Getting Started
7 practical answers for this part of the product.
What is OttoTrader?
OttoTrader is Windows-first desktop strategy software for self-directed crypto traders. It helps you build, validate, backtest, manage, monitor, and operate trading strategies while keeping execution control in the desktop app.
Is OttoTrader mainly a website or a desktop app?
The desktop app is the main trading product. The website handles sign-up, account security, pricing, downloads, marketplace browsing, seller tools, Market Pulse, and Remote Trading Center access.
What operating system does OttoTrader support?
OttoTrader's supported desktop app is built for Windows. Use the website for your account, pricing, downloads, marketplace, Market Pulse, and Remote Trading Center access; use the Windows desktop app for strategy building, backtesting, exchange connections, and live or demo execution.
What should I do first after creating an account?
Confirm your email, set up authenticator-app MFA, download the Windows desktop app, then sign in from Settings > Account inside the desktop app.
Does OttoTrader have a guided first-run tour?
Yes. The first-run tour walks through sign-in, Demo-first exchange setup, the active context, Live Trading, Dashboard, Strategy Warehouse, Backtesting, and optional Remote Trading Center setup without placing real exchange orders.
Can I skip onboarding and come back later?
Yes. You can skip the tour, reset it from Settings > Account, or use the Quick Start Checklist while it is available.
Where do I learn the full workflow?
Use the Tutorials section on this page for step-by-step guidance. It covers setup, exchange connections, Live Trading, Strategy Warehouse, Backtesting, Settings, Marketplace, and Remote Trading Center.
Accounts, Plans, And Download
7 practical answers for this part of the product.
Does the same account work on the website and in the desktop app?
Yes. One OttoTrader account connects the website and desktop app. Your plan, trial state, seller status, marketplace purchases, cloud-backup eligibility, and Remote Trading Center access all come from that account.
Where do I download the desktop app?
Use the Download page on the website. Sign in first so the website can show the current Windows installer tied to the same update manifest the desktop app uses.
Does OttoTrader remember my desktop password between launches?
No. The desktop app can remember your email if you choose, but it does not keep your account password or authenticator code between launches. Reopening the desktop app requires a fresh sign-in.
Where do I manage account settings?
Use the website for display name, password, MFA, billing, seller setup, privacy requests, and other account details. Use the desktop Settings area for desktop sign-in, exchange contexts, AI keys, cloud backup, RTC, notifications, and logging.
What changes between Starter, Pro, and Creator?
New Starter accounts begin with a 30-day full desktop trial, including Pro-level desktop features, Remote Trading Center, and encrypted cloud backup. After the trial, Starter keeps core access with fewer advanced tools. Pro keeps the full desktop app active. Creator adds marketplace seller tools.
What happens after the Starter desktop trial?
After the trial ends, paid features such as Remote Trading Center and encrypted cloud backup turn off unless you upgrade. Your account, local desktop data, imported strategies, and owned marketplace strategies remain tied to you.
Can I still use OttoTrader if I do not sell strategies?
Yes. Selling is optional. Most users can stay focused on desktop strategy work, backtesting, live monitoring, marketplace buying, or Demo practice without becoming sellers.
Trading Safety And Product Boundaries
5 practical answers for this part of the product.
Is OttoTrader investment advice or a managed trading service?
No. OttoTrader is self-directed trading software. You choose the exchange account, strategy, pair, timeframe, risk settings, and live deployment decisions. You remain responsible for results.
Does OttoTrader support copy-trading, mirror-trading, or auto-allocation?
No. OttoTrader is not copy-trading, managed accounts, pooled execution, or hands-off capital allocation. You stay in control of the strategy, the risk settings, and the decision to run it live.
Can OttoTrader place real trades?
Yes, but only through the desktop app after you connect a Live Real exchange context and choose to run live execution. Demo mode is local simulation and is the safer place to learn or test workflows.
What safety checks should I make before live trading?
Confirm the active context, exchange, market type, mode, pair, timeframe, strategy, balance, leverage, and protection settings. If anything looks wrong, stop and use Demo or Backtesting before touching Live Real.
What legal pages are available?
The website includes Terms of Service, Privacy Policy, Marketplace Terms, Seller Terms, Seller Claims Policy, and Risk Disclosure.
Exchange Connections And API Keys
6 practical answers for this part of the product.
Where do I connect exchanges in the desktop app?
Open Settings > Exchange Connection. Choose a supported exchange tab, choose the market type available for that exchange, then use the Demo or Live Real card for the exact context you want. The desktop exchange matrix currently includes Binance, BingX, Bybit, Bitget, KuCoin, MEXC, Kraken, and Coinbase Advanced Trade. Availability may vary by market type, region, account permissions, exchange behavior, and OttoTrader release. Always treat the current desktop connection card, exchange-specific warnings, and validation state as authoritative.
