Whitebook & Master Guide

1. Introduction

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.

2. The Trading Interface

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

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

3D chart visualization is a feature in development (Beta). You may encounter visual glitches or unexpected behavior. We appreciate your feedback as we continue to refine this innovative tool.

3. AI-Powered Market Forecasts

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, all visualized directly on your chart. These forecasts can be enhanced by enabling the use of real-time news analysis, providing the AI with crucial market sentiment context to refine its predictions.

Step-by-Step Launch: Generating Your First Predictive Analysis

Load an Asset & Timeframe: Select your desired symbol (e.g., BTC/USDT) and timeframe (e.g., 1H) from the top controls on the main chart.
Open the AI Chat Panel: Click the chat icon on the right sidebar to open the AI interface.
Select AI Model: Choose between Fast Model for quick insights or Deep Thought for comprehensive analysis from the chat header.
Ask the AI: Type a prompt like "Analyze the current chart and give me a forecast." or add specifics such as "Give me a forecast with a 3:1 risk-reward ratio and include support/resistance levels."
Add Context (Optional): Enable news analysis toggle if available, or add extra charts for multi-timeframe context via the chart management tools.
Confirm & Generate: Review the AI's summary prompt, adjust parameters if prompted, and confirm. The AI will process and display the forecast, including text summary, TP/SL lines, and markers on the chart.
Review Results: Analyze the visualized levels on the chart and the detailed report in the chat. Save the forecast or request refinements.

For a more comprehensive analysis, use the Deep Thought model. For quicker price level suggestions, use the Fast Model. You can switch models in the chat header.

Multi-Chart Predictions and Stream

Enhance the AI's analytical depth by providing it with multi-timeframe or multi-asset context. When launching a forecast or an AI Agent Stream, you can now include up to 3 additional charts alongside your main chart.

How It Works:

Main Chart: This defines the primary asset and timeframe for execution (e.g., BTC/USDT 1H).
Extra Charts: Add other charts to provide context. The AI will analyze all of them before making a decision on the main chart.

Use Cases:

Multi-Timeframe Analysis (MTF): Set your main chart to 1H and add 4H and 1D charts of the same asset to ensure your short-term trades align with the long-term trend.
Correlational Analysis: Analyze BTC/USDT on your main chart while providing ETH/USDT and the S&P 500 (SPX) as context to understand inter-market relationships.

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.

Use this panel to build confidence in the models. If you see one model performing exceptionally well over the last 24 hours on a specific asset, you might favor its predictions when requesting a new AI forecast.

4. AI Agents: Configuration & Step-by-Step Launch

AI Agents (Stream Mode)

Go beyond simple alerts with Agent Stream Mode, a fully autonomous trading agent. When activated, the AI continuously analyzes the market based on your selected strategy and prompt, making real-time decisions to open, manage, and close positions without manual intervention. Additionally, agents can operate in a hybrid mode, working alongside specialized traders to provide signals and alerts, allowing for a collaborative approach to market execution.

Key Features:

Continuous Analysis: The AI agent runs 24/7 on our servers, analyzing every new candle based on your defined interval.
Dynamic Decision Making: It doesn't just follow static rules. The AI can adapt its decisions based on its latest analysis, updating Stop Loss, Take Profit, or even closing positions early if market conditions change.
Full Automation: Connect it to your Metatrader or Crypto Exchange account for a completely hands-off trading experience.
Risk Management: All operations are governed by a sophisticated, user-configurable risk management module to protect your capital.

Agent Stream Mode is designed for validated strategies. Use our backtesting and optimization tools thoroughly before deploying an agent in a live environment.

Agent Configuration

Before launching an AI Agent, you must define its operational parameters. This is done through the Stream Configuration modal, which covers two main areas:

1. Account Info

Trading Mode: Choose between Paper Trading (default simulation), Metatrader, Crypto API, or On-Chain.
Balance & Leverage: Set the initial capital and leverage for the simulation or live trading.
Fees: Define maker and taker fees to accurately simulate trading costs.
Credentials: For live modes, securely input your account credentials (e.g., MT5 login/pass, Exchange API keys).

2. Risk Management

This is the most critical part of the configuration. You define the rules that will protect your capital:

Risk per Trade: Set the minimum and maximum percentage of your balance the AI is allowed to risk on a single trade.
Global Stops: Define a Max Drawdown Stop (e.g., pause if total PnL drops 10%) and a Max PnL Stop (e.g., pause if total PnL reaches 20% profit) to lock in gains or prevent further losses.
Daily Limits: Set a Daily Loss Limit and Daily Profit Target to pause the agent for the day after reaching a certain threshold.
Trade Conditions: Specify the minimum Risk-to-Reward Ratio and the minimum AI Confidence level required to open a new position.

Step-by-Step: Launching Your First AI Agent

Launching an agent is a straightforward process designed to guide you from idea to execution.

Navigate to the AI Agents Panel: From the main chart view, click the icon to open the "AI Agents" panel.
Start a New Agent: Click the "Start New AI Agent" button. This will open the setup interface.
Step 1: Select Main Chart: Choose the primary symbol, exchange, and timeframe your agent will trade on (e.g., BTC/USDT on the 1-hour chart).
Step 2: Configure Agent:
- Set the update frequency (how often the AI analyzes the market).
- Choose an Analysis Prompt to guide the AI's logic.
- Select the AI Model (Fast or Deep).
- Define the number of historical candles for analysis.
Step 3: Add Extra Charts (Optional): Add up to 3 additional charts for multi-timeframe or correlational analysis.
Launch Agent: Click the "Launch Agent" button. You will be prompted to review and confirm the Account and Risk Management settings.
Confirmation: Once confirmed, a new dedicated chat for your agent will be created, and it will begin its analysis immediately. You can monitor its activity, logs, and positions from the "AI Agents" panel.

