Setup

Everything you can set lives on one screen inside the desk, and nothing is assumed. This is what each section does.

The Settings screen

Open the desk and click Settings at the bottom of the sidebar. Three tabs.

Connect

Broker. Pick yours from the list, paste the keys it asks for, and click Save and connect. Check the connection tells you what the broker answered. For a broker with a daily login, today's token has its own box here. Below it, home market: your country, from a list of every one; a connected broker sets it for you. Under Another broker, a box to name a broker the desk does not know yet, which opens a ticket with the details filled in.
Data provider. Financial Modeling Prep today, or the name of a provider file your agent wrote. Check what it allows runs every endpoint against your plan and shows what answered. Data providers.
Your AI. First the apps you already pay for on this computer (Claude Code, Codex, Gemini CLI, Kimi Code, Grok Build, Qwen Code, Cursor), each with Use it for Ask and Sign in; then fourteen presets for a key from a lab or a model on this computer. Test it sends one small request. Your AI.
Connect your AI app. The address of the page any AI app on your computer can read, with a Copy button.

Your desk

Screens. Which screens show in the sidebar; the rest follow your home market.
How you invest. Your style, what you look at first, sectors, risk, holding period, and a few lines in your own words. Your AI reads this too, so it answers you and not a stranger.
Where the vault lives. Beside the desk, or in a folder a drive you already use syncs. Bring it back is the way back. Two computers.
Journal. Ask, always or never: how the journal takes the moments the desk sees.
This desk. Where it runs, the Start with the computer switch, the Newer versions switch, your e-mail for the SEC, and Show the startup guide again.
Your files. Every file in your data folder with a plain description, a Download a backup button, and Restore a backup.
If something is wrong. The first things to try, and where the log is. The full page.

Plugins

The plugins in this desk, the list we publish, and a folder or a zip from this computer. Plugins.

One settings file inside the desk folder, written by this screen. Nothing is sent anywhere. What it talks to.

Your AI: an app you already pay for, a key from a lab, a model on your own computer, and the page your AI app reads.
Your lists: every list a screen runs on is yours; the drawer, the starters, undo.
Chains: your own value-chain maps, drafted by your AI and finished by you.
Data providers: what a key adds, and how another provider is one file.
Data sources: every source behind the sixteen screens, keyless or not.