Getting started

From install to first logged trade in under 5 minutes.

Lucid Terminal is a background trade journal + indicator engine + bot cockpit. You install it once, sign in with your activation key, connect a broker, and every trade you take from that point forward gets journaled automatically — even when the app is closed, as long as it’s running quietly in the tray.

The 5-minute flow

Three steps. Then you’re journaling every trade automatically.

1
Install & activate
Download the installer. Paste your activation key. ~90 seconds.
2
Connect a broker
Pick your firm. Paste your API key. Live data lights up in 5 seconds.
3
Trade like normal
Every fill and indicator reading journals on its own.

Install & activate

Two things: download, then paste your key. You only do this once per machine.

01

Download the installer

Go to lucidterminal.io/download and click the big Download button. You’ll get a file called Lucid-Terminal-Setup-1.0.0-beta.XX.exe (~81 MB). Windows only for now — macOS and Linux builds ship at v1.0.

Double-click the installer. Windows SmartScreen may say “Unknown publisher” during beta — click More info → Run anyway. (We’re ordering an Extended Validation code-signing certificate so that warning disappears on v1.0.)

One-click install. The installer creates a desktop shortcut, start-menu entry, and uninstaller entry. No admin rights required. It installs to your own user folder — fully revertible.
02

Enter your activation key

When Lucid Terminal first opens, you’ll see a Sign in screen. Paste the activation key from your welcome email into the key field, click Activate. That’s it — the key binds your install to your Lucid account and unlocks every feature included in your tier.

  • Keys look like LT-XXXX-XXXX-XXXX-XXXX.
  • Lost your key? Email support@lucidterminal.io and we’ll resend it.
  • Moving to a new machine? Deactivate the old install first (Settings → Account → Deactivate this device), then activate the new one with the same key.
03

Connect your first broker

Open the Broker Connections tab. Pick your personal or prop firm account from the list, then enter the API credentials your firm gave you. For ProjectX-tenant firms that’s a userName + apiKey pair. For Tradovate direct it’s your normal trader login.

Within 5 seconds of saving, your account balance, open positions, and recent fills appear in the dashboard. That’s live data over each firm’s official API — no scraping, no browser automation, fully sanctioned.

Credentials never leave your machine. They’re encrypted at rest using Windows DPAPI tied to your user account. Our servers only ever see aggregated metadata — never your login.

How the software works

Three things run in the background. You don’t need to babysit any of them.

1. Broker poller

Every 5 seconds, Lucid Terminal asks each connected broker: "What’s my balance? What positions are open? What fills happened since last check?" Responses are cached and fed to every other system. This is why the app doesn’t need to be in the foreground — as long as it’s running in the tray, data keeps flowing.

2. Indicator engine

On every new bar of ES / NQ / MNQ / MES (and whichever others you enable), the engine recomputes EMA, VWAP, RSI, and any custom indicators you’ve uploaded. Those readings get attached to every trade that fires.

3. Data writer

Every fill becomes three things: (a) a row in local SQLite the app queries, (b) an anonymized contribution to the data pool that refines the curated strategy library, (c) — if you’ve wired it — a full markdown note in your Obsidian vault with every indicator reading at entry + exit.

Tray-mode collection

Close the window, the app keeps running. You’ll see the Lucid Terminal icon near your clock. Double-click it to reopen. Only actually quit from File → Exit if you want to pause data collection — otherwise leave it running so no trade goes unlogged.

Optional: set up your Obsidian second brain

You don’t need Obsidian. Your trade data is still collected, journaled to the data pool, and available through Lucid’s own analytics tabs. But if you want the full experience — searchable markdown for every trade, weekly performance digests, strategy pages that update themselves — wire Obsidian.

Why push you toward Obsidian? Because the whole promise of Lucid Terminal is long-term data compounding. Three months of trades live as raw rows in a database — useful, but flat. Three months of trades living as markdown in Obsidian become a graph you can link, annotate, and search. Your personal pattern library. That’s the difference between "I tracked trades" and "I built a second brain." And it’s what makes Lucid Terminal worth sticking with quarter after quarter instead of churning. Your vault belongs to you — if you leave Lucid Terminal, the vault stays.
A

Install Obsidian

Go to obsidian.md/download and grab the Windows installer. It’s free and works entirely offline.

B

Create a vault (or pick an existing one)

Open Obsidian → Create new vault. Name it Obsidian Vault (or whatever you like) and save it somewhere you’ll remember — OneDrive, iCloud, local Documents folder, any sync provider is fine.

Recommended location (matches our default): C:\Users\YourName\OneDrive\Documents\Obsidian Vault

C

Point Lucid Terminal at the vault

In Lucid Terminal, open Settings → Obsidian Integration. Click Browse and pick your vault folder. Lucid Terminal will create these subfolders automatically (won’t touch anything else):

  • 01-Daily/ — daily review notes auto-generated at session close
  • 02-Trades/ — one markdown note per fill with full indicator context
  • 03-Strategy/ — setup-level pages with rolling win-rate, sample size, and confluence grades
  • 04-Agent-Reports/ — nightly research analyses delivered by Lucid
  • 05-Lessons/ — your own takeaways, fully manual, Lucid Terminal never overwrites

Why the service is built this way

Two reasons, and they’re the same reason in different forms.

Reason 1 — You

Your own second brain, not a dashboard you rent.

Most trading journals are black boxes. You paste trades in, see some charts, and the company owns the structured data. When you cancel, that data either dies with the subscription or gets exported as a CSV that’s useless without their product.

