[{"data":1,"prerenderedAt":1731},["ShallowReactive",2],{"docs-nav":3,"doc-backtesting-troubleshooting":483},{"categories":4,"settings":397,"tools":422},[5,34,72,98,138,182,252,293,313,333,350],{"_id":6,"blurb":7,"order":8,"pages":9,"showDisclaimer":31,"slug":32,"title":33},"f3a96461-762f-4400-afaa-22792b774c55","Create your account, find your way around a workspace, and build and backtest your first strategy.",10,[10,16,21,26],{"_id":11,"group":12,"lastUpdated":12,"slug":13,"summary":14,"title":15},"5fc41c43-d229-4d53-8a8e-d555d2398c18",null,"sign-up","Create an Orbital account with an email and password or with Google, sign in, reset a lost password, and join a workspace from an invitation email.","Sign up and sign in",{"_id":17,"group":12,"lastUpdated":12,"slug":18,"summary":19,"title":20},"fbaf2a74-2afb-4d57-b33a-f6c96e26b624","workspaces-and-projects","What a workspace and a project each hold, what signup creates for you, how to switch between them, and how a connected assistant is bound to one project.","Workspaces and projects",{"_id":22,"group":12,"lastUpdated":12,"slug":23,"summary":24,"title":25},"88a2268d-a124-46c7-b029-c2d4f7ff775d","your-first-strategy","Build a rule-card strategy in the workflow editor, walked through with a golden cross on SPY, and see it listed in Backtesting ready to run.","Your first strategy",{"_id":27,"group":12,"lastUpdated":12,"slug":28,"summary":29,"title":30},"47e1ce39-c0a1-4cef-9e90-b8dd33cc8ee1","your-first-backtest","Run a strategy over past data, read the estimate before it starts, follow its progress, and understand the figures, chart and trade log it produces.","Your first backtest",false,"getting-started","Getting started",{"_id":35,"blurb":36,"order":37,"pages":38,"showDisclaimer":69,"slug":70,"title":71},"657bcd3b-cc2a-44ed-9f84-03643c99c547","Connect an AI assistant to your Orbital project so it can create strategies and run backtests for you.",20,[39,44,49,54,59,64],{"_id":40,"group":12,"lastUpdated":12,"slug":41,"summary":42,"title":43},"3bad212d-95fa-478c-948f-0596407ca16e","connecting","Add Orbital AI to Claude or Claude Code, sign in, approve the connection for one workspace and project, and start asking Claude to build and backtest strategies.","Connect Claude to Orbital",{"_id":45,"group":12,"lastUpdated":12,"slug":46,"summary":47,"title":48},"4e342515-cd92-471f-80c0-67a319c2ac1e","tools","The eleven tools Claude can call in your Orbital project: how a session uses them, the permission each needs, and the refusals any tool can give.","The eleven tools",{"_id":50,"group":12,"lastUpdated":12,"slug":51,"summary":52,"title":53},"c57bc136-30d6-4b59-9b69-463dc5ea5c13","rule-cards-and-programs","The two kinds of strategy Claude can write in your project: rule cards built from Orbital's strategy nodes, and Programs, Rust code Orbital compiles for logic the cards cannot express.","Rule cards and Programs",{"_id":55,"group":12,"lastUpdated":12,"slug":56,"summary":57,"title":58},"74e28c3b-d4df-498f-8961-13dd42f5b27a","troubleshooting","What to do when Claude asks you to sign in, a tool is refused, a run will not start or cancel, or the connection stops working. Each symptom with its cause and its fix.","Troubleshooting",{"_id":60,"group":12,"lastUpdated":12,"slug":61,"summary":62,"title":63},"d1a9691c-b38a-44ac-9741-a100d411692f","faq","Short answers about what Claude can and cannot do in your Orbital project: trades, projects, data, teammates, apps, ChatGPT, advice and disconnecting.","FAQ",{"_id":65,"group":12,"lastUpdated":12,"slug":66,"summary":67,"title":68},"b8c41c3e-ea55-41e8-9bbc-273f82e26633","chatgpt","Orbital AI for ChatGPT is coming. Until it ships, Claude and Claude Code are the assistants Orbital supports.","ChatGPT",true,"claude-and-chatgpt","Claude & ChatGPT",{"_id":73,"blurb":74,"order":75,"pages":76,"showDisclaimer":31,"slug":97,"title":81},"b3972fa1-43ef-4d47-be02-d44097dda281","Ask about markets, your workspace and the web, and let Chat propose dashboards, workflows and strategies you approve.",30,[77,82,87,92],{"_id":78,"group":12,"lastUpdated":12,"slug":79,"summary":80,"title":81},"abf18936-5589-4ddb-8da1-4830374f145a","overview","Where Chat lives, what it can read and propose, how threads work, which model answers, and the request limits and turn clock it runs under.","Chat",{"_id":83,"group":12,"lastUpdated":12,"slug":84,"summary":85,"title":86},"06bc241c-5dc7-49fe-b61f-df14ec6837f4","asking-about-markets","Tag a ticker with $, get cited prices, history and screens from market data, chart it in the thread, pin a chart to a dashboard, and use the slash commands.","Ask about markets",{"_id":88,"group":12,"lastUpdated":12,"slug":89,"summary":90,"title":91},"e9b59bec-7c5a-4f8c-86c3-22945d7a7605","proposals-and-approvals","Everything Chat builds, edits or removes leaves a card in the thread. Routine changes apply at once, others wait for your Apply, and an agent permission waits for a workspace owner or admin.","Proposals and approvals",{"_id":93,"group":12,"lastUpdated":12,"slug":94,"summary":95,"title":96},"f7277dae-4c8a-4f1b-aa5a-e0fb82007b9a","documents-and-web","Attach documents and images to a chat, keep files in the Library and mention them with @, let Chat search the web, and talk to Orbital from Telegram.","Documents, the web and your phone","chat",{"_id":99,"blurb":100,"order":101,"pages":102,"showDisclaimer":31,"slug":137,"title":106},"06f1d75d-66bd-4d17-8a54-9c532c52164b","Give an agent a task and the permissions to do it, then approve what it proposes.",40,[103,107,112,117,122,127,132],{"_id":104,"group":12,"lastUpdated":12,"slug":79,"summary":105,"title":106},"94a1f453-8bb9-410c-be0d-54a49f236620","What an Orbital agent is, how the Agents page is laid out, what an agent may do on its own, what it asks you for, and where its runs and results go.","Agents",{"_id":108,"group":12,"lastUpdated":12,"slug":109,"summary":110,"title":111},"0463f2ef-6d61-4381-be44-00d32ab6c025","set-up-an-agent","Create an agent with New agent, answer its short setup interview and apply the card, then adjust its model, instructions, permissions, tools and limits in Agent settings.","Set up an agent",{"_id":113,"group":12,"lastUpdated":12,"slug":114,"summary":115,"title":116},"2e5b03e2-70e7-4862-b848-ce875bb51118","permissions-and-approvals","What an agent may do on its own: the four permissions, the Deny, Ask, Auto and Always approve modes, who can change them, and how to answer the card an agent leaves while it waits.","Permissions and approvals",{"_id":118,"group":12,"lastUpdated":12,"slug":119,"summary":120,"title":121},"7af877fb-44cb-4a34-8863-45a7dfbdc3b9","tasks","Give an agent, or a channel, a goal it keeps working at run after run: what done looks like, an optional budget, what to do when an idea fails, and the task bar that shows where it stands.","Tasks",{"_id":123,"group":12,"lastUpdated":12,"slug":124,"summary":125,"title":126},"5987c9d5-3610-43ac-ba0f-7378e10fdebb","automations","Start an agent when nobody is here: on a schedule, with a task that repeats or starts on a market event, or when a monitor's signal fires.","Automations",{"_id":128,"group":12,"lastUpdated":12,"slug":129,"summary":130,"title":131},"1a36f6b4-3d37-4603-bbeb-af7619438db9","teams","Put several agents in one channel, address one with @name or all at once, give the team a task the lead splits into sub-tasks, and bind the sources an agent can search.","Channels and teams",{"_id":133,"group":12,"lastUpdated":12,"slug":134,"summary":135,"title":136},"8eda3de1-589c-416e-ab81-890a77d35938","strategy-work","What an agent does with strategies: reads them, writes and edits rule cards, branches, makes a version main, builds a program, runs backtests and controls a deployment, and what each act needs.","Agents and strategies","agents",{"_id":139,"blurb":140,"order":141,"pages":142,"showDisclaimer":31,"slug":181,"title":146},"5aa5558d-e712-42de-a7bc-291c35b0f0f7","Build pipelines from nodes, run them on a schedule or a trigger, and route their