Getting started
Sign in, understand the workspace, and take one idea to its first backtest.
Create your workspace
Sign in with Google or an email and password. Every account gets its own workspace: the hypotheses, strategies, paper positions and agent settings you see are yours alone, and the platform's own research is visible as read-only reference. The free plan includes a monthly credit allowance so you can run the pipeline before choosing a paid plan.
Find your way around
The Dashboard summarises your workspace: strategies, active runs, the stage distribution, verification pass rates, why strategies failed and recent activity. Live Market holds the market views: cryptocurrency, stocks, the options chain, prediction markets, news and analytics.
Strategy Factory holds Hypotheses, Strategies, Paper Trading, Live Trading, Portfolio and the Pipeline board. Research holds the Knowledge Library and Alpha Signals. Strategy Tools holds Import strategy, the Backtest Lab and Automations. Marketplace lists what other workspaces share, the AI Center is where you customise the agent team, and Settings holds your preferences.
Submit your first idea
Open Hypotheses and type a trading idea into the box at the top. A sentence is enough, a research note, a PDF, a link or a video is welcome. The Research Lead turns it into a testable hypothesis with a market, a timeframe, entry and exit logic and a risk profile, and the pipeline starts from there.
Follow the run
Each hypothesis becomes a pipeline run with a stage: coding, verifying, backtesting, backtest review, optimising, analysing. The Pipeline page shows every run and its age; the strategy page shows the code, the verification result, the backtest and every decision the analyst made. Runs can be paused, resumed or stopped by their owner.
Read the first result
A first backtest is a screening result, not a verdict. Look at the net return after real exchange fees, the maximum drawdown, the number of trades and the average return per trade. The analyst reviews the same numbers and decides whether the idea deserves the longer optimisation stage, another iteration, or should be abandoned with a reason.
Notifications and email
The bell in the top bar collects updates about your own runs: a strategy was abandoned, moved to paper trading, is ready for live trading and waits for your authorisation, went live, was retired, needs credits to start, is delayed on the platform's side, or a strategy you run on another platform drifted from its backtest. The bell shows an unread count, and you can mark one or all updates as read or open the full list.
The same run updates are also sent by email. Several updates in a short time are combined into one digest, and a daily limit keeps the volume low. Turn email notifications off in Settings, or use the unsubscribe link at the bottom of any email to stop one category or all of them; account security emails are always sent.
Email preferences
Settings has an Emails section with a switch per kind of email: strategy emails about your runs, and product tips with getting-started guidance, mostly in your first weeks. Product news by email is opt-in and only offered once it starts. Quiet hours hold emails between a start and an end hour in your time zone and send them when the quiet hours end. Account and security emails are always sent and never held.
Settings and autopilot
Settings holds your risk profile, which every gate uses to judge your strategies: conservative, standard or aggressive, where aggressive needs an explicit acknowledgement. It also holds the theme and your email notification preference.
On the Account page you can switch on Autopilot: the factory then keeps proposing, coding and testing new hypotheses in your workspace on its own, building on your previous ones, within your plan's active-run limit and your credit balance. It is off until you turn it on.
Ask the assistant
The Ask AI button opens an assistant that knows your workspace. It can explain a stage, read a strategy's metrics, turn a conversation into a new hypothesis, or answer questions about markets, fees, venues and how Stratmill works.
The assistant can also run small jobs for your workspace: collect missing market data, audit the data of a market, or run a bounded analysis. Each job appears as a card in the chat with its status and, when it finishes, its result. Data audits are free; collection and analysis jobs cost a few credits.