Lucid Terminal inverts that. The markdown vault is yours. Every trade note, every indicator reading, every strategy page lives in plain text files you own forever. Cancel tomorrow — the vault stays. Use it with Obsidian, Logseq, or just plain Notepad. We’re not a data hostage-taker. We’re the engine that generates the data for your brain.

[ Your data, your vault, your brain ]
[ Aggregated Lucid data pool ]
Reason 2 — Everyone

The more you trade, the smarter Lucid’s recommendation engine gets for YOU.

Your individual trade data feeds your personal vault and your personal backtest engine. Every fill, every indicator reading, every setup performance metric flows into Lucid’s backtest engine for your account — so the strategies you build keep refining themselves against your actual trading history.

You benefit twice: you get a strategy page in your vault that says “this setup hit 68% for you specifically,” AND Lucid’s recommendation engine uses your history to surface parameter tweaks tailored to your personal trading patterns. It’s why active long-term users get the most out of the platform — the longer you stay, the deeper your personal archive and the sharper your personal edge.

(Paid tiers can opt out of data-pool contribution anytime in Settings. Free tier contribution is how the free tier stays free, disclosed in TOS. CCPA-compliant deletion within the 90-day identifiable window — email privacy@lucidterminal.io.)

Deploying & promoting bots

Once you’ve connected a broker, the Bots tab is your control room. Every bot in the catalog has been validated by our team across years of market data and classified into one of three promotion tracks. You decide which ones to paper-trade on your account, which to promote to live, and what risk caps each deployment carries.

Going to a paid Topstep eval? Read the complete eval deployment runbook — covers the 4-stage workflow (paper → pre-flight → eval → funded) with a printable pre-flight checklist before each $50–150 attempt.

1

Pick a bot from the Premium Catalog

Open Bots → Premium Creation. You’ll see three columns:

  • ELITE — passes both EVAL and FUNDED gates. The holy grail. WR ≥ 55%, PF ≥ 1.30, ≥ 100 trades, max DD ≤ $2,000. Safe for any prop combine size.
  • EVAL — tuned for prop-firm evaluations. Tight DD ceiling ($2,000), high consistency. Use these to pass a 50K Topstep combine or equivalent.
  • FUNDED — scaling track. Looser DD ceiling ($4,500), more trades. Run these on funded accounts after you’ve passed eval.

Each row carries a 50K or 150K tag based on its drawdown. The 50K tag means the bot survives a Topstep 50K combine ($2,000 max loss). The 150K tag means it needs a 150K combine ($4,500 max loss) and would blow a 50K. Click ▼ Stats on any row for full per-strategy breakdown.

2

Deploy as paper first

Click Deploy on any bot. The deploy modal lets you:

  • Select one or more broker accounts (multi-account fan-out — same bot fills across all checked accounts)
  • Set contract size (1–100 per fill)
  • Pick a session window (24h, NY only, London only, etc.) — bots only fire during these hours
  • Configure Risk Caps: daily loss limit, max position loss, max concurrent positions

Every new deployment starts in PAPER mode. The engine simulates fills against live market data so you can watch how the bot performs on your specific account size + session schedule before risking real money. Paper P&L appears immediately on the deployment card and updates with every simulated fill.

3

Watch & tune from My Active Deployments

The top of the Premium Creation tab shows every deployment you’ve created with live trade count, win rate, P&L, and current drawdown. Each card has:

  • Pause / ▶ Resume — toggle without losing config
  • Stop — permanently delete the deployment
  • Schedule — change session window after deploy
  • Caps — edit risk caps without redeploying
  • Audit — see every state change with timestamp + IP (compliance-grade trail)
KILL SWITCH at the top of the section pauses every active deployment in one click. Use it if any bot is misbehaving and you need to halt the whole fleet — every account, every symbol — instantly.
4

Promote paper → LIVE

When a paper deployment has produced enough trades to convince you the bot performs as backtested on YOUR specific account, click LIVE. A high-friction confirmation modal opens that requires you to:

  • Review the deployment summary (bot, contracts, accounts, risk caps)
  • Type the literal word LIVE into a confirmation field
  • Click the unlocked Promote button

Once promoted, the engine routes real fills to your broker on the next signal. The promotion is recorded in the audit log with timestamp, IP, and full snapshot of risk caps at the moment of promotion (compliance trail in case of post-mortem). To revert, click ↩ Paper on any LIVE deployment to demote it back.

5

Let the Strategy Improver evolve your bots

Open Bots → Improver Feed to see the nightly Strategy Improver’s decisions across every catalog bot. Each entry shows:

  • Status pill — pending / approved / rejected / pulled / rolled-back
  • Δ Expectancy in basis points (the proposed improvement’s expected edge gain)
  • Sample size + rationale paragraph
  • A/B monitor stats once the candidate is running side-by-side with the baseline

You approve / reject from this feed; nothing auto-applies to your live bots without your sign-off. When the candidate beats baseline by ≥ 5% over its evaluation window, you’ll see it recommended for promotion. When it underperforms, the paper-trader auto-rollbacks and you see the rollback reason inline.

Ready to start?

Download the beta. Enter your key. Connect a broker. Come back in a week and you’ll already have a searchable archive of every setup you took — with every indicator reading at entry and exit.

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Risk Disclosures

Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one’s financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. For example, the ability to withstand losses or to adhere to a particular trading program despite trading losses are material points that can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program that cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonials Disclosure: Testimonials appearing on this website may not be representative of other clients or customers and are not a guarantee of future performance or success. Live Trade Room Example: This presentation is for educational purposes only and the opinions expressed are those of the presenter only. All trades presented should be considered hypothetical and should not be expected to be replicated in a live trading account.

Virtual Currency: View CFTC advisories as they contain more information on the risks associated with trading virtual currencies.