Getting Started Demo

Getting Started Demo

This Guide will get you onboard with the bases for testing you Options Strategies.
- How to set up a basic strategy for backtesting
- How to run the backtest and then adjust your strategy to optimize it
- And learn how to save the results for future reference

Here is a step by step tutorial:

Step 1. Set up an Options Strategy for Backtesting

Enter the Setup Screen

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Either by clicking on an existing card or by adding a new one using the plus button.

Select the underlying symbol,

Select the Date range

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You can also select a custom range

Build your strategy

Build the strategy set-up by adding legs and setting their Deltas.


Step 2. Run the Backtest and  Adjust

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Run the Backtest

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Adjust

Adjust by adding early exit conditions, rolls, etc. Note that both test are available