outputs.",50,[143,147,152,157,162,167,172,177],{"_id":144,"group":12,"lastUpdated":12,"slug":79,"summary":145,"title":146},"a482b682-605b-44ed-aa42-69f659d5dfc6","What a workflow is, how the Workflows list and the editor are laid out, what a version is, and what every run leaves behind.","Workflows",{"_id":148,"group":12,"lastUpdated":12,"slug":149,"summary":150,"title":151},"d99cd71a-f5e3-4ca3-b000-24635997eb71","build-a-workflow","Create a workflow in the editor: add nodes, wire their ports, set each node, declare an Output, save, run it and read the Console.","Build a workflow",{"_id":153,"group":12,"lastUpdated":12,"slug":154,"summary":155,"title":156},"1c515e36-c132-471c-81b2-4c2f36fbca66","nodes","Every node in the workflow editor's Nodes panel, section by section: what each one does and which ones appear only when an app is on.","Node reference",{"_id":158,"group":12,"lastUpdated":12,"slug":159,"summary":160,"title":161},"b3bdb58f-06c5-48cb-9120-b221ac49c9dc","schedules","Run a workflow at set times: calendar or exchange timing, run times in a time zone, the run policy, and the version every scheduled run uses.","Schedules",{"_id":163,"group":12,"lastUpdated":12,"slug":164,"summary":165,"title":166},"b06b41c9-3274-4f3a-8181-7f3b32306992","webhooks-and-signals","Start a workflow from another system's request or from a market signal. Set up an incoming webhook or a signal monitor under Automations, with its checks, duplicate handling and limits.","Webhooks and signals",{"_id":168,"group":12,"lastUpdated":12,"slug":169,"summary":170,"title":171},"82fe3c34-ff39-4ccd-b25c-f16fb8367707","outputs-alerts-and-actions","Where a workflow's result goes: the Output node, the Alert node, watchlist and metric writes, HTTP calls and child workflows.","Outputs, alerts and actions",{"_id":173,"group":12,"lastUpdated":12,"slug":174,"summary":175,"title":176},"f2894fdf-2918-48a5-b268-b743915648b3","runs-and-versions","What each run status means, how to read Run History, what the timeouts and On node failure do, and how versions and main decide what a run executes.","Runs and versions",{"_id":178,"group":12,"lastUpdated":12,"slug":56,"summary":179,"title":180},"cf91d9a3-1bc2-4dd0-97c6-0c7d1594b0c4","Symptom by symptom: a failed, paused, held or timed-out run, a scheduled run that did not start, a workflow marked Needs attention, a refused webhook, and a node whose app is off.","Troubleshooting workflows","workflows",{"_id":183,"blurb":184,"order":185,"pages":186,"showDisclaimer":69,"slug":251,"title":190},"a560aeb6-d8cc-4a14-95d9-5e526ea41a39","Rule-card and Rust program strategies, versions, runs, cost profiles and forward tests.",60,[187,191,196,201,206,212,217,222,227,232,237,242,247],{"_id":188,"group":12,"lastUpdated":12,"slug":79,"summary":189,"title":190},"4b8c23fd-eba6-42f1-b15b-ce459a4381ff","What a strategy, a version, a run and a forward test are, how the Strategies list, the strategy page and Compare are laid out, and where results live.","Backtesting",{"_id":192,"group":12,"lastUpdated":12,"slug":193,"summary":194,"title":195},"b3af053f-e2a8-41b2-9d7e-6e60ebf9ced8","rule-card-strategies","Every Strategy node in the workflow editor, field by field: the universe, indicators, rules, sizing, filters, the Program node, the Output and run parameters.","Rule-card strategies",{"_id":197,"group":12,"lastUpdated":12,"slug":198,"summary":199,"title":200},"b0104237-5e9c-4aa4-a152-a6dc852c3d11","program-strategies","Write a strategy as a Rust program: the editor, Build and Test, the on_bar function and the host interface, the Program node's settings, fuel and limits, and how Claude or an agent builds one.","Program strategies in Rust",{"_id":202,"group":12,"lastUpdated":12,"slug":203,"summary":204,"title":205},"7ba46c72-f20a-440b-b09f-0b1d4d4ee46b","run-a-backtest","Every field of the Run dialog, the estimate and its checks, the run quotas, progress, cancelling a run, and what a completed run records.","Run a backtest",{"_id":207,"group":208,"lastUpdated":12,"slug":209,"summary":210,"title":211},"5d61dd3c-078f-4660-92cd-944c832d2b14","Reference","reading-results","The strategy page after a run: the Overview chart and tiles, the Report, the Runs and Trades views, what each metric and column means, open positions and exit reasons.","Reading results",{"_id":213,"group":12,"lastUpdated":12,"slug":214,"summary":215,"title":216},"d25d0e47-82dc-4c2e-bb3d-696bfab45f67","cost-profiles","The four cost profiles and which ones a run can use, the default slippage and commission, what the report says about costs, and the costs no profile models.","Cost profiles",{"_id":218,"group":12,"lastUpdated":12,"slug":219,"summary":220,"title":221},"6eb719e7-b922-44c1-b35d-77fbdef86525","versions","When a backtest makes a version, how a run's settings make configurations and the trial count, how main starts and moves, and the change note a run can record.","Versions",{"_id":223,"group":12,"lastUpdated":12,"slug":224,"summary":225,"title":226},"3b865ec7-ba81-4362-a657-59d4d3626778","forward-testing","Freeze a completed run and re-run it after each settled session, on the same chart and trade list. Start one, read it, and see what updates cost and how a test stops.","Forward testing",{"_id":228,"group":12,"lastUpdated":12,"slug":229,"summary":230,"title":231},"4f8815e4-e430-450d-8227-be0d964fb9d0","backtest-vs-forward-test-vs-paper","How a backtest, a forward test and a paper deployment differ, what the simulation leaves out, and the fill, margin and benchmark rules every result rests on.","Backtest, forward test and paper",{"_id":233,"group":12,"lastUpdated":12,"slug":234,"summary":235,"title":236},"2758dd0d-1721-446b-9ab5-0dd2afde2015","when-trades-happen","The exact timing of every decision and fill: the bar a strategy decides on, the bar it fills on, what an early close changes, and why paper fills differ from the backtest.","When trades happen",{"_id":238,"group":12,"lastUpdated":12,"slug":239,"summary":240,"title":241},"a0babc17-2ec5-4084-82f4-efb94470c5b9","avoiding-overfitting","A fitted backtest looks like a found one. Six rules, three warning bands, and how Orbital's trial count, deflated Sharpe and forward testing show how much of a result is luck.","Avoiding overfitting",{"_id":243,"group":12,"lastUpdated":12,"slug":244,"summary":245,"title":246},"8c238472-649e-4da4-b2ea-e827e9e53f91","manage-and-delete-strategies","Find strategies in the list, the gallery and the map, compare up to 20 on one chart, delete one or many, restore from Trash within 30 days, and what a running deployment locks.","Manage and delete strategies",{"_id":248,"group":12,"lastUpdated":12,"slug":56,"summary":249,"title":250},"09f05732-280c-4011-a599-a26082071408","Symptom by symptom: a run that stays queued, a run limit, a refused estimate, a program that does not build, a workflow that is not a strategy, odd results and a stopped forward test.","Troubleshooting backtests","backtesting",{"_id":253,"blurb":254,"order":255,"pages":256,"showDisclaimer":69,"slug":291,"title":292},"d4dcce27-8d92-4d3a-9da1-28bec555d0dd","Deploy a strategy to a paper account, set its budget and limits, and approve or stop what it does.",70,[257,261,266,271,276,281,286],{"_id":258,"group":12,"lastUpdated":12,"slug":79,"summary":259,"title":260},"f293b0c4-a19a-494c-a6cc-89efeccd1db2","What the Trade app shows, how paper trading on Alpaca works, what a deployment is, and what the account menu can pause, cancel and close.","Trade on paper",{"_id":262,"group":12,"lastUpdated":12,"slug":263,"summary":264,"title":265},"2b4a4b1e-c74d-47b2-9ab7-3bbd73f1f053","connect-alpaca","Connect an Alpaca paper account in Settings so the Trade app can place paper orders with it, then check it, sync it, reconnect it or disconnect it.","Connect Alpaca",{"_id":267,"group":12,"lastUpdated":12,"slug":268,"summary":269,"title":270},"37265f93-3219-4741-82b5-70e7935b67b3","deploy-a-strategy","Deploy a strategy's main version to an Alpaca paper account from Trade: the deploy review, why a deploy is refused, the orders it sends, the first