> For the complete documentation index, see [llms.txt](https://open-papertrade.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://open-papertrade.gitbook.io/docs/features/overview.md).

# Overview

{% embed url="<https://youtu.be/aIAWEdcUxIo?si=iwHkHtm4TZvt-qj9>" %}

Open Papertrade ships eight major surfaces. Each has its own page with a demo video, screenshots, and how-to notes.

## Trading

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Paper Trading</strong></td><td>Virtual portfolios, market/limit orders, holdings, transaction history, and price alerts — all on real market data.</td><td><a href="/docs/features/paper-trading.md">Paper Trading</a></td></tr><tr><td><strong>Charts &#x26; Technical Analysis</strong></td><td>Interactive TradingView-style charts with technical indicators and pattern detection.</td><td><a href="/docs/features/charts.md">Charts &amp; Technical Analysis</a></td></tr><tr><td><strong>Backtesting</strong></td><td>Build, run, and analyze trading strategies against historical market data. Performance metrics + trade log.</td><td><a href="/docs/features/backtesting.md">Backtesting</a></td></tr></tbody></table>

## AI

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>AI Coach</strong></td><td>LLM-driven behavioral analysis over your own trade history — risk scoring, patterns, tips, and an interactive chat.</td><td><a href="/docs/features/ai-coach.md">AI Coach</a></td></tr><tr><td><strong>Filings Research Analyst</strong></td><td>Agentic RAG over SEC 10-K, 10-Q, 8-K filings. Every claim cites its source. Refuses when the corpus doesn't support the answer.</td><td><a href="/docs/features/filings-research.md">Filings Research Analyst</a></td></tr></tbody></table>

## Social

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Copy Trading</strong></td><td>Follow leader accounts, mirror their trades, manage relationships.</td><td><a href="/docs/features/copy-trading.md">Copy Trading</a></td></tr><tr><td><strong>Leaderboard &#x26; Friends</strong></td><td>Global rankings by return, XP, and achievements. Add friends and compare portfolios.</td><td><a href="/docs/features/social.md">Leaderboard &amp; Friends</a></td></tr></tbody></table>

## Design principles across features

| Principle                      | Applied to                                                            |
| ------------------------------ | --------------------------------------------------------------------- |
| **Refusal over hallucination** | AI Coach, Filings Analyst — both have explicit "I don't know" paths   |
| **Provider-agnostic LLM**      | All AI features share one interface — swap providers with one env var |
| **Real market data**           | Paper Trading, Charts, Backtesting — Finnhub + Yahoo Finance fallback |
| **Traceable outputs**          | Filings — every citation links to a specific char range in the source |
| **Local-first**                | Everything runs on your laptop — no cloud dependencies for dev        |