Documentation

Learn how to use TradingNote

Complete map of TradingNote's documentation, organized by section and with all its sub-levels. Each link leads to a guide with examples, tables and steps. Built to find what you need fast — and so an AI assistant can understand the platform at a glance.

32 articles across 5 sections

Main

Dashboard4 minYour home screen: how you're doing, at a glance, with all your accounts in one place.
Accounts7 minConnect and manage your broker accounts. This is the first step to using TradingNote.
Live Trading9 minTrade and watch the market in real time: chart, symbol list and manual or automated orders, on any connected platform.
Subpages
Accounting7 minKeep the books of your activity —deposits, withdrawals, fees, payouts— to know how much you REALLY made, beyond the broker balance.

Copy Trading

Copy Master9 minAutomatically copy trades from one of your accounts to the rest, even across different platforms (MT5, cTrader, TopstepX, NinjaTrader).
Groups6 minBundle accounts to configure them and apply rules together, instead of one by one. Essential when you manage many funded accounts.
Risk Management10 minSet risk limits and protection rules so a bad streak doesn't get out of control — with a fund's rigor: a risk budget per algorithm, caps and account rotation.

Lab

Algorithm Creator11 minDiscover trading algorithms automatically, no coding. You launch an exploration and the platform searches for you — and filters out overfitting before showing them to you.
Subpages
Deflated Sharpe Ratio (DSR)7 minDiscounts the luck of having tried thousands of combinations. It answers: «if I searched so much, is this Sharpe real or was it inevitable that something looked great by chance?».
Walk-Forward (temporal validation)8 minTests your algorithm on data it never saw during training, moving forward in time as it would in real life. The filter against overfitting to the past.
Multiverse (synthetic robustness)8 minGenerates thousands of markets that never existed and re-runs your algorithm in each one, to know if it has a real edge or just memorized the past.
Built-in IDE (code)8 minWrite your own trading bots in Python inside TradingNote, with nothing to install. VS Code-style editor with built-in backtesting.
Subpages
My Algorithms6 minThe list of your saved algorithms, with their metrics and the robustness filters to know if they're solid.
Backtesting11 minTest a strategy against historical data with real costs before risking money — and learn to read the results like a pro.
Portfolios10 minGroup several algorithms so they trade together like a fund, with a shared risk budget, and launch them to trade live from one place.
Monte Carlo9 minStress-tests a system's soundness by simulating thousands of possible scenarios, not just the one that happened. It answers: «was I lucky or is my system real?».
Economic Calendar6 minThe macro news and events that move the market, with their impact, time and AI analysis, so they don't catch you off guard.

Installation

Installation Process7 minHow to install and connect the connector (EA / AddOn) that links your broker with TradingNote, step by step.
Subpages
Connect Claude to TradingNote6 minConnect Claude (claude.ai, Claude Desktop or Claude Code) to TradingNote via the MCP connector so it can query your accounts, algorithms, backtests and portfolios in natural language.

Marketing

Affiliate System6 minEarn a commission for every person who signs up and pays through your referral link — on the first payment and on every renewal.