[{"data":1,"prerenderedAt":1773},["ShallowReactive",2],{"docs-nav":3,"doc-workspace-and-account-plugins":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":371,"_updatedAt":484,"body":485,"category":1762,"disclaimer":1763,"lastUpdated":12,"relatedPages":1764,"slug":372,"summary":373,"title":374,"unlisted":31},"2026-11-04T09:46:37Z",[486,497,523,546,565,580,588,625,644,652,666,701,723,735,744,755,767,779,786,805,813,907,915,960,968,1005,1019,1050,1057,1093,1153,1192,1200,1276,1284,1377,1385,1393,1431,1464,1472,1500,1541,1555,1563,1624,1639,1650,1669,1677,1685,1693,1736,1744],{"_key":487,"_type":488,"children":489,"markDefs":495,"style":496},"90be57fa9d91","block",[490],{"_key":491,"_type":492,"marks":493,"text":494},"8f908375507e","span",[],"What a plugin is",[],"h2",{"_key":498,"_type":488,"children":499,"markDefs":521,"style":522},"ebbe0ba5a317",[500,504,509,513,517],{"_key":501,"_type":492,"marks":502,"text":503},"4411e07d804e",[],"A plugin connects an outside service to your workspace. Two plugins are available. ",{"_key":505,"_type":492,"marks":506,"text":508},"0a22c6ef1160",[507],"strong","Google Drive",{"_key":510,"_type":492,"marks":511,"text":512},"8b824cb1be91",[]," keeps a Drive folder in sync with your Library. ",{"_key":514,"_type":492,"marks":515,"text":516},"19ac77a25aad",[507],"Alpaca",{"_key":518,"_type":492,"marks":519,"text":520},"6960843d2696",[]," connects a paper brokerage account for the Trade app.",[],"normal",{"_key":524,"_type":488,"children":525,"markDefs":539,"style":522},"159e1f4ad0f0",[526,530,535],{"_key":527,"_type":492,"marks":528,"text":529},"73fa71813558",[],"A connection belongs to the ",{"_key":531,"_type":492,"marks":532,"text":534},"2f1d855ea819",[533],"55b981dcd1dd","workspace",{"_key":536,"_type":492,"marks":537,"text":538},"7682f251148f",[],", not to one project. As the page puts it, \"Connections are shared by everyone in this workspace.\"",[540],{"_key":533,"_type":541,"href":542,"to":543},"internalLink","/docs/glossary#workspace",{"_ref":544,"_type":545,"_weak":69},"0831fbc6-997e-45f6-b0cc-2056c6d27d79","reference",{"_key":547,"_type":488,"children":548,"markDefs":561,"style":522},"45b2f3dd892a",[549,553,557],{"_key":550,"_type":492,"marks":551,"text":552},"cd811ef28b09",[],"Plugins are not apps. Trade is an app. It uses the Alpaca connection to place paper orders. See ",{"_key":554,"_type":492,"marks":555,"text":369},"22183f9e1edb",[556],"a31247c668b2",{"_key":558,"_type":492,"marks":559,"text":560},"2ee32394fd52",[],".",[562],{"_key":556,"_type":541,"href":563,"to":564},"/docs/workspace-and-account/apps",{"_ref":366,"_type":545,"_weak":69},{"_key":566,"_type":488,"children":567,"markDefs":579,"style":522},"e33153521820",[568,572,575],{"_key":569,"_type":492,"marks":570,"text":571},"2a4859ce1733",[],"Only workspace owners and admins see ",{"_key":573,"_type":492,"marks":574,"text":374},"16163dc8d0fe",[507],{"_key":576,"_type":492,"marks":577,"text":578},"d9002cc08554",[]," in Settings, and only they can connect or change a plugin.",[],{"_key":581,"_type":488,"children":582,"markDefs":587,"style":496},"76c1bb31856d",[583],{"_key":584,"_type":492,"marks":585,"text":586},"cfadad300ce0",[],"Open Plugins",[],{"_key":589,"_type":590,"items":591,"markDefs":12},"21f14f05e14a","docSteps",[592,605],{"_key":593,"_type":594,"body":595,"title":604},"a773e217fd99","docStep",[596],{"_key":597,"_type":488,"children":598,"markDefs":603,"style":522},"8da9d05baf84",[599],{"_key":600,"_type":492,"marks":601,"text":602},"d0c619c4890c",[],"Click your avatar at the bottom of the sidebar.",[],"Open the menu",{"_key":606,"_type":594,"body":607,"title":624},"91c481a2ebf8",[608],{"_key":609,"_type":488,"children":610,"markDefs":623,"style":522},"f8eac7b6ee28",[611,615,619],{"_key":612,"_type":492,"marks":613,"text":614},"0d9b99099cc8",[],"It is under ",{"_key":616,"_type":492,"marks":617,"text":618},"2878a560c107",[507],"Workspace",{"_key":620,"_type":492,"marks":621,"text":622},"fb23c6523ebc",[],". Settings opens over the app.",[],"Choose Plugins",{"_key":626,"_type":488,"children":627,"markDefs":640,"style":522},"9f63e875ba7e",[628,632,637],{"_key":629,"_type":492,"marks":630,"text":631},"244a1a17811d",[],"The direct link is ",{"_key":633,"_type":492,"marks":634,"text":636},"51cd820dece0",[635],"fbf24c415d4e","app.orbitalaip.com/settings/workspace/plugins",{"_key":638,"_type":492,"marks":639,"text":560},"2ef786b6c4bb",[],[641],{"_key":635,"_type":642,"href":643},"link","https://app.orbitalaip.com/settings/workspace/plugins",{"_key":645,"_type":488,"children":646,"markDefs":651,"style":522},"0ea738e355de",[647],{"_key":648,"_type":492,"marks":649,"text":650},"10c59da1c886",[],"The page has two tabs:",[],{"_key":653,"_type":488,"children":654,"level":663,"listItem":664,"markDefs":665,"style":522},"dd4e658ded8a",[655,659],{"_key":656,"_type":492,"marks":657,"text":658},"2e4e42726d87",[507],"Connected",{"_key":660,"_type":492,"marks":661,"text":662},"30c4709e6535",[]," lists the workspace's connections, with a count. A red dot on the tab means one needs attention.",1,"bullet",[],{"_key":667,"_type":488,"children":668,"level":663,"listItem":664,"markDefs":700,"style":522},"b1eb470f131d",[669,673,677,681,685,689,693,697],{"_key":670,"_type":492,"marks":671,"text":672},"aaee25cdadce",[507],"Browse",{"_key":674,"_type":492,"marks":675,"text":676},"40765720120e",[]," shows every plugin on three shelves: ",{"_key":678,"_type":492,"marks":679,"text":680},"46a34193f6e1",[507],"Brokers",{"_key":682,"_type":492,"marks":683,"text":684},"fc9b00f08ec7",[],", ",{"_key":686,"_type":492,"marks":687,"text":688},"fb5d80796c94",[507],"Files & data",{"_key":690,"_type":492,"marks":691,"text":692},"d90ecde8b7a6",[]," and ",{"_key":694,"_type":492,"marks":695,"text":696},"815c4baa406b",[507],"Alerts & messaging",{"_key":698,"_type":492,"marks":699,"text":560},"19ad78eba1c1",[],[],{"_key":702,"_type":488,"children":703,"markDefs":722,"style":522},"543b9b6eb7d0",[704,708,711,715,718],{"_key":705,"_type":492,"marks":706,"text":707},"b9d0c54883c3",[],"The page opens on ",{"_key":709,"_type":492,"marks":710,"text":658},"9db1f7a8c583",[507],{"_key":712,"_type":492,"marks":713,"text":714},"ffcc1ac0a148",[]," when something is connected, and on ",{"_key":716,"_type":492,"marks":717,"text":672},"3f87fad01879",[507],{"_key":719,"_type":492,"marks":720,"text":721},"57f5f2efc26f",[]," when nothing is. The search box filters the tab you are on. The arrow on a row or card opens that plugin's own page, where you connect, manage or disconnect it.",[],{"_key":724,"_type":488,"children":725,"markDefs":734,"style":522},"00133bae94a2",[726,730],{"_key":727,"_type":492,"marks":728,"text":729},"0739ebf5899e",[507],"Set up a plugin with Chat",{"_key":731,"_type":492,"marks":732,"text":733},"e896942e4c1e",[]," starts a new chat that asks Orbital to help you choose and connect the right plugin.",[],{"_key":736,"_type":488,"children":737,"markDefs":742,"style":743},"f0009e67eadf",[738],{"_key":739,"_type":492,"marks":740,"text":741},"ef5b2400daa7",[],"Connection status",[],"h3",{"_key":745,"_type":488,"children":746,"level":663,"listItem":664,"markDefs":754,"style":522},"4f4f74e9a21b",[747,750],{"_key":748,"_type":492,"marks":749,"text":658},"4dd4491eb21e",[507],{"_key":751,"_type":492,"marks":752,"text":753},"5eb427b6733f",[],": the connection works.",[],{"_key":756,"_type":488,"children":757,"level":663,"listItem":664,"markDefs":766,"style":522},"c4d48a72e3fd",[758,762],{"_key":759,"_type":492,"marks":760,"text":761},"d997ca3fbf69",[507],"Needs setup",{"_key":763,"_type":492,"marks":764,"text":765},"ae750339bd62",[],": Google Drive is connected, but no folder is chosen.",[],{"_key":768,"_type":488,"children":769,"level":663,"listItem":664,"markDefs":778,"style":522},"932cb5c322ff",[770,774],{"_key":771,"_type":492,"marks":772,"text":773},"23364fba9bd9",[507],"Needs attention",{"_key":775,"_type":492,"marks":776,"text":777},"e1cc5f208e67",[],": the grant stopped working, or a connect or sync failed. The error shows under the connection.",[],{"_key":780,"_type":488,"children":781,"markDefs":785,"style":496},"8e2799fd2202",[782],{"_key":783,"_type":492,"marks":784,"text":508},"646006c2ee0a",[],[],{"_key":787,"_type":488,"children":788,"markDefs":801,"style":522},"ec1ad09039e4",[789,793,797],{"_key":790,"_type":492,"marks":791,"text":792},"4cae03f93091",[],"Google Drive keeps one Drive folder in sync with your Library. Everyone in the workspace can find the synced files there, and Chat can cite them. See ",{"_key":794,"_type":492,"marks":795,"text":96},"c53b08fec2dc",[796],"48a8ea4a89e7",{"_key":798,"_type":492,"marks":799,"text":800},"3ee3f9376d87",[],". Google Drive needs a Pro or Max