[{"data":1,"prerenderedAt":871},["ShallowReactive",2],{"docs-nav":3,"doc-tool-update_strategy":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":452,"_updatedAt":484,"body":485,"disclaimer":616,"examplePrompts":617,"failures":621,"group":425,"kind":432,"name":453,"oneLiner":454,"order":185,"parameters":682,"related":723,"returns":730,"title":455},"2026-11-04T09:46:36Z",[486,568,591,608],{"_key":487,"_type":488,"children":489,"markDefs":558,"style":567},"001c4507df94","block",[490,495,499,503,507,511,515,519,523,527,531,535,538,542,546,550,554],{"_key":491,"_type":492,"marks":493,"text":494},"008de5501efc","span",[],"Saves a new version of a strategy's graph. Claude sends the complete graph: the ",{"_key":496,"_type":492,"marks":497,"text":154},"890aab567f17",[498],"code",{"_key":500,"_type":492,"marks":501,"text":502},"baab5db2ed78",[]," and ",{"_key":504,"_type":492,"marks":505,"text":506},"c13ba13a0156",[498],"connections",{"_key":508,"_type":492,"marks":509,"text":510},"e7b3c8109b38",[]," that ",{"_key":512,"_type":492,"marks":513,"text":448},"156bc442bf86",[514],"ab5ab16e08ab",{"_key":516,"_type":492,"marks":517,"text":518},"4d2abb61b5a6",[]," served, with its changes, never a diff. A node left out of the list is removed. It also sends ",{"_key":520,"_type":492,"marks":521,"text":522},"9afe72ac021f",[498],"base_version_hash",{"_key":524,"_type":492,"marks":525,"text":526},"99806f05c495",[],", the ",{"_key":528,"_type":492,"marks":529,"text":530},"e41379687500",[498],"version_hash",{"_key":532,"_type":492,"marks":533,"text":534},"757b072577a9",[]," from ",{"_key":536,"_type":492,"marks":537,"text":448},"93f78897b798",[498],{"_key":539,"_type":492,"marks":540,"text":541},"f085e82539da",[]," or the ",{"_key":543,"_type":492,"marks":544,"text":545},"71557768a73d",[498],"versionHash",{"_key":547,"_type":492,"marks":548,"text":549},"e03f5945ee2b",[]," of its latest create or update receipt, so a save it has not seen is never overwritten. It is not for a new strategy; that is ",{"_key":551,"_type":492,"marks":552,"text":433},"b06c4cf9b0e1",[553],"6b196e3b5401",{"_key":555,"_type":492,"marks":556,"text":557},"6cc4f3a656c6",[],".",[559,564],{"_key":514,"_type":560,"href":561,"to":562},"internalLink","/docs/claude-and-chatgpt/tools/get_strategy",{"_ref":447,"_type":563,"_weak":69},"reference",{"_key":553,"_type":560,"href":565,"to":566},"/docs/claude-and-chatgpt/tools/create_strategy",{"_ref":431,"_type":563,"_weak":69},"normal",{"_key":569,"_type":488,"children":570,"markDefs":590,"style":567},"9a51c5cc2dd7",[571,575,579,583,586],{"_key":572,"_type":492,"marks":573,"text":574},"9eeb32a0dd09",[],"Claude reaches for it to change a stop, add a filter, retune a period or declare a parameter, before it estimates and runs again. The graph passes the same gate as a create: every required field must be set unless ",{"_key":576,"_type":492,"marks":577,"text":578},"6ca8ea9355ff",[498],"allow_incomplete_config",{"_key":580,"_type":492,"marks":581,"text":582},"e3d122955b60",[]," is true. The name and description stay as they were unless Claude sends new ones. Prior versions are kept, and the receipt carries the new ",{"_key":584,"_type":492,"marks":585,"text":545},"db3c8e05034c",[498],{"_key":587,"_type":492,"marks":588,"text":589},"d5d33de6c5d1",[]," for the next edit.",[],{"_key":592,"_type":488,"children":593,"markDefs":607,"style":567},"d2617e5a838d",[594,598,603],{"_key":595,"_type":492,"marks":596,"text":597},"5f9480af6c59",[],"It needs the write permission, shown on the consent page as ",{"_key":599,"_type":492,"marks":600,"text":602},"cbaab64366f7",[601],"strong","Create and edit strategies",{"_key":604,"_type":492,"marks":605,"text":606},"8d1be263906a",[],", and a project role that may write: project owner, editor or member, or workspace owner or admin. A viewer's call is refused: a read-only role cannot use write or run