Getting set up

Start here

A one-minute walkthrough of the terminal, and a checklist whose every line is checked against something real. Nothing on this page is ticked because it probably happened.

The sixty-second tour

one minute

Status: Not started
Stopped at: —
Finished: —
Steps: 8, each anchored to an element in the terminal

Open the terminal and start

The tour runs inside the terminal, because that is what it is about. This page starts it and remembers where it stopped; the walkthrough itself opens over the live screen. A step whose target is not on screen is skipped rather than shown pointing at nothing.

First-run checklist

in progress

Create an account so your work is stored on the serveroptional
9 accounts exist on this machine.
This build ships the account routes (POST /api/auth/register, /api/auth/login) but no sign-in screen, so there is no button here that would create one. Until there is, everything you save is kept in this browser only — kit/store.js reports that as durable: false and says so wherever it matters.
Checked against GET /api/auth/status
Put a company on a watchlist
No lists stored yet.
Checked against the `watchlists` document, via kit/store.js
Open the watchlist
Import holdings, so every screen can be recalculated against them
No positions stored yet. A CSV import is the fastest way in.
Checked against the `portfolio` document, via kit/store.js
Import a portfolio
Choose a density, theme or default ticker
Nothing stored — the app is following its shipped defaults, which is a valid state.
Checked against the `prefs` document, via kit/store.js
Open preferences
Take the sixty-second tour
Not started.
Checked against the `onboarding.tour` preference
Open the terminal and start it
Optional: configure an API keyoptional
None of the 11 optional credentials are set. Every screen still renders; the ones that need a key say which one.
Checked against GET /api/pages/environment
Open the keys page

Not signed in — changes are kept in this browser only and are not on the server.

What the tour covers

Every screen is in here
Sixty-two screens, grouped by what they answer. The sidebar is the escape hatch: it survives a screen that fails to render, so there is always a way back.
#singularity-sidebar
Set the company once
Type a ticker and press Enter. Every screen that takes a company follows this one field, so you do not re-enter it per screen.
#singularity-sidebar .ticker-input
Or jump straight to a screen
Type a mnemonic — SOVW, WACC, ECAL, NEWS — and press Enter. Every screen has one, including the ones not listed in the sidebar.
#singularity-sidebar .command-shell
The screen list
Grouped by subject. The filter above it narrows the list as you type.
#singularity-sidebar .sidebar-nav
What you are looking at
The header names the screen and the company it is currently about.
#terminal-viewport .viewport-header
Where you have been
Breadcrumbs and recently-viewed. The as-of stamp for the screen sits on the same row.
[data-sgc-chromerow]
Every number carries its source
Click a provenance chip to see the exact request behind a figure, and whether it came from the live source or from a cache replay. The chip links through to the source health page.
.sgkProv
The screen itself
Screens fetch live. A panel that cannot reach its source says so rather than showing a zero — an empty state here is a real answer, not a bug.
#terminal-viewport .workspace

Each anchor above is a selector that exists in static/app.js, static/chrome.css or frontend/kit/panel.js today. If one of them is renamed, that step disappears from the tour rather than breaking it.