App Navigation Guide
Why This Page Exists
Section titled “Why This Page Exists”The documentation site explains Cortiq by topic. The desktop app is operated through a left sidebar.
If you read a docs page and then wonder where that feature lives in the product, this page is the bridge.
The Sidebar Structure
Section titled “The Sidebar Structure”| Sidebar Section | What You Will Find There | Typical Use |
|---|---|---|
Library | Home, Dashboard, Sessions, Trade Ideas, Journal, Session Cohorts, Conversations | Day-to-day operation, monitoring, and review |
Playbooks | My Playbooks and quick links to saved playbooks | Strategy design and maintenance |
Preparation | Instrument Profiles, Prep Packages, Sentiment | Reusable supporting context for sessions |
Tools | Symbol Scanner, Data Packages, Indicators, Risk Management, Provider Health | Supporting utilities, payload design, scanning, and control layers |
Settings | MT5 Accounts, AI Providers, Notifications, License | Machine setup and platform configuration |
Community | Report a Bug, Feedback, Discussion | Public support and product communication |
Quick Task Map
Section titled “Quick Task Map”| If You Want To… | Open This In The App |
|---|---|
| Activate a license or check license state | Settings -> License |
| Connect MetaTrader 5 | Settings -> MT5 Accounts |
| Configure OpenAI, Gemini, Claude, or Grok | Settings -> AI Providers |
| Build or edit a strategy | Playbooks -> My Playbooks |
| Define the candles, indicators, and screenshots the AI receives | Tools -> Data Packages |
| Manage supporting indicators | Tools -> Indicators |
| Add reusable market context | Preparation -> Instrument Profiles, Prep Packages, or Sentiment |
| Create or run a trading workflow | Library -> Sessions |
| Let Cortiq scan symbols first | Tools -> Symbol Scanner |
| Adjust risk limits | Tools -> Risk Management |
| Watch performance across the whole environment | Library -> Dashboard |
| Review AI reasoning and trade history | Library -> Journal |
| Compare multiple sessions | Library -> Session Cohorts |
| Inspect raw AI conversations | Library -> Conversations |
| Open public support links | Community -> Report a Bug, Feedback, or Discussion |
How The Main Docs Pages Map To The UI
Section titled “How The Main Docs Pages Map To The UI”| Documentation Page | Main UI Area |
|---|---|
| Installation & Activation | Settings -> License |
| MetaTrader 5 Integration | Settings -> MT5 Accounts |
| AI Providers | Settings -> AI Providers and Library -> Sessions |
| Playbooks & Data Packages | Playbooks -> My Playbooks, Tools -> Data Packages, Tools -> Indicators |
| Sessions & AutoScan | Library -> Sessions and Tools -> Symbol Scanner |
| Risk Management | Tools -> Risk Management and Library -> Dashboard |
| Execution Modes & Notifications | Library -> Sessions and Settings -> Notifications |
| Workspace & Monitoring | Library -> Home, Dashboard, Trade Ideas, Journal, Session Cohorts, Conversations, and Tools -> Provider Health |
| Journal & Analytics | Library -> Journal, Dashboard, Session Cohorts, and Conversations |
| Licensing & Support | Settings -> License and Community |
A Good Mental Model
Section titled “A Good Mental Model”Use this shortcut when learning the app:
Settingsconfigures the machine and platform connections.Playbooks,Preparation, andToolsdefine what the AI will work with.Libraryis where you operate, monitor, and review the result.Communitysends you to the public support surface.
That model makes the UI easier to understand because it separates configuration from runtime operation.
If You Want The Architecture Behind The UI
Section titled “If You Want The Architecture Behind The UI”The screens above are the user-facing surface. If you want to understand the deeper runtime model behind them, continue with: