[{"data":1,"prerenderedAt":1336},["ShallowReactive",2],{"docs-nav":3,"doc-trade-approvals-and-permissions":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. 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A finished run is refused, and a cancelled run cannot be resumed.","Cancel a backtest",{"_id":277,"_updatedAt":484,"body":485,"category":1317,"disclaimer":1318,"lastUpdated":12,"relatedPages":1319,"slug":278,"summary":279,"title":280,"unlisted":31},"2026-11-04T09:46:37Z",[486,497,530,562,581,596,624,632,677,685,717,725,956,964,972,994,1018,1026,1059,1093,1131,1139,1169,1211,1219,1254,1278,1294],{"_key":487,"_type":488,"children":489,"markDefs":495,"style":496},"2f7fae9af1d3","block",[490],{"_key":491,"_type":492,"marks":493,"text":494},"bba941bd4fb2","span",[],"The trading permission",[],"h2",{"_key":498,"_type":488,"children":499,"markDefs":522,"style":529},"874e1901b298",[500,504,509,513,518],{"_key":501,"_type":492,"marks":502,"text":503},"1284310836b4",[],"Every ",{"_key":505,"_type":492,"marks":506,"text":508},"39f60dcea0ce",[507],"b1994d695f1d","deployment",{"_key":510,"_type":492,"marks":511,"text":512},"0da39a1aa1cc",[]," runs under one trading permission. 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",{"_key":654,"_type":492,"marks":655,"text":656},"488a378d7d3e",[516],"Activity",{"_key":658,"_type":492,"marks":659,"text":660},"f8304afd0c02",[]," lists it as ",{"_key":662,"_type":492,"marks":663,"text":664},"27ab180af4ea",[516],"Waiting for review",{"_key":666,"_type":492,"marks":667,"text":668},"7bce594f8ec5",[]," under ",{"_key":670,"_type":492,"marks":671,"text":672},"3013cc69d561",[516],"Needs attention",{"_key":674,"_type":492,"marks":675,"text":521},"6e2d7643d99e",[],[],{"_key":678,"_type":488,"children":679,"markDefs":684,"style":529},"e56540471070",[680],{"_key":681,"_type":492,"marks":682,"text":683},"f332595d2a50",[],"A held trade waits 24 hours for an answer. A deadline that would fall in a session's last minutes moves back. It becomes 5 minutes before the close for a new trade, or 15 minutes for an exit. 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An exit approved while the market is closed is sent at once and fills at the next open.",[],{"_key":965,"_type":488,"children":966,"markDefs":971,"style":496},"904fbec6513e",[967],{"_key":968,"_type":492,"marks":969,"text":970},"1f8fa1628f83",[],"When nobody answers",[],{"_key":973,"_type":488,"children":974,"markDefs":993,"style":529},"fcddd718e216",[975,979,982,986,990],{"_key":976,"_type":492,"marks":977,"text":978},"45efb798842c",[],"A new trade nobody answers is dropped at its deadline. Nothing is placed, and ",{"_key":980,"_type":492,"marks":981,"text":656},"7bad8c19c26d",[516],{"_key":983,"_type":492,"marks":984,"text":985},"b60f5b005a70",[]," shows the request as ",{"_key":987,"_type":492,"marks":988,"text":989},"94ac8a794343",[516],"Refused",{"_key":991,"_type":492,"marks":992,"text":521},"ee447e148d4a",[],[],{"_key":995,"_type":488,"children":996,"markDefs":1017,"style":529},"0da37d2fdf15",[997,1001,1005,1009,1013],{"_key":998,"_type":492,"marks":999,"text":1000},"6ffa9d72063a",[],"An exit nobody answers is placed for you during market hours, after every check an