Secret
Pepperstone: cTrader Access Token + Refresh Token + Account ID

A link to the Usage page is also available from Settings for quick access to billing.

Supported Providers & Pairs

Provider	Market	Example Pairs
Binance	Crypto	BTCUSDT, ETHUSDT, SOLUSDT, etc.
OANDA	Forex	EUR/USD, GBP/USD, USD/JPY, etc.
Revolut	Forex/Crypto	EUR/USD, BTC/USD, etc.
FTMO	Forex	EUR/USD, GBP/JPY, etc. (via PineConnector)
Pepperstone	Forex	EUR/USD, AUD/USD, etc. (via cTrader)

AI Decision Pipeline

Understanding how the AI makes trading decisions:

Transit Data Collection: Current planetary positions are mapped to Human Design gates
Haiku Pre-Screen: Claude Haiku does a fast, low-cost assessment. If confidence is below threshold, the cycle skips Opus to save costs.
News Aggregation: Market news is fetched and analyzed for the trading pair
Opus Full Analysis: Claude Opus receives transit data, price candles, news, and current positions. It produces a confidence score and detailed reasoning.
Signal Generation: If confidence exceeds the bot’s threshold, a signal is created with direction (Bullish/Bearish), strength, and reasoning
Trade Execution: In live mode, the trade is placed with the broker via API. In paper mode, it’s simulated.

Mobile & Responsive Design

Full dark theme throughout the application
Responsive layout that adapts to all screen sizes
Sidebar auto-collapses on smaller screens with hamburger menu access
Tables and charts resize for mobile viewing