Documentation

Quick reference for getting Xaltrion AI installed and running locally.

Installation

Xaltrion ships as a Windows installer with a local Python venv.

  1. Download the latest release from GitHub Releases.
  2. Extract the .zip to a folder of your choice.
  3. Right-click install.ps1 and run with PowerShell.
  4. The installer creates a .venv and installs dependencies.

Broker setup

Xaltrion supports six brokers out of the box. Add credentials via the Setup page.

Alpaca (US equities + crypto)

Sign up at alpaca.markets, paper account by default.

Luno (ZAR crypto)

Use API keys from your Luno account. Start in paper mode.

Binance, IG SA, Kraken, cTrader

Each broker has its own settings tab in the portal at http://localhost:8080/settings.

Dashboard guide

The portal opens at http://localhost:8080 after starting the app. Key pages:

  • Dashboard - portfolio value, positions, recent activity
  • Portfolio - holdings table + chart with P&L
  • Journal - every AI decision logged as JSONL
  • Settings - risk, watchlist, brokers, AI provider
  • Analytics - win rate, Sharpe, monthly returns

Troubleshooting

License token cache stale

Delete .activation_cache.json and state/license_token.json then restart the app.

Machine binding mismatch

If you moved to a new machine, contact support@xaltrion.ai to clear the binding.

Port 8080 already in use

Start with a different port: python -m src.main --ui-port 8081.

Windows SmartScreen blocks installer

Click "More info" then "Run anyway". The installer is unsigned during alpha.

Perplexity research not running

Add PERPLEXITY_API_KEY in Setup. Without it, the agent runs in Claude-only mode.

localStorage reset

To reset dashboard layout, open DevTools and run localStorage.clear() on localhost:8080.