UI tour
The app is a single-page application with a tab bar. Tabs appear in roughly the order you’d use them,
from learning through research to trading. The header also holds the gateway-health chip, your
username, a Help (?) button (the Ask the docs assistant), a Settings gear, and log out.
| Tab | What it’s for | Deep dive |
|---|---|---|
| Learn | A structured, hands-on course on the methodology — modules → lessons → a “build your own” graduate step. The front door for newcomers. | the Learn tab |
| Research | The confidence ladder: every strategy/symbol/timeframe with a 0–100 readiness score and the hard gates it has (or hasn’t) cleared. The honest scoreboard. | research ladder |
| Backtests | Launch and review runs — single backtests, walk-forward, optimize, rule test, and the multi-instrument builders (cross-sectional, pairs, portfolio, portfolio-search, book). Paginated run log with deep-linkable detail. | backtesting, multi-instrument |
| Studio | A two-pane workspace: a left rail to create (Describe with AI or Start from scratch) and browse/search saved strategies; a right workspace with a Code tab (edit → validate → save → backtest) and a Copilot tab whose research chat reads the strategy’s results and proposes revisions. | Studio |
| Data | Ingest market data — Tiingo daily, Databento intraday, crypto — with a cost-estimate confirm, a progress bar/ETA, and per-row storage sizes. | ingestion |
| Charts | A saved-charts workspace (klinecharts): symbol + timeframe with drawings, indicators, and an optional strategy overlay (entries/exits). | the Charts tab |
| Paper | Start, monitor, and stop paper-trading sessions (IB paper or the crypto simulator); gateway controls; live telemetry and holdings. | paper trading |
| Live | The same, for real money — shown only when live trading is enabled in the edition, and behind the approve-to-live gate. | live trading |
| Sessions | The history of every paper/live session: strategies, fills, telemetry, lifecycle, with delete/clear. | paper trading |
Header controls
Section titled “Header controls”- Help (
?) — opens the Ask the docs assistant: a chat that answers technical questions about ClearEdge from this documentation (needs an Anthropic key in Settings). - Settings (gear) — manage your bring-your-own API keys, each with a Test button that confirms the key works before you rely on it; see the configuration reference.
- Gateway-health chip — at-a-glance status of the IB paper/live gateways.
- The research ladder — the scoreboard you’ll live in.
- The gauntlet — what each validation stage protects against.