First Usage

Getting Started

To begin trading with TradeServer, you first need to set up an exchange account. Simply click on the menu icon in the upper right-hand corner of the screen and select "Exchange Accounts" from the drop-down menu. From there, you can create a real or simulated account using the wizard provided. We recommend starting with a simulated account.

pageExchange accounts

Once you have set up your account, verify that it is working correctly by clicking on the wallet icon in the upper right-hand corner of the screen. This will display your account's wallet.

pageAccount data

Learn to Backtest

Next, open the web editor and load a scalper bot to begin learning how to backtest. You can access the web editor from the left-hand menu by clicking on "Web Editor" and then selecting "Open". Once the bot is loaded, you will be able to view its logic in the web editor. Use this opportunity to run some backtests and get a feel for how to test a script, bot, or strategy.

pageWeb Editor

Set Up Your First Bot

After becoming comfortable with backtesting, you can create your first bot. Navigate to "Bot Management" in the left-hand menu and click on the "+" icon to add a new bot. You will need to provide basic information, such as a name and which exchange account to use, before accessing the Bot Setup page. On the setup page, you can define the market to run the bot on and configure its settings. Additionally, you can control the bot and start or stop it as desired.

pageBot management

Learn to Use Labs

The TradeServer platform features Backtest Labs, which scans your strategy to determine the most optimal settings. Access Backtest Labs from the left-hand menu and create a new test. Name the test and select the script to be tested. You will then be directed to the lab test setup page, where you can configure the market to be used and what properties of the script to test.

pageLab test setup

Good Practices

It's recommended to start with a simulated/paper account first to see what would happen if you were to run a bot in a live environment.

Before running any bots, it's a good idea to compile a plan that outlines how much you are willing to risk and how you will allocate your risk. It should also specify entry and exit points, stop-loss levels, and profit targets. Regularly monitor your bot's performance using the logs and statistics provided by TradeServer, and make any necessary adjustments to prevent further losses.

Continuously backtest and optimize your scripts to find the most effective settings for different market conditions. Diversify your portfolio by spreading risk across different markets and strategies. Stay informed about market news, events, and trends to adjust your strategies and bots to changing market conditions.