run, and what an edit after deploy changes.","Deploy a strategy",{"_id":272,"group":12,"lastUpdated":12,"slug":273,"summary":274,"title":275},"ec6ec9a2-5f4f-4d0f-ae1b-03bb2c23709c","capital-sleeves","Each deployment on a paper account has its own budget, caps on its entries and profit and loss from its own fills. Pausing or stopping one leaves the rest running.","Budgets and limits",{"_id":277,"group":12,"lastUpdated":12,"slug":278,"summary":279,"title":280},"776a4e31-c1bd-4116-8e6d-05fb2a1a23f1","approvals-and-permissions","The trading permission a deployment runs under, what a held trade is and how long it waits, where approvals arrive, and how an agent's own permissions apply.","Approvals and permissions",{"_id":282,"group":12,"lastUpdated":12,"slug":283,"summary":284,"title":285},"18554807-50f3-4d66-b962-41b31a9b8fb1","manage-a-deployment","Pause, resume or stop one strategy, change its limits without stopping it, read the running-version notice, and use the account menu to pause, cancel or close everything on an account.","Manage a deployment",{"_id":287,"group":208,"lastUpdated":12,"slug":288,"summary":289,"title":290},"d99f07a9-3024-4147-b79e-2ed6a6883384","pnl-orders-and-activity","What each figure in Trade means and where it comes from: the Overview tiles, a deployment's Today, Realized gain and Trend, the Trades card, and the Positions, Orders and Activity tabs.","P&L, orders and activity","trade","Trade",{"_id":294,"blurb":295,"order":296,"pages":297,"showDisclaimer":31,"slug":312,"title":301},"02328bc7-dd08-4a14-8ba7-7fb4387879f5","Keep lists of symbols with notes and flags, and feed them to workflows and dashboards.",80,[298,302,307],{"_id":299,"group":12,"lastUpdated":12,"slug":79,"summary":300,"title":301},"2cccb4c0-847c-47e1-969c-cb31a53b1a23","Named lists of symbols with prices, sections and flags. Build them on the Watchlists page or from Chat, and feed them to workflows and dashboards.","Watchlists",{"_id":303,"group":12,"lastUpdated":12,"slug":304,"summary":305,"title":306},"a0a54c9e-5d7f-47ed-9ea8-2f62398d5f0f","notes-and-flags","Flag rows in a list with one of seven colours, keep a research note and price target per symbol, link straight to a note, and save notes from Chat.","Notes and flags",{"_id":308,"group":12,"lastUpdated":12,"slug":309,"summary":310,"title":311},"eb1ebfbb-fbd7-47a6-b506-9b14be8a3206","use-with-workflows-and-dashboards","Feed a list's symbols into a workflow, let a workflow update a list, manage both from the Watchlists page, and work through a list on a dashboard.","Use watchlists in workflows and dashboards","watchlists",{"_id":314,"blurb":315,"order":316,"pages":317,"showDisclaimer":31,"slug":332,"title":321},"ec4f70ac-7aeb-45bb-9a3b-a0c58274183d","Live widgets from market data and workflow outputs, with templates to start from.",90,[318,322,327],{"_id":319,"group":12,"lastUpdated":12,"slug":79,"summary":320,"title":321},"8fb8ba02-5404-4f63-b757-14a034d8fb1a","A grid of widgets fed by market data and your workflows. Create one blank, with Chat or from a template, then pick symbols in the sidebar and run the workflows behind it.","Dashboards",{"_id":323,"group":12,"lastUpdated":12,"slug":324,"summary":325,"title":326},"6d17e6dc-f4ee-4593-9330-292e517ee7d8","widgets","A widget is one tile on a dashboard: a type plus the data it draws. Add one from the gallery, bind it to a workflow or market data, see where its numbers came from, or pin one from Chat.","Widgets",{"_id":328,"group":12,"lastUpdated":12,"slug":329,"summary":330,"title":331},"06b0ae5d-4d7c-4891-9230-75af49970141","templates","Install a ready-made dashboard or workflow from the template gallery, see what each template creates and schedules, and change or update it after install.","Templates","dashboards",{"_id":334,"blurb":335,"order":336,"pages":337,"showDisclaimer":31,"slug":348,"title":349},"93aa62fe-8bc0-40fe-8fb2-194ed287174d","What fires, where it is delivered, and how to read your inbox.",100,[338,343],{"_id":339,"group":12,"lastUpdated":12,"slug":340,"summary":341,"title":342},"37d1c72c-0cbc-416d-afc6-2f340f9c13c2","notifications","Your inbox for fired alerts, failed runs, finished backtests and anything waiting on your approval, and the settings that also send them to your email.","Notifications",{"_id":344,"group":12,"lastUpdated":12,"slug":345,"summary":346,"title":347},"5930c9ef-0f6b-4405-a67e-dac6de1fab76","alerts-from-workflows","Raise an alert with a workflow's Alert node, start the workflow from a market signal with Monitor a signal, and review each alert and where it went in Notifications.","Alerts from workflows","alerts-and-notifications","Alerts & notifications",{"_id":351,"blurb":352,"order":353,"pages":354,"showDisclaimer":31,"slug":395,"title":396},"a6576f5f-6b1d-4456-95a7-ea27f1ba41df","Members and roles, apps and plugins, API keys, credits and billing.",110,[355,360,365,370,375,380,385,390],{"_id":356,"group":12,"lastUpdated":12,"slug":357,"summary":358,"title":359},"06b06aaa-b51a-4c5b-9a62-3122b621af07","profile-and-sign-in","Open Settings, edit your profile, connect Google, change or set a password, see what each change signs out, and delete your account.","Profile and sign-in",{"_id":361,"group":12,"lastUpdated":12,"slug":362,"summary":363,"title":364},"8d8580c6-2e78-4ea6-a569-be33225d4434","members-and-roles","The workspace and project roles Orbital uses and what each allows, what an invitation gives you, how to delete a workspace, and how many workspaces you can create.","Members and roles",{"_id":366,"group":12,"lastUpdated":12,"slug":367,"summary":368,"title":369},"3dd6675b-126b-419e-b231-6380f425e666","apps","Install Watchlists, Backtesting and Trade for your workspace, choose the projects that use each one, and read the permissions Trade asks for.","Apps",{"_id":371,"group":12,"lastUpdated":12,"slug":372,"summary":373,"title":374},"6e25f5a8-a49b-4dd4-9f3e-f475d940bf43","plugins","Connect outside services to your workspace in Settings: a Google Drive folder that syncs into your Library, and an Alpaca paper account for Trade.","Plugins",{"_id":376,"group":12,"lastUpdated":12,"slug":377,"summary":378,"title":379},"d991056d-a99d-49ec-8ba0-06dbc9eed3d6","api-keys","Create a key under Settings → Developers, call Orbital's API from your own code, and see what each switch, limit and error means and how to revoke a key.","API keys",{"_id":381,"group":12,"lastUpdated":12,"slug":382,"summary":383,"title":384},"03ac79c0-cd4f-421d-a9ad-3eae5f260f86","credits-and-billing","What credits are and what spends them, how to read Billing and Usage, buy credits, set up auto-reload and a spend limit, and change or cancel your plan.","Credits and billing",{"_id":386,"group":12,"lastUpdated":12,"slug":387,"summary":388,"title":389},"5850c64b-293f-4c4d-8f8e-72c579ec59f9","ai-models","Set the model new chats start on, choose which models people can pick, and add your own provider keys so your provider bills calls once credits run out.","AI models",{"_id":391,"group":12,"lastUpdated":12,"slug":392,"summary":393,"title":394},"d0b5aec8-827b-44c7-802c-1f69cbf03533","workspace-settings","What General holds and who can change it, how to delete a workspace, where notification settings live, and how Trash keeps deleted items for 30 days.","Workspace settings","workspace-and-account","Workspace & account",{"footerLine":398,"searchSuggestions":399,"startHere":416,"toolPageBanner":421},"Orbital is software, not a broker or investment adviser. Results shown in Orbital are hypothetical and are not investment advice. Brokerage services are provided by the broker you connect.",[400,402,404,406,408,410,412,414],{"path":401,"title":25},"/docs/getting-started/your-first-strategy",{"path":403,"title":30},"/docs/getting-started/your-first-backtest",{"path":405,"title":43},"/docs/claude-and-chatgpt/connecting",{"path":407,"title":48},"/docs/claude-and-chatgpt/tools",{"path":409,"title":205},"/docs/claude-and-chatgpt/tools/run_backtest",{"path":411,"title":205},"/docs/backtesting/run-a-backtest",{"path":413,"title":270},"/docs/trade/deploy-a-strategy",{"path":415,"title":121},"/docs/agents/tasks",[417,419,420],{"path":418,"summary":14,"title":15},"/docs/getting-started/sign-up",{"path":403,"summary":29,"title":30},{"path":405,"summary":42,"title":43},"This