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Troubleshooting & Frequently Asked Questions

Quick solutions for network setup, proxy routing, missing symbols, updates, and diagnostics exports in PtView Workstation.

1. Network, Proxy & Exchange Connection Issues​

Charts stay blank or an exchange fails to connect​

Some regions or corporate networks restrict access to exchange REST/WebSocket endpoints.

  1. Open Settings (Ctrl + P) → Network.
  2. Enable Use HTTP / SOCKS5 Proxy.
  3. Enter your Proxy Host, Port (and optional Username / Password).
  4. Click Save — PTView updates both REST and WebSocket exchange clients immediately without requiring a restart.
Verify Proxy Routing

If you use Telegram alerts, Settings → Notifications → Test Connection automatically routes through your configured proxy so you can verify connectivity in one click.

2. Exporting a Diagnostics Bundle for Support​

When reporting a bug or connection problem, you can export a single .zip diagnostics bundle with sensitive credentials automatically scrubbed:

  1. Open Help → Export Diagnostics (or go to Settings → Advanced).
  2. Choose where to save the .zip archive.
  3. PTView packages recent application logs (app-*.log, app-error-*.log), AI/MCP logs, and environment diagnostics while SecretRedactor automatically masks API keys, Bearer tokens, and local user paths.

3. Where Are My Workspaces, Settings & Logs Stored?​

Install ModeDefault Data Directory
Standard Installer (Setup.exe)%LocalAppData%\PTView\ (binaries live separately in %LocalAppData%\PTViewWorkstation\)
Portable (Portable.zip)<ExtractedFolder>\data\
Custom OverrideSet the PTVIEW_DATA_DIR environment variable

Inside the data directory:

  • config\desktop-settings.json — User preferences, layouts, proxy, and channel settings
  • workspaces\ — Saved multi-chart grid workspaces, indicators, and drawings
  • logs\ — Rolling application logs (app-*.log) and AI/MCP logs (logs\Ai\)
  • plugins\ — Installed custom PTView.SDK plugin folders
Safe Upgrades & Downgrades

Because binaries (PTViewWorkstation) are isolated from user data (PTView), updating or switching between Stable and Beta channels never overwrites your workspaces, drawings, or settings.

4. Frequently Asked Questions (FAQ)​

Do I need an exchange API key to view charts?​

No. Public market data (OHLCV candlesticks, tickers, L2 order books, open interest, funding rates across all 29 exchanges) works out of the box with zero API keys.

Does AI Copilot cost money?​

PTView itself does not charge extra for AI chat. You bring your own provider key (Bring Your Own Key):

  • Free options: Google Gemini API free tier, OpenRouter free models, or Ollama running 100% locally and offline on your PC.
  • Paid / high-rate options: OpenAI, DeepSeek, Anthropic, or Gemini paid tiers.

What happens when my 28-day Pro Trial expires?​

PTView smoothly switches to the Community Edition (free forever):

  • Your workspaces, drawings, and settings remain intact.
  • You keep up to 2 concurrent charts and 3 active indicators per chart, plus all 29 exchanges and standard AI Copilot.
  • You can activate a Pro license anytime under Settings → License.

How do I switch back from Beta to Stable?​

  1. Open Settings (Ctrl + P) → Updates.
  2. Change Update Channel from Beta to Stable.
  3. Ensure Allow channel downgrade is enabled and click Check for Updates Now.