tools.",[],{"_key":609,"_type":488,"children":610,"markDefs":615,"style":567},"97af29ca752d",[611],{"_key":612,"_type":492,"marks":613,"text":614},"d96f68f8df06",[],"One caveat: only a draft that nothing runs may be edited. A strategy deployed to alerts, a paper account or a live account, a published workflow, one with an automation attached, or one another workflow runs as a sub-workflow is refused. For a deployed strategy, stop the deployment first; a paused one still locks it. Alerts stop in Backtesting, a paper or live account in Trade. Or ask Claude to create a new strategy with create_strategy and change that one.",[],"inherit",[618,619,620],"Change the stop to 8% and rerun.","Add a 200-day regime filter to the golden-cross strategy and save it as a new version.","Declare the SMA period as a parameter between 20 and 100 so I can sweep it.",[622,627,632,637,642,647,652,657,662,667,672,677],{"_key":623,"action":624,"cause":625,"message":626},"aaeb38b25330","Connect Orbital again and leave that permission on.","The connection was made without the Create and edit strategies permission.","update_strategy needs the 'write' scope, which this connection was not granted. Ask the user to reconnect Orbital with it.",{"_key":628,"action":629,"cause":630,"message":631},"b370dd537cb1","Ask a project owner for a role that may write, or use the read tools.","Your role in the connected project is read-only. The message names the role it found.","Your role in this project (viewer) cannot change strategies or spend credits.",{"_key":633,"action":634,"cause":635,"message":636},"dce07fbcc1c9","In Orbital open Settings, then Apps, and turn Backtesting on for the project you connected.","The Backtesting app is off in the project you connected.","Backtesting is not active in this project — turn it on under Settings → Apps in Orbital, then try again",{"_key":638,"action":639,"cause":640,"message":641},"2a6750ed0569","Claude reads the strategy again and sends its edit on top of the fresh graph with the fresh hash. Nothing was overwritten.","base_version_hash is not the hash of the stored graph. Someone saved the strategy in Orbital, or a build stamped a module on it, after Claude read it.","The draft changed since you read it — read it again with get_strategy, then send your edit on top of what it serves, with its versionHash as base_version_hash.",{"_key":643,"action":644,"cause":645,"message":646},"96d4c4888cf0","Claude reads the strategy and sends its version_hash.","base_version_hash was blank.","Send base_version_hash: the versionHash your latest get_strategy, create_strategy or update_strategy result gave for this draft, so a save you have not seen is never overwritten.",{"_key":648,"action":649,"cause":650,"message":651},"87c4d7b6ea99","Claude takes the workflow id from the create receipt or from get_strategy.","The workflow id is wrong, names a strategy id instead, or the workflow is archived or in Orbital's trash.","No workflow \u003Cworkflow_id> in this project. Create a new draft with create_strategy instead — and never edit a workflow a person made.",{"_key":653,"action":654,"cause":655,"message":656},"2ff2c45be2e2","Stop the deployment first (alerts in Backtesting, a paper or live account in Trade), then edit, or create a new strategy with create_strategy.","The strategy is deployed to alerts, a paper account or a live account, and an edit would change what runs. The message names the target and the deployment's status.","\"\u003Cname>\" is deployed to a paper account (\u003Cstatus>), so it may not change while that deployment runs. Branch it in Orbital and change the branch instead.",{"_key":658,"action":659,"cause":660,"message":661},"65aa241b89a2","Create a new strategy with the change, or edit this one in Orbital's editor.","The workflow is published, has an automation attached, or is run by another workflow as a sub-workflow. The message says which.","\"\u003Cname>\" is published — only a draft may be edited. Create a new draft with create_strategy instead — and never edit