Stratifyre Documentation

Welcome to the Stratifyre docs. Whether you are building your first strategy or fine-tuning an advanced multi-instrument system, you will find everything you need here.

Getting Started

New to Stratifyre? Start here.

• What Is Stratifyre? – An overview of the platform and what you can do with it.
• Quickstart – Build and backtest your first strategy in about five minutes.
• Key Concepts – The essential vocabulary and ideas behind the platform.
• Navigating the App – A tour of the main interface areas.
• AI Assistants – Connect Claude Code, Codex, Cursor, VS Code/Copilot, ChatGPT, or another MCP client.

Strategies

Build trading strategies visually or with AI-assisted natural language input.

• Strategies Overview – What strategies are, types, and the strategy lifecycle.
• Creating a Strategy – Step-by-step walkthrough of building a strategy.
• AI Strategy Builder – Convert plain English into trading rules.
• Rules – Conditions, operators, actions, and execution frequency.
• Expressions – The expression language for custom calculations.
• Indicators – Full reference for 120 public indicator and pattern identifiers (74 technical indicators and 46 candlestick patterns).
• Order Types – Market, Limit, Stop, Bracket, TWAP, VWAP, and more.
• Multi-Timeframe – Combining signals from different chart resolutions.
• Multi-Instrument – Trading multiple symbols with one strategy.
• Examples – Ready-to-use strategy recipes.

Backtesting

Test strategies on historical data with institutional-grade simulation.

• Backtesting Overview – What backtesting is and how Stratifyre approaches it.
• Running a Backtest – Configure and launch a backtest.
• Understanding Results – Reading the equity curve, metrics, and trade log.
• Time Traveling – Visual time-travel debugging for your backtests.
• Performance Metrics – Reference for 70+ metrics.
• Monte Carlo Simulation – Stress-test your strategy across randomized scenarios.
• Execution Modeling – Fill modes, slippage, and volume constraints.
• Corporate Actions – How splits, dividends, and mergers are handled.
• Tax Analysis – After-tax returns, wash sales, and tax lot optimization.

Scanners

Monitor markets in real time and get alerted when conditions are met.

• Scanners Overview – What scanners are and how they work.
• Creating a Scanner – Step-by-step scanner setup.
• Update Frequencies – Tick through daily frequency options.
• Alerts – Webhook, Discord, Slack, email, and SMS alert channels.

Market Data

Institutional-grade data powering everything in Stratifyre.

• Market Data Overview – Data quality and providers.
• Supported Assets – 10 asset classes, exchanges, and coverage.
• Instruments – Instrument naming format and symbol search.
• Timeframes – Available resolutions from tick to yearly.
• Extended Hours – Pre-market, after-hours, and 24/7 crypto data.

Live Trading

Connect a broker and trade live with automated risk management.

• Live Trading Overview – Vision and supported brokers.
• Broker Setup – Connecting Alpaca, IBKR, TradeStation, and Tradier.
• Paper Trading – Simulate trades with real data before going live.
• Risk Management – Position limits, loss limits, and circuit breakers.
• Session Management – Start, pause, stop, and emergency controls.

Account

Manage your subscription, settings, and preferences.

• Account Overview – Account management at a glance.
• Plans and Billing – Metered usage, subscriptions, spending caps, and payment management.
• Settings – Account, security, alerts, billing, broker credentials, and risk presets.

Reference

• Glossary – Trading and platform terminology.
• FAQ – Common account, billing, and platform questions.
• Troubleshooting – Common issues and solutions.
• Changelog – Platform updates and release notes.