reference
Glossary
This glossary explains Chartnaut words the way they appear in the product.
Jump to any term. If you’re brand new, skim Product overview first.
Places
Terminal
Where you chart and trade. Trading → Terminal. Choose Real-time for live markets, or Replay for a practice session.
Dashboard
Your home base: goals, accounts, activity, playbooks, recent sessions. Navigate → Dashboard. See Dashboard.
Libraries
Sidebar areas outside the Terminal — Accounts, Backtest, Playbooks, Trades, Definitions, Indicators, Conductor.
Trade and practice
MetaTrader (MT4 / MT5)
Chartnaut’s live broker connection today. Connect under Trading → Accounts, then trade in Terminal Real-time. Fills land in Trades. More broker platforms are coming soon.
Broker account
A linked trading account — MetaTrader, Chartnaut Demo, and other platforms as they ship. Managed under Accounts. Uses Broker Capacity.
Broker Capacity
Your plan’s monthly pool for keeping broker accounts connected. Demo is free. See Settings → Subscription.
Demo account
Live markets with virtual money. Trade from Terminal Real-time. Demo is not a Backtest.
Real-time
Terminal mode for live charts and orders through MetaTrader or Demo.
Replay
Terminal mode for practicing on a Backtest or playbook session as historical data advances.
Interactive position replay
From a trade in Trades: reopen chart context around that fill. Different from Terminal session Replay.
Session
One practice run on past market data you can open in Replay. Created from New Session, Backtest, or a Playbook. Not a broker account, and not a login session.
Backtest
A session that simulates historical markets with costs. Trading → Backtest.
Playbook
A named strategy container — sessions and trades for one idea. Trading → Playbooks.
Collecting Data (playbook)
Practice trades taken for a playbook so Chartnaut can build history for that strategy. Different from research Collect under Definitions.
Order / position / fill
Standard trading terms in the Terminal. Closed positions (and many open ones) appear in Trades.
Journal
Trades
Your journal of recorded positions — live, demo, and practice. Includes notes, tags, and chart thumbnails. Research → Trades.
Trade note / template
Notes on a trade. Templates keep journaling consistent.
Tags & custom fields
Extra structure on trades for filtering and review. Custom fields often appear under Properties.
Pinned collection
A saved list of trades from search. This is a trade list — not a study result on a chart.
Historical Intelligence
Playbook features that use your trade history to surface patterns (including Historical Likelihoods and Context Intelligence). Needs enough quality history per instrument — roughly ~100 trades is a practical training bar. Plan limits apply.
AI credits
Pay-as-you-go balance for agents. Separate from Broker Capacity. Top up as you use agents.
Research
Indicator
A series or overlay on charts — built-in or scripted. Research → Indicators.
Definition
Logic that marks when a setup appears in the market. Research → Definitions.
Collect (research)
Run a definition over history to store event datasets for studies.
Dataset
Stored events from Collect — material Studies measure.
Study
A question over definition events. Results can be inspected and pinned to a chart.
In-terminal pin
A study insight drawn on a Terminal chart — research while you trade.
Conductor
Agent entry point for building indicators and related research with chat. Research → Conductor. Uses AI credits.
Account and plans
Starter / Pro / Ultra
Public plan names. They differ in Broker Capacity, data depth, and research limits.
Subscription
Settings for your plan, AI usage, and billing.
Trial
Time-limited access. Dashboard goals may reference current trial offers — read the live goal text.
Words that sound alike
Collecting Data (playbook) = your practice trades for a strategy. Collect (definition) = market events for research datasets.
Replay (Terminal) = practice on a session. Interactive position replay = reopen one trade’s chart from Trades.
In-terminal pin = research on a chart. Pinned collection = a saved list of trades.
Next
Your first hour — use these words in a real walkthrough
How the pieces fit together — Trade → Remember → Organize → Research