approved trade goes through. The notification is titled ",{"_key":1002,"_type":492,"marks":1003,"text":1004},"4774ff896550",[516],"Exit placed for you",{"_key":1006,"_type":492,"marks":1007,"text":1008},"f53ff60eb012",[]," and names the order. If a check refuses it, the notification is titled ",{"_key":1010,"_type":492,"marks":1011,"text":1012},"7ad32bf32e30",[516],"Your exit could NOT be placed",{"_key":1014,"_type":492,"marks":1015,"text":1016},"02bb5cc79e0f",[]," and says why; usually the position is still open.",[],{"_key":1019,"_type":488,"children":1020,"markDefs":1025,"style":496},"9cd162300bcf",[1021],{"_key":1022,"_type":492,"marks":1023,"text":1024},"7a9ed9b1cc16",[],"Exits and shorts",[],{"_key":1027,"_type":488,"children":1028,"markDefs":1054,"style":529},"8612d24de514",[1029,1033,1036,1040,1043,1047,1051],{"_key":1030,"_type":492,"marks":1031,"text":1032},"a736923cc9fb",[],"After you press ",{"_key":1034,"_type":492,"marks":1035,"text":703},"7321035627b2",[516],{"_key":1037,"_type":492,"marks":1038,"text":1039},"1ad8bad97d7b",[],", the strategy's own exits are placed without asking, whatever its permission, until it holds nothing. ",{"_key":1041,"_type":492,"marks":1042,"text":703},"4fcb79f3fef5",[516],{"_key":1044,"_type":492,"marks":1045,"text":1046},"f53f1958abdd",[]," itself sells nothing; see ",{"_key":1048,"_type":492,"marks":1049,"text":703},"e771ab2b2bf7",[1050],"44a1ca365184",{"_key":1052,"_type":492,"marks":1053,"text":521},"3a07103518ad",[],[1055],{"_key":1050,"_type":524,"anchor":1056,"href":1057,"to":1058},"stop","/docs/trade/manage-a-deployment#stop",{"_ref":282,"_type":528,"_weak":69},{"_key":1060,"_type":488,"children":1061,"markDefs":1092,"style":529},"7266deb9f886",[1062,1066,1069,1073,1076,1079,1082,1086,1089],{"_key":1063,"_type":492,"marks":1064,"text":1065},"fe3b29423319",[],"A short entry is treated like any new trade: placed under ",{"_key":1067,"_type":492,"marks":1068,"text":560},"de7addfd4a95",[516],{"_key":1070,"_type":492,"marks":1071,"text":1072},"13c2069fc960",[],", held under ",{"_key":1074,"_type":492,"marks":1075,"text":550},"eb40a0404b4a",[516],{"_key":1077,"_type":492,"marks":1078,"text":831},"6d2ea623492c",[],{"_key":1080,"_type":492,"marks":1081,"text":555},"50352299269a",[516],{"_key":1083,"_type":492,"marks":1084,"text":1085},"3cbc822eb092",[],", and refused under ",{"_key":1087,"_type":492,"marks":1088,"text":545},"21109643cd68",[516],{"_key":1090,"_type":492,"marks":1091,"text":521},"4d925daf1008",[],[],{"_key":1094,"_type":1095,"body":1096,"markDefs":12,"title":1129,"tone":1130},"ff45bbe08bdb","docCallout",[1097],{"_key":1098,"_type":488,"children":1099,"markDefs":1124,"style":529},"1c0adb309eac",[1100,1104,1108,1112,1116,1121],{"_key":1101,"_type":492,"marks":1102,"text":1103},"69e008222a8a",[516],"Budget",{"_key":1105,"_type":492,"marks":1106,"text":1107},"ddc28ef91932",[]," and ",{"_key":1109,"_type":492,"marks":1110,"text":1111},"5476edc89b54",[516],"Max per trade",{"_key":1113,"_type":492,"marks":1114,"text":1115},"3e2b328258e8",[]," bound a short's size only when a dollar figure or a percentage below 100 is set. With both at 100%, a short can be as large as the broker's margin buying power allows. See ",{"_key":1117,"_type":492,"marks":1118,"text":1120},"59071244c61d",[1119],"288822477d15","The four limits",{"_key":1122,"_type":492,"marks":1123,"text":521},"a85a02a1aa01",[],[1125],{"_key":1119,"_type":524,"anchor":1126,"href":1127,"to":1128},"the-four-limits","/docs/trade/capital-sleeves#the-four-limits",{"_ref":272,"_type":528,"_weak":69},"A short needs a cap","warning",{"_key":1132,"_type":488,"children":1133,"markDefs":1138,"style":496},"037d325a0026",[1134],{"_key":1135,"_type":492,"marks":1136,"text":1137},"f4ed67bfacf9",[],"Where approvals arrive",[],{"_key":1140,"_type":488,"children":1141,"markDefs":1168,"style":529},"f6e2faa2c84a",[1142,1146,1150,1153,1157,1161,1164],{"_key":1143,"_type":492,"marks":1144,"text":1145},"6c37ad9bbc60",[],"Every held trade sends one notification to whoever deployed the strategy, titled ",{"_key":1147,"_type":492,"marks":1148,"text":1149},"d83d001a8c99",[516],"Approval needed",{"_key":1151,"_type":492,"marks":1152,"text":831},"f75c2b8eb374",[],{"_key":1154,"_type":492,"marks":1155,"text":1156},"828aeac8bd27",[516],"Approval needed to exit",{"_key":1158,"_type":492,"marks":1159,"text":1160},"5ab297afdc31",[]," and then the side and the symbol. Opening it from the ",{"_key":1162,"_type":492,"marks":1163,"text":342},"7401dca23a26",[516],{"_key":1165,"_type":492,"marks":1166,"text":1167},"57aa28e1808e",[]," inbox takes you to Trade, where you answer it.",[],{"_key":1170,"_type":488,"children":1171,"markDefs":1206,"style":529},"f7041f64c3b1",[1172,1176,1179,1183,1187,1191,1194,1198,1203],{"_key":1173,"_type":492,"marks":1174,"text":1175},"0c6a78f30185",[],"These notifications file under the ",{"_key":1177,"_type":492,"marks":1178,"text":126},"909e03427e57",[516],{"_key":1180,"_type":492,"marks":1181,"text":1182},"64a56f1d3112",[]," row of ",{"_key":1184,"_type":492,"marks":1185,"text":1186},"4b79215d754b",[516],"Settings",{"_key":1188,"_type":492,"marks":1189,"text":1190},"f62ff5a62c9e",[]," → ",{"_key":1192,"_type":492,"marks":1193,"text":342},"cfb4f9df1259",[516],{"_key":1195,"_type":492,"marks":1196,"text":1197},"63bac1098f35",[],", where you can route them to a channel outside the app. See ",{"_key":1199,"_type":492,"marks":1200,"text":1202},"9c5b532f1628",[1201],"9eee6a3ca56b","Where notifications are delivered",{"_key":1204,"_type":492,"marks":1205,"text":521},"3246e9345bc2",[],[1207],{"_key":1201,"_type":524,"anchor":1208,"href":1209,"to":1210},"where-notifications-are-delivered","/docs/alerts-and-notifications/notifications#where-notifications-are-delivered",{"_ref":339,"_type":528,"_weak":69},{"_key":1212,"_type":488,"children":1213,"markDefs":1218,"style":496},"4aeade24574d",[1214],{"_key":1215,"_type":492,"marks":1216,"text":1217},"7dc35e6c9c17",[],"The agent's own permissions",[],{"_key":1220,"_type":488,"children":1221,"markDefs":1249,"style":529},"1e5bc1211bf3",[1222,1226,1230,1233,1237,1241,1246],{"_key":1223,"_type":492,"marks":1224,"text":1225},"ea5dab412c1c",[],"An Agent strategy's agent has permissions of its own in ",{"_key":1227,"_type":492,"marks":1228,"text":1229},"3c82d2437c11",[516],"Agent settings",{"_key":1231,"_type":492,"marks":1232,"text":1190},"cd397d9d1b51",[],{"_key":1234,"_type":492,"marks":1235,"text":1236},"b26713411997",[516],"Permissions",{"_key":1238,"_type":492,"marks":1239,"text":1240},"26b52e766439",[],". Two