[{"data":1,"prerenderedAt":976},["ShallowReactive",2],{"docs-nav":3,"doc-backtesting-when-trades-happen":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":233,"_updatedAt":484,"body":485,"category":958,"disclaimer":959,"lastUpdated":12,"relatedPages":960,"slug":234,"summary":235,"title":236,"unlisted":31},"2026-11-04T09:46:37Z",[486,497,534,568,576,593,641,649,657,665,696,704,712,742,750,758,792,800,846,854,904,913,934,942,950],{"_key":487,"_type":488,"children":489,"markDefs":495,"style":496},"f7140248efef","block",[490],{"_key":491,"_type":492,"marks":493,"text":494},"27bc13383942","span",[],"One bar of delay",[],"h2",{"_key":498,"_type":488,"children":499,"markDefs":522,"style":533},"17314222d48c",[500,504,509,513,518],{"_key":501,"_type":492,"marks":502,"text":503},"3dfe0cd2e8e0",[],"Every backtested strategy, and every Rules or Program deployment, decides at the close of a bar and trades on the next one. In a backtest, a market order ",{"_key":505,"_type":492,"marks":506,"text":508},"4d9f77d9c530",[507],"ec79016b714a","fills",{"_key":510,"_type":492,"marks":511,"text":512},"f30cb2047c84",[]," at the next bar's open plus ",{"_key":514,"_type":492,"marks":515,"text":517},"e2a5b9214d40",[516],"0b17df7b2ba2","slippage",{"_key":519,"_type":492,"marks":520,"text":521},"99abac2a2b5e",[],", 5 bps unless the run changes it. The strategy never sees the bar it trades on.",[523,529],{"_key":507,"_type":524,"href":525,"to":526},"internalLink","/docs/glossary#fill",{"_ref":527,"_type":528,"_weak":69},"154d6653-7a51-4c62-bb73-1007fae67fac","reference",{"_key":516,"_type":524,"href":530,"to":531},"/docs/glossary#slippage",{"_ref":532,"_type":528,"_weak":69},"465e1b95-382e-41db-ac9a-66267054bdf6","normal",{"_key":535,"_type":488,"children":536,"markDefs":559,"style":533},"19cc35505f12",[537,541,546,550,555],{"_key":538,"_type":492,"marks":539,"text":540},"91c5095add55",[],"The decision bar is the strategy's ",{"_key":542,"_type":492,"marks":543,"text":545},"f4f01134fb58",[544],"bf6c26d534bb","timeframe",{"_key":547,"_type":492,"marks":548,"text":549},"80baae90cf14",[],", and the fill bar is not always the same size. An intraday strategy fills at the open of the next one-minute bar, whatever its decision bar, because every intraday backtest runs on minute bars. A decision on a ",{"_key":551,"_type":492,"marks":552,"text":554},"eb3f428d24fd",[553],"1cca238a7d1b","session",{"_key":556,"_type":492,"marks":557,"text":558},"b206db7b3b63",[],"'s last bar carries overnight and fills at the next session's first bar.",[560,564],{"_key":544,"_type":524,"href":561,"to":562},"/docs/glossary#timeframe",{"_ref":563,"_type":528,"_weak":69},"5d114414-46a8-4167-b0d7-34a0f96b6ed1",{"_key":553,"_type":524,"href":565,"to":566},"/docs/glossary#session",{"_ref":567,"_type":528,"_weak":69},"2b38c0d2-eaa5-4a11-b1a6-4aa14f3c13dd",{"_key":569,"_type":488,"children":570,"markDefs":575,"style":496},"f07e301c147a",[571],{"_key":572,"_type":492,"marks":573,"text":574},"01c166e4fac1",[],"Daily strategies",[],{"_key":577,"_type":488,"children":578,"markDefs":592,"style":533},"e6216e9f89b1",[579,583,588],{"_key":580,"_type":492,"marks":581,"text":582},"11532cf59cb7",[],"A daily strategy decides on a session's completed bar and fills at the next session's opening bar. Each entry is sized at the decision bar's close by default. ",{"_key":584,"_type":492,"marks":585,"text":587},"9bdc5b26e00e",[586],"strong","Size at the fill",{"_key":589,"_type":492,"marks":590,"text":591},"c702dbf8fb6c",[]," sizes it at its fill price instead: the largest whole number of shares its sizing rule and the account allow, after costs.",[],{"_key":594,"_type":488,"children":595,"markDefs":640,"style":533},"1cb4b001cbd9",[596,600,604,608,612,616,620,624,628,632,636],{"_key":597,"_type":492,"marks":598,"text":599},"80a23f5c0ca2",[],"In the Run dialog, ",{"_key":601,"_type":492,"marks":602,"text":603},"3a0196a65edb",[586],"Change…",{"_key":605,"_type":492,"marks":606,"text":607},"aa87e1731d88",[]," on the ",{"_key":609,"_type":492,"marks":610,"text":611},"851130bcac37",[586],"Costs