===============================================================
  Touchstone - Trading Journal
  Runs entirely on your own PC. Windows. Nothing is installed.
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GETTING STARTED
---------------

  1. Unzip this folder anywhere you like, for example your Desktop.
  2. Double-click  "Start Touchstone"
  3. A black window opens and counts down while the server starts.
     Your browser opens by itself as soon as it answers.
  4. Log in with   username: trader   password: trader

  No installation, no account, no internet needed. The journal starts
  empty.

  Leave the black window open while you use Touchstone. Closing it stops
  the program. To start again, double-click once more.

===============================================================
  WHAT IS NEW IN THIS VERSION
===============================================================

Most of this comes straight off your notes. Below is what was done, and
just as importantly what was not, and why.


SINCE THE COPY YOU HAD (29 September, second build)
---------------------------------------------------

  Your notes led to six fixes. Four of them are things the app was
  hiding - it gave no error, no warning, nothing on screen - so they
  could only be found by going through the code. You pointed at the
  symptoms; the causes were further down than the symptoms showed.
  Those four are first.

  *  The chart you pasted was there all along - there was just no way
     to reach it. Saving a trade dropped you on the dashboard with no
     mention of what you had just logged, and in the trades list only
     the date was clickable. Now: saving takes you straight to the
     trade, the whole row opens it, and a small chart mark in the list
     shows which trades have one.

  *  A link that was not a TradingView snapshot was thrown away in
     silence. The trade saved, the chart vanished, and the app said
     nothing - so there was no way to know it had happened. That is
     almost certainly what became of yours. It now refuses the save and
     says what to paste instead.

  *  Sessions were an hour out for half the year. The time was read
     off the TradingView paste as UTC and labelled New York AM / PM on
     boundaries that only hold during American summer time. From
     November to March every automatically assigned session was wrong -
     quietly, in the statistic on the Edge page you are most likely to
     act on. Times now go through the exchange clock, which follows the
     clock changes on its own.

  *  The calendar and the dashboard could disagree about which day a
     trade belonged to, because the two screens worked out "the day"
     differently. One definition now, used everywhere.

  *  Clicking a day in the dashboard calendar did nothing at all. It
     now opens that day.

  *  Saving an edit that failed looked exactly like saving one that
     worked - the screen simply did nothing. It now says what went
     wrong.

  And your suggestions:

  *  What 1R is worth. In Settings, tell it your usual risk - say 100 -
     and the dashboard shows the money beside the R. Leave it empty and
     the journal stays in R only. You were right that R means nothing
     to a beginner; putting your own number in is the honest version of
     that, and better than a made-up $100, because a figure in a
     screenshot gets believed later.

  *  Instrument and contracts are remembered from your last trade. The
     full form used to ignore your settings entirely and reset to
     MNQ / 1 every time.

  *  Your name is on both logging screens, so you can see at a glance
     which journal you are writing into.

  *  Backtesting: date, entry time and exit time are all editable now,
     both while pasting a batch and afterwards. The entry time off the
     paste is a starting point, not a fact.

  *  Trade times were always editable - they sit in the Execution block
     further down the page while the date is at the top, which is why
     they were easy to miss.

  *  On the 12-hour / 24-hour question: times are stored exactly as you
     see them on your chart, in New York time. Whether they display as
     13:35 or 1:35 PM follows your own Windows setting - the journal
     does not convert anything, so a time you type is the time you get
     back.

  *  One unit, everywhere. Results now lead with R and show the money
     underneath, on every screen. The dashboard used to headline in
     dollars while the calendar was in R, which is what you spotted.
     Money still stands alone where the number IS money - payouts, your
     risk amount - because those are not results and have no R.

  *  The paste box takes a right-click. On "Log a trade" the panel you
     paste into was a plain box, and Windows offers no Paste in the
     right-click menu over something you cannot type into - so the only
     way in was Ctrl+V. It is a real text field now, so right-click →
     Paste works, exactly as it always has on the backtesting screen.
     The instruction on the page says both ways, and says Ctrl+V rather
     than the Mac shortcut it used to show.

  *  Hide amounts now hides all of them. You found it still showing
     dollars on the calendar, on Edge Analytics and in the trade log,
     and it was worse than that - about two thirds of the amounts in
     the app were still readable with the toggle on. The blur was a
     mark that had to be applied by hand at every single figure, which
     is a thing nobody can keep up. It comes with the number now, and
     the charts and tooltips - where a blur cannot reach inside - show
     dots instead. Checked by walking every page with the toggle on and
     looking for a readable amount: none left.

  *  The menu is reachable on a short window. If your window was less
     tall than the menu, the bottom items - Payouts, Daily Notes,
     Import, Settings and sign-out - could not be reached at all: the
     left bar is pinned to the screen, so the page scrollbar never
     moved it, and it had no scrollbar of its own. It scrolls now.

