# End-user test guide — Investor Flow

**Status:** Ready for manual end-user testing (local)

**Product framing:** Investment management workbench (portfolio, risk, monitor, research, decision process). Adaptive workspace density. Educational publisher legal posture (no buy/sell advice).

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## Start the stack

From repo root (or your usual scripts):

```bash
# Backend (example)
cd app/server && npm run dev   # or your start command on :3001

# Frontend
cd app && npm run dev         # typically :3000
```

Or use `./restart-servers.sh` if that is your operator path.

Ensure admin can approve new signups if accounts start as `pending_approval`.

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## Suggested test path (new user)

1. **Sign up / sign in** → Settings  
2. **Workspace interview** (if not onboarded): experience → goal → horizon → terms  
   - Expect: liquid starter symbols, redirect to **Portfolio**  
3. **Settings → Workspace** — change density focused ↔ standard ↔ full  
   - Expect: nav items appear/disappear; Overview panels change  
4. **Portfolio** — add a holding; confirm marks, cost, P&L on the same page (no separate Monitor)  
5. **Risk** — set equity / peak, refresh posture, run sizing math  
7. **Get Started** — pick a strategy template (options templates only at full density)  
8. **Decision plan** (`/plan`) — save a planned/active decision + optional thesis  
9. **Theses** — create/update status (intact / weakening / broken)  
10. **Journal** — close a decision with P&L + reflection  
11. **Research** (`/`) — management strip + symbol overview  
12. **Market Outlook** — collapsible sections + tooltips  
13. **Screener** (standard+) — filter watchlist `price > 50`  
14. **Strategy lab** — backtest if strategy forked and candles cached  
15. **Reports** — generate HTML note  
15. **Mobile width** (<768px) — bottom tabs: Research · Portfolio · Risk · Alerts · More  
16. **Nav** — Research section first in desktop sidebar; no Monitor entry 

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## Density checklist

| Density | Should see |
|---------|------------|
| focused | Portfolio (with marks), Risk, Symbol, Market, Charts, Plan, Theses, Journal, Alerts; limited Overview panels |
| standard | + Institutional, Strategies, Screener, Lab, Reports, Exits |
| full | + Filings, Options DD, Goals, advanced strategy templates |

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## Known limits (acceptable for this test pass)

- Emotion logger UI not fully productized (reflection on journal close covers close notes)  
- SSE live alert push not required (poll/list works)  
- Backtest/screener quality depends on cache/watchlist data  
- Some admin TypeScript noise pre-existed; does not block user flows  
- Brokerage connect is out of scope (manual holdings only)  

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## Pass criteria for this release

- [ ] New user can finish interview and land on Portfolio  
- [ ] Holdings appear in Monitor and Risk  
- [ ] Density change updates nav without re-login  
- [ ] Decision plan saves and shows in Journal  
- [ ] Thesis CRUD works  
- [ ] Mobile 5-tab shell usable for core management  
- [ ] No “Recommended buy” style language on Guided Start / starters