and fills",{"_key":613,"_type":492,"marks":614,"text":615},"f064ef2cf720",[]," row opens ",{"_key":617,"_type":492,"marks":618,"text":619},"c11f82d947c8",[586],"How orders fill",{"_key":621,"_type":492,"marks":622,"text":623},"2df341d13a65",[],", which offers two other choices. ",{"_key":625,"_type":492,"marks":626,"text":627},"b31cc846c3ad",[586],"At the next session’s close",{"_key":629,"_type":492,"marks":630,"text":631},"c58e595cade5",[]," fills entries at the next session's official close and sizes them at that fill; exits still fill at the next open. Under the limit policy, each entry rests at an offset from the decision bar's close, and exits stay market orders. ",{"_key":633,"_type":492,"marks":634,"text":635},"7b9b69d07285",[586],"When a bar reaches your price",{"_key":637,"_type":492,"marks":638,"text":639},"1e9d10ae7b20",[]," sets when it fills. The recommended rule waits for a later bar to trade through the price; the other fills as soon as one touches it. Limit fills never slip.",[],{"_key":642,"_type":488,"children":643,"markDefs":648,"style":533},"61b8bae81ae5",[644],{"_key":645,"_type":492,"marks":646,"text":647},"65d8fc7c80c8",[],"Stops and targets are tested against each bar's path: the open, the nearer extreme, the farther extreme, then the close. A stop that gaps through fills at the worse of its trigger and the bar's open. A trailing stop updates at each close and can fire from the next bar. A time stop exits at the open after the set number of completed bars.",[],{"_key":650,"_type":488,"children":651,"markDefs":656,"style":496},"83cc7b903c77",[652],{"_key":653,"_type":492,"marks":654,"text":655},"10e0802bc6c9",[],"Intraday strategies",[],{"_key":658,"_type":488,"children":659,"markDefs":664,"style":533},"3f8a4c30fffc",[660],{"_key":661,"_type":492,"marks":662,"text":663},"5bc67ad2cd9c",[],"An intraday strategy decides on whole-minute bars during regular hours, 09:30 to 16:00 ET. A regular session has 391 minutes, the last of them the closing print at 16:00 ET, so a strategy on a 1-minute bar decides about 391 times a session. On a longer bar, the session's last window is cut short at the close.",[],{"_key":666,"_type":488,"children":667,"markDefs":695,"style":533},"d638f35dee4f",[668,672,676,679,683,687,691],{"_key":669,"_type":492,"marks":670,"text":671},"6847f4cee59e",[],"No bar is published for a minute in which a symbol did not trade, so on a thin name an order waits for the symbol's next real bar. The engine treats a fill more than five minutes after its order as a stale fill, and ",{"_key":673,"_type":492,"marks":674,"text":675},"a6787fc9c688",[586],"Run properties",{"_key":677,"_type":492,"marks":678,"text":607},"15931a390fb2",[],{"_key":680,"_type":492,"marks":681,"text":682},"cd090203ade1",[586],"Report",{"_key":684,"_type":492,"marks":685,"text":686},"d9f7a3a7bf47",[]," tab states that rule under ",{"_key":688,"_type":492,"marks":689,"text":690},"5440f49c1849",[586],"Stale fills",{"_key":692,"_type":492,"marks":693,"text":694},"d109df46e7ec",[],"; no trade row is marked. Indicator windows count real bars, not clock minutes.",[],{"_key":697,"_type":488,"children":698,"markDefs":703,"style":496},"c7e5340ad0f8",[699],{"_key":700,"_type":492,"marks":701,"text":702},"274bc8254108",[],"Early closes",[],{"_key":705,"_type":488,"children":706,"markDefs":711,"style":533},"4ea3b7dd1d0b",[707],{"_key":708,"_type":492,"marks":709,"text":710},"2db7a59bdf89",[],"On the exchange's scheduled early closes, such as the day after Thanksgiving, the session ends at 13:00 ET. A backtest treats it as a short session: 211 minutes, the last at 13:00 ET, and still one daily bar.",[],{"_key":713,"_type":488,"children":714,"markDefs":737,"style":533},"8e157c9394d0",[715,719,724,728,733],{"_key":716,"_type":492,"marks":717,"text":718},"766d91ad239d",[],"A ",{"_key":720,"_type":492,"marks":721,"text":723},"cea2b7485798",[722],"072552cea060","program",{"_key":725,"_type":492,"marks":726,"text":727},"963a033c0106",[]," reads the session's last minute from ",{"_key":729,"_type":492,"marks":730,"text":732},"d906e26005cd",[731],"code","session_last_minute()",{"_key":734,"_type":492,"marks":735,"text":736},"f61d70a550aa",[],": 390 on a regular day and 210 on an early close, counting from the 09:30 ET open.",[738],{"_key":722,"_type":524,"href":739,"to":740},"/docs/glossary#program",{"_ref":741,"_type":528,"_weak":69},"1edfaf7d-bd44-49e7-af72-e3fcf0583ff4",{"_key":743,"_type":488,"children":744,"markDefs":749,"style":533},"bb552e38b6b4",[745],{"_key":746,"_type":492,"marks":747,"text":748},"01ca1292bd61",[],"On paper, an intraday deployment's last step reads the 13:00 ET closing print. An Agent strategy on the five-minute schedule decides from 09:30 to 12:55 ET that day. One on a daily schedule makes no decision, because its 15:45 ET check falls after the close.",[],{"_key":751,"_type":488,"children":752,"markDefs":757,"style":496},"73c16ba2d2b0",[753],{"_key":754,"_type":492,"marks":755,"text":756},"874b4d19ed04",[],"Forward tests",[],{"_key":759,"_type":488,"children":760,"markDefs":783,"style":533},"f8ca881b5255",[761,765,770,774,779],{"_key":762,"_type":492,"marks":763,"text":764},"3c84a8bcaa75",[],"Each ",{"_key":766,"_type":492,"marks":767,"text":769},"c4db037a4eea",[768],"657559044b5c","forward test",{"_key":771,"_type":492,"marks":772,"text":773},"8ba1ffe51070",[]," update re-runs the frozen run with only its end date moved, so its fills follow the backtest rules. See ",{"_key":775,"_type":492,"marks":776,"text":778},"320c62282273",[777],"c4e3df5adb35","How updates work",{"_key":780,"_type":492,"marks":781,"text":782},"935d803246d0",[],".",[784,788],{"_key":768,"_type":524,"href":785,"to":786},"/docs/glossary#forward-test",{"_ref":787,"_type":528,"_weak":69},"231488bb-296e-48da-8489-5e7fb9ff57ec",{"_key":777,"_type":524,"anchor":789,"href":790,"to":791},"how-updates-work","/docs/backtesting/forward-testing#how-updates-work",{"_ref":223,"_type":528,"_weak":69},{"_key":793,"_type":488,"children":794,"markDefs":799,"style":496},"e3fa898cc1c6",[795],{"_key":796,"_type":492,"marks":797,"text":798},"261552737d18",[],"Paper deployments",[],{"_key":801,"_type":488,"children":802,"markDefs":833,"style":533},"3ff0a7d0697c",[803,807,812,816,821,825,830],{"_key":804,"_type":492,"marks":805,"text":806},"1a67b27710ec",[],"On ",{"_key":808,"_type":492,"marks":809,"text":811},"4ad4c6302a7b",[810],"ad29724f1ce2","paper",{"_key":813,"_type":492,"marks":814,"text":815},"9dcedd124f5f",[],", a Rules or Program deployment sends day market orders in whole shares, and the broker's fill from Alpaca's paper simulator can land away from the open the backtest modelled. See ",{"_key":817,"_type":492,"marks":818,"text":820},"4209bb6214b4",[819],"0dafc6cc83b3","Orders on Alpaca paper",{"_key":822,"_type":492,"marks":823,"text":824},"b24e2c53555f",[],". A backtest that fills at a limit price or at the next session's close cannot be deployed, nor can an intraday backtest sized at the fill; see ",{"_key":826,"_type":492,"marks":827,"text":829},"1705a7c90f93",[828],"37d03a8e1092","Why a deploy is refused",{"_key":831,"_type":492,"marks":832,"text":782},"9894aae7ae5f",[],[834,838,842],{"_key":810,"_type":524,"href":835,"to":836},"/docs/glossary#paper-trading",{"_ref":837,"_type":528,"_weak":69},"17c134ae-43f3-4b88-9fec-fd988dbff029",{"_key":819,"_type":524,"anchor":839,"href":840,"to":841},"orders-on-alpaca-paper","/docs/trade/deploy-a-strategy#orders-on-alpaca-paper",{"_ref":267,"_type":528,"_weak":69},{"_key":828,"_type":524,"anchor":843,"href":844,"to":845},"why-a-deploy-is-refused","/docs/trade/deploy-a-strategy#why-a-deploy-is-refused",{"_ref":267,"_type":528,"_weak":69},{"_key":847,"_type":488,"children":848,"markDefs":853,"style":533},"6fc1b3e7cee0",[849],{"_key":850,"_type":492,"marks":851,"text":852},"44fb7e49042b",[],"In a Rules or Program deployment, a stop, target or trailing stop is checked against each completed minute bar during the session. A crossing exits at market, so the fill can land past the level the backtest