  *  A "?" beside the fields that are easy to get wrong. Click it and
     the explanation appears under the label. Only on the fields that
     need one: a mark on every field is the same as none at all. It
     opens on click rather than hover, so it works the same on a touch
     screen.


BEFORE THAT (28 September)
--------------------------

  If you already ran the first bundle, these were the difference then.

  *  More than one chart per trade. A setup is framed on the higher
     timeframe and entered on the lower one, so one link was never
     enough. Add as many as you want, label them (HTF, entry, result),
     and they keep the order you put them in. Trades saved with the old
     single link still show it.

  *  The chart appears while you paste. The link field used to be
     write-only: you pasted, saw nothing, saved, reopened. Now the
     picture renders under the field as you type - and it stays quiet
     while the link is still half-typed instead of calling it wrong on
     every keystroke.

  *  Partial taken - a tick box. You asked what happens when you take
     something off early. Recording every exit would answer "what
     happened"; the question is whether the plan held or nerves won,
     and one tick answers that. Your R stays the blended result.

     The care is in the reporting. A partial blends two exits into one
     R, so its capture reads lower by arithmetic - judged on capture
     alone, good discipline looks like a mistake. The Edge card
     therefore splits your trades on the tick and shows win rate and
     expectancy beside capture, so you see the trade-off rather than
     the penalty. It stays quiet under ten trades on either side.

  *  POI and DOL share one list of levels. They were two separate
     vocabularies, so using BSL on both meant adding it twice. Both now
     offer everything; nothing you had stored was changed.

  *  The menu follows the trading day. Case Studies and BackTesting sat
     between Trades and Edge - two screens opened once a month,
     separating the two you use daily. Order is now: arrive and log,
     is it working, when there is time, occasional.


FIXED - things that were genuinely broken
-----------------------------------------

  1. Deleting a user did not work.
     You asked how to remove a test user completely, screenshots and
     all. You could not. It deleted the trades but left setups, case
     studies, payouts and strategies behind, hit a database error, and
     showed you nothing more than "Failed to delete user". It now
     removes everything in one action, including the image files on
     disk - or fails without changing anything.

  2. Dates could land on the wrong day.
     Trades were grouped by UTC while the calendar was built in local
     time. East of London an evening trade appeared on the previous
     day. Everything now uses one local day, so the calendar, the month
     total and the "today" line cannot disagree with each other.

  3. Screenshots were readable without logging in.
     Anyone who could guess a filename could open your chart images,
     and anyone could upload files. Both now need a session.


ADDED - your suggestions
------------------------

  4. TT, the technical target.
     A new field beside TP: where your rules said the move could reach,
     as opposed to where you actually put the order. While you type it
     tells you what it is worth - "3.00R available, your TP is 1.00R
     short of it". A target on the wrong side of your entry is flagged
     rather than quietly counted as profit.

     On the Edge page there is a Target capture card: on the trades
     that worked, how much of the available move you actually banked,
     how much R you left behind, and how often your order sat short of
     your own read.

     One note on the maths, since you asked to sort on it. Losing
     trades are deliberately excluded from the capture figure. A loss
     scores negative capture, so including them turned the number into
     a measure of your win rate instead of your exits. The card says so
     on screen.

  5. Hide amounts.
     Button at the bottom of the sidebar. Blurs every money figure and
     your name, for screen sharing and screenshots. R values stay
     visible - they say nothing about your account size.

     You suggested a fixed fake number such as $100 instead. It blurs
     rather than fakes on purpose: an invented figure in a screenshot
     can be mistaken for a real one months later, a blur cannot.

  6. The launcher waits properly.
     It used to wait a flat 5 seconds and open the browser regardless,
     which is why you sometimes landed on "connection refused" on a
     cold start. It now tests the port once a second, counts down in
     the window, and only opens once the server really answers.

  7. The required field is marked in red.
     "The only field that is required" was grey and read as a footnote.

  8. Shorter pages.
     Settings had thirteen lists stacked in a single column. They now
     run two side by side, and two small cards were merged into one.
     Roughly half the length.

  9. TradingView chart links - no uploading.
     Paste a TradingView snapshot link on a trade and the chart itself
     appears, both under the field as you paste and on the detail page.
     No file to upload, nothing stored on your disk. Add as many as the
     trade needs - the higher timeframe, the entry, the result - and
     give each one a label.

     On the chart, press the camera button or Alt+S and choose "Copy
     link to the chart image". That gives a link like
     https://www.tradingview.com/x/m7azfyek/ - paste that.

     A saved chart layout link (/chart/...) is not a picture and has no
     image behind it. Paste one and it says so rather than showing a
     broken frame.

     Two honest caveats. The image lives on TradingView's servers, not
     in your journal - so it needs an internet connection, and opening
     the trade tells TradingView the snapshot was viewed. And the
     address the image sits at is not an official, documented one: it
     works today, but if TradingView ever changes it the page falls
     back to a plain link instead of breaking.