connector creates and backtests strategies. It cannot place trades.",[423,430,436,441,446,451,456,462,467,472,477],{"_id":424,"group":425,"kind":426,"name":427,"oneLiner":428,"order":8,"title":429},"b21a67fe-7e4a-4e57-96d5-cecb99a98c2a","strategies","read","get_authoring_guide","Returns the rule-card vocabulary or the Program manual that Claude reads before it writes a strategy.","Read the authoring guide",{"_id":431,"group":425,"kind":432,"name":433,"oneLiner":434,"order":37,"title":435},"b03fa4eb-9ea1-4a4e-9795-f48d9b785354","write","create_strategy","Saves a new strategy from the minimal nodes-and-connections spec and enrols it for backtesting.","Create a strategy",{"_id":437,"group":425,"kind":432,"name":438,"oneLiner":439,"order":75,"title":440},"c57f922b-b2dd-47f9-93f5-aa2c256603c3","build_program","Compiles a Program node's Rust source and stamps the built module on the node as a new version.","Build a Program",{"_id":442,"group":425,"kind":426,"name":443,"oneLiner":444,"order":101,"title":445},"0f683d98-f149-4ac3-9875-f0cfb0013845","list_strategies","Lists the project's strategies with the latest backtest verdict of each.","List the project's strategies",{"_id":447,"group":425,"kind":426,"name":448,"oneLiner":449,"order":141,"title":450},"e5b108a5-f59c-4320-9686-5544f4ebd923","get_strategy","Reads one strategy: its versions, its recent runs, and the graph that update_strategy takes back.","Read one strategy",{"_id":452,"group":425,"kind":432,"name":453,"oneLiner":454,"order":185,"title":455},"1ed39cd7-fd66-407d-9468-ee35e1525564","update_strategy","Replaces a strategy's graph with the complete graph Claude sends, saved as a new version. Prior versions are kept.","Save a new version of a strategy",{"_id":457,"group":458,"kind":426,"name":459,"oneLiner":460,"order":8,"title":461},"d2618b28-a163-4047-a795-2f22befeaf8b","backtests","estimate_backtest","Prices a run in credits, checks data coverage and returns the confirm handoff run_backtest takes. Spends nothing.","Estimate a backtest",{"_id":463,"group":458,"kind":464,"name":465,"oneLiner":466,"order":37,"title":205},"b8112e94-6e85-4501-b02c-c24f1dfea0b7","run","run_backtest","Launches a backtest under a run id Claude mints, spends credits, and returns the run id at once.",{"_id":468,"group":458,"kind":426,"name":469,"oneLiner":470,"order":75,"title":471},"67e28b54-865e-4fd4-9e02-0f4bca0511e1","get_backtest","Returns a run's status and progress while it runs, and its compact verdict once it is done.","Read a backtest run",{"_id":473,"group":458,"kind":426,"name":474,"oneLiner":475,"order":101,"title":476},"a79c54a7-8ccc-4f6f-bf51-d1bc526e1cb3","get_backtest_trades","Returns a page of a finished run's trade log, newest first within the page, with the total.","Read a run's trade log",{"_id":478,"group":458,"kind":479,"name":480,"oneLiner":481,"order":141,"title":482},"74de9d43-0392-4815-ab76-976b1227e899","destructive","cancel_backtest","Cancels a queued or running backtest. A finished run is refused, and a cancelled run cannot be resumed.","Cancel a backtest",{"_id":248,"_updatedAt":484,"body":485,"category":1706,"disclaimer":1707,"lastUpdated":12,"relatedPages":1708,"slug":56,"summary":249,"title":250,"unlisted":31},"2026-11-04T09:46:37Z",[486,497,547,568,576,592,637,645,677,698,710,722,748,756,764,773,804,848,864,872,932,940,972,995,1003,1038,1046,1070,1113,1154,1198,1206,1248,1256,1268,1315,1330,1346,1389,1397,1405,1454,1501,1521,1540,1577,1585,1601,1628,1643,1686],{"_key":487,"_type":488,"children":489,"markDefs":495,"style":496},"e8430b395f70","block",[490],{"_key":491,"_type":492,"marks":493,"text":494},"4a9f8594da8f","span",[],"Where to look first",[],"h2",{"_key":498,"_type":488,"children":499,"markDefs":545,"style":546},"146009dbc96f",[500,504,509,513,517,521,525,529,533,537,541],{"_key":501,"_type":492,"marks":502,"text":503},"384454e33409",[],"In the Run dialog, a setting it refuses shows ",{"_key":505,"_type":492,"marks":506,"text":508},"4539107bb8d6",[507],"strong","This run can’t start yet.",{"_key":510,"_type":492,"marks":511,"text":512},"384ea554cf92",[]," above the reason, and ",{"_key":514,"_type":492,"marks":515,"text":516},"e932ce2ddf96",[507],"Run backtest",{"_key":518,"_type":492,"marks":519,"text":520},"a7a167d5be7b",[]," stays disabled. On the strategy page, a run that ends without a result reads ",{"_key":522,"_type":492,"marks":523,"text":524},"dd5b8fc06e05",[507],"This run failed",{"_key":526,"_type":492,"marks":527,"text":528},"0a9091e16f66",[]," with the engine's reason and its code, or ",{"_key":530,"_type":492,"marks":531,"text":532},"766b0b3e982b",[507],"Cancelled before completion",{"_key":534,"_type":492,"marks":535,"text":536},"f14386598b5d",[],". A ",{"_key":538,"_type":492,"marks":539,"text":540},"65759381d801",[507],"backtest failed",{"_key":542,"_type":492,"marks":543,"text":544},"db2a45383ce3",[]," notification carries the same reason.",[],"normal",{"_key":548,"_type":488,"children":549,"markDefs":562,"style":546},"678e1f61772d",[550,554,558],{"_key":551,"_type":492,"marks":552,"text":553},"acd3c4328f56",[],"Chat, agents and the Orbital AI connector get the same refusals; ",{"_key":555,"_type":492,"marks":556,"text":58},"9376f7eb815d",[557],"4aff9b534993",{"_key":559,"_type":492,"marks":560,"text":561},"83940382e8f1",[]," for Claude and ChatGPT covers the connection's own errors.",[563],{"_key":557,"_type":564,"href":565,"to":566},"internalLink","/docs/claude-and-chatgpt/troubleshooting",{"_ref":55,"_type":567,"_weak":69},"reference",{"_key":569,"_type":488,"children":570,"markDefs":575,"style":496},"9f7d8dd8741d",[571],{"_key":572,"_type":492,"marks":573,"text":574},"ccf49c232076",[],"The run stays queued",[],{"_key":577,"_type":488,"children":578,"markDefs":591,"style":546},"aabf9aad554f",[579,583,587],{"_key":580,"_type":492,"marks":581,"text":582},"d8dec87af2dd",[],"A submitted run reads ",{"_key":584,"_type":492,"marks":585,"text":586},"181ba1c04966",[507],"Queued — waiting for the engine",{"_key":588,"_type":492,"marks":589,"text":590},"52af8de3a6b2",[]," until the engine begins it, and holds one of the workspace's four run slots. The engine replays a few runs at a time across every workspace, so a run waits while others finish.",[],{"_key":593,"_type":488,"children":594,"markDefs":632,"style":546},"b7b4aa123afb",[595,599,603,607,611,615,619,623,628],{"_key":596,"_type":492,"marks":597,"text":598},"b65a0bc46db9",[],"A submit the engine never received fails after about ten minutes with ",{"_key":600,"_type":492,"marks":601,"text":602},"6044f77a0cf0",[507],"The engine never received this run — the submit was lost in transport. Run it again.",{"_key":604,"_type":492,"marks":605,"text":606},"9511f6eb16ea",[]," A run the engine finished but Orbital could not import for six hours fails too, with a message beginning ",{"_key":608,"_type":492,"marks":609,"text":610},"c64589db42d4",[507],"The engine finished this run, but Orbital could not import its result",{"_key":612,"_type":492,"marks":613,"text":614},"c35d38960ee8",[],". To stop waiting, click ",{"_key":616,"_type":492,"marks":617,"text":618},"1eb0a27bfb4b",[507],"Cancel run…",{"_key":620,"_type":492,"marks":621,"text":622},"d5f657f0c46c",[]," on the strategy page; see ",{"_key":624,"_type":492,"marks":625,"text":627},"92db1215509c",[626],"5374fddbd07b","Cancel a run",{"_key":629,"_type":492,"marks":630,"text":631},"deb907360d22",[],".",[633],{"_key":626,"_type":564,"anchor":634,"href":635,"to":636},"cancel-a-run","/docs/backtesting/run-a-backtest#cancel-a-run",{"_ref":202,"_type":567,"_weak":69},{"_key":638,"_type":488,"children":639,"markDefs":644,"style":496},"55aba536f44b",[640],{"_key":641,"_type":492,"marks":642,"text":643},"3ee7e7fb6dff",[],"The run quota is