Flow Editor documentation
Create, connect, validate, save, and test visual trading strategies.
The Flow Editor turns a strategy into a visual graph of nodes and connections. Use this documentation while evaluating the product or keep it open in a separate tab while you work.
Start here
- Get started with the Flow Editor to understand modes, workspace areas, and saves.
- Build an RSI Momentum Alert for a complete first strategy.
- Create a strategy when you are ready to choose a starting point.
Complete a task
Open the guides for connections, Quick add, the Inspector, variables, Settings, visual preferences, versions, Quant Hub metrics, Backtests, and replay.
Understand the model
Read Flow Editor concepts to distinguish Tactical and Portfolio strategies, control and data connections, validation, saves, versions, and availability.
Browse and troubleshoot
Use the node reference for a node-specific explanation. If an action is blocked or produces an unexpected result, start with Troubleshooting.
Backtests are simulations. Read Backtests and responsible use before interpreting results.
Related documentation
- Get started with the Flow EditorUnderstand strategy modes, workspace areas, validation, and the save lifecycle before building.
- Build an RSI Momentum AlertCreate the Starter strategy, change its threshold, validate it, save it, and reopen it.
- Flow Editor node referenceBrowse every node currently available to add, with generated facts and practical guidance.