NOT DONE - and why
------------------

  A. Labels to the left of the input boxes.
     Tried, then rejected. The trade form is already laid out three and
     four fields to a row, so putting labels beside them makes each box
     narrower and harder to read instead of shortening the page. The
     length there comes from the number of sections, so the spacing was
     tightened instead.

  B. A phone layout.
     Deliberately skipped. This is a Windows program you start from a
     .bat file - nobody runs it from a phone. Supporting small screens
     is a separate job and would not get used.

  C. A separate database for testing.
     Not built into the app, because there is a simpler answer: copy
     this whole folder. The copy has its own data folder and its own
     journal. Two folders, two journals, no code.

     Inside the app every trade is already marked Live, Paper or
     Backtest, and only Live counts towards your statistics - so a
     practice trade never flatters the numbers.

  D. Several users in one database.
     That is the design, not an oversight. Every row records which user
     it belongs to and each user only ever sees their own. Two users
     may share a display name; the username is the one that must be
     unique.

  E. Auto-filling a case study from the quick log.
     Left out on purpose. Case studies are meant to be a small,
     deliberate library of why a setup works. Creating one for every
     trade would bury the good ones. A "turn this trade into a case
     study" button on a trade you pick yourself is the better version,
     and can be added later.

  F. Tooltips on every field.
     Not yet. Still on the list.


WORTH KNOWING
-------------

  The full trade form has around thirty fields, and that is what it is
  for - recording everything when you want to. For daily use there is
  the quick log behind "Log a trade": paste from TradingView, then
  win/loss, how many contracts, save. If you find yourself on the long
  form every day, use the quick one instead.


===============================================================
  USING IT
===============================================================


FIRST THINGS TO DO
------------------

  Settings      Set your instruments, sessions, entry models and the
                other dropdowns to match how you actually trade. The
                forms follow whatever you put here.

                Appearance is at the top of the same page: light or
                dark, plus six accent colours.

  Admin         Change the username and password to your own.


LOGGING A TRADE
---------------

  Log a trade   The quick way. In TradingView, right-click your Long or
                Short Position tool and choose Copy, then paste it here
                with Ctrl+V - entry, stop, target and direction fill
                themselves in. Say win, loss or break-even, set how
                many contracts, save.

  Full form     Everything else. Only the result is mandatory; fill in
                what you care about and leave the rest blank.


WHAT IS IN HERE
---------------

  The menu follows the order of a trading day, not the alphabet.

  Dashboard     Equity curve, win rate, expectancy, discipline streak
  Trades        Your full log - click any row for the detail page

  Edge          The statistics. Performance by session, entry model,
                time of day, emotion, confidence and execution rating,
                R-distribution, drawdown, target capture, and which of
                your setups actually pays
  Reports       Build a rule set and measure what each rule is worth

  Calendar      Profit and loss per day and per month
  Case Studies  A library of setups with your own reasoning written out
  BackTesting   Describe a setup once, paste batches of trades under it

  Payouts       Prop firm payouts, with certificates
  Daily Notes   Mood, sleep, clarity, stress
  Import        Load trades from a CSV - there is a template to download


WHY R AND NOT DOLLARS
---------------------

  Touchstone leads with R. 1R is whatever you risked on that trade. A
  trade that makes three times your risk is +3R, whether that was fifty
  dollars or five hundred.

  It is the only honest way to compare trades across different position
  sizes, and it is why the stop price matters. Without an entry and a
  stop, a trade has no R and is left out of the statistics rather than
  counted as zero.


YOUR DATA
---------

  Everything lives in the  data  folder:

      data\journal.db     your trades
      data\uploads\       your screenshots

  Nothing you write is sent anywhere. There is no cloud and no account
  behind this.

  One exception, and it is your choice: if you paste a TradingView
  snapshot link onto a trade, that picture is fetched from
  TradingView's servers when you open the trade. Leave the field empty
  and nothing ever leaves your PC.

  BACKUP: copy that data folder somewhere safe now and then - a USB
  stick, OneDrive, anywhere. If your disk fails, that folder is your
  journal. To restore, copy it back.

  Moving to another PC? Copy the whole folder across. It runs as it is.


===============================================================
  IF SOMETHING DOES NOT WORK
===============================================================

  The window closes immediately
      Windows has blocked the file. Right-click "Start Touchstone.bat",
      choose Properties, tick Unblock at the bottom, click OK.

  Browser does not open
      Wait for the countdown in the black window to finish - the first
      start takes longer. If it still does not, open it yourself:
      http://127.0.0.1:3000
      Use that address and not "localhost". They look the same to a
      person and are two different addresses to a browser, each with
      its own saved sign-in.

  "Port 3000 is already in use"
      Something else on your PC has that port. Close it, or open
      "Start Touchstone.bat" in Notepad and change  PORT=3000  to
      PORT=3100  (then use http://127.0.0.1:3100)

  Windows warns about an unknown publisher
      Expected - this is not a signed installer, just a folder with a
      program in it. Choose "More info" then "Run anyway".
===============================================================
  Questions go to Leon.
===============================================================
