Platform Master Guide

Welcome to the forefront of algorithmic trading. This guide is designed to be your central reference, whether you are a novice trader looking to automate your first ideas or an expert needing powerful tools for complex analysis. Our philosophy is simple: to combine human intuition with the precision and speed of artificial intelligence to unlock new opportunities in the financial markets.

Charting and Visualization Tools

The chart is your primary workspace. You can interact with it by zooming (mouse wheel), panning (dragging), and selecting different assets and timeframes from the top controls.

Step-by-Step Guide: 2D vs. 3D Visualization

1. Locate the "Candle Type" selector in the top toolbar of the chart.
2. Select "2D" for the traditional candlestick view. This is ideal for classic technical analysis and for viewing backtesting indicators and markers.
3. Select "3D" to activate the holographic view. This view represents candles as three-dimensional objects in an interactive space.

Creating New Strategies

Instead of writing complex code, you converse with our AI in natural language to create sophisticated trading strategies from scratch.

Step-by-Step Guide

1. Open the AI Chat Panel on the right side of the interface.
2. Write your Creation Prompt: Be clear and specific. Use keywords like create, generate, develop, or build.
   • Example 1: "Generate a scalping strategy using RSI and moving averages."
   • Example 2: "I want to develop a mean-reversion strategy with Bollinger Bands."
3. Confirm Creation: The AI will ask for confirmation. Click "Yes, proceed."
4. Review and Save: The AI will generate the strategy and notify you. You can then save it, test it, or continue modifying it.

Improving and Optimizing Existing Strategies

The true power of the AI lies in its ability to analyze and improve your existing strategies based on performance data.

How It Works

After running a backtest, the AI has access to the performance metrics (Profit Factor, Max Drawdown, Win Rate, etc.). You can ask for general recommendations or specific changes, and the AI will use that context to provide intelligent suggestions.

Use Cases & Examples

• General Improvement Request: After a backtest, simply ask "Improve my current strategy." The AI will analyze the results and provide at least three specific, actionable recommendations.

AI-Powered Strategy Optimization

Beyond manual adjustments, our AI can perform a deep, automated optimization of your strategy's parameters to find the most profitable and robust configuration. This feature tests hundreds or thousands of parameter combinations against historical data to meet your specific performance criteria.

Step-by-Step Guide:

1. After running a backtest, click the AI Optimization button in the backtest results panel.
2. In the settings modal, choose your Optimization Mode.
3. Set your minimum acceptable criteria, such as Minimum Win Rate, number of trades, and Maximum Drawdown.
4. Click "Start Optimization" and let the AI work.

Optimization Modes Explained:

• Fast Mode (Recommended): This mode is designed for speed and efficiency. It quickly tests a large number of parameter combinations to find the set that yields the best overall performance based on a composite score of profitability, win rate, and risk.
  Result: You receive a clear, concise comparison table showing the performance uplift on key metrics (e.g., Return %, Win Rate, Max Drawdown) and the new, optimized parameters.
• Custom Mode (Advanced): This is a much more comprehensive analysis for traders who need to ensure a strategy's robustness. It performs a full walk-forward analysis, testing the strategy across multiple out-of-sample time periods to prevent overfitting. This mode consumes more credits but provides deeper insights.
  Result: You receive a multi-part report including:
  • PnL Projection Timeline: A chart forecasting potential future performance based on historical data.
  • Long-Term Outlook: An analysis of how many tested scenarios were profitable, providing an overall robustness rating (e.g., "EXCELLENT ROBUST").
  • Walk-Forward Robustness: A detailed breakdown of performance across different market periods.
  • Detailed KPIs: An expanded comparison of core metrics, trade details, and capital performance.

Choosing Your AI Thinking Model

You can select the AI's "thinking" model directly from the chat panel to best suit your needs. This selection affects all interactions with the AI, including both strategy generation and market analysis.

• Deep Thought (Default): This model performs a more thorough and complex analysis. It's ideal for generating new strategies, receiving detailed improvement suggestions, and performing in-depth market forecasts. It may take slightly longer to respond.
• Fast Model: This model provides quicker responses. It's best for simple modifications, asking for definitions, or when you need a quick market outlook.

