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Guide: From Backtest to Live

This guide provides a step-by-step journey for traders and developers who want to take their strategies from simple ideas to real-world execution.

It outlines the key stages of the process on our platform and what you should expect in each:

  • Broker Connections
    Learn why connecting your broker account is essential for live execution and how to set it up securely.

  • Building Strategies
    Explore both the no-code builder for visual strategy design and the code builder for Python-based logic.

  • Backtesting
    Validate your strategies on historical data to measure performance, refine logic, and build confidence before risking capital.

  • Deploy Strategies
    Understand how to move from testing to execution—whether in paper trading or live markets—and how to monitor results in real time.

  • Portfolio & Monitoring
    Manage multiple strategies, track P&L, and control account-level actions from a central dashboard.

By the end of this guide, you’ll know exactly how to go from backtesting an idea to deploying a live trading strategy, while managing risk and keeping full visibility over performance.