Documentation
Comprehensive guides for platform features and tools.
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Strategies
Core backtesting and strategy development tools.
Backtest (Canvas)
Open ToolThe Canvas is a visual, node-based editor for designing complex quantitative trading strategies. It allows you to drag, drop, and connect logic blocks to define how capital flows through your portfolio.
Key Concepts
- Nodes: Building blocks like Stocks (assets), Conditions (logic rules), Sorts (ranking), and Allocations (splitting capital).
- Flow: Execution flows from top to bottom. Parent nodes pass capital and signals to their children.
Features
- Multi-Tab Editor: Build and compare up to four different workflows simultaneously.
- Simultaneous Backtest: Run all open tabs at once to see comparative performance on a single chart.
9SIG
Open Tool9SIG is a specialized backtesting tool for Value Averaging (VA) strategies. Unlike Dollar Cost Averaging (DCA), VA adjusts your contribution based on portfolio performance to maintain a strict growth path.
How it Works:
- You set a Target Growth Rate (e.g., 9% annually).
- In each period, the algorithm calculates the required portfolio value.
- Underperforming? You buy more to catch up.
Overperforming? You buy less or sell to lock in gains.
This tool helps visualize the capital requirements and potential returns of maintaining a specific growth trajectory over time.
Tools
Analysis and utility features.
Calculators
Open ToolThe Calculators section provides quick financial utilities for common quantitative tasks.
- CAGR CalculatorCompute Compound Annual Growth Rate to standardize returns over different time periods.
- Drawdown AnalysisEstimate recovery times required from various drawdown depths.
- Position SizingCalculate optimal trade sizes based on risk tolerance and stop-loss levels.
AI Backtests
Open ToolAI Backtests leverages Large Language Models (LLMs) to bridge the gap between natural language and strategy code.
Type your strategy in plain English (e.g., "Buy SPY when RSI is below 30, sell when above 70").
The AI constructs a valid JSON workflow compatible with our backtesting engine.
Open the result in the Canvas editor to manually tweak parameters or logic.
Analyzer
Open ToolThe Analyzer is a deep-dive tool for comparing the historical performance of multiple assets or strategies side-by-side.
Key Metrics:
It also visualizes Correlations to help you understand diversification benefits and Rolling Metrics to see how performance characteristics evolve over different market regimes.
Data
Data management and execution.
Database
Open ToolThe Database page is your central hub for managing the historical data available to the backtester.
- Ticker Catalog: View all available symbols (Stocks, ETFs, Indices).
- Data Quality: Check start/end dates and data coverage for each asset.
- Imports: (If enabled) Request new data imports or updates for specific tickers.
Live Execution
Open ToolLive Execution connects your validated strategies to real-world brokerage accounts for automated trading.
Warning: Live trading involves real financial risk. Ensure your strategies are thoroughly backtested before deploying capital.
Capabilities:
- • Broker Integration (e.g., Alpaca, Interactive Brokers)
- • Scheduled Runs (Cron-based execution)
- • Order Management & Execution Logs
- • Portfolio Syncing