Navigating the App

This page walks you through the main areas of the Stratifyre interface so you know where to find everything. Once you are familiar with the layout, you will be able to move quickly between building strategies, running backtests, monitoring scanners, and managing your account.

The navigation bar runs along the top of every page. From left to right you will find:

Stratifyre logo — Click this to return to the Dashboard from anywhere.
Dashboard — Your home screen with an overview of strategies, recent backtests, and active scanners.
Strategies — A list of all your strategies with quick access to create, edit, or duplicate them.
Scanners — Your active and paused market scanners.
Account menu — Your profile picture or initials in the top-right corner. Click to access Settings, Billing, and Sign Out.

Dashboard

The Dashboard is the first thing you see after logging in. It is designed to give you a high-level view of everything happening in your account:

Strategy Cards — Each strategy you have created appears as a card showing its name, instrument, timeframe, and last-edited date. Click a card to jump directly into the Strategy Editor.
Recent Backtests — A compact list of your most recent backtest runs, including the strategy name, date range, total return, and key metrics. Click any row to open the full Backtest Results view.
Active Scanners — A summary of scanners that are currently running, showing how many instruments each one is monitoring and the last time an alert fired.
Quick Actions — Buttons for the most common tasks: New Strategy, New Scanner, and New Backtest.

Strategy Editor

The Strategy Editor is where you build and refine your trading logic. You reach it by clicking on any strategy card from the Dashboard or by creating a new strategy.

Layout

The editor is divided into several panels:

Strategy Header — At the top you will see the strategy name (click to rename), the selected instrument, and the timeframe. You can change the instrument or timeframe at any time.
Rules Panel — The main working area on the left side. This is where your entry rules, exit rules, and any other rules are listed. Each rule shows a summary of its condition and action. Click a rule to expand it for editing, or click Add Rule to create a new one.
Chart Preview — On the right side, a price chart for the selected instrument and timeframe. As you add indicators to your rules, they automatically appear on the chart so you can visually confirm they behave as expected.
AI Assistant — A text input area where you can describe a trading idea in plain language. The AI will generate rules from your description, which you can review and accept or modify.

Working With Rules

Each rule in the Rules Panel can be expanded to show:

Condition builder — Drop-down menus and value fields for selecting the left-side expression, operator, and right-side expression.
Action configuration — The order type, direction (buy/sell), and quantity settings.
Enable/disable toggle — Temporarily turn a rule off without deleting it, which is useful for testing different combinations.

You can drag rules to reorder them, duplicate a rule to create a variation, or delete rules you no longer need.

Saving

Strategies are saved automatically as you make changes. You will see a small “Saved” indicator in the header. If you want to keep a snapshot of the current version before making big changes, use the Duplicate Strategy option from the strategy menu.

Backtest Results

After running a backtest, you are taken to the Backtest Results screen. You can also return to any past backtest from the Dashboard or from the strategy’s backtest history.

Sections

The results page is organized from top to bottom:

Equity Curve — A large chart showing your portfolio value over the backtest period. You can hover over any point to see the exact value and date. Drawdown periods are shaded so they stand out visually.
Summary Metrics Panel — A grid of key performance numbers: total return, annualized return, Sharpe ratio, maximum drawdown, win rate, profit factor, and more. Hover over any metric name to see a brief explanation of what it measures.
Trade Log — A sortable, filterable table listing every trade. Columns include entry date, exit date, direction, entry price, exit price, holding period, and profit/loss. Click a trade row to highlight it on the equity curve chart.
Monthly Returns Heatmap — A table showing returns broken down by month and year, color-coded from red (loss) to green (profit). This helps you spot seasonal patterns or periods of underperformance.
Advanced Analytics — Tabs for Monte Carlo simulation results, drawdown analysis, distribution of returns, and tax impact summary.

Strategy Replay

From the results page, click the Strategy Replay button to enter the visual time-travel debugger. In this view:

The chart advances one bar at a time.
Below the chart, a panel shows the state of every rule — which conditions were true, which were false, and what action (if any) was taken.
Indicator values are displayed alongside the price data.
You can step forward, step backward, jump to any specific bar, or fast-forward to the next trade.

Strategy Replay is the fastest way to understand why your strategy behaved the way it did and to spot logic errors or unexpected edge cases.

Scanner

The Scanner section is accessible from the top navigation bar. Here you can create, manage, and monitor your market scanners.

Scanner List

The main view shows all of your scanners — both active and paused. For each scanner you will see:

Scanner name — A label you choose when you create it.
Status — Active (currently monitoring), Paused, or Error.
Instruments — How many instruments the scanner is watching.
Update frequency — How often the scanner checks for new signals (tick, 1 minute, 5 minutes, hourly, daily, etc.).
Last alert — The date and time the scanner last triggered an alert.

Click any scanner to open its detail view.

Scanner Detail View

Inside a scanner you will find:

Conditions — The rules that define what the scanner looks for. These use the same condition builder as the Strategy Editor.
Instrument list — The set of instruments being monitored. You can add individual instruments or entire baskets.
Alert configuration — Where alerts are delivered: webhook URL, Discord channel, Slack workspace, email address, or phone number for SMS.
Alert history — A log of every alert the scanner has fired, including the instrument, time, and the condition values at the moment of the alert.

Creating a Scanner

Click New Scanner from the Scanner list or the Dashboard.
Name your scanner.
Add instruments or baskets.
Define one or more conditions using the condition builder.
Choose an update frequency.
Configure your alert channels.
Click Activate.

The scanner will begin monitoring immediately and send alerts as conditions are met.

Settings

Click your profile icon in the top-right corner and select Settings to manage your account. The Settings page is organized into tabs:

Profile — Update your display name, email address, and avatar.
Security — Change your password and enable two-factor authentication (2FA).
Notifications — Choose how and when you receive alerts — email, SMS, Discord, or push notifications.
Billing — View your current plan, usage statistics, and manage your subscription through the Stripe billing portal.
Broker Connections — (Coming soon) Link your brokerage accounts for paper and live trading.

For details on each settings area, see the Account Settings documentation.

Keyboard Shortcuts and Tips

Ctrl/Cmd + S is not needed — strategies save automatically — but you can use it as a habit without side effects.
In Strategy Replay, use the left and right arrow keys to step backward and forward one bar at a time.
In the Trade Log, click a column header to sort by that column. Click again to reverse the sort order.
Use the search bar on the Dashboard to quickly find strategies by name.