Advanced Prompt Examples for Strategy Generation

To unlock the AI's full potential, combine multiple conditions, specific parameters, and risk management rules into a single, descriptive prompt.

• Multi-Indicator & Multi-Timeframe Logic: "Create a trend-following strategy on the current 4-hour chart. Use a 200-period EMA to define the main trend. Only enter a long position if the price is above the EMA, the MACD crosses above its signal line, and the RSI is below 70. Use the daily chart's trend for confirmation."
• Specific Risk Management: "Develop a swing trading strategy using the 50 SMA and 100 SMA crossover for entries. Implement a fixed 2% stop loss and a take profit with a 3:1 risk-to-reward ratio."
• Volatility-Based Dynamic Exits: "Generate a breakout strategy using Bollinger Bands and the ATR on the 1-hour chart. Enter a trade when the price closes outside the upper or lower band. Use a trailing stop loss based on 2 times the ATR(14) to lock in profits."
• Multi-Condition Exit Logic: "Build a mean-reversion strategy with the RSI indicator on the 30-minute chart. Enter long when RSI crosses above 30. Close the position if either of these conditions is met: the RSI crosses above 70, or the price touches the 20-period moving average."
• Time-Based Filters: "Create a scalping strategy that only opens trades during the London trading session, from 8:00 to 16:00 server time. Use the Stochastic oscillator for entry signals."
• Price Action Confirmation: "Develop a strategy that enters short after a bearish engulfing candle pattern forms, but only if the pattern occurs below the 50-period EMA and the volume is higher than the average of the last 10 bars."

Predictive Analysis for Any Market

Go beyond traditional technical analysis. Ask the AI for a forecast on any asset on the chart and get a detailed analysis with key Take Profit and Stop Loss levels.

Important: All forecasts are performed on the asset and timeframe currently selected on your main chart.

Step-by-Step Guide

1. Load an Asset: Ensure the chart displays the asset you want to analyze (e.g., ETH/USDT).
2. Request the Forecast: In the AI chat, type a clear request.
   • General Forecast: "Analyze the current chart and give me a forecast."
   • Custom Forecast: "Give me a forecast , but I want a take profit that is at least twice the stop loss."
3. Confirm Analysis Parameters: The AI will present a confirmation dialog. Here you can adjust the number of historical candles for the analysis and toggle advanced options.
4. Generate Forecast: Click "Yes, generate forecast."
5. Review Results: You will receive a summary in the chat and see visual markers and Take Profit/Stop Loss lines drawn directly on the chart.

Advanced Prompt Examples for Forecasts

Go beyond basic requests to get deeper, scenario-based, and multi-faceted analysis of the current market.

• Scenario-Based Analysis: "Analyze the current daily chart. What is the most likely price action if the upcoming CPI data comes in higher than expected? Provide key resistance levels and a potential downside target."
• Risk-Focused Forecast: "Provide a bearish forecast for the current asset. Identify the three most critical support levels that, if broken, could trigger a significant sell-off. What would be a good entry point for a hedge?"
• Indicator-Specific Forecast: "Based on the Ichimoku Cloud on the current 4-hour chart, what is the forecast for the next 48 hours? Is the Kumo acting as support or resistance, and where do the Kijun-sen and Tenkan-sen lines indicate potential turning points?"
• Multi-Timeframe Context: "Analyze the weekly chart to determine the macro trend. Then, provide a detailed forecast on the current 4-hour chart based on that higher-timeframe context. Identify entry zones that align with the macro trend."
• Liquidity and Order Block Analysis: "Identify the key liquidity zones (previous highs/lows) and untested order blocks on this chart. What is the probability of a liquidity grab before the next major move, and which direction is more likely?"
• Volatility-Based Prediction: "Analyze the current volatility using Bollinger Bands. Are they contracting or expanding? Based on this, is a sharp breakout or a period of range-bound trading more likely in the next 24 hours? Identify price levels for both scenarios."

Live Forecast: Real-time Model Performance

Positioned directly above the main chart, the Live Forecast panel is a real-time dashboard that provides a continuous assessment of our predictive models' performance. It allows you to see, at a glance, how the "Fast" and "Deep" models are behaving in the current market.