reached",[],{"_key":646,"_type":488,"children":647,"markDefs":676,"style":546},"9f83044a4a18",[648,652,656,660,664,668,672],{"_key":649,"_type":492,"marks":650,"text":651},"4fa7af23448a",[],"Every workspace has two ceilings, on every plan: 4 runs queued or running at once, and 200 runs started in any rolling 24 hours. A launch over either is refused with the toast ",{"_key":653,"_type":492,"marks":654,"text":655},"082490b6608d",[507],"Run limit reached",{"_key":657,"_type":492,"marks":658,"text":659},"fc7525b31370",[],". The message reads ",{"_key":661,"_type":492,"marks":662,"text":663},"d02f02a355bc",[507],"this workspace already has N runs in flight — the ceiling is N at a time",{"_key":665,"_type":492,"marks":666,"text":667},"a2ef0b7a0947",[]," or ",{"_key":669,"_type":492,"marks":670,"text":671},"e5f3097b8ce4",[507],"N runs in the last 24h — the ceiling is N",{"_key":673,"_type":492,"marks":674,"text":675},"486454d55471",[],". A forward test's updates count toward both.",[],{"_key":678,"_type":488,"children":679,"level":695,"listItem":696,"markDefs":697,"style":546},"c4ba0a6ea504",[680,684,688,691],{"_key":681,"_type":492,"marks":682,"text":683},"26d21655bd7e",[507],"The first ceiling:",{"_key":685,"_type":492,"marks":686,"text":687},"b81c5e4c857b",[]," wait for a run to finish, or click ",{"_key":689,"_type":492,"marks":690,"text":618},"9ddab1b85d5b",[507],{"_key":692,"_type":492,"marks":693,"text":694},"5565158eabc7",[]," on a queued or running run to free its slot.",1,"bullet",[],{"_key":699,"_type":488,"children":700,"level":695,"listItem":696,"markDefs":709,"style":546},"400f83a0ed9a",[701,705],{"_key":702,"_type":492,"marks":703,"text":704},"6e021e96b8dc",[507],"The second ceiling:",{"_key":706,"_type":492,"marks":707,"text":708},"620a31698796",[]," wait. It is rolling: each run stops counting 24 hours after it started, and nothing resets it early.",[],{"_key":711,"_type":488,"children":712,"markDefs":721,"style":546},"31e4736f5405",[713,717],{"_key":714,"_type":492,"marks":715,"text":716},"4a2b574da7ad",[],"In Chat and through the connector, the estimate warns first: ",{"_key":718,"_type":492,"marks":719,"text":720},"46969342f568",[507],"N runs are already in flight for this workspace (the ceiling is N); Run will be refused until one finishes.",[],{"_key":723,"_type":488,"children":724,"markDefs":744,"style":546},"ddb011cf5322",[725,729,733,737,741],{"_key":726,"_type":492,"marks":727,"text":728},"29cc2b07319d",[],"In a project where backtest pricing is on, a run the workspace cannot cover is refused with ",{"_key":730,"_type":492,"marks":731,"text":732},"953eebd9fb9f",[507],"Not enough credits for this run",{"_key":734,"_type":492,"marks":735,"text":736},"2bf28e1409b5",[],"; see ",{"_key":738,"_type":492,"marks":739,"text":384},"1e7f050bb7a6",[740],"db044ee94b83",{"_key":742,"_type":492,"marks":743,"text":631},"6014e7fac02f",[],[745],{"_key":740,"_type":564,"anchor":458,"href":746,"to":747},"/docs/workspace-and-account/credits-and-billing#backtests",{"_ref":381,"_type":567,"_weak":69},{"_key":749,"_type":488,"children":750,"markDefs":755,"style":496},"41aaca03ed4b",[751],{"_key":752,"_type":492,"marks":753,"text":754},"df93960542f5",[],"The estimate was refused",[],{"_key":757,"_type":488,"children":758,"markDefs":763,"style":546},"73c6136543c8",[759],{"_key":760,"_type":492,"marks":761,"text":762},"a04733312784",[],"The estimate on the right of the Run dialog refuses a run before anything is spent.",[],{"_key":765,"_type":488,"children":766,"markDefs":771,"style":772},"924b5ec89ff5",[767],{"_key":768,"_type":492,"marks":769,"text":770},"e7718da3d7db",[],"The data does not cover the period",[],"h3",{"_key":774,"_type":488,"children":775,"markDefs":803,"style":546},"83104f17f990",[776,780,783,787,791,795,799],{"_key":777,"_type":492,"marks":778,"text":779},"b1f3725582c0",[],"The data check reads ",{"_key":781,"_type":492,"marks":782,"text":770},"2b8d1078d8ac",[507],{"_key":784,"_type":492,"marks":785,"text":786},"7c33df90d056",[],", then the engine's sentence and the code ",{"_key":788,"_type":492,"marks":789,"text":790},"5766664a745f",[507],"DATA_UNAVAILABLE",{"_key":792,"_type":492,"marks":793,"text":794},"d570984f7e7d",[],". A run that failed this way lists each gap, such as ",{"_key":796,"_type":492,"marks":797,"text":798},"030675e41bae",[507],"Daily bars missing for SPY:",{"_key":800,"_type":492,"marks":801,"text":802},"81ddee73366d",[]," and the dates.",[],{"_key":805,"_type":806,"items":807,"markDefs":12},"224b2d62d29f","docSteps",[808,836],{"_key":809,"_type":810,"body":811,"title":835},"f19ed6ae07ed","docStep",[812],{"_key":813,"_type":488,"children":814,"markDefs":834,"style":546},"528699239a3f",[815,819,823,827,831],{"_key":816,"_type":492,"marks":817,"text":818},"70a9d930acb5",[],"The line under the period presets says where the tape begins, such as ",{"_key":820,"_type":492,"marks":821,"text":822},"632498e11c04",[507],"Daily bars are mirrored from 2016-01-04",{"_key":824,"_type":492,"marks":825,"text":826},"8f850fce13ab",[],". A preset outside it is greyed and marked ",{"_key":828,"_type":492,"marks":829,"text":830},"119b70c56430",[507],"before the tape",{"_key":832,"_type":492,"marks":833,"text":631},"a46805c9970d",[],[],"Keep the period on the tape",{"_key":837,"_type":810,"body":838,"title":847},"32b57ac1a6d8",[839],{"_key":840,"_type":488,"children":841,"markDefs":846,"style":546},"346887a05fdf",[842],{"_key":843,"_type":492,"marks":844,"text":845},"9fbcb41bd76e",[],"A ticker that had not listed yet is not a gap; see the next section.",[],"Drop the symbols the gaps name, or move the period off their dates",{"_key":849,"_type":488,"children":850,"markDefs":863,"style":546},"a2b07e1011ef",[851,855,859],{"_key":852,"_type":492,"marks":853,"text":854},"bff0a573dd6c",[],"A period that runs past the last mirrored session is not a gap: the check reads ",{"_key":856,"_type":492,"marks":857,"text":858},"17de3be0b8e8",[507],"The data covers the period through",{"_key":860,"_type":492,"marks":861,"text":862},"fd12a1f209c6",[]," that date, and the run goes to it.",[],{"_key":865,"_type":488,"children":866,"markDefs":871,"style":772},"ed099af80ec5",[867],{"_key":868,"_type":492,"marks":869,"text":870},"ce947835b404",[],"A symbol listed too recently",[],{"_key":873,"_type":488,"children":874,"markDefs":927,"style":546},"7110ef2e580a",[875,879,884,888,892,896,900,904,908,912,916,920,923],{"_key":876,"_type":492,"marks":877,"text":878},"073bcc60ff5c",[],"This is a warning, not a refusal. A symbol that listed after the first session the run reads cannot supply the ",{"_key":880,"_type":492,"marks":881,"text":883},"42396ab24ed9",[882],"42a989402bd0","warm-up",{"_key":885,"_type":492,"marks":886,"text":887},"260897c5d4d5",[]," its indicators need. The dialog shows an amber line such as ",{"_key":889,"_type":492,"marks":890,"text":891},"b63f1351455b",[507],"Universe: 1 of 13 symbols listed too recently to warm a 200-bar indicator by 2023-01-03",{"_key":893,"_type":492,"marks":894,"text":895},"e3d2fabbc526",[],". It says the symbol joins the run at its own first warm session, rather than trading from the start. It ends ",{"_key":897,"_type":492,"marks":898,"text":899},"48974167b2ff",[507],"Start on",{"_key":901,"_type":492,"marks":902,"text":903},"7e4796f831c6",[]," a date ",{"_key":905,"_type":492,"marks":906,"text":907},"28ff18ab7537",[507],"or later for a window it covers end to end.",{"_key":909,"_type":492,"marks":910,"text":911},"f3a2b6899602",[]," The top of the run's ",{"_key":913,"_type":492,"marks":914,"text":915},"9476189a591e",[507],"Overview",{"_key":917,"_type":492,"marks":918,"text":919},"6464a1e326cc",[]," repeats it. If no symbol becomes warm inside the period, the run fails with ",{"_key":921,"_type":492,"marks":922,"text":790},"8be32dae3516",[507],{"_key":924,"_type":492,"marks":925,"text":926},"53002a371adf",[],"; start the period later.",[928],{"_key":882,"_type":564,"href":929,"to":930},"/docs/glossary#warm-up",{"_ref":931,"_type":567,"_weak":69},"62edc829-dc54-4bbb-9f08-74079edb829d",{"_key":933,"_type":488,"children":934,"markDefs":939,"style":772},"1e3b8b442077",[935],{"_key":936,"_type":492,"marks":937,"text":938},"9f67a1a04233",[],"Too