Overview

Quick tour

A guided tour of the dashboard, strategies, backtests, trades, and settings pages.

1 min readUpdated Jun 19, 2026

Dashboard

Account-level overview: today's P&L, open positions across all strategies, recent activity, alerts. Start here every session.

Strategies

List of every strategy you've built. Click in to backtest, edit, or enable live trading. The status column tells you which are running.

Backtests

Every backtest you've ever run. Filter by strategy, date range, or status. Drill in to see metrics + trades + the strategy snapshot.

Trades

Combined view of live trades across all strategies. Same column shape as the backtest trades table. Useful for analyzing recent real-world behavior.

Exchanges

Connected credentials. Add, verify, edit, or revoke. Each credential is bound to a strategy when you go live.

Settings

Account, security (2FA), risk settings (circuit breakers, halt toggle), referrals, billing.

Help

The page you're reading now. Available from the marketing site without sign-in, and from the in-app ? button in the header (or press ? / Cmd+/).

Quick tour | Help Center | LucraX · LucraX