a workflow a person made.",{"_key":663,"action":664,"cause":665,"message":666},"6d03a698ad35","Claude sends the whole value, or the clipped text exactly as it was served to keep the stored one.","Claude sent an edited copy of a value that get_strategy had clipped, so the saved value cannot be restored from it.","Node \"\u003Cnode_id>\" sends \u003Ckey> as clipped text, which is not a value. Send the whole value, or send back exactly what get_strategy served for that node to keep the saved one.",{"_key":668,"action":669,"cause":670,"message":671},"c4774ba17edc","Claude fixes every named problem and saves again.","The graph failed the save gate. The rest of the message names each problem, such as an unknown node type, a port that is not wired, or a required field that is not set.","Invalid arguments for 'update_strategy': \u003Ceach problem, separated by semicolons>",{"_key":673,"action":674,"cause":675,"message":676},"8cad9a863db2","Claude corrects the declaration and saves again.","A declared knob is malformed, targets a node or field the graph does not have, or aims a number knob at a setting that is not numeric. The graph was not saved.","declared_parameters was refused. \u003Ceach problem>",{"_key":678,"action":679,"cause":680,"message":681},"f2255458970b","Ask Claude to try again. If it keeps failing, edit the strategy in Orbital's editor.","The save failed for a reason that carried no message of its own.","The workflow could not be edited.",[683,689,693,698,702,707,712,717],{"_key":684,"description":685,"example":686,"name":687,"required":69,"type":688},"93c6140dc59b","The strategy's workflow id, a UUID: createdWorkflowId from the create receipt, or strategy.workflowId from get_strategy. Not the strategy id.","0193c2a1-5b7e-7f10-9c3d-2a6b8e4f1d07","workflow_id","string",{"_key":690,"description":691,"example":692,"name":522,"required":69,"type":688},"553d7c8e9fcd","The version_hash of the graph being edited: from get_strategy, or the versionHash of the latest create_strategy or update_strategy receipt.","9f2c1e7a4b8d0356c1a2e4f6b7d8c9a0e1f2a3b4c5d6e7f8091a2b3c4d5e6f70",{"_key":694,"description":695,"example":696,"name":154,"required":69,"type":697},"f79831707881","The complete node list with the changes, 1 to 50. Each has an id (up to 64 characters, unique in the graph), a type from the authoring guide, an optional config object (the save gate still checks its required fields), and an optional label of up to 255 characters.","[{\"id\": \"exits\", \"type\": \"exit-rules\", \"config\": {\"stop_kind\": \"percent\", \"stop_percent\": 8}}]","array",{"_key":699,"description":700,"example":701,"name":506,"required":31,"type":697},"4d1e39a46105","The complete edge list, up to 100. Each names the from and to node ids. fromPort defaults to the source node's one output and toPort to the target node's one input.","[{\"from\": \"exits\", \"fromPort\": \"strategy\", \"to\": \"size\", \"toPort\": \"strategy\"}]",{"_key":703,"description":704,"example":705,"name":706,"required":31,"type":688},"e48c2fe1676f","A new strategy name, 1 to 255 characters. Omit it to keep the current name.","SPY golden cross, 8% stop","name",{"_key":708,"description":709,"example":710,"name":711,"required":31,"type":688},"4931b73cbe59","A new description, up to 2000 characters. Omit it to keep the current one.","Same rules as before with the stop tightened to 8%.","description",{"_key":713,"description":714,"example":715,"name":578,"required":31,"type":716},"b70fa296254d","Save with config gaps still open. Default false: every required field must be set.","false","boolean",{"_key":718,"description":719,"example":720,"name":721,"required":31,"type":722},"21545edd55dc","Knobs a rule-card strategy exposes to run_backtest's parameters, by name, in the same shape create_strategy takes. Sending it replaces the whole declaration. Ignored on a Program strategy.","{\"stop_percent\": {\"type\": \"number\", \"default\": 8, \"min\": 