many symbols, or too long a window",[],{"_key":941,"_type":488,"children":942,"markDefs":971,"style":546},"e602b6720c67",[943,947,951,955,959,963,967],{"_key":944,"_type":492,"marks":945,"text":946},"017be477af8c",[],"A static list may name at most 500 symbols; more is refused with ",{"_key":948,"_type":492,"marks":949,"text":950},"98c3433898cc",[507],"N symbols exceeds the 500-symbol ceiling.",{"_key":952,"_type":492,"marks":953,"text":954},"9a1f18705e7e",[]," Narrow the list in the dialog's ",{"_key":956,"_type":492,"marks":957,"text":958},"ee9544276628",[507],"Symbols",{"_key":960,"_type":492,"marks":961,"text":962},"e206e3d88541",[]," field, or on the strategy's ",{"_key":964,"_type":492,"marks":965,"text":966},"310ef4c27a43",[507],"Input",{"_key":968,"_type":492,"marks":969,"text":970},"9392af474a24",[]," node.",[],{"_key":973,"_type":488,"children":974,"markDefs":994,"style":546},"dc338e9a00d8",[975,979,983,987,991],{"_key":976,"_type":492,"marks":977,"text":978},"8837ae1268f2",[],"The period times the universe is bounded on each bar size. The refusal reads ",{"_key":980,"_type":492,"marks":981,"text":982},"9b78ec526198",[507],"At daily bars, N symbols allow a window of up to N months — this run asks for",{"_key":984,"_type":492,"marks":985,"text":986},"b54efb2024a4",[]," the two dates. Shorten the period, test fewer symbols, or run on daily bars. A preset past this bound is greyed and marked ",{"_key":988,"_type":492,"marks":989,"text":990},"ad5842038b88",[507],"too large to run",{"_key":992,"_type":492,"marks":993,"text":631},"a2d079d0a72a",[],[],{"_key":996,"_type":488,"children":997,"markDefs":1002,"style":772},"70d9a3a1e382",[998],{"_key":999,"_type":492,"marks":1000,"text":1001},"7459283c4c29",[],"A setting the strategy cannot take",[],{"_key":1004,"_type":488,"children":1005,"markDefs":1033,"style":546},"5914109eb823",[1006,1010,1014,1018,1022,1025,1030],{"_key":1007,"_type":492,"marks":1008,"text":1009},"20c6982570eb",[],"A Rules strategy that sells short reads ",{"_key":1011,"_type":492,"marks":1012,"text":1013},"2d0a5b4e0552",[507],"This strategy sells short — run it on a margin account (toggle Margin in the launcher).",{"_key":1015,"_type":492,"marks":1016,"text":1017},"c7cb685461c6",[]," Turn on ",{"_key":1019,"_type":492,"marks":1020,"text":1021},"2d515511efb7",[507],"Margin account",{"_key":1023,"_type":492,"marks":1024,"text":736},"727cdc7c738f",[],{"_key":1026,"_type":492,"marks":1027,"text":1029},"efe2f936a8f7",[1028],"6acc04ef402f","Margin defaults",{"_key":1031,"_type":492,"marks":1032,"text":631},"1445169343ed",[],[1034],{"_key":1028,"_type":564,"anchor":1035,"href":1036,"to":1037},"margin-defaults","/docs/backtesting/backtest-vs-forward-test-vs-paper#margin-defaults",{"_ref":228,"_type":567,"_weak":69},{"_key":1039,"_type":488,"children":1040,"markDefs":1045,"style":496},"5d74ba51c555",[1041],{"_key":1042,"_type":492,"marks":1043,"text":1044},"a364d0d7c09c",[],"A program does not build",[],{"_key":1047,"_type":488,"children":1048,"markDefs":1069,"style":546},"4ed0eefa4110",[1049,1053,1057,1061,1065],{"_key":1050,"_type":492,"marks":1051,"text":1052},"7ec813da61f6",[],"The code editor's ",{"_key":1054,"_type":492,"marks":1055,"text":1056},"5492960a7eb3",[507],"Problems",{"_key":1058,"_type":492,"marks":1059,"text":1060},"1cec0c685492",[]," tab holds the compiler's answer, and ",{"_key":1062,"_type":492,"marks":1063,"text":1064},"9d4eb3eaa652",[507],"Test",{"_key":1066,"_type":492,"marks":1067,"text":1068},"4b485f0d6310",[]," holds the check.",[],{"_key":1071,"_type":1072,"markDefs":12,"table":1073},"9c5646834bd0","richTable",{"_type":1074,"rows":1075},"table",[1076,1083,1089,1095,1101,1107],{"_key":1077,"_type":1078,"cells":1079},"ad120b523111","tableRow",[1080,1081,1082],"What you see","Cause","What to do",{"_key":1084,"_type":1078,"cells":1085},"f86175da6409",[1086,1087,1088],"Not built — the node is missing a setting","History the program reads is blank.","Set it to the deepest bar offset the program reads, then build.",{"_key":1090,"_type":1078,"cells":1091},"6a54ad118690",[1092,1093,1094],"Not built — the save was refused","A build saves the workflow first, and the save failed.","Fix what the save names, then build.",{"_key":1096,"_type":1078,"cells":1097},"247252d781db",[1098,1099,1100],"Compiler messages with a line and column","The source did not compile.","Click a message to jump to its line. Import every function from orbital_strategy and export exactly on_bar.",{"_key":1102,"_type":1078,"cells":1103},"9760c2ceca5d",[1104,1105,1106],"The source compiled, but the module failed its run-once check: and a reason","It trapped or broke a rule on a check scenario: a read deeper than its history, a stop set while flat, or a stop at or through the market.","Fix the source as the reason says and build again.",{"_key":1108,"_type":1078,"cells":1109},"f7b206be4906",[1110,1111,1112],"A sentence about a 60-second budget","The engine is still compiling.","Build the same source again in a minute; it answers at once.",{"_key":1114,"_type":488,"children":1115,"markDefs":1145,"style":546},"50010b314d06",[1116,1120,1124,1128,1133,1137,1142],{"_key":1117,"_type":492,"marks":1118,"text":1119},"e35fc760bae9",[],"A run refuses a program changed since its last build: for a Program named Breakout it reads ",{"_key":1121,"_type":492,"marks":1122,"text":1123},"7d31c4f3a384",[507],"Program 'Breakout' changed since its last build — build the program before running it.",{"_key":1125,"_type":492,"marks":1126,"text":1127},"eb3ae8c63e71",[]," A run stops if the program runs out of fuel on one bar; a program that exhausts the default budget needs rewriting to do less per bar. See ",{"_key":1129,"_type":492,"marks":1130,"text":1132},"68973798905a",[1131],"c2e8071332bd","Build and test",{"_key":1134,"_type":492,"marks":1135,"text":1136},"4991c4462479",[]," and ",{"_key":1138,"_type":492,"marks":1139,"text":1141},"538d74829dc3",[1140],"84298dc88a94","Fuel and limits",{"_key":1143,"_type":492,"marks":1144,"text":631},"4d13bde161c0",[],[1146,1150],{"_key":1131,"_type":564,"anchor":1147,"href":1148,"to":1149},"build-and-test","/docs/backtesting/program-strategies#build-and-test",{"_ref":197,"_type":567,"_weak":69},{"_key":1140,"_type":564,"anchor":1151,"href":1152,"to":1153},"fuel-and-limits","/docs/backtesting/program-strategies#fuel-and-limits",{"_ref":197,"_type":567,"_weak":69},{"_key":1155,"_type":488,"children":1156,"markDefs":1186,"style":546},"ea3929fb50f4",[1157,1161,1165,1169,1174,1178,1183],{"_key":1158,"_type":492,"marks":1159,"text":1160},"c12c9002431d",[],"A build through an agent or ",{"_key":1162,"_type":492,"marks":1163,"text":438},"553316680103",[1164],"9c88438d9c6d",{"_key":1166,"_type":492,"marks":1167,"text":1168},"c44b621b30f6",[]," can also return warnings; see ",{"_key":1170,"_type":492,"marks":1171,"text":1173},"d882be441f03",[1172],"c614992a4c01","A Program from Claude or an agent",{"_key":1175,"_type":492,"marks":1176,"text":1177},"a1d6ef3e07f7",[],". It is refused while a deployment runs the strategy; see ",{"_key":1179,"_type":492,"marks":1180,"text":1182},"293a377a0da7",[1181],"f6fce4a8b709","What a running deployment locks",{"_key":1184,"_type":492,"marks":1185,"text":631},"2a56e66c15ef",[],[1187,1190,1194],{"_key":1164,"_type":564,"href":1188,"to":1189},"/docs/claude-and-chatgpt/tools/build_program",{"_ref":437,"_type":567,"_weak":69},{"_key":1172,"_type":564,"anchor":1191,"href":1192,"to":1193},"a-program-from-claude-or-an-agent","/docs/backtesting/program-strategies#a-program-from-claude-or-an-agent",{"_ref":197,"_type":567,"_weak":69},{"_key":1181,"_type":564,"anchor":1195,"href":1196,"to":1197},"what-a-running-deployment-locks","/docs/backtesting/manage-and-delete-strategies#what-a-running-deployment-locks",{"_ref":243,"_type":567,"_weak":69},{"_key":1199,"_type":488,"children":1200,"markDefs":1205,"style":496},"0ebceca43715",[1201],{"_key":1202,"_type":492,"marks":1203,"text":1204},"c2c0fd8d8b55",[],"The