plan.",[802],{"_key":796,"_type":541,"href":803,"to":804},"/docs/chat/documents-and-web",{"_ref":93,"_type":545,"_weak":69},{"_key":806,"_type":488,"children":807,"markDefs":812,"style":743},"b9c27af90bbc",[808],{"_key":809,"_type":492,"marks":810,"text":811},"620270430f17",[],"Connect Google Drive",[],{"_key":814,"_type":590,"items":815,"markDefs":12},"e22fdd6b8594",[816,855,867,895],{"_key":817,"_type":594,"body":818,"title":854},"308603be5c89",[819],{"_key":820,"_type":488,"children":821,"markDefs":853,"style":522},"cee3860719b6",[822,826,829,833,836,840,843,847,850],{"_key":823,"_type":492,"marks":824,"text":825},"35d860b1ec7f",[],"On ",{"_key":827,"_type":492,"marks":828,"text":374},"573892dc7f1a",[507],{"_key":830,"_type":492,"marks":831,"text":832},"8f0473808e14",[],", open ",{"_key":834,"_type":492,"marks":835,"text":672},"6bbc59d4c94e",[507],{"_key":837,"_type":492,"marks":838,"text":839},"9507a01cf498",[]," and find the ",{"_key":841,"_type":492,"marks":842,"text":508},"85259a110dc3",[507],{"_key":844,"_type":492,"marks":845,"text":846},"c6154cbc0fd8",[]," card under ",{"_key":848,"_type":492,"marks":849,"text":688},"a25d3daca294",[507],{"_key":851,"_type":492,"marks":852,"text":560},"1d97946b09d1",[],[],"Find Google Drive",{"_key":856,"_type":594,"body":857,"title":866},"440da9f5df4e",[858],{"_key":859,"_type":488,"children":860,"markDefs":865,"style":522},"4a6da7e7f8c4",[861],{"_key":862,"_type":492,"marks":863,"text":864},"37e7641ec53e",[],"Sign in with Google and approve read-only access to your Drive.",[],"Click Connect",{"_key":868,"_type":594,"body":869,"title":894},"36f5070b2aae",[870],{"_key":871,"_type":488,"children":872,"markDefs":893,"style":522},"755c502ab9f5",[873,877,881,885,889],{"_key":874,"_type":492,"marks":875,"text":876},"bc89520cdd02",[],"Back in Orbital, a message says ",{"_key":878,"_type":492,"marks":879,"text":880},"0238da18bcd7",[507],"Google Drive connected",{"_key":882,"_type":492,"marks":883,"text":884},"6658497a350f",[],". A list headed ",{"_key":886,"_type":492,"marks":887,"text":888},"056e7d07122b",[507],"Choose a Drive folder",{"_key":890,"_type":492,"marks":891,"text":892},"9b8108be1bb9",[]," shows the folders at the top of your Drive. Click one.",[],"Choose a folder",{"_key":896,"_type":594,"body":897,"title":906},"0216b2bcbdb8",[898],{"_key":899,"_type":488,"children":900,"markDefs":905,"style":522},"c61804adf120",[901],{"_key":902,"_type":492,"marks":903,"text":904},"cdb9605c064c",[],"A message names the folder and says \"The first import is running; files appear in the Library as they land.\"",[],"Let it import",{"_key":908,"_type":488,"children":909,"markDefs":914,"style":522},"71a0ada00935",[910],{"_key":911,"_type":492,"marks":912,"text":913},"52b7e9eb67ba",[],"Only top-level folders are listed. To sync a subfolder, choose the folder it sits in. If the list is empty, create a folder at the top of your Drive, put your files in it and come back.",[],{"_key":916,"_type":488,"children":917,"markDefs":959,"style":522},"e3a86e94cdb4",[918,922,925,929,933,937,941,945,949,953,956],{"_key":919,"_type":492,"marks":920,"text":921},"e23f384af6f7",[],"If you close the list without choosing, the connection shows ",{"_key":923,"_type":492,"marks":924,"text":761},"dd2936846193",[507],{"_key":926,"_type":492,"marks":927,"text":928},"bad8b5455614",[]," and offers ",{"_key":930,"_type":492,"marks":931,"text":932},"6e87a3f9ba91",[507],"Choose folder",{"_key":934,"_type":492,"marks":935,"text":936},"17818b4b6c20",[],". If connecting fails, a message says why: ",{"_key":938,"_type":492,"marks":939,"text":940},"c27eb5cb4ff6",[507],"Could not start the connect flow",{"_key":942,"_type":492,"marks":943,"text":944},"458da91870ab",[]," before you leave for Google, or ",{"_key":946,"_type":492,"marks":947,"text":948},"5a906b64bf8e",[507],"Could not connect Google Drive",{"_key":950,"_type":492,"marks":951,"text":952},"71996d7fcec5",[]," after you come back. Start again from ",{"_key":954,"_type":492,"marks":955,"text":374},"cb461a2c2c28",[507],{"_key":957,"_type":492,"marks":958,"text":560},"7018514ac6b7",[],[],{"_key":961,"_type":488,"children":962,"markDefs":967,"style":743},"bb74a9df301d",[963],{"_key":964,"_type":492,"marks":965,"text":966},"7cb22bbc7ce6",[],"What