YOUR SPX RESEARCH & EXECUTION WORKSPACE

Build conviction.
Then put it to test.

Design your strategies, backtest them together, and bring the same portfolios into a dedicated SIM workspace.

SIM and Algo Live are available: connect a broker account on the Brokers page to run your books live.

ONE PORTFOLIO. TWO WORKSPACES.Illustrative workflow
SPX

SPX Core

Backtest book / 6 strategies
RESEARCH
Morning iron condor10:00 ET · 1 lot / leg
Midday put spread11:00 ET · 1 lot / leg
Afternoon call spread13:00 ET · 1 lot / leg
Load a saved copy of your portfolio rules
SPX SIM bookStays loaded until you remove it
SIM ONLY
CHOOSE YOUR WORKSPACE

Research. Rehearse. Refine.

Connected portfolios. Independent rules.

HISTORICAL TESTING

Backtesting

Build individual strategies or test an entire portfolio. Keep your rules, reports, and research books together.

Strategy builderPortfolio reports
SIM ENABLED

Forward testing

Load a backtested portfolio into a strategy book. Review its strategies, positions, orders, and saved rule snapshot.

Persistent booksLive disabled
01
Hypothesis / Ideas

Start with a research idea. Learn from the desk's studies and articles.

02
Backtest → Forward test

Test your rules, then load a saved portfolio into a persistent SIM book.

03
Algo Live

Tradier is being prepared for live execution. SIM is available now.

Broker integrationsTradier and TradeStation available · SIM needs no account
TradeStation AVAILABLETradier AVAILABLEtastytrade COMING SOON
SPX LAB / A Finite Trades workspaceBacktests run on the SPX Lab engine · SIM is a preview · No broker connection
BACKTESTER → FORWARD TESTING / LIVE

Import a portfolio into a strategy book

Choose from your saved backtester portfolios. The strategies and rules are copied into your book; pick the broker account and the lot multiplier.

Strategies to include
Select a portfolio to see its strategies.
Each strategy has its own switch, here and later in the book.
Order settings, every strategy
Select a portfolio first.
Stop at broker rests each strategy's stop at the broker after its entry, at the level of the strategy's own stop rule: on the primary leg alone (the sold leg of a credit structure, the bought leg of a debit one), or multi-leg with the other leg closed by the engine when it fills.
Saved copy, connected source. Later backtester edits show as an available update. Your rules stay unchanged until you choose to update. Removing a copy keeps the original portfolio.
Select a portfolio to continue.
SIM WORKSPACE
WORKSPACE UPDATED

Continue from the latest save.

Another tab saved a newer version of your SIM workspace. Reload this tab before making more changes so its portfolios stay intact.

Any unsaved edits in this tab will be discarded. The latest saved workspace is kept in your account.
BROKER INTEGRATIONS · TRADIER

Connect Tradier

Enter the account number and the API key from your Tradier account (Settings, then API Access). The key is stored encrypted on the server and never shown back; saving a new key replaces the stored one.

Not connected.
BROKER INTEGRATIONS · TRADESTATION

Connect TradeStation

Sign in with TradeStation once per account; the access it grants is stored encrypted on the server and never shown.

Not connected.
ADMINISTRATION · TRADESTATION

TradeStation API key

SPX Lab's application key from TradeStation (API Key and Secret). Both are encrypted with the server's key before they are stored; neither is ever sent back to a browser.
ADMINISTRATION · LIVE DATA

Live data feed

The platform's market-data key: the feed process signs in with it and every engine reads the live data from the feed. When the live data stops, the feed moves to the backup market data from the broker API and says so here; you can also pin a source.

Feed status
ADMINISTRATION · ENGINES

Engines

The stack supervisor's processes (the feed process and one engine process per account group) with their restarts and heartbeats, every engine account's state, and the live data. Updates every two seconds while open. The schedule starts the stack on session days; restart one process or stop the stack here.