Key Components:

• Live Status: A pulsing ring indicates that the data is being updated in real-time.
• Performance Metrics:
  • Profit Factor (PF): A ratio of gross profit to gross loss. A value greater than 1 indicates profitability.
  • Precision (PR): The percentage of winning forecasts out of the total forecasts made.
• Model & Period Tabs: Instantly switch the displayed data between the Fast and Deep models, and filter the performance over the last 24 Hours, 7 Days, or their entire history (All).
• View Details Button (): Click this button to open a modal with a comprehensive breakdown of each model's performance, including total forecasts, active users, and a performance summary.

Test Your Strategies with Historical Data

An idea is not a strategy until it has been rigorously tested. Backtesting simulates how your strategy would have performed in the past.

Step-by-Step Guide

1. Select Your Strategy: In the left panel, under the "My Strategies" tab, click on the strategy you want to test.
2. Open the Details Panel: Click the pencil icon () to open the strategy details panel.
3. Go to the "Backtest" Tab: Within the details panel, select the "Backtest" tab.
4. Run the Backtest: Click "Apply Parameters & Run".
5. Interpret the Results: Analyze the Equity Curve, Key Metrics, and Trades Table. Signals will appear on the main chart.

AI-Powered Robustness Check

A profitable backtest is a great start, but it's crucial to ensure the strategy isn't over-optimized (or "curve-fitted") to the specific historical data it was tested on. The Robustness Check is a powerful feature designed to address this.

By performing a sophisticated walk-forward analysis, the AI checks if the strategy's current parameters can withstand different market conditions, giving you a higher degree of confidence in its future viability.

How to Use:

1. After running a backtest, go to the Strategy Details panel.
2. At the bottom of the panel, locate and click the Check button.
3. The AI will initiate the analysis and provide a report on the strategy's robustness. This process consumes platform credits.

Activation and Alert Configuration

Once a strategy is validated, the next step is to connect it to the real world. Our platform allows you to receive real-time notifications or fully automate trade execution on your broker accounts.

After activating a strategy, click the bell icon () in the "Active" list to open the alert configuration modal. This modal presents four tabs to configure different communication and automation channels.

Telegram Notifications

Receive instant notifications of trading signals directly in your Telegram chat.

Step-by-Step Guide:

1. Go to the Telegram tab in the alert configuration modal.
2. Enable the Enable Telegram notifications switch.
3. Bot Token: Paste your Telegram bot's token.
   • How to get it? Create a new bot by talking to @BotFather on Telegram. He will provide the token. Once created, start a conversation with your new bot by sending the /start command.
4. Chat ID: Enter your numeric Chat ID.
   • How to get it? Talk to @userinfobot on Telegram, and it will show you your Chat ID.
5. Click the Test Configuration button to send a test message and verify the connection.

Email Notifications

Set up alerts to be sent to your email address whenever a signal is generated.

Step-by-Step Guide:

1. Select the Email tab.
2. Enable the Enable Email notifications switch.
3. Your Email address: Enter the email address where you want to receive the alerts.
4. Click Test Configuration to receive a test email.

MetaTrader Integration (MT4/MT5)

Fully automate your strategies on Forex, indices, and commodities brokers using the MetaTrader 4 or 5 platform. Our integration is done via a secure cloud connection, with no need to install EAs or keep your PC on.

Step-by-Step Guide:

1. Navigate to the MetaTrader tab.
2. Enable the Enable MetaTrader auto switch.
3. Version: Choose if your account is MetaTrader 4 or MetaTrader 5.
4. Login / Account: Enter your trading account number.
5. Password: Enter your trading account password.
6. Server Name: Type the exact server name provided by your broker (e.g., 'ICMarkets-Live07').

Risk Management for MetaTrader

• Amount per Trade: Define the amount of money (in your account's currency, e.g., USD) to be risked on each trade.
• Leverage: Set the leverage to be used for the trades.
• Enable Options Trading: Activate this switch if the strategy trades options, and define the specific leverage for them in the Options Leverage field.

