BackTrader Documentation

This documentation hub is structured for product usage guidance, onboarding, and operational workflows. Each page includes placeholder sections for your team to replace with final content.

Getting Started

1 page

Dashboard

Learn the core dashboard layout and where everything lives.

Platform

9 pages

Accounts

Connect brokers and manage account configurations.

Trading Floor

Manage leader/follower execution and monitoring.

Risk Management

Configure limits, safeguards, and sizing controls.

Analytics

Track performance metrics and behavior trends.

Calendar

Review date-based activity and event context.

Journal Pages

Create long-form trading notes and reviews.

Quick Entry

Capture notes quickly during active sessions.

Trades

Inspect trade history and execution outcomes.

Partner Portal

Manage referrals, resources, and partner tracking.

Support

2 pages

Contact Support

Open requests and escalate account issues.

FAQ

Find quick answers to common product questions.