🚀 TradeMind Lite

TradeMind Lite is an open-source U.S. stock technical analysis system that combines indicator analysis, candlestick pattern recognition, trend and pressure-level analysis, HTML reporting, and both CLI and Web workflows.

Current version: Beta 0.3.4 — Last updated: 2026-04-28 PDT

📍 An open-source technical analysis workspace for U.S. stocks and ETFs, built for practical day-to-day use, local reports, and Chinese-speaking developers who want to study or extend the system.

⚠️ Disclaimer

TradeMind Lite is a research and learning tool. Its analysis results are for reference only and must not be treated as investment advice, trading instructions, or risk-control guidance. Markets are risky, and all trading decisions remain your own responsibility.

📌 What This Project Does

TradeMind Lite focuses on technical analysis for U.S. equities and ETFs. The system can:

• analyze one or multiple tickers in batch
• calculate core indicators such as RSI, MACD, KDJ, Bollinger Bands, and volume-based signals
• detect candlestick patterns
• generate trading advice from combined signals
• estimate support/resistance and trend strength
• run built-in backtest calculations as part of the analysis pipeline
• generate HTML reports
• provide both an interactive terminal workflow and a browser-based workflow

✨ Highlights

🎯 Core Capabilities

• Dual interface: interactive CLI and Web UI
• Batch analysis: analyze multiple symbols in one run
• Watchlist support: grouped watchlists stored in JSON
• HTML reports: saved locally under reports/stocks
• Trend analysis: pressure levels, trend state, and ADX-related output
• Open source: distributed under GPL-3.0

🧩 Built Into the Workflow

• local report generation with no external dashboard dependency
• persistent watchlist files that are easy to fork and edit
• built-in backtest output as part of the analysis pipeline
• repository-level development documentation for secondary development

🖼️ Screenshots

🧭 Main Menu

<div align="center"> <img src="https://github.com/user-attachments/assets/e2b1dcf3-f0e4-47a5-ae20-26b4f71ac95d" alt="TradeMind main menu" width="900" /> </div>

🌐 Web Analysis Workflow

<div align="center"> <img src="https://github.com/user-attachments/assets/9ea15bdb-7936-4dce-93e6-c6d6be9fcff1" alt="TradeMind web analysis screen" width="900" /> </div>

📊 Generated Report View

<div align="center"> <img src="https://github.com/user-attachments/assets/c4b00dd6-8632-43d4-8f8c-2bf191c0ac43" alt="TradeMind HTML report" width="900" /> </div>

🗂️ Watchlist Editor

<div align="center"> <img src="https://github.com/user-attachments/assets/df1786f7-27d6-47be-9437-57f2623a2220" alt="TradeMind watchlist editor" width="900" /> </div>

⚡ Quick Start

If you only want the shortest working path:

✅ Recommended for first-time setup: create a fresh virtual environment, install from requirements.txt, then start with python trademind.py.

git clone https://github.com/yagami1997/TradeMind.git
cd TradeMind
python -m venv venv
source venv/bin/activate
pip install --upgrade pip
pip install -r requirements.txt
python trademind.py

On Windows PowerShell, activate the environment with:

venv\Scripts\Activate.ps1

🧰 System Requirements

• Python 3.8+
• Windows, macOS, or Linux
• Internet access for market data retrieval
• A modern browser for Web mode and HTML reports

💻 Installation Guide

The project is source-first. There is no packaged installer in this repository, so the recommended workflow is to create a virtual environment and install from requirements.txt.

1. 📥 Clone the Repository

git clone https://github.com/yagami1997/TradeMind.git
cd TradeMind

2. 🧪 Create a Virtual Environment

🪟 Windows

python -m venv venv
venv\Scripts\Activate.ps1

If PowerShell blocks activation, run this once in a user shell:

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser

🍎 macOS / 🐧 Linux

python3 -m venv venv
source venv/bin/activate

3. ⬆️ Upgrade pip

python -m pip install --upgrade pip

If your shell maps python to Python 2 or an unavailable interpreter, use python3 instead.