used.",[],{"_key":855,"_type":856,"body":857,"markDefs":12,"title":902,"tone":903},"4a9842f7038a","docCallout",[858],{"_key":859,"_type":488,"children":860,"markDefs":897,"style":533},"a3adc3d10301",[861,865,869,873,877,881,885,889,894],{"_key":862,"_type":492,"marks":863,"text":864},"c8afdc5322b7",[],"An Agent strategy runs on a schedule, not on bars: once a day at 15:45 ET, or every five minutes from 09:30 to 15:55 ET, on trading days. The ",{"_key":866,"_type":492,"marks":867,"text":868},"1bf5ce0c5b68",[586],"Deployments",{"_key":870,"_type":492,"marks":871,"text":872},"c20d646e9eec",[]," drawer's ",{"_key":874,"_type":492,"marks":875,"text":876},"b74ff4285f8c",[586],"CHECKS",{"_key":878,"_type":492,"marks":879,"text":880},"b2f7d74cb9cf",[]," column, under ",{"_key":882,"_type":492,"marks":883,"text":884},"6e3946460bc2",[586],"READY TO DEPLOY",{"_key":886,"_type":492,"marks":887,"text":888},"a05e784d3124",[],", says which. Its orders go through its trading permission; see ",{"_key":890,"_type":492,"marks":891,"text":893},"f5d65cce873a",[892],"f954ec5d29ef","The trading permission",{"_key":895,"_type":492,"marks":896,"text":782},"0f5199b52b14",[],[898],{"_key":892,"_type":524,"anchor":899,"href":900,"to":901},"the-trading-permission","/docs/trade/approvals-and-permissions#the-trading-permission",{"_ref":277,"_type":528,"_weak":69},"Agent strategies","note",{"_key":905,"_type":488,"children":906,"markDefs":911,"style":912},"1281e698d4c4",[907],{"_key":908,"_type":492,"marks":909,"text":910},"eb3e4d5facf8",[],"Intraday deployments",[],"h3",{"_key":914,"_type":488,"children":915,"markDefs":929,"style":533},"e1675ebc62e8",[916,920,925],{"_key":917,"_type":492,"marks":918,"text":919},"423a5392e9b9",[],"A Rules or Program ",{"_key":921,"_type":492,"marks":922,"text":924},"176723c7bbb1",[923],"90e5dfa0e77e","deployment",{"_key":926,"_type":492,"marks":927,"text":928},"80d7e0819c52",[]," on minute bars is stepped a few seconds after each minute ends, on the bar that just closed. An entry decided during the session is sent at once, sized at the moment it decides. An entry decided on the session's last bar is held overnight and sent between 09:00 and 09:28 ET the next trading morning, queued for the open. One not sent by then is dropped rather than filled late. Apart from those queued entries, Orbital refuses a new market entry while the market is closed or inside its last five minutes.",[930],{"_key":923,"_type":524,"href":931,"to":932},"/docs/glossary#deployment",{"_ref":933,"_type":528,"_weak":69},"4d8388de-8bee-4f47-bec7-5cc7e24d4787",{"_key":935,"_type":488,"children":936,"markDefs":941,"style":912},"20e2c3fa424b",[937],{"_key":938,"_type":492,"marks":939,"text":940},"b896ac82f679",[],"Daily deployments",[],{"_key":943,"_type":488,"children":944,"markDefs":949,"style":533},"3cbd67912d77",[945],{"_key":946,"_type":492,"marks":947,"text":948},"145b5074c0df",[],"A Rules or Program deployment on daily bars decides each trading morning at about 08:30 ET, on the previous session's final prices. Its buys and sells are sent before the 09:30 ET open as market orders queued for the open. Each buy is sized on those final prices, not at its fill.",[],{"_key":951,"_type":488,"children":952,"markDefs":957,"style":533},"c26e713d35af",[953],{"_key":954,"_type":492,"marks":955,"text":956},"a16ef43e04ad",[],"Its stops follow the minute-bar rule above. Some crossings exit at the next open instead: one in the last minute, at the close, while prices are unavailable, or on a day the name splits. So does a time stop. Both rules are shown as warnings when you deploy it.",[],{"showDisclaimer":69,"slug":251,"title":190},"inherit",[961,962,964,966,968,969,971,974],{"path":411,"title":205},{"path":963,"title":231},"/docs/backtesting/backtest-vs-forward-test-vs-paper",{"path":965,"title":226},"/docs/backtesting/forward-testing",{"path":967,"title":211},"/docs/backtesting/reading-results",{"path":413,"title":270},{"path":525,"title":970},"Fill",{"path":972,"title":973},"/docs/glossary#settled-session","Settled session",{"path":530,"title":975},"Slippage",1793786635799]