AI Trader User Guide
How to use AI Trader: sign in, connect data providers and a trading account, create strategies and follow their results.
Getting Started
Sign In and First Steps
Sign in to AI Trader and the order of first steps: data provider, trading account, strategy.
Getting Started
App Sections
A short tour of every section of the AI Trader web app.
Initial Setup
Market Data Providers
Connect a market data provider to AI Trader and choose the symbols to collect.
Initial Setup
Brokers and Trading Accounts
Add a broker connection and a virtual (paper) trading account in AI Trader.
Strategies
Creating a Strategy
Create an automated trading strategy in AI Trader: pick an account, a symbol and timeframes.
Strategies
Monitoring Strategies
Follow running strategies, their decisions and open positions in AI Trader.
Risk and Models
Risk Management
Risk limits and open positions in AI Trader.
Risk and Models
ML Models and Agents
ML models, training agents and training jobs in AI Trader.
Settings
Settings Pages
What each Settings page in AI Trader is for.
Settings
MCP / AI Agents
Connect an AI assistant to AI Trader with a personal MCP token.