of them reach Trade, and only workspace owners and admins can change them; see ",{"_key":1242,"_type":492,"marks":1243,"text":1245},"0f674d14f783",[1244],"ffd6c8850eeb","The four permissions",{"_key":1247,"_type":492,"marks":1248,"text":521},"74e5394e6f6d",[],[1250],{"_key":1244,"_type":524,"anchor":1251,"href":1252,"to":1253},"the-four-permissions","/docs/agents/permissions-and-approvals#the-four-permissions",{"_ref":113,"_type":528,"_weak":69},{"_key":1255,"_type":488,"children":1256,"markDefs":1277,"style":529},"263922e6cfb9",[1257,1261,1265,1269,1273],{"_key":1258,"_type":492,"marks":1259,"text":1260},"18ad8e6f1860",[516],"Make trading decisions",{"_key":1262,"_type":492,"marks":1263,"text":1264},"75ec5a18170a",[]," offers the same four modes with the same meanings; Agent settings spells the last one ",{"_key":1266,"_type":492,"marks":1267,"text":1268},"10b850b68801",[516],"Always approve",{"_key":1270,"_type":492,"marks":1271,"text":1272},"83b07952834b",[],". The stricter of the agent's permission and the deployment's trading permission applies. In the deploy review, any option wider than the agent's permission is locked and reads that the agent ",{"_key":1274,"_type":492,"marks":1275,"text":1276},"62157ed73feb",[516],"is not allowed this.",[],{"_key":1279,"_type":488,"children":1280,"markDefs":1293,"style":529},"34517e857864",[1281,1285,1289],{"_key":1282,"_type":492,"marks":1283,"text":1284},"79fd1790e964",[],"A strategy whose agent has no permission cannot be deployed: the review says the agent ",{"_key":1286,"_type":492,"marks":1287,"text":1288},"f5e9187dc286",[516],"has no permission to make trading decisions yet",{"_key":1290,"_type":492,"marks":1291,"text":1292},"cb7e64164014",[],". A workspace owner or admin gives it that first.",[],{"_key":1295,"_type":488,"children":1296,"markDefs":1312,"style":529},"1cfc6f07ae16",[1297,1301,1305,1309],{"_key":1298,"_type":492,"marks":1299,"text":1300},"b55a31755ab1",[516],"Supervise deployments",{"_key":1302,"_type":492,"marks":1303,"text":1304},"af2380f082ae",[]," lets the agent pause, resume, stop or change the limits of a deployment, and only a workspace owner or admin can approve each act. See ",{"_key":1306,"_type":492,"marks":1307,"text":1300},"b3842a00d17d",[1308],"531aa21f464d",{"_key":1310,"_type":492,"marks":1311,"text":521},"4cef4840a986",[],[1313],{"_key":1308,"_type":524,"anchor":1314,"href":1315,"to":1316},"supervise-deployments","/docs/agents/permissions-and-approvals#supervise-deployments",{"_ref":113,"_type":528,"_weak":69},{"showDisclaimer":69,"slug":291,"title":292},"inherit",[1320,1321,1323,1325,1327,1329,1331,1333],{"path":413,"title":270},{"path":1322,"title":285},"/docs/trade/manage-a-deployment",{"path":1324,"title":290},"/docs/trade/pnl-orders-and-activity",{"path":1326,"title":275},"/docs/trade/capital-sleeves",{"path":1328,"title":116},"/docs/agents/permissions-and-approvals",{"path":1330,"title":342},"/docs/alerts-and-notifications/notifications",{"path":525,"title":1332},"Deployment",{"path":1334,"title":1335},"/docs/glossary#paper-trading","Paper trading",1793786635799]