How to complete and save one protected pre-trade review in Lumiere

Choose the right access stage

The public sample, protected sample, and paid beta answer different questions. You can inspect the method before sharing an email address or entering payment information.

The six-step quickstart

1. Inspect the public evidence.Open the complete public sample. Confirm that the workflow exposes a source, timestamp, setup, invalidation, risk calculation, constraints, and an explicit no-trade path. It is static and does not analyze a security you choose.
2. Verify your email.Choose Free / Demo and use the emailed verification link. The requested plan should remain Free / Demo, and no payment information is required before the one protected analysis and save.
3. Review the legal and privacy choices.Accept the current Terms and Privacy Policy to open the protected workflow. Optional product-analytics consent is separate and can be withdrawn; anonymous operational pageviews and coarse funnel measurement are explained in the policy.
4. Run one analysis.Enter the ticker you chose, select the scanner thresholds, and run Analyze. Treat the output as research to inspect—not a signal. Check the source badge, session and freshness warnings, chart, volume, headlines, links, criteria, and reasoning before proceeding.
5. Define the risk plan.Choose long or short, write the observable entry condition and thesis invalidation, select a dollar-risk budget, add any capital ceiling, and set a paper R target. Review the resulting whole-share ceiling, conflicts, data warnings, spread, liquidity, and the condition that means no trade.
6. Save the complete sample plan.Build the plan and save it only after the analysis, chart state, plan, and evidence are present. The protected sample allows one complete save. After it is saved, further reviews, further saves, and full journal history remain locked until the account has paid or invited-beta access.

Synthetic paper example

Read the size as a ceiling—not permission to trade.

Assume a hypothetical long-share review with no ticker and no current market quote: 50.00 USD planned entry, 49.20 USD thesis invalidation, 80.00 USD selected dollar-risk budget, 100.00 USD account risk ceiling, and 4,000.00 USD capital ceiling.

The capital constraint binds first, leaving 16.00 USD of the selected 80.00 USD risk budget unused. That arithmetic still does not approve participation. If the data source is stale or the spread exceeds the hypothetical 0.10 USD limit, the completed plan should stop at no trade. Gaps, slippage, partial fills, fees, and order behavior can make realized loss differ from planned price risk.

How to read the protected result

Source badge

Names the data lane and whether it is realtime, delayed, fallback, stale, or unavailable. A successful page load is not proof that the market source is current.

Classification

Summarizes the selected rules. “Qualifies” is not an instruction, recommendation, or prediction; it only reflects the current inputs and thresholds.

Evidence

Preserves the chart state, criteria, headlines, publishers, times, links, and analysis context needed to review why the decision was made.

Invalidation

States the observable evidence that makes the setup wrong. It is distinct from a preferred share count, risk budget, price alert, or broker stop trigger.

Planned size

Uses the lower applicable whole-share ceiling after the risk budget and capital limit; liquidity, portfolio, broker, and execution constraints may lower it further or produce zero.

No-trade condition

Names the source, spread, liquidity, timing, portfolio, or setup failure that ends the review before an order decision.

For more detail, use the risk-first checklist, invalidation guide, position-sizing formula, and private browser-only worksheet.

IBKR and Local Connector boundary

The optional Lumiere Local Connector is a paid-beta, local-only market-context lane. It can read quote and chart context from the configured IBKR Paper TWS or Paper Gateway session, but the V1 connector is read-only and does not transmit customer paper or live orders. A listening port does not prove the intended simulated account or market-data entitlement.

Set up and troubleshoot the simulated environment with the Paper TWS connection guide, then follow the IBKR pre-order review workflow. Lumiere is not affiliated with or endorsed by Interactive Brokers.

Privacy and safety checklist

• Do not enter broker credentials, account numbers, authentication codes, session data, or token-bearing URLs into notes or screenshots.
• Assume uploaded or captured screens may contain sensitive financial information; crop or redact unrelated account and position details before analysis.
• Product-usage telemetry is optional. Withdrawing product-analytics consent stops future detailed product events without disabling anonymous pageviews or coarse operational funnel measurement.
• Do not treat an analysis, classification, calculated size, bracket preview, or saved plan as advice, suitability review, a guarantee, or authorization to place an order.
• Review current broker documentation and the Lumiere Risk Disclosure before relying on any paper-trading assumption.