Crypto Exchange Integration

Connect your strategies to major crypto exchanges for 100% automated trading via API keys.

Step-by-Step Guide:

1. Go to the Crypto tab.
2. Enable the Enable Crypto exchange auto switch.
3. Broker: Select your exchange from the dropdown list (Binance, Bybit, Coinbase, OKX, etc.).
4. API Key: Paste the API Key you generated in the "API Management" section of your exchange.
5. API Secret: Paste the Secret Key associated with that API Key.

Risk Management for Crypto

• Amount per Trade: Define the amount to use per trade, usually in USDT or the quote currency of the pair (e.g., 100 USDT).
• Leverage (Futures): Set the leverage for operations in futures markets. The maximum allowed varies by exchange.
• Enable Options Trading: Activate this switch if the strategy trades crypto options, and define the specific leverage in the Options Leverage field.

Version Management

Never lose a good version of your strategy. Every time you modify a strategy with the AI, the platform automatically saves a snapshot, creating a version history.

Step-by-Step Guide

1. In the "My Strategies" list, click the history icon () next to a strategy.
2. A modal will open, listing all saved versions.
3. You can view the details of any previous version or revert to it, making it the active version of your strategy.

Publishing Your Strategies

Share your strategies with the community for feedback, or prepare them for the Strategy Merchant program. You have full control over how your strategies are shared.

How to Configure Sharing Settings

1. Select one of your strategies and open its details panel.
2. In the configuration tab, you will find several checkboxes:
   • Make Public: Check this box to list your strategy in the public marketplace for others to see and use.
   • Allow Copying: If public, this allows users to create their own independent, editable copy of your strategy.
   • Protect Logic: If public, this prevents others from viewing your source code. They can still backtest and use it as a reference, but your intellectual property remains private. Note that protecting logic automatically disables copying.
3. Save your changes. Your strategy's visibility and permissions will be updated instantly.

Monetize Your Expertise

Turn your trading knowledge into a source of passive income. The Strategy Merchant program allows you to publish your most successful strategies in our marketplace for other users to subscribe to.

• For Creators: Set a monthly price, build a reputation, and earn money for each subscriber.
• For Subscribers: Access strategies tested by other traders, learn from their approaches, and communicate directly with them via private chat.

Invite and Earn Rewards

Share the platform with your network and get benefits. Our referral program rewards you for every new user who joins and becomes an active member through your link.

How It Works

1. Get Your Link: Go to the "Referrals" section in your profile to find your unique invitation link.
2. Share It: Send the link to friends, colleagues, or on your social media.
3. Earn: Receive a commission on membership and credit purchases made by your referrals.
4. Withdraw Your Earnings: Request payment of your accumulated commissions directly from your referral dashboard.

Phase 1: Foundation & Current Status (Q1-Q3 2025 - Deployed)

• Core AI Engine: Natural language strategy creation and modification.
• Advanced Backtesting: Detailed performance metrics and equity curve visualization.
• Cloud Automation: 24/7 strategy execution for Metatrader 4/5 and major Crypto Exchanges.
• AI-Powered Forecasts: Predictive analysis with TP/SL levels for any market.
• Community Features: Strategy sharing, copying, and referencing.
• Monetization: Strategy Merchant and Referral programs launched.

Phase 2: Enhancement & Expansion (Q4 2025 - In Progress)

• 3D CANDLES: Complete the integration of holographic candles, a revolutionary new visualization system for traders.
• AI Sentiment Analysis: Integration of news and social media sentiment as a filter for strategies and forecasts.
• Native Mobile App (iOS/Android): A dedicated mobile application for monitoring and managing strategies on the go.
• Marketplace V2: Introducing user reviews, ratings, and advanced filtering for public strategies.
• First Trading AGI Integration: Introduce an AGI that plans, analyzes news, and executes trades directly, trained and guided by the user.

Learn with Your AI Co-Pilot

Use the AI chat as your personal trading mentor. Ask about concepts, indicators, or request analysis of your results to receive clear, contextualized answers.

24/7 Technical Support

Your success is our priority. All members have access to 24/7 technical support to resolve any questions or technical issues. Do not hesitate to contact us if you need help.