← Dashboard

Quick Start

Up and running in 4 steps. Everything else is in the Academy.

Getting Started

1
Get an invite code

Contact the admin. Required to register.

2
Create an Alpaca account

Go to alpaca.markets → sign up free. No deposit needed for paper trading. Live trading requires identity verification (1–3 days).

3
Get your API keys

Alpaca dashboard → Paper Trading → API Keys → Generate. Copy both Key ID and Secret Key.

4
Register & connect

Go to /register, enter your invite code and API keys. Start on paper mode — $10,000 per strategy, real market data.

The Dashboard

📊
Portfolio

Live equity, P&L, buying power, open positions. Chart updates every 60s during market hours.

Strategy Lab

Build strategies with AI. Each gets its own $10k. Bot scans every 5 minutes during market hours.

💬
AI Chat

Powered by Claude Sonnet. Ask about markets, analyze positions, or give trade commands.

📅
Calendar

Earnings, Fed decisions, and macro events. Click the calendar icon in the header.

Placing Trades

Click + Trade in the top right. Three tabs:

TabWhat it does
Stocks/ETFsSearch by ticker or name. Live autocomplete. Intraday mini chart.
OptionsFull chain with live bid/ask/mark from Alpaca. Select expiry, strike, call/put.
Crypto12 coins + custom symbol. Size by USD amount or quantity.
Paper mode: All trades execute against your strategy's paper account. No real money moves until you connect a live brokerage.

Strategy Bot

SettingWhat it controls
Stop Loss %Auto-exits a position if it drops this much
Take Profit %Auto-exits when this gain is hit
Max PositionsHow many trades can be open at once
Risk per Trade% of the strategy's capital per entry
SymbolsTickers to scan, or leave blank for AI selection
Options-only mode: Strategies like APEX OPTIONS HUNTER scan for options contracts only. Set options_only: true via Edit with AI.

Risk Management

Position sizing

Never put more than 5–10% of a strategy's capital in one trade. The bot enforces your max risk % setting.

Stop losses

Always set. Options decay fast — 35–50% SL is standard. Stocks can be tighter (10–20%).

Max positions

3–5 concurrent positions keeps risk concentrated on your best ideas.

Paper first

Run every new strategy in paper mode for at least 2 weeks before going live.