Knowledge Base
Feature Guide
Backtesting
Backtesting lets you log, review, and compare simulated trades separately from your live trading. Test strategies before risking real capital.
Backtesting vs live trading
Backtesting entries are stored in a separate model from live trades. This keeps your live performance analytics clean while still letting you evaluate strategy ideas.
Creating a backtest session
- Open Backtesting from the sidebar
- Click New Session and give it a name (e.g., "EMA Crossover April")
- Select the strategy or setup you're testing
- Add individual backtest trades with entry, exit, notes, and screenshots
- Classify outcomes as setup-followed or rule-break
- Save the session
Reviewing backtest results
Each backtest session shows aggregate metrics:
- Total P&L
- Win rate
- Number of trades
- Average R/R
- Profit factor
- Setup compliance rate
Compare sessions to see which strategies perform best.
Bridge to playbook
After a successful backtest session, formalise the strategy in your playbook. Create a setup with the exact rules you tested, then tag live trades against it to see if the results hold in production.