Onboarding Path

Quick Start Guide

Build, backtest, and export your first strategy in under 5 minutes. This guide covers the path from a few rules in the editor to runnable code.

1. Set Up Your Account

Create your account and connect your data-provider keys to get started in the Algovex workspace.

Create Your Account

Register to access the workspace. Data-provider API keys you add are encrypted at rest and never returned to the browser.

Encrypted Key Vault

API Provisioning

Generate an API key in the dashboard settings to authenticate local terminal requests and integrations.

Dashboard Access

2. Strategy Definition

The fastest way to start is the Simple Editor: write your entry conditions and risk parameters as when / and / then rules. Prefer to see the logic as a graph? Open the same strategy in the Visual Editor and drag and wire nodes on the canvas.

You don't need to write code. Both editors stay in sync, so you can switch between rules and the node graph at any time.

Example rules (illustrative)

WHEN RSI(14) on BTC, 1-hour, crosses below 30
THEN enter long
EXIT when RSI(14) crosses above 70
STOP 2% below entry
RISK 1% of equity per trade

In the Visual Editor the same strategy is a node graph: an RSI indicator, an oversold entry condition, a crossover exit, a fixed-percent stop, and a risk-based sizing node. Inspect and tweak any node before you run anything.

3. Validate & Backtest

Pre-flight checks

Static checks flag look-ahead bias, unconnected nodes and misconfigured mappings before you run.

No look-ahead

Backtest Simulation

Run your strategy over historical data, accounting for commission and slippage.

Cost-Aware Backtest

Equity Modeling

Review your equity curve, drawdown profile, and risk-adjusted return metrics.

Performance Metrics

4. See what you get

Once it backtests the way you want, export the strategy. The same logic you tested is generated as source. Here is the shape of the Pine Script output for the rules above (illustrative):

Exported: Pine Script v5 (excerpt)

//@version=5
strategy("RSI Oversold Reversal", overlay=true)

rsiLen   = 14
rsiVal   = ta.rsi(close, rsiLen)
riskPct  = 1.0          // % of equity per trade
stopPct  = 2.0          // % stop from entry

longCond = ta.crossunder(rsiVal, 30)
exitCond = ta.crossover(rsiVal, 70)

if longCond
    strategy.entry("Long", strategy.long)
    strategy.exit("Stop", "Long", stop = close * (1 - stopPct / 100))

if exitCond
    strategy.close("Long")

Scope. Export generates the strategy logic for your platform (TradingView or your own runner). See Code Export for all four targets.

5. Run it on your platform

Export & Run

Four Code Export Targets

Export your validated strategy to runnable source code in four languages (Python, Pine Script v5, JavaScript and TypeScript), plus portable JSON and run it on your own platform. You can also paper-trade it inside Algovex. Live trading is on the roadmap, without a date.