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Education / Workstation guides

Learn the tools.
Make them yours.

A good place to begin is one clear workflow. Find your view, understand the order controls, then learn how the workstation keeps the record.

10 public product guides · Reading routes describe the software and its controls.

Your reading route

Keep the record.

Follow the record from a trade to its evidence, saved work and historical study. Keep observed results separate from hypothetical tests.

Read in this order.

  1. 01

    Logbook

    The Logbook is the record of your trading. The Day lists what happened in the session, The Log keeps closed trades with your notes, and Calendar & Results shows your recorded results by day, as graphs, and compared between periods. Control to notice: The Day: the session's events in order

  2. 02

    Execution review

    An execution review answers a simple question about one trade: what did I ask for, and what actually happened? The report keeps the original request, the application's observations, and the available fill evidence in separate sections. Practice reports identify their simulated execution policy. Control to notice: The original request, as it was sent

  3. 03

    Offline review

    Your saved workspace is kept on your computer, separated by account owner. When you are offline you can still open it to review charts, drawings, notes and recorded sessions. Control to notice: Reopen saved layouts, chart history and drawings without a connection

  4. 04

    Strategies

    Strategies takes you from ingredients to a tested set of rules: choose what the strategy looks at, review the rules it produces, run a backtest with assumptions you can edit, then step through the result on the chart. Control to notice: Choose ingredients such as candle and chart patterns and pinned indicator versions

Open the complete guides.

Logbook ↗

The Day, The Log, Calendar & Results and journal notes keep a record of what you did and how it turned out.

Execution review ↗

A per-trade report separating your request, verified fills, slippage where evidence allows, recorded costs and missing observations.

Offline review ↗

Saved layouts, charts, drawings, journal and recordings reopen without a connection, and backups are verified before they restore.

Strategies ↗

Choose ingredients, review the rules, run a deterministic backtest, and replay it bar by bar.

Read / Try / Revisit

Give the controls
some context.

Read a guide, open the simulated workstation, then return to the reference when you need a specific detail.

Try the simulated workstation

The example is simulated. It sends no orders and does not connect a trading account.

Keep these distinctions in view.

  • Instrument browsing and chart inspection are separate from order staging.
  • A staged order is a draft until you choose to send it.
  • Recorded evidence, calculated readings and unavailable data have different meanings.
  • Historical tests and paper results are hypothetical.
Search the workstation reference →

01 / Product guides

Prepare and trade

Charts, lists, studies and the order itself, laid out in one workstation.

Chart deck

Charts

One, four or eight chart panes side by side, each with its own drawing tools and a pan and zoom control puck.

Inside the guideLay the deck out as one, four or eight panes and resize the dividers between them

Open the Charts guide

Order staging

Entry Pad

Stage an order by dragging entry, stop and target lines on the chart, size it, and inspect the draft before deciding to send.

Inside the guideDrag entry, stop-loss and take-profit lines directly on the chart

Open the Entry Pad guide

Lists and instruments

Tickers

Build named lists of instruments, browse the instrument library, and inspect the instrument you select.

Inside the guideList Builder for named lists kept per account

Open the Tickers guide

Library and Studio

Indicators

A library of indicators and a Studio for tuning their settings, saving variations and comparing them.

Inside the guideBrowse, pin and organise indicators in your library

Open the Indicators guide

Instrument table

Screener

A full-width table of instruments that you filter by value, sort, and save as screens.

Inside the guideCompact value filters across the instruments you choose

Open the Screener guide

Rules and backtests

Strategies

Choose ingredients, review the rules, run a deterministic backtest, and replay it bar by bar.

Inside the guideChoose ingredients such as candle and chart patterns and pinned indicator versions

Open the Strategies guide

02 / Product guides

Review and keep the record

What happened, what it cost, and what is missing, kept with your saved work.

Trading record

Logbook

The Day, The Log, Calendar & Results and journal notes keep a record of what you did and how it turned out.

Inside the guideThe Day: the session's events in order

Open the Logbook guide

Per-trade report

Execution review

A per-trade report separating your request, verified fills, slippage where evidence allows, recorded costs and missing observations.

Inside the guideThe original request, as it was sent

Open the Execution review guide

Saved work

Offline review

Saved layouts, charts, drawings, journal and recordings reopen without a connection, and backups are verified before they restore.

Inside the guideReopen saved layouts, chart history and drawings without a connection

Open the Offline review guide

03 / Product guides

Safety rules

Rules the workstation follows whatever screen you are on.

Built-in rules

Order safety

The workstation never blindly resends an order whose outcome is unknown, and orders are sent only by you or by protection rules you reviewed and switched on.

Inside the guideAn order whose result is unknown is checked, not blindly sent again, including after a restart

Open the Order safety guide

Keep exploring

Put the tools in context.

Explore instrument-list tools, read program updates and follow official release schedules.

Explore instrument lists Read program updates Open the calendar