5. AI-Powered News Analysis

AI-Powered News on Charts

Visualize the impact of global news directly on your price charts. Our AI scans, analyzes, and scores thousands of news articles, plotting significant events as markers on your chart. This allows you to instantly see how market-moving news correlates with price action.

Features:

Sentiment Markers: News events are marked as Bullish (green), Bearish (red), or Neutral (gray), with indicators for high-importance events.
Sentiment Trend Chart: A dedicated panel below the main chart shows the cumulative bullish vs. bearish sentiment over time, helping you gauge the overall market mood.
Detailed Insights: Click on any marker to view a summary of the news, key takeaways, and risk factors identified by the AI.

6. AI-Powered Strategy Generation

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 Launch: Creating Your First Strategy

Open the AI Chat Panel: Click the chat icon on the right sidebar to access the AI interface.
Select AI Model: Choose Deep Thought (recommended for generation) or Fast Model from the chat header for quicker iterations.
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."
Add Context (Optional): Specify timeframe, risk rules, or include multi-indicator logic to refine the strategy.
Confirm Creation: The AI will summarize the strategy and ask for confirmation. Click "Yes, proceed."
Review and Save: The AI will generate the full strategy code and performance overview. Review it in the chat, then save it to your "My Strategies" library.
Test Immediately: Optionally, run a quick backtest from the strategy details panel to validate the new creation.

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:

After running a backtest, click the AI Optimization button in the backtest results panel.
In the settings modal, choose your Optimization Mode.
Set your minimum acceptable criteria, such as Minimum Win Rate, number of trades, and Maximum Drawdown.
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.

Start with Fast Mode to get a quick performance boost. If the results are promising, run a Custom Mode optimization to rigorously validate the strategy's long-term viability and robustness against changing market conditions.

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."

7. Validation & Backtesting

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

Select Your Strategy: In the left panel, under the "My Strategies" tab, click on the strategy you want to test.
Open the Details Panel: Click the pencil icon () to open the strategy details panel.
Go to the "Backtest" Tab: Within the details panel, select the "Backtest" tab.
Run the Backtest: Click "Apply Parameters & Run".
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:

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

Think of this as a stress test. A strategy that passes this check is more likely to be resilient and adapt to live market dynamics that differ from the backtesting period.

8. Automation & Live Trading

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:

Go to the Telegram tab in the alert configuration modal.
Enable the Enable Telegram notifications switch.
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.
Chat ID: Enter your numeric Chat ID.
- How to get it? Talk to @userinfobot on Telegram, and it will show you your Chat ID.
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:

Select the Email tab.
Enable the Enable Email notifications switch.
Your Email address: Enter the email address where you want to receive the alerts.
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:

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

Your credentials are encrypted and stored securely. For an extra layer of security, we strongly recommend using an "investor password" (if your broker provides one), which allows trading but not withdrawals. Never share your master password.

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:

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

CRITICAL SECURITY WARNING: When creating your API keys on the exchange, NEVER enable the "Withdrawals" permission. Our platform only needs "Read" and "Enable Spot/Futures Trading" permissions to function securely. Enabling withdrawals exposes your funds to unnecessary risk.

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.

9. Advanced Features

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

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

10. Strategy Sharing & Community

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

Select one of your strategies and open its details panel.
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.
Save your changes. Your strategy's visibility and permissions will be updated instantly.

11. Strategy Merchant Program

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.

12. Referral Program

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

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

13. Membership Plans & Credits

Membership Tiers

Choose a plan that fits your trading style. Each tier unlocks more powerful features and provides a monthly allowance of credits.

Feature	Basic	Standard	Premier
Monthly Price	Free	$30	$99
Yearly Price (34% Off)	Free	$237.60	$784.08
Monthly Credits	1	10	50
Active AI Agents	0	1	10
AI Models	Fast	Fast & Deep	Fast & Deep
Automated Trading
Technical Support	Community	Standard	24/7 Priority

All paid plans include access to AI-powered forecasts, advanced backtesting, custom alerts (Email/Telegram), and the full range of supported brokers for automated trading.

Understanding Credits

Credits are the currency of our platform. You use them to perform actions like running analyses, generating strategies, or getting forecasts. Each paid membership plan includes a monthly or yearly allowance of credits.

The cost in credits depends on the complexity of the task. For example, a general query is inexpensive, while generating a complex trading strategy or a detailed forecast will consume more credits. As a baseline, $50 USD is equivalent to 500 credits for general queries.

If you run out of your plan's credits, you can easily purchase extra credit packs from the "Membership & Credits" page to continue your work without interruption.

14. Project Roadmap & Current Status

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.
AI Sentiment Analysis: Integration of news and social media sentiment as a filter for strategies and forecasts.
First Trading AGI Integration: Introduce an AGI that plans, analyzes news, and executes trades directly, trained and guided by the user.

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

3D CANDLES: Complete the integration of holographic candles, a revolutionary new visualization system for traders.
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.

15. Trading School & Support

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.