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

Core layout, sidebar, and account menu.

Platform

10 pages

Accounts

Connect brokers and import accounts.

Pine Strategies

Connect a TradingView strategy as a signal leader.

Trading Floor

Leader/follower execution and monitoring.

Groups

Organize accounts into copy trading groups.

Risk Management

Locks, limits, and sizing controls.

Analytics

Performance metrics and trade history.

Calendar

Day-by-day activity and daily reports.

Journal Pages

Rich-text trade notes and reviews.

Quick Entry

Capture notes during active sessions.

Partner Portal

Referrals, earnings, and partner tools.

Support

2 pages

Contact Support

Open requests and escalate issues.

FAQ

Quick answers to common questions.