Using the Platform
Learn how to navigate the strategy tables, analytics, and documentation so you can translate insights into responsible trading decisions.
Core screens
| Screen | Purpose | Key actions | Learning resources |
|---|---|---|---|
| Strategies List | Browse evaluated strategies with scores and metrics. | Filter by pair, interval; sort columns; open details. | List help, Indicator reference |
| Strategy Detail | Inspect indicators, performance stats, and trades. | Review factors JSON; read notes; export signals. | Detail help, Basics |
| Executed Trades | Audit historical entries/exits recorded in the system. | Filter by strategy name, date; download CSV. | Trades help |
| Analytics | View aggregate statistics across strategies. | Compare cohorts, spot outliers, monitor releases. | Risk guide |
Reading a strategy detail page
- Headline: Shows name, trading pair, interval, evaluation date. Confirm the data is recent.
- Performance metrics: Daily profit, win rate, profit factor, drawdown. Cross-check against your risk plan.
- Bands & factors: The first_band/second_band JSON defines indicator types and parameters. Use the Glossary if a term is new. Open glossary
- Trades table: Review recent signals and outcomes. Note streaks or regime shifts.
- Documentation links: Jump to the relevant category page (e.g., Moving Averages) for deeper context.
Tip: Save annotated screenshots of detail pages when you adopt a strategy so you can revisit why you chose it.
Working with data exports
- Use the CSV download buttons to pull trade history into spreadsheets for analysis.
- Track metrics such as expectancy, drawdown, and time-in-trade. Compare to live results weekly.
- For Python users, load CSVs with pandas.read_csv and build dashboards (avoid exposing keys or private data).
- Archive CSV snapshots before making major changes so you can revert or audit performance.
Integrating with your workflow
- Daily: Scan the Strategies list for new entries, log interesting setups, update your watchlist.
- Weekly: Review the Analytics page, note regime shifts, update risk levels.
- Monthly: Retire underperforming strategies, archive notes, and add new learnings to your playbook.
- Team sync: Share the Learning Hub link with new hires, assign a mentor to review their first trades.
Support & feedback
- Use the inline help buttons for contextual tips. Open inline help
- Report bugs or suggest improvements via email. [email protected]
- Keep track of documentation updates in your internal changelog so the team stays aligned.
Next steps
- Create a checklist for evaluating strategies using this page as a reference.
- Proceed to Risk & Planning to formalize decision rules. Open guide