syncs",[],{"_key":969,"_type":970,"markDefs":12,"table":971},"310d36d22e5c","richTable",{"_type":972,"rows":973},"table",[974,980,985,990,995,1000],{"_key":975,"_type":976,"cells":977},"9cafbc321ba6","tableRow",[978,979],"Item","Detail",{"_key":981,"_type":976,"cells":982},"4ad43b1c4332",[983,984],"Files","One folder and its subfolders: PDF, Word (.docx), Excel (.xlsx), text and CSV files, plus Google Docs and Sheets. Other files are skipped.",{"_key":986,"_type":976,"cells":987},"a5927226c198",[988,989],"Where","Your Library, in every project of the workspace.",{"_key":991,"_type":976,"cells":992},"6507133c9d51",[993,994],"When","Every 30 minutes, and whenever you sync from the plugin's page.",{"_key":996,"_type":976,"cells":997},"eea83214d165",[998,999],"Limits","25 MB per file, up to 1,000 files per sync, and your plan's storage. If the workspace runs out of storage, the sync stops and says so under the connection.",{"_key":1001,"_type":976,"cells":1002},"bf44f5ba9a08",[1003,1004],"Access","Read-only. Orbital never changes anything in your Drive.",{"_key":1006,"_type":488,"children":1007,"markDefs":1018,"style":522},"b30f646d772a",[1008,1012,1015],{"_key":1009,"_type":492,"marks":1010,"text":1011},"cee921ee4cb9",[],"A file you change in Drive comes in again as a new version of the same document. Deleting a file in Drive leaves its copy in the Library. If some files can't be imported, the line under the connection counts them and names the first few. The connection stays ",{"_key":1013,"_type":492,"marks":1014,"text":658},"101be09adcfd",[507],{"_key":1016,"_type":492,"marks":1017,"text":560},"a9a372a6bfca",[],[],{"_key":1020,"_type":488,"children":1021,"markDefs":1049,"style":522},"57c4b992ac69",[1022,1026,1030,1033,1037,1041,1045],{"_key":1023,"_type":492,"marks":1024,"text":1025},"5234fc45fd59",[],"With a folder chosen, the Google Drive page offers ",{"_key":1027,"_type":492,"marks":1028,"text":1029},"b6e6b40c98bc",[507],"Sync now",{"_key":1031,"_type":492,"marks":1032,"text":692},"baab593e5568",[],{"_key":1034,"_type":492,"marks":1035,"text":1036},"5cf55e78f4fb",[507],"Change folder",{"_key":1038,"_type":492,"marks":1039,"text":1040},"654e358938c7",[],". Each connection syncs one folder. ",{"_key":1042,"_type":492,"marks":1043,"text":1044},"56836c80a154",[507],"Connect another",{"_key":1046,"_type":492,"marks":1047,"text":1048},"1812e04680e4",[]," adds a second Google Drive connection with its own folder.",[],{"_key":1051,"_type":488,"children":1052,"markDefs":1056,"style":496},"b5ae7c464c33",[1053],{"_key":1054,"_type":492,"marks":1055,"text":516},"c0e7dc12873b",[],[],{"_key":1058,"_type":488,"children":1059,"markDefs":1088,"style":522},"419b248a680d",[1060,1064,1068,1072,1076,1080,1085],{"_key":1061,"_type":492,"marks":1062,"text":1063},"5065a894977d",[],"The Alpaca page is subtitled ",{"_key":1065,"_type":492,"marks":1066,"text":1067},"81a2e6ca227f",[507],"Broker · Paper trading only",{"_key":1069,"_type":492,"marks":1070,"text":1071},"c2e1cd57ac64",[],". Its ",{"_key":1073,"_type":492,"marks":1074,"text":1075},"a77c496d98ec",[507],"Environment",{"_key":1077,"_type":492,"marks":1078,"text":1079},"c154dfad89e5",[]," row reads \"Paper. Live accounts are never connected.\" See ",{"_key":1081,"_type":492,"marks":1082,"text":1084},"33db25b5a81a",[1083],"bd21cae6218b","paper trading",{"_key":1086,"_type":492,"marks":1087,"text":560},"d2ded9227871",[],[1089],{"_key":1083,"_type":541,"href":1090,"to":1091},"/docs/glossary#paper-trading",{"_ref":1092,"_type":545,"_weak":69},"17c134ae-43f3-4b88-9fec-fd988dbff029",{"_key":1094,"_type":590,"items":1095,"markDefs":12},"a859ce95d5a9",[1096,1141],{"_key":1097,"_type":594,"body":1098,"title":866},"862fa8613b79",[1099],{"_key":1100,"_type":488,"children":1101,"markDefs":1140,"style":522},"fb242250ce49",[1102,1105,1108,1112,1116,1120,1123,1126,1129,1133,1136],{"_key":1103,"_type":492,"marks":1104,"text":825},"81e69d25ec24",[],{"_key":1106,"_type":492,"marks":1107,"text":672},"ad688e515b6c",[507],{"_key":1109,"_type":492,"marks":1110,"text":1111},"51bb587bc507",[],", click ",{"_key":1113,"_type":492,"marks":1114,"text":1115},"4f7891258dbf",[507],"Connect",{"_key":1117,"_type":492,"marks":1118,"text":1119},"d4bddd79f1c9",[]," on the ",{"_key":1121,"_type":492,"marks":1122,"text":516},"56d88ed29f49",[507],{"_key":1124,"_type":492,"marks":1125,"text":846},"cdf26c502620",[],{"_key":1127,"_type":492,"marks":1128,"text":680},"bb94fa6c4a3d",[507],{"_key":1130,"_type":492,"marks":1131,"text":1132},"3e0f94d5d46b",[],". A