tradecli/ wiki

Quick Start ​

Install tradecli, authenticate with an LLM provider, pick a persona, and run your first session — all in under 5 minutes. This page assumes you have macOS (Apple Silicon) or Linux (x64). Windows users can grab the .zip from the releases page.

Time required

~5 minutes for a working installation. Broker authentication takes a few extra minutes and is covered in Broker Setup.

1. Install via Homebrew ​

The recommended path on macOS and Linux is the Homebrew tap:

bash
brew install TradingSandbox/tradecli/tradecli

Or, in two steps:

bash
brew tap TradingSandbox/tradecli
brew install tradecli

Verify the install:

bash
tradecli --version
# tradecli 0.3.7 (or later)

Upgrading

brew upgrade tradecli pulls the latest stable release. Releases follow semver: patch bumps (0.3.7 → 0.3.8) are bug fixes, minor bumps (0.3.x → 0.4.0) add features, major bumps (0.x → 1.0) are breaking changes.

2. Configure an LLM provider ​

tradecli needs access to a large language model to drive the personas. Run:

bash
tradecli setup

The wizard auto-detects any LLM credentials you've already set (env vars, prior auth.json). If none are configured, it opens an interactive picker so you can pick a provider and paste an API key inline. After authentication, the wizard walks through the remaining checks (config dir, Chrome, broker OAuth, port availability) and writes ~/.tradecli/config.json.

If you have a subscription (Claude Pro/Max, ChatGPT Plus, GitHub Copilot, etc.) instead of an API key, see LLM Setup for the /login browser flow.

Do not commit API keys

Keep keys in ~/.tradecli/agent/auth.json (where the wizard writes them) or in your shell rc (~/.zshrc, ~/.bashrc) — never commit them to a repository. If a key leaks, rotate it immediately in the relevant provider's console.

3. Run tradecli doctor ​

Confirms the environment is healthy before launching the full TUI:

bash
tradecli doctor

Expected output:

✓ config-dir       Config directory OK
✓ llm-auth         ANTHROPIC_API_KEY present
✓ model-selection  Default: claude-opus-4-7
✓ chrome           Chrome 141.0 OK
✓ browser-profile  tradecli Chrome profile OK
✓ mcp              MCP manifests cached
✓ broker-auth      Groww token valid (expires in 23h)
✓ ports            All required ports free
✓ network          api.anthropic.com reachable
✓ version          Running latest (0.3.7)

If any check fails, run tradecli doctor --fix — it'll prompt to auto-repair what it can (missing directories, expired Groww tokens, etc.).

4. Pick your first persona ​

tradecli ships with five personas. Each has its own system prompt, tool set, and session state:

  • Learner — 8-chapter interactive curriculum with quizzes and live practice on broker platforms
  • Trader — short-term signal-driven decisions, news scanning, quick chart reads
  • Pro Trader — MCP-first chart analysis, trade path routing, Pine workflows, and TradingView context for experienced traders
  • Investor — long-term fundamentals, DCF modeling, peer comparison via Screener.in
  • Portfolio Manager — allocation, rebalancing, XLSX import, correlation analysis

Start with Learner if you're new to trading. Switch personas later with Ctrl+\ inside the TUI.

5. Launch the TUI ​

bash
tradecli

You'll land in the interactive terminal interface. On first launch, the persona picker appears — hit the number key for your chosen persona, then start chatting.

First prompt ideas

  • Learner: "Start chapter 1"
  • Trader: "What's happening with Nifty today?"
  • Investor: "Run a quick screen for low-debt large caps with >15% ROCE"
  • Portfolio Manager: "Load my portfolio from ~/Downloads/holdings.xlsx"

What's next ​

Once you have a working install:

Not financial advice

tradecli is an educational and analytical tool. Nothing it outputs constitutes a recommendation to buy, sell, or hold any security. Always verify AI outputs against primary sources before trading real capital.

Questions or trouble? contact@tradecli.in