Built for people who actually trade
Learn TRINITY the way you use it in the market
Walk from first login to confident daily use: portfolios and watchlists, how to read analysis without over-trusting a single score, Hunt and Cash Hunt, optimization, and—when your workspace allows it—what automated trading does in the background. Educational only; not personalized advice.
Start here — learning path
Follow this order if you are learning TRINITY while building real habits (paper or small size first). Skip steps you already live in daily.
- Getting started — orientation, paper / simulation, and a fast first session checklist.
- IRIS app map — where portfolios, symbols, and batch tools live.
- Athena essentials (analysis → Hunt): How ATHENA fits your process, Reading a symbol page in three minutes, When panels disagree, Interpreting confidence in practice, Analysis & symbol pages + Batch analysis: what just happened?, then From symbol page to Hunt and How Hunt and Cash Hunt fit your process.
- Symbol-first shortcut: if you mostly live on Analysis & symbol pages, skim Reading a symbol page in three minutes, When panels disagree, then Market cycles and Understanding stage analysis. Continue with portfolio and optimization steps below when you are ready.
- Portfolio basics, Your portfolio in TRINITY, and Watchlists & screeners — your working universe.
- Allocation strategies (concepts) then Risk management — tighten limits before you lean on tools.
- Transparency & trust: Reading Hunt and Cash Hunt results, When your symbol page and Hunt disagree, Transparency scenario playbooks, then Where the numbers come from, Status, delays, and "is it broken?", An audit mindset for investors, and—if you use automation— Reading automation decision logs. Tie to FAQ & troubleshooting when something feels off.
- Portfolio optimization (DIONYSUS) — what the solver proposes and how it uses analysis data. Then Optimization results explained, Why optimization returned few or no positions, Policy and constraints in plain language, Hunt vs optimization: which should I use?, allocation strategies, sizing & stops, and troubleshooting.
- Analysis & symbol pages, Batch analysis: what just happened?, Interpreting confidence in practice, plus Market cycles — read stages with discipline, not hype.
- How Hunt and Cash Hunt fit your process, From symbol page to Hunt, and Hunt, Cash Hunt, and optimization — suggestions and proposals; you stay accountable for “yes.”
- Automated trading (ARES) — only after the above; what the scheduler can do, caps, and audit trails. Then Reading automation decision logs to interpret the feed.
- Glossary and FAQ & troubleshooting.
- Disclosures — legal and educational disclaimers.
Foundations
Getting started with TRINITY
Orientation to the platform, paper trading, and where to find core features.
fundamentalsWhere the numbers come from
A plain map from market data to ATHENA analysis to portfolio tools—so you know what can change overnight without a headline.
fundamentalsStatus, delays, and "is it broken?"
How to tell a busy system from a broken one—using IRIS Status, timestamps, and FAQs without becoming a network engineer.
fundamentalsAn audit mindset for investors
Simple journaling habits so you always know why you followed—or ignored—TRINITY’s suggestions.
fundamentalsIRIS app map and TRINITY services
How the web app, backend services, and data flow fit together—paths you can use today.
fundamentalsGlossary
Common terms used across TRINITY learning materials—stages, indicators, ML concepts, and DIONYSUS portfolio optimization.
fundamentalsFAQ and troubleshooting
Common issues—batch analysis delays, data freshness, HTTP errors, and missing symbols—with practical checks.
Portfolios & watchlists
Watchlists, symbols, and screeners
Build lists, search the universe, and move symbols into analysis—how TRINITY connects HERMES data to your workflow.
portfolioPortfolio basics
How TRINITY thinks about construction, risk presets, and optimization (high level).
portfolioHow Hunt and Cash Hunt fit your process
Where portfolio Hunt and Cash Hunt sit in TRINITY, what they are good for, and what they cannot know—so you can use suggestions with clear expectations.
portfolioReading Hunt and Cash Hunt results
What the cards and fields mean—reasoning, sizing, pagination, and limits—so you can use ideas without over-reading them as advice.
portfolioTransparency scenario playbooks
Six short investor journeys—new cash, weak holding, one new name, late-cycle check, after automation, and comparing Hunt to the optimizer—with links to deeper guides.
portfolioHunt vs optimization: which should I use?
A simple decision tree for choosing ARTEMIS Hunt flows versus DIONYSUS portfolio optimization in IRIS.
portfolioAllocation strategies
Definitions of common allocation approaches referenced in TRINITY education materials.
portfolioYour portfolio in TRINITY
What IRIS remembers about your book—cash, positions, settings, alerts, and performance vs the market—in plain language.
portfolioPortfolio optimization with DIONYSUS
What the DIONYSUS service does when you run optimization—inputs, outputs, and how it fits IRIS and ATLAS.
portfolioOptimization results explained
How to read allocation lines after you optimize—percent of account, entry, stop, target, risk/reward, and diagnostics in plain language.
portfolioWhy optimization returned few or no positions
Common investor-facing reasons DIONYSUS proposes a thin book—and what to change first.