page headed ",{"_key":1134,"_type":492,"marks":1135,"text":265},"7c249b22bec0",[507],{"_key":1137,"_type":492,"marks":1138,"text":1139},"a59d15e9aeb5",[]," shows Alpaca's authorization notice.",[],{"_key":1142,"_type":594,"body":1143,"title":1152},"fab0403ed200",[1144],{"_key":1145,"_type":488,"children":1146,"markDefs":1151,"style":522},"08887209cd4b",[1147],{"_key":1148,"_type":492,"marks":1149,"text":1150},"7d7b45df7113",[],"Sign in at Alpaca and approve access.",[],"Click Continue to Alpaca",{"_key":1154,"_type":488,"children":1155,"markDefs":1188,"style":522},"6be5849b234e",[1156,1160,1163,1166,1170,1174,1177,1181,1185],{"_key":1157,"_type":492,"marks":1158,"text":1159},"c3c64cfe331e",[],"Once connected, the Alpaca page offers ",{"_key":1161,"_type":492,"marks":1162,"text":1029},"06f6633fae32",[507],{"_key":1164,"_type":492,"marks":1165,"text":692},"dfdee2db80c5",[],{"_key":1167,"_type":492,"marks":1168,"text":1169},"567e5a386f4e",[507],"Check connection",{"_key":1171,"_type":492,"marks":1172,"text":1173},"da85ecb2fe1f",[],". ",{"_key":1175,"_type":492,"marks":1176,"text":1044},"538ad58bf6e4",[507],{"_key":1178,"_type":492,"marks":1179,"text":1180},"b0ed247d1e6e",[]," adds another Alpaca connection. To add a second paper account, authorize a different account at Alpaca. The full steps are in ",{"_key":1182,"_type":492,"marks":1183,"text":265},"c9b011c7bca1",[1184],"0d5c7eb30b46",{"_key":1186,"_type":492,"marks":1187,"text":560},"55a9568bf9d6",[],[1189],{"_key":1184,"_type":541,"href":1190,"to":1191},"/docs/trade/connect-alpaca",{"_ref":262,"_type":545,"_weak":69},{"_key":1193,"_type":488,"children":1194,"markDefs":1199,"style":496},"c64446cf5715",[1195],{"_key":1196,"_type":492,"marks":1197,"text":1198},"511fb32a0481",[],"Plugins you can't connect",[],{"_key":1201,"_type":488,"children":1202,"markDefs":1275,"style":522},"95ff3f9e0f24",[1203,1207,1210,1214,1217,1221,1224,1228,1231,1235,1238,1242,1245,1249,1252,1256,1259,1263,1267,1271],{"_key":1204,"_type":492,"marks":1205,"text":1206},"a00262ad086d",[507],"Interactive Brokers",{"_key":1208,"_type":492,"marks":1209,"text":684},"378d2e57302d",[],{"_key":1211,"_type":492,"marks":1212,"text":1213},"c65599756845",[507],"TradeStation",{"_key":1215,"_type":492,"marks":1216,"text":684},"40a622ca05a3",[],{"_key":1218,"_type":492,"marks":1219,"text":1220},"7f6d18a00c6b",[507],"Coinbase",{"_key":1222,"_type":492,"marks":1223,"text":684},"2887c3cf4127",[],{"_key":1225,"_type":492,"marks":1226,"text":1227},"910ec964cc18",[507],"Snowflake",{"_key":1229,"_type":492,"marks":1230,"text":684},"969747135aa4",[],{"_key":1232,"_type":492,"marks":1233,"text":1234},"9a9e9e04da5b",[507],"Databricks",{"_key":1236,"_type":492,"marks":1237,"text":684},"42590902919c",[],{"_key":1239,"_type":492,"marks":1240,"text":1241},"cb5d829d07ff",[507],"PostgreSQL",{"_key":1243,"_type":492,"marks":1244,"text":684},"c7db5410bf14",[],{"_key":1246,"_type":492,"marks":1247,"text":1248},"93265c191405",[507],"Amazon S3",{"_key":1250,"_type":492,"marks":1251,"text":684},"fc22b464275c",[],{"_key":1253,"_type":492,"marks":1254,"text":1255},"da8c082e3717",[507],"Slack",{"_key":1257,"_type":492,"marks":1258,"text":692},"dcb5c0ff381d",[],{"_key":1260,"_type":492,"marks":1261,"text":1262},"fd76b51014ad",[507],"TradingView",{"_key":1264,"_type":492,"marks":1265,"text":1266},"4dc1aba211c0",[]," are marked ",{"_key":1268,"_type":492,"marks":1269,"text":1270},"23663c661a88",[507],"Coming soon",{"_key":1272,"_type":492,"marks":1273,"text":1274},"234b7ed99313",[]," and can't be connected.",[],{"_key":1277,"_type":488,"children":1278,"markDefs":1283,"style":496},"36008c740c31",[1279],{"_key":1280,"_type":492,"marks":1281,"text":1282},"c40ba350bc50",[],"Request a plugin",[],{"_key":1285,"_type":590,"items":1286,"markDefs":12},"0dcfb47df6b1",[1287,1313,1341],{"_key":1288,"_type":594,"body":1289,"title":1312},"86b9a9628359",[1290],{"_key":1291,"_type":488,"children":1292,"markDefs":1311,"style":522},"a6dbe39c6b40",[1293,1297,1300,1304,1307],{"_key":1294,"_type":492,"marks":1295,"text":1296},"851887b357c3",[],"It sits at the foot of ",{"_key":1298,"_type":492,"marks":1299,"text":672},"10b838314771",[507],{"_key":1301,"_type":492,"marks":1302,"text":1303},"430086cbcd30",[]," and below the ",{"_key":1305,"_type":492,"marks":1306,"text":658},"0cd1bbe74bac",[507],{"_key":1308,"_type":492,"marks":1309,"text":1310},"1ffe0ca9b2c9",[]," list.",[],"Click