Getting Started
Your first steps in the StrategyLab platform
What is StrategyLab?
StrategyLab is a powerful platform that helps you trade stocks smarter using automated strategies. Think of it as your personal trading assistant that never sleeps - it can analyze markets, test strategies, and even trade on your behalf.
Why Automated Trading?
Understanding the Dashboard
When you first log in, you'll see the Dashboard - your command center for everything. Here's what each section does:
Setting Up Your Watchlist
Your watchlist is a collection of stocks you want to monitor. The platform will track their prices and alert you when interesting things happen (like unusual trading volume).
How to add stocks:
- Go to the Watchlist page from the sidebar
- Use the search bar to find stocks (try "AAPL" for Apple)
- Click the + button to add it to your watchlist
- You can also add all popular stocks at once using "Add All Popular"
Pro Tip
Your First Backtest
Before risking real money, you should test your strategy on historical data. This is called backtesting. It shows you how your strategy would have performed in the past.
Quick Backtest Steps:
- Go to Backtesting from the sidebar
- Select a stock (e.g., AAPL)
- Choose a strategy (start with "SMA Crossover" - it's beginner-friendly)
- Set a date range (try the last 6 months)
- Click Run Backtest
- Review the results - did it make or lose money?
Important
Running Your First Experiment
Experiments let you test strategies with virtual money in real-time. It's like a trading simulator - you see exactly how your strategy performs without risking actual money.
Creating an Experiment:
- Go to Bot Experiments from the sidebar
- Click Create Experiment
- Give it a name (e.g., "My First Test")
- Set your virtual capital (e.g., $10,000)
- Add one or more trading bots with different strategies
- Start the experiment and watch it trade in real-time
Virtual vs Real Trading
Our platform supports two modes of trading:
Virtual Trading
- • Uses simulated money
- • No real financial risk
- • Perfect for learning
- • Test strategies safely
Real Trading
- • Uses actual money
- • Real profits and losses
- • For experienced users
- • Requires Alpaca account
Recommendation
bookmarkKey Takeaways
- check_circleThe Dashboard is your command center - check it daily
- check_circleBuild a watchlist of 5-10 stocks you understand
- check_circleAlways backtest strategies before using them
- check_circleUse virtual trading to learn without risk
Ready to Apply What You've Learned?
Start paper trading with real market data and test your strategies risk-free.