Navigating the App

This guide introduces the main areas of Stratifyre and explains where to find the tools you use most often.

Stratifyre uses a left sidebar for navigation. The main sections are:

Strategies — Create, edit, and organize your trading strategies.
Backtests — Configure backtests and review completed runs.
Scanners — Monitor instruments for conditions that match your rules.
Live Trading — Access live and paper-trading workflows when they are enabled for your account.
Settings — Manage your account, security, alerts, billing, broker credentials, and risk presets.

The sidebar also includes Help / Feedback and Log out. The Stratifyre logo at the top of the app returns you to the main application view.

Strategies

The Strategies section is the starting point for building trading systems. From here you can open an existing strategy or create a new one.

Strategy Builder

Select New Strategy to open the strategy builder. The builder lets you:

Name and describe the strategy.
Select individual instruments or instrument baskets.
Choose the timeframe and market-data settings.
Build entry and exit rules with the visual rule builder.
Configure order actions and position sizing.

Strategies save as you work, so there is no separate save workflow to complete. For a guided walkthrough, see Creating a Strategy.

If you prefer to start with a plain-language description, use the AI Strategy Builder. You can review and edit the generated rules in the visual builder.

Backtests

Open Backtests to test a strategy against historical market data. Create a backtest by selecting a strategy, choosing the instruments and date range, and configuring the simulation settings.

When a run completes, its results include performance metrics, an equity curve, and trade-level details. Depending on the run and enabled features, you may also see monthly returns, drawdown analysis, distribution analysis, Monte Carlo results, or walk-forward analysis.

Use the results to compare configurations and investigate how a strategy behaved. Backtests are simulations and do not guarantee future performance. See the Backtesting section for configuration and interpretation guidance.

Scanners

The Scanners section is for monitoring instruments for rule-based conditions. The scanner list shows active and paused scanners and lets you open a scanner’s details.

Inside a scanner, configure:

Instruments — Individual symbols or an instrument basket to monitor.
Criteria — Existing strategy rules or custom conditions.
Update frequency — How often the scanner evaluates its instruments.
Cooldowns — How long to wait before alerting again for the same instrument.
Alerts — Where matching signals should be delivered.

To create one, select New Scanner, then name it, choose instruments, define criteria, select an update frequency, configure cooldowns, set up alerts, and activate it. For the complete workflow, see Creating a Scanner.

Live Trading

The Live Trading section contains live- and paper-trading workflows. Availability depends on the features enabled for your account and the configured broker connections.

Before using a live workflow, review its risk controls and confirm that the selected account and trading mode are correct. See the Live Trading section for paper trading, broker connections, and risk-management guidance.

Settings

Open Settings from the bottom of the sidebar to manage your account. The settings area includes:

Account — Full name, email address, password, and account deletion.
Security — Two-factor authentication.
Alerts — Global alert delivery preferences.
Billing — Plan, usage, and subscription management.
Broker Credentials — Credentials for supported trading workflows.
Risk Presets — Reusable risk-limit configurations for trading sessions.

See Account Settings for details about each area.

Useful Shortcuts and Habits

Strategies save automatically; Ctrl/Cmd + S is not required.
Use descriptive names for strategies and scanners so they remain easy to identify as your workspace grows.
Use the search controls in strategy and instrument lists to find items quickly.
Review the configured date range, instruments, and trading mode before starting a backtest or trading workflow.