Request a plugin",{"_key":1314,"_type":594,"body":1315,"title":1340},"a23a3e6bc0f2",[1316],{"_key":1317,"_type":488,"children":1318,"markDefs":1339,"style":522},"fca7a5ecf345",[1319,1323,1327,1331,1335],{"_key":1320,"_type":492,"marks":1321,"text":1322},"70529fba67be",[],"Type the service under ",{"_key":1324,"_type":492,"marks":1325,"text":1326},"362204bfa8eb",[507],"Which plugin do you need?",{"_key":1328,"_type":492,"marks":1329,"text":1330},"43df6916a649",[]," Filling in ",{"_key":1332,"_type":492,"marks":1333,"text":1334},"92953e02322a",[507],"What would you use it for?",{"_key":1336,"_type":492,"marks":1337,"text":1338},"886fbabac9c6",[]," is optional.",[],"Name it",{"_key":1342,"_type":594,"body":1343,"title":1376},"358f6dac0244",[1344],{"_key":1345,"_type":488,"children":1346,"markDefs":1375,"style":522},"2e83fb942c55",[1347,1351,1355,1359,1363,1367,1371],{"_key":1348,"_type":492,"marks":1349,"text":1350},"b1d48841f4f1",[],"Click ",{"_key":1352,"_type":492,"marks":1353,"text":1354},"98da62c48bd6",[507],"Send request",{"_key":1356,"_type":492,"marks":1357,"text":1358},"2e7817d92414",[],". A message says ",{"_key":1360,"_type":492,"marks":1361,"text":1362},"c35bf1b3aa9c",[507],"Request noted",{"_key":1364,"_type":492,"marks":1365,"text":1366},"bf26ad2abffa",[],", or ",{"_key":1368,"_type":492,"marks":1369,"text":1370},"6cd6a1cf78f5",[507],"Already on your list",{"_key":1372,"_type":492,"marks":1373,"text":1374},"16c7acfef577",[]," if you asked for it before.",[],"Send it",{"_key":1378,"_type":488,"children":1379,"markDefs":1384,"style":496},"7c2f86e02313",[1380],{"_key":1381,"_type":492,"marks":1382,"text":1383},"b505f27acc01",[],"Which plans include plugins",[],{"_key":1386,"_type":488,"children":1387,"markDefs":1392,"style":522},"e5245a7c6860",[1388],{"_key":1389,"_type":492,"marks":1390,"text":1391},"ad708ac8391e",[],"Plugins come with the paid plans. On Pro and Max you can connect as many as you like. Alpaca paper trading is on every plan, Free included.",[],{"_key":1394,"_type":488,"children":1395,"markDefs":1430,"style":522},"4e99acd30404",[1396,1400,1404,1408,1412,1416,1420,1424,1427],{"_key":1397,"_type":492,"marks":1398,"text":1399},"e4633e29c324",[],"On the Free plan, the page shows ",{"_key":1401,"_type":492,"marks":1402,"text":1403},"36d387e4045f",[507],"Plugins come with every paid plan",{"_key":1405,"_type":492,"marks":1406,"text":1407},"3b14cc655422",[]," and an ",{"_key":1409,"_type":492,"marks":1410,"text":1411},"0e679522543a",[507],"Upgrade plan",{"_key":1413,"_type":492,"marks":1414,"text":1415},"56e3bed91fba",[]," button. The Google Drive card shows ",{"_key":1417,"_type":492,"marks":1418,"text":1419},"9b3aa5089440",[507],"Upgrade",{"_key":1421,"_type":492,"marks":1422,"text":1423},"eae9583aea07",[]," instead of ",{"_key":1425,"_type":492,"marks":1426,"text":1115},"3707266bd609",[507],{"_key":1428,"_type":492,"marks":1429,"text":560},"6501eb1c3ec4",[],[],{"_key":1432,"_type":488,"children":1433,"markDefs":1460,"style":522},"164a069a5e20",[1434,1438,1442,1446,1449,1453,1457],{"_key":1435,"_type":492,"marks":1436,"text":1437},"3a4b7f5e5d7d",[],"If a workspace moves to Free, the connections it already has stay. Google Drive can't be connected or reconnected there until you upgrade, so its ",{"_key":1439,"_type":492,"marks":1440,"text":1441},"d1f4cbda041a",[507],"Reconnect",{"_key":1443,"_type":492,"marks":1444,"text":1445},"2fc6ae08d122",[]," button reads ",{"_key":1447,"_type":492,"marks":1448,"text":1419},"23852835bbc0",[507],{"_key":1450,"_type":492,"marks":1451,"text":1452},"25ac171abdfd",[],". See ",{"_key":1454,"_type":492,"marks":1455,"text":384},"e81c3a27fb04",[1456],"014e31490fe3",{"_key":1458,"_type":492,"marks":1459,"text":560},"384b38f5851b",[],[1461],{"_key":1456,"_type":541,"href":1462,"to":1463},"/docs/workspace-and-account/credits-and-billing",{"_ref":381,"_type":545,"_weak":69},{"_key":1465,"_type":488,"children":1466,"markDefs":1471,"style":496},"8fdb1b7bbe7a",[1467],{"_key":1468,"_type":492,"marks":1469,"text":1470},"9dc8286f9ba4",[],"Reconnect in place",[],{"_key":1473,"_type":488,"children":1474,"markDefs":1495,"style":522},"e5a9956a1b54",[1475,1479,1482,1486,1491],{"_key":1476,"_type":492,"marks":1477,"text":1478},"1ed57b6bad66",[],"A connection whose grant stops working shows ",{"_key":1480,"_type":492,"marks":1481,"text":773},"a8e82d08ad59",[507],{"_key":1483,"_type":492,"marks":1484,"text":1485},"5c33f6993a03",[],", with the error under it. Reconnect re-grants the same connection instead of adding a new one. Google Drive keeps its folder and resumes syncing. Alpaca keeps its account number, its ",{"_key":1487,"_type":492,"marks":1488,"text":1490},"1bb52139bc5f",[1489],"6b5b503ff56d","deployments",{"_key":1492,"_type":492,"marks":1493,"text":1494},"3a3396ddec39",[]," and its order history.",[1496],{"_key":1489,"_type":541,"href":1497,"to":1498},"/docs/glossary#deployment",{"_ref":1499,"_type":545,"_weak":69},"4d8388de-8bee-4f47-bec7-5cc7e24d4787",{"_key":1501,"_type":590,"items":1502,"markDefs":12},"88029284f4a6",[1503,1529],{"_key":1504,"_type":594,"body":1505,"title":1528},"e16b1304d30c",[1506],{"_key":1507,"_type":488,"children":1508,"markDefs":1527,"style":522},"3acde156a6d7",[1509,1513,1516,1520,1524],{"_key":1510,"_type":492,"marks":1511,"text":1512},"0790d9eb88cd",[],"It is on the connection's row and on its page. For Alpaca, the ",{"_key":1514,"_type":492,"marks":1515,"text":265},"91ea2830f59a",[507],{"_key":1517,"_type":492,"marks":1518,"text":1519},"bc09649e7472",[]," notice opens first; click ",{"_key":1521,"_type":492,"marks":1522,"text":1523},"784f77832637",[507],"Continue to Alpaca",{"_key":1525,"_type":492,"marks":1526,"text":560},"e8f1f647c54f",[],[],"Click Reconnect",{"_key":1530,"_type":594,"body":1531,"title":1540},"735fcd53a3f1",[1532],{"_key":1533,"_type":488,"children":1534,"markDefs":1539,"style":522},"641e4e839da6",[1535],{"_key":1536,"_type":492,"marks":1537,"text":1538},"1af9e101e8ca",[],"Another account is refused, for example: \"That's a different Google Drive account from the one this plugin uses. Sign in with that account to reconnect, or connect the other one as a new plugin.\"",[],"Sign in with the same account",{"_key":1542,"_type":488,"children":1543,"markDefs":1554,"style":522},"8221456bbd1a",[1544,1548,1551],{"_key":1545,"_type":492,"marks":1546,"text":1547},"12fd1a8dc3e4",[],"To add a different account, use ",{"_key":1549,"_type":492,"marks":1550,"text":1044},"f4e6bd8730d0",[507],{"_key":1552,"_type":492,"marks":1553,"text":560},"068c13585357",[],[],{"_key":1556,"_type":488,"children":1557,"markDefs":1562,"style":496},"422f9245085c",[1558],{"_key":1559,"_type":492,"marks":1560,"text":1561},"db027eeb6d0a",[],"Disconnect",[],{"_key":1564,"_type":590,"items":1565,"markDefs":12},"02ce8f3e7721",[1566,1586,1598],{"_key":1567,"_type":594,"body":1568,"title":1585},"126fc9e8d6a2",[1569],{"_key":1570,"_type":488,"children":1571,"markDefs":1584,"style":522},"71995615cbbf",[1572,1576,1580],{"_key":1573,"_type":492,"marks":1574,"text":1575},"62fe5b0d2b5d",[],"Its last row, such as ",{"_key":1577,"_type":492,"marks":1578,"text":1579},"185190ec4118",[507],"Disconnect Google Drive",{"_key":1581,"_type":492,"marks":1582,"text":1583},"e2a191c7064f",[],", says what stops.",[],"Open the plugin's page",{"_key":1587,"_type":594,"body":1588,"title":1597},"8d18aac81a85",[1589],{"_key":1590,"_type":488,"children":1591,"markDefs":1596,"style":522},"a880cbf356cb",[1592],{"_key":1593,"_type":492,"marks":1594,"text":1595},"df57ee942951",[],"A confirmation explains what happens to the connection and its data.",[],"Click Disconnect",{"_key":1599,"_type":594,"body":1600,"title":1623},"304e88489ef3",[1601],{"_key":1602,"_type":488,"children":1603,"markDefs":1622,"style":522},"8671cbcaf23e",[1604,1608,1611,1614,1618],{"_key":1605,"_type":492,"marks":1606,"text":1607},"2f211b4e7896",[],"Click the button that repeats the name, such as ",{"_key":1609,"_type":492,"marks":1610,"text":1579},"7df63b07d3b7",[507],{"_key":1612,"_type":492,"marks":1613,"text":1173},"9b56d4654a1f",[],{"_key":1615,"_type":492,"marks":1616,"text":1617},"f6de8580f69a",[507],"Cancel",{"_key":1619,"_type":492,"marks":1620,"text":1621},"a08cce04acad",[]," keeps the connection.",[],"Confirm",{"_key":1625,"_type":488,"children":1626,"markDefs":1638,"style":522},"50967cacff25",[1627,1631,1635],{"_key":1628,"_type":492,"marks":1629,"text":1630},"48c8affa48ff",[],"Disconnecting deletes Orbital's stored credential and the connection. It does not go to ",{"_key":1632,"_type":492,"marks":1633,"text":1634},"2da5017c945b",[507],"Trash",{"_key":1636,"_type":492,"marks":1637,"text":560},"129929b46305",[],[],{"_key":1640,"_type":488,"children":1641,"level":663,"listItem":664,"markDefs":1649,"style":522},"7dce059685cf",[1642,1645],{"_key":1643,"_type":492,"marks":1644,"text":508},"066bf8968fcb",[507],{"_key":1646,"_type":492,"marks":1647,"text":1648},"8ab53c121b2e",[],": Orbital's access to the Drive is revoked and the sync stops. Documents already imported stay in your Library.",[],{"_key":1651,"_type":488,"children":1652,"level":663,"listItem":664,"markDefs":1668,"style":522},"7e5283c1b4f9",[1653,1656,1660,1664],{"_key":1654,"_type":492,"marks":1655,"text":516},"8c66eb2b55e2",[507],{"_key":1657,"_type":492,"marks":1658,"text":1659},"38a0f229f15a",[],": syncing stops, and Trade can't send orders to the account. Its order history is kept, and connecting the same account again picks it up. Also remove ",{"_key":1661,"_type":492,"marks":1662,"text":1663},"747e0f1d55e1",[507],"Orbital AI",{"_key":1665,"_type":492,"marks":1666,"text":1667},"96d241be5498",[]," under your Alpaca account's connected apps, since Alpaca offers no way to do it from Orbital.",[],{"_key":1670,"_type":488,"children":1671,"markDefs":1676,"style":743},"970b8ccea0ad",[1672],{"_key":1673,"_type":492,"marks":1674,"text":1675},"97624d87c6d8",[],"The open-orders guard",[],{"_key":1678,"_type":488,"children":1679,"markDefs":1684,"style":522},"b089c77888dc",[1680],{"_key":1681,"_type":492,"marks":1682,"text":1683},"b099c1274818",[],"Orbital won't disconnect a working Alpaca connection while its account has open orders. That connection's credential is the one that can cancel them. Two cases go through anyway: a connection whose grant has already stopped working, and one whose account another working connection in the workspace also reaches.",[],{"_key":1686,"_type":488,"children":1687,"markDefs":1692,"style":522},"619cb9806dea",[1688],{"_key":1689,"_type":492,"marks":1690,"text":1691},"1df722ca5be9",[],"The refusal appears in the confirmation and begins \"Alpaca still has open orders on this account.\"",[],{"_key":1694,"_type":590,"items":1695,"markDefs":12},"becea314eef9",[1696,1724],{"_key":1697,"_type":594,"body":1698,"title":1723},"4077df004c88",[1699],{"_key":1700,"_type":488,"children":1701,"markDefs":1722,"style":522},"118c2861f388",[1702,1706,1710,1714,1718],{"_key":1703,"_type":492,"marks":1704,"text":1705},"cd9588b58a5c",[],"Open the account's ",{"_key":1707,"_type":492,"marks":1708,"text":1709},"5643b68b08e0",[507],"⋯",{"_key":1711,"_type":492,"marks":1712,"text":1713},"07894d14fecd",[]," menu and choose ",{"_key":1715,"_type":492,"marks":1716,"text":1717},"62ae04eb5838",[507],"Cancel all open orders",{"_key":1719,"_type":492,"marks":1720,"text":1721},"78bab9a428f7",[],", noted \"Includes exits, so positions lose their stops.\"",[],"Cancel the orders in Trade",{"_key":1725,"_type":594,"body":1726,"title":1735},"0cacacf0d44a",[1727],{"_key":1728,"_type":488,"children":1729,"markDefs":1734,"style":522},"ba581c7ca2f7",[1730],{"_key":1731,"_type":492,"marks":1732,"text":1733},"1d30c914fc8e",[],"Go back to the plugin's page and confirm the disconnect.",[],"Disconnect again",{"_key":1737,"_type":488,"children":1738,"markDefs":1743,"style":522},"e069175f65ac",[1739],{"_key":1740,"_type":492,"marks":1741,"text":1742},"fbb800ac10d0",[],"Two other refusals ask you to try again shortly: one while an order Orbital sent is still being confirmed, and one when Alpaca can't be reached. Both leave the connection in place.",[],{"_key":1745,"_type":488,"children":1746,"markDefs":1758,"style":522},"24012a23d00a",[1747,1751,1755],{"_key":1748,"_type":492,"marks":1749,"text":1750},"0a0a6a457373",[],"Open positions and running deployments don't block a disconnect. A deployment can't send orders once its account is disconnected, so pause or stop it first to end it cleanly. See ",{"_key":1752,"_type":492,"marks":1753,"text":285},"f568338e2ac9",[1754],"5a4682516c3c",{"_key":1756,"_type":492,"marks":1757,"text":560},"745c607f89c1",[],[1759],{"_key":1754,"_type":541,"href":1760,"to":1761},"/docs/trade/manage-a-deployment",{"_ref":282,"_type":545,"_weak":69},{"showDisclaimer":31,"slug":395,"title":396},"inherit",[1765,1766,1767,1768,1769,1770,1771],{"path":1190,"title":265},{"path":803,"title":96},{"path":563,"title":369},{"path":1462,"title":384},{"path":1760,"title":285},{"path":542,"title":618},{"path":1090,"title":1772},"Paper trading",1793786635800]