Tips & Best Practices

Get the most out of the platform

Use Virtual Time for backtesting

Navigate to a past date to see historical prices and test strategies with real market data.

Enter quantities in the Model column to build trades

Use positive numbers to buy, negative to sell. The payoff diagram and strategy type update in real-time.

Watch the payoff diagram

It shows your max profit, max loss, and breakeven points as you build positions.

Use lifecycle grouping in Broker Sync for faster review

Opening and closing fills for the same position are automatically merged into one row. Link the whole lifecycle to your trade in a single action rather than reviewing each fill individually.

Use the S key to speed up Broker Sync review

Select rows with checkboxes and press S to sync them all at once — much faster than clicking Link on each row individually.

Check the Stats equity curve after closing a trade

The equity curve shows how each closed trade contributed to your overall trajectory. Reviewing it regularly helps you spot patterns in your winning and losing periods.

Set accurate commissions in Settings

Configure your broker's commission rates for accurate P&L tracking on model trades.

Use the trade navigation buttons

When you load a trade, the chevron buttons let you jump between adjustment timestamps to review the full history of the position.

Use IB as your underlying provider for index analysis

For SPX, NDX, and RUT options, Interactive Brokers provides accurate intraday underlying prices that Tradier and Massive free tier cannot. Without accurate underlying data, all BSM-derived prices and Greeks for index options will be skewed.

Use tolerance to prevent alert noise in Delta Monitor

Set a tolerance of 1–5 delta units around your thresholds so that small market fluctuations right at the boundary don't trigger repeated alerts.

Group Stats by Strategy Type to find your best setups

Use the Stats page grouped by Strategy Type or Setup to see which approaches have the highest win rate and expectancy across your trade history.