How It Works
From idea to live strategy
The same eight-step workflow runs every strategy on the platform.
1. Market data
The platform pulls historical and near-real-time OHLCV data for supported instruments through a data-provider abstraction, so the trading engine is not tied to one provider.
2. Strategy creation
Define entry and exit rules using the no-code strategy builder: indicators, price/volume conditions, time rules and position sizing. See the Strategy Builder section of Features.
3. Backtesting
Run the strategy against historical data with configurable capital, fees, brokerage and slippage. Backtests are designed to avoid look-ahead bias and future-data leakage.
4. Validation
Review trade-by-trade results, the equity curve, drawdown and performance metrics before trusting a strategy with any capital.
5. Paper trading
Run the validated strategy against live market data using virtual capital only, to see how it behaves in real time before risking money.
6. Risk controls
Set daily loss limits, position caps, exposure limits and the kill switch. These are enforced server-side, independent of the UI.
7. Broker connection
Connect a supported broker account. The platform tests the connection and synchronizes account state before enabling live trading.
8. Live execution
With explicit confirmation, the strategy can place real orders through the broker, with the same risk controls active.