2, \"max\": 20, \"target\": {\"nodeId\": \"exits\", \"field\": \"stop_percent\"}}}","declared_parameters","object",[724,725,726,728],{"path":561,"title":450},{"path":565,"title":435},{"path":727,"title":461},"/docs/claude-and-chatgpt/tools/estimate_backtest",{"path":729,"title":58},"/docs/claude-and-chatgpt/troubleshooting",[731,745,765,777,801,825,860],{"_key":732,"_type":488,"children":733,"level":742,"listItem":743,"markDefs":744,"style":567},"2cdc88aea292",[734,738],{"_key":735,"_type":492,"marks":736,"text":737},"ffb7a86613e4",[498],"ok",{"_key":739,"_type":492,"marks":740,"text":741},"43fee0a10a18",[],": true.",1,"bullet",[],{"_key":746,"_type":488,"children":747,"level":742,"listItem":743,"markDefs":764,"style":567},"95f9bdbb99ed",[748,752,756,760],{"_key":749,"_type":492,"marks":750,"text":751},"741d654359f0",[498],"note",{"_key":753,"_type":492,"marks":754,"text":755},"3de6e334159e",[],": the receipt in words. It says the draft was edited in place and saved as a new version, that it is a tracked strategy with its ",{"_key":757,"_type":492,"marks":758,"text":759},"96a38e8e6602",[498],"strategyId",{"_key":761,"_type":492,"marks":762,"text":763},"48576bc14cde",[],", which knobs a run may now tune, and whether any node still needs settings.",[],{"_key":766,"_type":488,"children":767,"level":742,"listItem":743,"markDefs":776,"style":567},"868164d00c4a",[768,772],{"_key":769,"_type":492,"marks":770,"text":771},"8eb25aa5d886",[498],"editedWorkflowId",{"_key":773,"_type":492,"marks":774,"text":775},"6838b1503b30",[],": the workflow id.",[],{"_key":778,"_type":488,"children":779,"level":742,"listItem":743,"markDefs":800,"style":567},"2bbe9736c5d9",[780,783,787,790,793,796],{"_key":781,"_type":492,"marks":782,"text":759},"f7d6cd975f40",[498],{"_key":784,"_type":492,"marks":785,"text":786},"f3e234a31ccb",[],": the strategy id, which ",{"_key":788,"_type":492,"marks":789,"text":459},"b765d68664d6",[498],{"_key":791,"_type":492,"marks":792,"text":502},"cd7c7fd79122",[],{"_key":794,"_type":492,"marks":795,"text":465},"21de9338688b",[498],{"_key":797,"_type":492,"marks":798,"text":799},"01280083fd86",[]," take.",[],{"_key":802,"_type":488,"children":803,"level":742,"listItem":743,"markDefs":824,"style":567},"e9ddf5db6e3f",[804,807,811,814,818,821],{"_key":805,"_type":492,"marks":806,"text":545},"9f5e5394950a",[498],{"_key":808,"_type":492,"marks":809,"text":810},"ae3e7d030360",[],": the hash of the saved graph, which the next ",{"_key":812,"_type":492,"marks":813,"text":453},"e4ba838a902a",[498],{"_key":815,"_type":492,"marks":816,"text":817},"b5dccfb40606",[]," takes back as ",{"_key":819,"_type":492,"marks":820,"text":522},"873f7eb26319",[498],{"_key":822,"_type":492,"marks":823,"text":557},"53c0eb5f509f",[],[],{"_key":826,"_type":488,"children":827,"level":742,"listItem":743,"markDefs":859,"style":567},"6a1b20cf16bb",[828,832,836,840,844,848,852,856],{"_key":829,"_type":492,"marks":830,"text":831},"aa4eeaaad381",[498],"requiredConfigComplete",{"_key":833,"_type":492,"marks":834,"text":835},"2b1c84af5cf9",[],": true when every required field is set. Otherwise the receipt carries ",{"_key":837,"_type":492,"marks":838,"text":839},"ffab4c4125cc",[498],"nodesNeedingConfiguration",{"_key":841,"_type":492,"marks":842,"text":843},"b67ca190d63e",[],", a ",{"_key":845,"_type":492,"marks":846,"text":847},"bd237048b02b",[498],"mustTell",{"_key":849,"_type":492,"marks":850,"text":851},"b3bd60875d5f",[]," sentence naming each node and the settings it needs, and ",{"_key":853,"_type":492,"marks":854,"text":855},"8a62469868cf",[498],"configGaps",{"_key":857,"_type":492,"marks":858,"text":557},"a11e03ecb4c9",[],[],{"_key":861,"_type":488,"children":862,"level":742,"listItem":743,"markDefs":870,"style":567},"901df0d1146e",[863,866],{"_key":864,"_type":492,"marks":865,"text":706},"02e4a16a760d",[498],{"_key":867,"_type":492,"marks":868,"text":869},"2dfe7816db33",[],": the strategy's name after the save.",[],1793786636427]