portfolioPolicy explanation and constraints in plain language
How to read preset-derived constraint packs and the “policy explanation” bullets after optimization—what tightened, and why it matters to you.
portfolioDIONYSUS allocation strategies in depth
How EQUAL_WEIGHT, CONFIDENCE_WEIGHTED, STAGE_WEIGHTED, KELLY_CRITERION, and HYBRID_WEIGHTED behave in the optimizer—and which API knobs apply.
portfolioHow DIONYSUS filters and ranks symbols
Signals, quality scores, SATA thresholds, and risk profiles—how the optimizer selects the universe before allocation.
portfolioConstraint packs and optimizer diagnostics
Structured limits (sector caps, vol targets, turnover) and how DIONYSUS records what bound your run.
portfolioEmails and alerts in TRINITY
What TRINITY can email you, where to turn options on or off in IRIS, and how alerts differ from mail—in plain language for investors.
portfolioRebalancing and turnover limits
prior book weights, annual turnover caps, and how DIONYSUS blends a new proposal toward your existing book.
portfolioDIONYSUS in the TRINITY architecture
How ATHENA analysis, Firestore, DIONYSUS, IRIS, and ATLAS connect for portfolio optimization—without hype.
portfolioDIONYSUS position sizing, stops, and targets
How the optimizer turns dollars into whole shares, stop levels, and risk/reward metadata—so you can read an allocation row with confidence.
portfolioOptimization in the IRIS browser and API
How IRIS proxies optimize requests to DIONYSUS, what the browser sends, and how production auth differs from local dev.
portfolioDIONYSUS optimization troubleshooting
Empty universes, validation errors, timeouts, and confusing diagnostics—practical checks before you escalate.
portfolioFrom symbol page to Hunt
When ATHENA context is worth acting on versus when to keep reading—and which Hunt mode matches your question.
portfolioRisk management fundamentals
Core controls available in portfolio workflows—explained for education only.
Analysis & markets
Analysis, batch jobs, and symbol pages
Stages, confidence, batch analysis, and how ATHENA outputs surface in IRIS—without performance promises.
marketUnderstanding stage analysis
A retail investor's guide to the four-stage cycle—how TRINITY classifies every stock and what each stage means for your research.
marketThe SATA score
A deep dive into TRINITY's 0–10 composite technical score—what each of the ten components measures and how to read the result.
marketRelative strength and Mansfield RS
How TRINITY measures a stock's performance against the market benchmark—and why it's a different metric from the RSI you already know.
marketReading a symbol page in three minutes
A short checklist for busy sessions—timestamp, stage, SATA, signal, patterns, and when to slow down.
marketReading trading signals
What TRINITY's five signal types mean, how they're generated, and how to use them responsibly as one input in your investment process.
marketPatterns and structure on the symbol page
How Pattern Analysis, pattern direction, key levels, and price targets relate to ATHENA—and how they differ from the five trade signals.
marketWhen panels disagree on a symbol page
How to reconcile AI Signal, Pattern Direction, stage, and transition hints when they point different ways.
marketStage transition probabilities
How to read the Stage Transition Probabilities panel on symbol pages—what the percentages mean, what they omit, and how to use them with signals and timestamps.
marketHow ATHENA fits your trading process
Where ATHENA sits in TRINITY, what it is good for, and what it cannot see—so you can use analysis with clear expectations.
marketWhen your symbol page and Hunt disagree
A short checklist for timestamps, modes, and batch vs on-demand analysis—so you resolve mismatches without assuming the product is broken.
marketBatch analysis: what just happened?
What multi-symbol analysis does in IRIS, why it takes time, and what to do when symbols are missing or stale.
marketInterpreting confidence in practice
How to use ATHENA’s confidence readouts for position sizing temperament—without treating them as win probabilities.
marketUnderstanding market conditions
How the broad market environment affects individual stock analysis in TRINITY—and why the same stock can warrant different responses in different regimes.
marketMarket cycles and stages (overview)
A complete guide to the four-stage cycle framework used in TRINITY analysis—what each stage means, how transitions work, and how to use stage data responsibly.
Advanced techniques & automation
Hunt, Cash Hunt, and optimization
ARTEMIS Hunt modes, cash deployment, and DIONYSUS optimization—what each does and how to use them responsibly.
advancedReading automation decision logs
How to interpret the trading-agents or decision feed when automated trading is on—runs, caps, skips, and what “normal” looks like.
advancedAutomated trading with TRINITY (ARES)
What happens when automated trading is on—schedules, safeguards, and how it relates to Hunt, Cash Hunt, and your portfolio settings.
advancedTechnical indicators guide
A plain-language reference for every technical indicator used by TRINITY's ATHENA engine—what it measures, how to interpret it, and how it connects to stage analysis.
advancedHow TRINITY's AI works
A plain-language explanation of the machine learning model behind ATHENA's stage analysis—what it learned, how it reasons, and where its limits are.
advancedA stage-based investing approach
How to apply TRINITY's stage analysis, SATA, Mansfield RS, and signals together into a disciplined, repeatable research framework.