strategy does not qualify",[],{"_key":1207,"_type":488,"children":1208,"markDefs":1243,"style":546},"8a9392bdef65",[1209,1213,1217,1221,1225,1229,1233,1236,1240],{"_key":1210,"_type":492,"marks":1211,"text":1212},"bbc2556902da",[],"If a workflow is missing from the ",{"_key":1214,"_type":492,"marks":1215,"text":1216},"a725bc9f8159",[507],"Strategies",{"_key":1218,"_type":492,"marks":1219,"text":1220},"1289297074f2",[]," list, or Chat says it is not a strategy, its saved graph does not qualify; see ",{"_key":1222,"_type":492,"marks":1223,"text":190},"8adbaf217233",[1224],"a9f6903d0170",{"_key":1226,"_type":492,"marks":1227,"text":1228},"c4af0671afd4",[],". Chat, agents and the connector give the reason after ",{"_key":1230,"_type":492,"marks":1231,"text":1232},"0a3df46ecc15",[507],"Not a strategy yet:",{"_key":1234,"_type":492,"marks":1235,"text":667},"bd4e44b529e9",[],{"_key":1237,"_type":492,"marks":1238,"text":1239},"a740fd60ff3a",[507],"It does not qualify:",{"_key":1241,"_type":492,"marks":1242,"text":631},"c9dff578e7f2",[],[1244],{"_key":1224,"_type":564,"anchor":1245,"href":1246,"to":1247},"saving-a-strategy-enrols-it","/docs/backtesting/overview#saving-a-strategy-enrols-it",{"_ref":188,"_type":567,"_weak":69},{"_key":1249,"_type":488,"children":1250,"level":695,"listItem":696,"markDefs":1255,"style":546},"f5d91d6c36bb",[1251],{"_key":1252,"_type":492,"marks":1253,"text":1254},"24a93e834301",[507],"A strategy needs at least one Entry Rule node, or a Program node.",[],{"_key":1257,"_type":488,"children":1258,"level":695,"listItem":696,"markDefs":1267,"style":546},"1ba5c2dd6542",[1259,1263],{"_key":1260,"_type":492,"marks":1261,"text":1262},"055bdae464b2",[507],"A strategy needs an Output node declaring the signal columns (symbol, action, asOf).",{"_key":1264,"_type":492,"marks":1265,"text":1266},"18b7b9289194",[]," A missing column is named instead.",[],{"_key":1269,"_type":488,"children":1270,"level":695,"listItem":696,"markDefs":1314,"style":546},"57ee26f8b7d3",[1271,1275,1278,1282,1286,1290,1294,1298,1302,1306,1310],{"_key":1272,"_type":492,"marks":1273,"text":1274},"1c9642e1d643",[],"An ",{"_key":1276,"_type":492,"marks":1277,"text":966},"c7bc323ae331",[507],{"_key":1279,"_type":492,"marks":1280,"text":1281},"73b178a2e309",[]," node in universe mode that names a symbol, which is ignored, so the universe would be the default preset. Set ",{"_key":1283,"_type":492,"marks":1284,"text":1285},"f354e436efbf",[507],"Universe preset",{"_key":1287,"_type":492,"marks":1288,"text":1289},"c67d23b61606",[]," to ",{"_key":1291,"_type":492,"marks":1292,"text":1293},"767097010d20",[507],"Custom list (use field below)",{"_key":1295,"_type":492,"marks":1296,"text":1297},"bb7af488a0b3",[]," and list the tickers in ",{"_key":1299,"_type":492,"marks":1300,"text":1301},"543ba23f79c3",[507],"Custom tickers (preset = \"Custom\")",{"_key":1303,"_type":492,"marks":1304,"text":1305},"2bddf9983ac3",[],", or for one ticker switch ",{"_key":1307,"_type":492,"marks":1308,"text":1309},"47003469199d",[507],"Source",{"_key":1311,"_type":492,"marks":1312,"text":1313},"18a7e4a4258c",[]," to the single-ticker asset option.",[],{"_key":1316,"_type":488,"children":1317,"markDefs":1329,"style":546},"f644b8bd54cc",[1318,1322,1326],{"_key":1319,"_type":492,"marks":1320,"text":1321},"16489eee27a1",[],"Fix the graph in the workflow editor and save it; the strategy is listed at once. A workflow never saved with an admitted graph is refused with a sentence ending ",{"_key":1323,"_type":492,"marks":1324,"text":1325},"ab6b281b5a82",[507],"save it first",{"_key":1327,"_type":492,"marks":1328,"text":631},"f4c568622a22",[],[],{"_key":1331,"_type":488,"children":1332,"markDefs":1345,"style":546},"1b1333a50613",[1333,1337,1341],{"_key":1334,"_type":492,"marks":1335,"text":1336},"06518e93ac54",[],"A listed strategy can still be refused at the estimate with ",{"_key":1338,"_type":492,"marks":1339,"text":1340},"5fa5d87e7dea",[507],"This strategy graph is not backtestable yet.",{"_key":1342,"_type":492,"marks":1343,"text":1344},"9f259c407405",[]," and the named diagnostics under it.",[],{"_key":1347,"_type":1072,"markDefs":12,"table":1348},"95060f563df8",{"_type":1074,"rows":1349},[1350,1354,1359,1364,1369,1374,1379,1384],{"_key":1351,"_type":1078,"cells":1352},"5061f39cc1bd",[1353,1082],"Diagnostic",{"_key":1355,"_type":1078,"cells":1356},"aa7fab25d590",[1357,1358],"Not backtestable: the graph has no working entry rule.","Every Entry Rule failed to compile. Read each rule's own line.",{"_key":1360,"_type":1078,"cells":1361},"f39a083e502a",[1362,1363],"input A is not wired or input A must come from an Indicator node","Wire an Indicator node into the rule's Indicator A port.",{"_key":1365,"_type":1078,"cells":1366},"d596cf657911",[1367,1368],"names indicator 'rsi14', which this graph does not define","Give an Indicator node that Reference name, and use each name once.",{"_key":1370,"_type":1078,"cells":1371},"52ead406afc0",[1372,1373],"Sizing: risk-percent sizing needs a stop loss to size against — add one in Exit Rules.","Add a stop loss, or pick another sizing method. A trailing stop does not count.",{"_key":1375,"_type":1078,"cells":1376},"b9f3d303ee04",[1377,1378],"Program 'Breakout' decides its own entries and exits, so it cannot share a graph with the rule cards","Delete the rule cards, or the program.",{"_key":1380,"_type":1078,"cells":1381},"a61197583887",[1382,1383],"Program: the graph carries 2 Program nodes","Delete all but one.",{"_key":1385,"_type":1078,"cells":1386},"f56bd089646f",[1387,1388],"An agent-decided strategy is not backtestable — its decisions come from a model call each tick.","A graph decided by an Agent node is for Trade, not Backtesting.",{"_key":1390,"_type":488,"children":1391,"markDefs":1396,"style":496},"945c7ea5f76a",[1392],{"_key":1393,"_type":492,"marks":1394,"text":1395},"7eee8537eae4",[],"Results look wrong",[],{"_key":1398,"_type":488,"children":1399,"markDefs":1404,"style":546},"81922f5ed3eb",[1400],{"_key":1401,"_type":492,"marks":1402,"text":1403},"b1a4505d8330",[],"Backtests are deterministic, so a surprising result is a question about the settings, the costs or the data.",[],{"_key":1406,"_type":488,"children":1407,"level":695,"listItem":696,"markDefs":1449,"style":546},"c9237c53cda4",[1408,1412,1416,1420,1424,1428,1432,1436,1440,1445],{"_key":1409,"_type":492,"marks":1410,"text":1411},"5cd4ddba40f7",[507],"The costs.",{"_key":1413,"_type":492,"marks":1414,"text":1415},"957d3917b360",[]," ",{"_key":1417,"_type":492,"marks":1418,"text":1419},"4cbe7e4be769",[507],"Costs modelled",{"_key":1421,"_type":492,"marks":1422,"text":1423},"3586c0750de0",[]," under ",{"_key":1425,"_type":492,"marks":1426,"text":1427},"0d6ec43e2829",[507],"Run properties",{"_key":1429,"_type":492,"marks":1430,"text":1431},"ac567c5cbb28",[]," on the ",{"_key":1433,"_type":492,"marks":1434,"text":1435},"189a38fe9334",[507],"Report",{"_key":1437,"_type":492,"marks":1438,"text":1439},"e356d1cf23b8",[]," tab states what was charged. The bid-ask spread and market impact are ",{"_key":1441,"_type":492,"marks":1442,"text":1444},"ba83795358df",[1443],"9ec067f3cdc1","not modelled",{"_key":1446,"_type":492,"marks":1447,"text":1448},"62c0324f0ebb",[]," under any profile.",[1450],{"_key":1443,"_type":564,"anchor":1451,"href":1452,"to":1453},"what-is-not-modelled","/docs/backtesting/backtest-vs-forward-test-vs-paper#what-is-not-modelled",{"_ref":228,"_type":567,"_weak":69},{"_key":1455,"_type":488,"children":1456,"level":695,"listItem":696,"markDefs":1496,"style":546},"560fa292c889",[1457,1461,1465,1469,1472,1476,1480,1484,1488,1493],{"_key":1458,"_type":492,"marks":1459,"text":1460},"b3e3047d35e5",[507],"Open positions.",{"_key":1462,"_type":492,"marks":1463,"text":1464},"ffa5550327ac",[]," Positions still held at the last close stay open, read ",{"_key":1466,"_type":492,"marks":1467,"text":1468},"1440cde58070",[507],"Open",{"_key":1470,"_type":492,"marks":1471,"text":1423},"76e3b9d15bc0",[],{"_key":1473,"_type":492,"marks":1474,"text":1475},"7136720d33f9",[507],"Closed