4. 📦 Install Dependencies

pip install -r requirements.txt

Core runtime dependencies include:

• rich for the terminal UI
• Flask and flask-cors for the Web UI
• yfinance, pandas, numpy, and scipy for data and analysis
• matplotlib, seaborn, and plotly for reports and visualization

5. ✅ Verify the Environment

python --version
pip --version

Optional sanity check:

python -c "import rich, flask, yfinance, pandas, numpy; print('Environment OK')"

🧭 Platform Notes

🪟 Windows

• Install Python from the official Python website and make sure Add Python to PATH is checked.
• If you use Command Prompt instead of PowerShell, activate the environment with:

venv\Scripts\activate.bat

🍎 macOS

• If python3 is missing, install it with Homebrew:

brew install python

• If some compiled packages fail, install Xcode command line tools:

xcode-select --install

🐧 Ubuntu / Debian

Install Python and common build tools first:

sudo apt update
sudo apt install -y python3 python3-venv python3-pip build-essential git

▶️ Running the Application

TradeMind Lite provides one main launcher and two shortcut entry scripts.

💡 If you are not sure which mode to use, start with the main launcher and enter Web mode from the menu.

🏁 Main Launcher

python trademind.py

This opens the main menu, where you can choose:

• 1 for CLI mode
• 2 for Web mode
• q to quit

⌨️ Launch CLI Mode Directly

python trademind.py --cli

Or use the shortcut:

python trademind_cli.py

🌐 Launch Web Mode Directly

python trademind.py --web

You can also specify host and port:

python trademind.py --web --host 0.0.0.0 --port 3336

Or use the shortcut:

python trademind_web.py

⌨️ CLI Usage Guide

CLI mode is useful if you prefer terminal-driven analysis and quick report generation.

⚡ Best for quick single-symbol checks, batch runs, and local report browsing from the terminal.

📋 CLI Menu Options

The CLI menu includes:

• analyze a single stock
• batch analyze multiple stocks
• view available watchlists
• open recent reports
• adjust analysis-related menu settings exposed by the CLI

🔍 Analyze a Single Symbol

1. Start CLI mode.
2. Choose option 1.
3. Enter a symbol such as AAPL.
4. Wait for the analysis to finish.
5. TradeMind Lite generates an HTML report and opens it in your browser.

📈 Analyze Multiple Symbols

1. Start CLI mode.
2. Choose option 2.
3. Enter multiple symbols separated by spaces, for example:

AAPL MSFT GOOGL NVDA

4. Wait for the analysis batch to complete.
5. The generated report is saved to reports/stocks.

🗂️ View Watchlists

Watchlists are loaded from:

config/users/default/watchlists.json

You can use CLI mode to inspect the available groups, or edit the JSON file directly if you want to manage symbols manually.

🧾 View Historical Reports

TradeMind Lite stores generated HTML reports in:

reports/stocks

From CLI mode, you can browse recent reports and open them in your browser.

🌐 Web Usage Guide

Web mode is the most convenient workflow for normal daily use.

🖥️ Best for routine use if you want a visual workflow, watchlist editing, and recent-report access in the browser.

🚀 Starting the Web UI

Run:

python trademind.py --web

By default, the application starts a local server on port 3336. In normal conditions, it will open the browser automatically.

If the browser does not open automatically, visit:

http://localhost:3336

🔄 Typical Web Workflow

1. Start Web mode.
2. Open the browser page.
3. Enter one or more symbols, or use an existing watchlist.
4. Start the analysis.
5. Wait for the progress indicator to finish.
6. Open the generated report from the results area or the recent reports list.

🗃️ Watchlist Management in Web Mode

The Web UI includes watchlist editing and import workflows. User watchlist data is stored under:

• config/users/default/watchlists.json
• config/users/default/groups_order.json
• config/users/default/watchlist_edited.json

This means your watchlist changes are persisted locally in the project directory.

📁 Output and File Locations

Important runtime directories:

• reports/stocks: generated HTML stock analysis reports
• logs: runtime logs for the analyzer, CLI, and Web server
• config/users/default: default user watchlists and ordering data
• results: additional generated artifacts used by the project

🗃️ Most Important Paths

• trademind.py: main launcher
• reports/stocks: generated HTML reports
• logs: runtime logs
• config/users/default/watchlists.json: default watchlist source

🧠 How the Analysis Works

At a high level, TradeMind Lite does the following during analysis:

1. Downloads market data with yfinance.
2. Calculates technical indicators.
3. Detects candlestick patterns.
4. Generates trading advice and signal output.
5. Runs built-in backtest calculations on the generated signals.
6. Performs trend and pressure-level analysis.
7. Builds an HTML report and saves it locally.

📡 Data Source and Rate Limits

TradeMind Lite currently relies on Yahoo Finance data through yfinance.

This is practical and convenient, but it also means:

• requests can be rate-limited
• certain regions or networks may have access issues
• delayed or incomplete responses can happen

If data retrieval starts failing:

1. wait and retry later
2. reduce request frequency and batch size
3. verify that the symbol exis