Question 1

Step 1: Open the Strategy Configurator

Accepted Answer

1. Click **Create Backtest** in the top navigation bar 2. The split-screen interface opens: - **Left panel** — Strategy configurator (form) - **Right panel** — AI chat assistant

Question 2

Step 2: Choose Your Approach

Accepted Answer

You have two options:

Question 3

Option A: AI-Guided Wizard (Recommended for beginners)

Accepted Answer

The AI offers a 6-step guided setup: 1. **Market type** — Crypto, Forex, or Stocks 2. **Instrument** — e.g., BTC/USDT, EUR/USD, AAPL 3. **Entry idea** — describe in plain language: *"Buy when RSI drops below 30 and price is above the 200 EMA"* 4. **Exit strategy** — Fixed SL/TP, trailing stop, or signal-based exit 5. **Risk profile** — Conservative, Moderate, or Aggressive 6. **Confirmation** — review and adjust before running

Question 4

Option B: Manual Setup

Accepted Answer

Fill in the configurator form directly: 1. Set the strategy name 2. Choose market type and instrument 3. Select direction (Long, Short, or Both) 4. Set timeframe and test period 5. Add entry and exit conditions 6. Configure risk management

Question 5

Step 3: Configure Entry Conditions

Accepted Answer

Add at least one entry condition. Example for a simple RSI strategy: | Field | Value | |-------|-------| | Indicator | RSI | | Period | 14 | | Operator | Less than | | Value | 30 | You can add multiple conditions. By default, ALL conditions must be true (AND logic). Use OR groups for alternative entry signals.

Question 6

Step 4: Set Exit Rules

Accepted Answer

Configure how the strategy closes positions: - **Stop-Loss** — e.g., 2% below entry (protects from large losses) - **Take-Profit** — e.g., 4% above entry (locks in gains) - **Or use AI** — tell the AI: *"Set stop-loss at 2% and take-profit at 4%"* > **Pro Tip:** Always set a stop-loss. Strategies without SL can experience catastrophic drawdowns.

Question 7

Step 5: Run the Backtest

Accepted Answer

1. Review your configuration in the left panel 2. Click **Run Backtest** 3. Watch real-time progress via the progress bar 4. Results appear automatically when complete (usually 5–30 seconds)

Question 8

Step 6: Read Your Results

Accepted Answer

The results page shows: - **Summary** — total return, win rate, profit factor, max drawdown - **Equity Curve** — visual representation of account balance over time - **Trade Log** — every trade with entry/exit prices, P&L, duration - **Monthly Returns** — performance breakdown by month - **StratBase Score** — overall strategy quality score (0-100)

Question 9

Example: RSI + EMA Strategy

Accepted Answer

Here's a complete example you can try: | Setting | Value | |---------|-------| | Market | Crypto Futures | | Instrument | BTC/USDT | | Direction | Long | | Timeframe | 1h | | Period | Last 1 year | | Entry | RSI(14) EMA(200) | | Stop-Loss | 3% | | Take-Profit | 6% | | Position Size | 10% of account | Or simply tell the AI: *"Create a long BTC strategy on 1h. Enter when RSI drops below 30 and price is above the 200 EMA. Set stop-loss 3%, take-profit 6%, use 10% of account."*

Question 10

What's Next?

Accepted Answer

After your first backtest: - Try different instruments and timeframes - Add more conditions for refined entry signals - Experiment with exit strategies (trailing stop, multi-level TP) - Explore [Position Sizing modes](/help/position-sizing) - Request an [AI Analysis Report](/help/ai-analysis-report) for deeper insights (Pro+) > **Important:** Backtest results show historical performance only. Past results do not guarantee future returns. Always use proper risk management when trading with real f

Question 11

FAQ

Accepted Answer

**Q: How long does a backtest take?** A: Most backtests complete in 5–30 seconds. Complex strategies with many conditions or long periods may take up to 2 minutes. **Q: Can I edit a completed backtest?** A: Backtests are immutable — editing creates a new backtest. This preserves the integrity of published results. **Q: What happens if I run out of backtests on the Free plan?** A: Free users can run 5 backtests per day. Upgrade to Pro for unlimited backtests.

Question 12