App navigation guide
This page is the bridge between the docs and the desktop app. By the end you’ll know which sidebar section and screen each documented feature lives in.
What this is
Section titled “What this is”The docs explain Cortiq by topic; the desktop app is operated through a left sidebar. The sidebar has four grouped sections — Library, Playbooks, Preparation, and Tools — plus a standalone Settings item, a Copilot toggle, and a Community block of external links. The two views don’t always match name-for-name: a single docs page can span multiple screens, and a single screen can host capabilities described on different docs pages.
This page closes that gap. It lists each sidebar group, what it contains, and a task-to-screen lookup for the questions readers most often hold while learning the app.
How it fits into Cortiq
Section titled “How it fits into Cortiq”A simple mental model for the app:
Settingsis a single page that configures the machine and external connections — MT5 accounts, notification credentials, reports, and agent permissions are tabs inside it.Playbooks,Preparation, andToolsdefine what the AI works with, including provider and license setup.Libraryis where you operate, monitor, and review the result.Copilot(Ctrl+K) opens an in-app assistant that can author entities for you behind the approval gate.Communitylinks out to the public support surface.
Configuration and inputs on the left, runtime and review in the middle, Copilot and community at the edges.
Reference
Section titled “Reference”Sidebar structure
Section titled “Sidebar structure”| Sidebar group | What you’ll find there | Typical use |
|---|---|---|
Library | Home, Dashboard, Sessions, Trade Ideas, Journal, Session Reviews, Cohorts, Conversations, System Messages | Day-to-day operation, monitoring, review. |
Playbooks | My Playbooks, plus up to five pinned playbook links | Strategy design and maintenance. |
Preparation | Research, Backtests, Skills, Preparation, Sentiment, Instrument Profiles | Idea work, validation, and reusable context. |
Tools | Data Packages, Indicators, Risk Management, Provider Health, AI Providers, License | Payload design, control layers, providers, and licensing. |
Settings (standalone) | One page with tabs for MT5 accounts, notification credentials, reports, and agent permissions | Machine setup and platform configuration. |
Copilot (toggle) | An in-app assistant dock opened with Ctrl+K | Author entities by asking, behind the approval gate. |
Community (external links) | 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 | Tools → License |
| Configure OpenAI, Gemini, Claude, OpenRouter, or a local model | Tools → AI Providers |
| Watch provider reliability | Tools → Provider Health |
| Adjust risk limits | Tools → Risk Management |
| Define the candles, indicators, and screenshots the AI receives | Tools → Data Packages |
| Manage supporting indicators | Tools → Indicators |
| Connect MetaTrader 5 | Settings → MT5 accounts tab |
| Set up notification credentials or reports | Settings → notifications / reports tabs |
| Review or grant agent permissions | Settings → agent permissions tab |
| Build or edit a strategy | Playbooks → My Playbooks |
| Add reusable market context | Preparation → Preparation, Sentiment, or Instrument Profiles |
| Reuse an instruction template | Preparation → Skills |
| Explore an idea on one instrument | Preparation → Research |
| Replay a session against history | Preparation → Backtests |
| Create or run a trading workflow | Library → Sessions |
| Watch performance across the environment | Library → Dashboard |
| Review AI reasoning and trade history | Library → Journal |
| Get an AI review of a finished run | Library → Session Reviews |
| Compare multiple sessions | Library → Cohorts |
| Inspect raw AI conversations | Library → Conversations |
| Read alerts and approve agent actions | Library → System Messages |
| Author an entity by asking | Copilot toggle (Ctrl+K) |
| Open public support links | Community → Report a Bug, Feedback, Discussion |
Docs-to-UI map
Section titled “Docs-to-UI map”| Docs page | Main UI surface |
|---|---|
| Installation & activation | Tools → License |
| MetaTrader 5 integration | Settings → MT5 accounts tab |
| AI providers | Tools → AI Providers, Library → Sessions |
| Playbooks & data packages | Playbooks → My Playbooks, Tools → Data Packages, Tools → Indicators |
| Skills | Preparation → Skills |
| Sessions | Library → Sessions |
| Backtesting | Preparation → Backtests |
| Research | Preparation → Research |
| Risk management | Tools → Risk Management, Library → Dashboard |
| Execution modes & notifications | Library → Sessions, Settings → notifications tab |
| Workspace & monitoring | Library (most screens), Tools → Provider Health |
| Journal & analytics | Library → Journal, Dashboard, Cohorts, Conversations |
| Session reviews | Library → Session Reviews |
| System messages | Library → System Messages |
| Cortiq Copilot | Copilot toggle (Ctrl+K) |
| Agent permissions | Settings → agent permissions tab |
| MCP and agent integration | Library → Sessions (external MCP), external clients |
| Licensing & support | Tools → License, Community |
What to read next
Section titled “What to read next”- Workspace & monitoring — once you can navigate, this is the tour of the screens you’ll spend most of your time in.
- Feature overview — the at-a-glance map of every capability the sidebar exposes.
- Capability reference — what each major function does in plain English.