by",{"_key":1477,"_type":492,"marks":1478,"text":1479},"0bd47dba5c1e",[],", and count in ",{"_key":1481,"_type":492,"marks":1482,"text":1483},"4aaf2ee93e41",[507],"Net profit",{"_key":1485,"_type":492,"marks":1486,"text":1487},"6fb89e8d07d0",[]," but not in closed-trade statistics; see ",{"_key":1489,"_type":492,"marks":1490,"text":1492},"497bf110b8c2",[1491],"4f34c6b8a2d5","Open positions at the end of a run",{"_key":1494,"_type":492,"marks":1495,"text":631},"28c892015806",[],[1497],{"_key":1491,"_type":564,"anchor":1498,"href":1499,"to":1500},"open-positions-at-the-end-of-a-run","/docs/backtesting/backtest-vs-forward-test-vs-paper#open-positions-at-the-end-of-a-run",{"_ref":228,"_type":567,"_weak":69},{"_key":1502,"_type":488,"children":1503,"level":695,"listItem":696,"markDefs":1520,"style":546},"d42b4c58109e",[1504,1508,1512,1516],{"_key":1505,"_type":492,"marks":1506,"text":1507},"24f2a8b6d006",[507],"The benchmark.",{"_key":1509,"_type":492,"marks":1510,"text":1511},"253eef7b87cb",[]," It is SPY unless you change it, as total return with dividends reinvested. ",{"_key":1513,"_type":492,"marks":1514,"text":1515},"9510e53fb894",[507],"Compare",{"_key":1517,"_type":492,"marks":1518,"text":1519},"c9864514cdcd",[]," rebases its chart lines to 100 on a shared first day, but its table keeps each run's own figures.",[],{"_key":1522,"_type":488,"children":1523,"level":695,"listItem":696,"markDefs":1539,"style":546},"4b5f562e987a",[1524,1528,1532,1535],{"_key":1525,"_type":492,"marks":1526,"text":1527},"61e4080c50a9",[507],"The data moved.",{"_key":1529,"_type":492,"marks":1530,"text":1531},"09d195142e56",[]," The footer of the strategy's ",{"_key":1533,"_type":492,"marks":1534,"text":915},"637f375b56c5",[507],{"_key":1536,"_type":492,"marks":1537,"text":1538},"794cac33ac5a",[]," says when bars were restated or corporate actions changed after the run.",[],{"_key":1541,"_type":488,"children":1542,"level":695,"listItem":696,"markDefs":1568,"style":546},"b66ef57c4e21",[1543,1547,1551,1556,1560,1565],{"_key":1544,"_type":492,"marks":1545,"text":1546},"5efcc7033aa2",[507],"The result is too good.",{"_key":1548,"_type":492,"marks":1549,"text":1550},"186868357af6",[]," The ",{"_key":1552,"_type":492,"marks":1553,"text":1555},"b72c03101d73",[1554],"3818ef0ecca1","deflated Sharpe ratio",{"_key":1557,"_type":492,"marks":1558,"text":1559},"8d2178f6c8ec",[]," discounts the Sharpe for the ",{"_key":1561,"_type":492,"marks":1562,"text":1564},"05ad298eade7",[1563],"e6856aee04b0","trial count",{"_key":1566,"_type":492,"marks":1567,"text":631},"2ca20dab97d5",[],[1569,1573],{"_key":1554,"_type":564,"anchor":1570,"href":1571,"to":1572},"the-deflated-sharpe","/docs/backtesting/avoiding-overfitting#the-deflated-sharpe",{"_ref":238,"_type":567,"_weak":69},{"_key":1563,"_type":564,"href":1574,"to":1575},"/docs/glossary#trial-count",{"_ref":1576,"_type":567,"_weak":69},"3a13b878-ab2e-4be9-9359-d8ff4377208c",{"_key":1578,"_type":488,"children":1579,"markDefs":1584,"style":496},"d773d1e0f604",[1580],{"_key":1581,"_type":492,"marks":1582,"text":1583},"efc47a7323b7",[],"A forward test stopped",[],{"_key":1586,"_type":488,"children":1587,"markDefs":1600,"style":546},"717d491aa2c2",[1588,1592,1596],{"_key":1589,"_type":492,"marks":1590,"text":1591},"3fb6016f8ca7",[],"The strategy page's header line says what happened, and the ",{"_key":1593,"_type":492,"marks":1594,"text":1595},"0b6754117612",[507],"Forward test",{"_key":1597,"_type":492,"marks":1598,"text":1599},"9ce633cf57f7",[]," card adds the date. Click the header line to open the last update, if there is one.",[],{"_key":1602,"_type":1072,"markDefs":12,"table":1603},"131fb4d1119b",{"_type":1074,"rows":1604},[1605,1610,1616,1622],{"_key":1606,"_type":1078,"cells":1607},"3b255b36a3fa",[1608,1609,1081],"Header line","Card",{"_key":1611,"_type":1078,"cells":1612},"d28ec5de5f8d",[1613,1614,1615],"Forward test stopped","stopped on the date","Someone clicked Stop forward test….",{"_key":1617,"_type":1078,"cells":1618},"7e4ff4462e59",[1619,1620,1621],"Forward test stopped: its window grew past what one run can hold","stopped: the window grew past what one run can hold","The window grows by a session each day, and one run's window is bounded by the bar size and the symbol count. A minute-bar strategy with many symbols reaches it first.",{"_key":1623,"_type":1078,"cells":1624},"954091f8b993",[1625,1626,1627],"Forward test stopped: its updates were refused","stopped after two updates in a row failed","Two updates failed on two different sessions, or one was refused before it could start, such as by a gap in the data or a version or workflow that no longer exists.",{"_key":1629,"_type":488,"children":1630,"markDefs":1642,"style":546},"9dd6a0edd236",[1631,1635,1638],{"_key":1632,"_type":492,"marks":1633,"text":1634},"5372faa835e4",[],"A single failed update does not stop the test; the next half-hourly check tries again, and two failures on one session wait for the next session. Each failed update sends a ",{"_key":1636,"_type":492,"marks":1637,"text":540},"75efa8912d7a",[507],{"_key":1639,"_type":492,"marks":1640,"text":1641},"97391e20a8c8",[]," notification, but the stop itself sends none.",[],{"_key":1644,"_type":806,"items":1645,"markDefs":12},"f88123117769",[1646,1666],{"_key":1647,"_type":810,"body":1648,"title":1665},"d50c050afb23",[1649],{"_key":1650,"_type":488,"children":1651,"markDefs":1664,"style":546},"980b11575a22",[1652,1656,1660],{"_key":1653,"_type":492,"marks":1654,"text":1655},"cf8aa72dd2f0",[],"The header line gives a refusal's reason; after two failed updates, the ",{"_key":1657,"_type":492,"marks":1658,"text":1659},"327a297f9b4f",[507],"Runs",{"_key":1661,"_type":492,"marks":1662,"text":1663},"ac096f51f5fe",[]," view gives each one's. A window that grew too large needs a run over fewer symbols or on daily bars. For refused updates, fix what the reason names: move the period onto the data, or run the version again so a completed run exists.",[],"Read the reason",{"_key":1667,"_type":810,"body":1668,"title":1685},"b610abca0f4f",[1669],{"_key":1670,"_type":488,"children":1671,"markDefs":1684,"style":546},"8a5ac60646d5",[1672,1676,1680],{"_key":1673,"_type":492,"marks":1674,"text":1675},"1d0f7f8517d4",[],"Open the completed run and click ",{"_key":1677,"_type":492,"marks":1678,"text":1679},"d0443cb03812",[507],"Forward test…",{"_key":1681,"_type":492,"marks":1682,"text":1683},"29e5865e8247",[],". The new test has its own start date.",[],"Start a new test",{"_key":1687,"_type":488,"children":1688,"markDefs":1701,"style":546},"185cbafa12a6",[1689,1693,1698],{"_key":1690,"_type":492,"marks":1691,"text":1692},"ff33ce91e4e3",[],"A test that is not stopped but not updating is usually waiting: the first update lands around noon ET on the day after the start date. See ",{"_key":1694,"_type":492,"marks":1695,"text":1697},"65bd46f026e2",[1696],"9757e6b5d02f","How updates work",{"_key":1699,"_type":492,"marks":1700,"text":631},"fb64cf70fcc4",[],[1702],{"_key":1696,"_type":564,"anchor":1703,"href":1704,"to":1705},"how-updates-work","/docs/backtesting/forward-testing#how-updates-work",{"_ref":223,"_type":567,"_weak":69},{"showDisclaimer":69,"slug":251,"title":190},"inherit",[1709,1710,1712,1714,1716,1718,1720,1722,1723,1725,1726,1728],{"path":411,"title":205},{"path":1711,"title":200},"/docs/backtesting/program-strategies",{"path":1713,"title":195},"/docs/backtesting/rule-card-strategies",{"path":1715,"title":211},"/docs/backtesting/reading-results",{"path":1717,"title":216},"/docs/backtesting/cost-profiles",{"path":1719,"title":226},"/docs/backtesting/forward-testing",{"path":1721,"title":241},"/docs/backtesting/avoiding-overfitting",{"path":565,"title":58},{"path":1724,"title":461},"/docs/claude-and-chatgpt/tools/estimate_backtest",{"path":1188,"title":440},{"path":929,"title":1727},"Warm-up",{"path":1729,"title":1730},"/docs/glossary#credits","Credits",1793786635799]