Documentation / Troubleshooting

Troubleshooting

Common issues and how to resolve them

No Data Loading

If options data isn't loading:

For live data

  • In the Trading Workspace, click the Now button on the top toolbar
  • Load a new symbol into the underlying symbol field
  • In Settings, check that your broker is configured. For Tradier, also check that your API keys are correct.
  • Check that the market is open
  • If it's after hours, check that you're connected to Interactive Brokers and that "extended hours" is set to On

For historical data

  • Check that Stratsigma is connected to your selected data providers
  • For options data from Massive, check that you've enrolled in the Advanced plan on their site
  • For Saved Market Data, check that you actually have data saved for the dates you want
  • Verify in Settings that your API keys are correct

Forbidden or Rate Limit Errors

If you see "Forbidden" or rate limit errors from Massive:

  • Massive's free tier is limited to 5 API calls per minute. Wait and retry.
  • Some indices (SPX, RUT) may have limited data on the free tier. NDX typically works.
  • Verify your Massive tier setting matches your actual subscription

If you see a "line limit" error from Interactive Brokers:

Interactive Brokers limits how much market data you can stream at once. Stratsigma automatically adapts how much it requests to stay within that limit. If that's still not enough, you may need to buy Quote Booster packs from Interactive Brokers, or configure Tradier for market data instead, which has no practical limit.

Index Options (SPX, NDX, RUT)

Intraday data limitation: neither Tradier nor Massive's free tier provides 5-minute intraday bars for the underlying index itself. This means:

  • The underlying "Last" price shown at intraday times may be incorrect (using daily-level data instead of the actual price at that moment)
  • All theoretical option prices and calculated Greeks will also be skewed, since the underlying price is a key input

For accurate intraday analysis of index options, select Interactive Brokers as your historical provider for stocks and indices in Settings. Without intraday underlying data, index historical views should only be used at the end-of-day level.

Broker Sync / Import Issues

If imported orders are not appearing or are incorrectly grouped:

  • Check the Review tab. Orders start there and must be manually confirmed before they appear in your trade log.
  • If an order was incorrectly merged into a lifecycle group, use the Split action to separate it
  • If orders for certain symbols are never appearing, check whether an import filter (Blocklist) is suppressing them
  • For IBKR re-imports, the correction flow only updates existing records. It will not create new trades or executions.

Stats Showing "—" for P&L

A "—" in Statistics for unrealized P&L means the data provider itself could not be reached for that trade's legs, not that the value is zero:

  • Check that your live data provider (Tradier or IBKR) is connected and configured
  • Verify the underlying symbol is supported by your provider
  • If using virtual time, ensure the historical provider has data for the requested date
  • Open the trade in the Trading Workspace to see the specific legs that are missing pricing

Zero-bid options (deep OTM positions near expiration) show "—" unless a BSM theoretical price is available, in which case that theoretical price is used. The "—" appears whenever a leg cannot be priced, whether because the provider failed or because bid is zero and no theoretical price can be computed.