What is Demo mode?
Demo mode is local simulation. It lets you practice the workflow, test strategy behavior, and learn the interface without connecting a real exchange API key or sending live exchange orders.
What does Live Real mean?
Live Real means the desktop app connects to a real exchange account for that exact exchange, market type, and mode. Real balances and orders can be involved, so use it only when you are ready.
What API key permissions should I use?
Use the narrowest permissions you need: read and trade permissions only. Do not connect withdrawal-enabled API keys to OttoTrader.
How do I switch the active trading context?
Running strategies keep their pinned runtime context, so changing the header does not silently retarget an already-running strategy session.
What is global pair search?
The desktop top bar includes a global pair search. Selecting a pair keeps Trade Setup, Chart, Manual Backtesting, and Automation aligned so you do not have to change the same symbol in several places.
Desktop Workspaces
6 practical answers for this part of the product.
What is Dashboard for?
Dashboard is the read-only overview for trading state. It summarizes PnL, open risk, usable balance, mark-to-market equity, fees, wallet movement, selected-day activity, and historical performance for the selected scope.
What is Live Trading for?
Live Trading is the operating area for Trade Setup, Chart, Active Strategies, and Open/Closed Positions. Use it for execution decisions and live account evidence after you have confirmed the active context.
What is Strategy Warehouse for?
Strategy Warehouse is where you build, save, import, export, manage, sync, and install strategies. The Library includes your custom strategies and built-in sample strategies, and sample strategies can be hidden from local choices if you do not want them listed.
What is Backtesting for?
Backtesting lets you test a strategy against historical data before running it live. Manual Backtesting is for one focused run. Automation is for broader pair, timeframe, and parameter searches when your plan includes it.
What is Settings for?
Settings is where you sign in, manage exchange connections, configure AI providers, enable Remote Trading Center, manage encrypted cloud backup, configure email notifications, and use logging tools.
What is the Decision Reason box in Trade Setup?
Decision Reason explains why the current strategy did or did not produce an entry. It should read like human trade reasoning, not a raw engine trace.
AI Assistant And Provider Keys
6 practical answers for this part of the product.
Do I need my own OpenAI or Anthropic API key?
Only if you want OttoTrader to call OpenAI or Anthropic directly from the desktop app. These are provider API keys from the OpenAI or Anthropic developer consoles, not consumer ChatGPT or Claude website logins. If you prefer not to connect API keys, Strategy Warehouse can export OttoTrader AI instructions plus a browser-AI priming prompt for use in ChatGPT, Claude, or another browser AI session.
Where do I add AI keys?
Open Settings > AI Assistant in the desktop app, choose OpenAI or Anthropic, paste the provider API key from that provider's developer console, and run Test Connection. Do not paste consumer ChatGPT or Claude login credentials.
Step by step: create your OpenAI key and use it in OttoTrader
- Create or sign in to your OpenAI developer account.
- Open the OpenAI Developer Platform and go to the API Keys page.
- Create a new secret key. If OpenAI shows a permission selector, choose the permission level you want for that key.
- Copy the key immediately and keep it somewhere safe. OpenAI secret keys are meant to stay private.
- Open the OttoTrader desktop app and go to Settings > AI Assistant.
- Choose OpenAI as the provider, paste the key into the API key field, and test the connection.
- If the connection succeeds, OttoTrader can store the key through Windows Credential Manager so you do not have to paste it every time.
- If OpenAI asks for billing or project setup before API usage works, complete that in your OpenAI account and then test the key again in OttoTrader.
Step by step: create your Anthropic API key and use it in OttoTrader
- Create or sign in to your Anthropic Console account.
- In the Anthropic Console, open Account Settings and generate an API key for the workspace you want to use.
- Copy the key and store it safely. Anthropic API keys are private credentials and should not be shared.
- Open the OttoTrader desktop app and go to Settings > AI Assistant.
- Choose Anthropic as the provider, paste the API key into the key field, and test the connection.
- If the test succeeds, OttoTrader can store the key through Windows Credential Manager for easier future use.
- If Anthropic requires billing, workspace setup, or usage approval before the API responds normally, complete that setup in the Anthropic Console and then test the key again in OttoTrader.
Does OttoTrader store AI keys safely?
On Windows, OttoTrader can store supported AI and exchange credentials in Windows Credential Manager. Your OttoTrader account password and MFA code are still not stored between desktop launches.
Is the AI Assistant just a chatbot?
No. The AI Assistant is tied to OttoTrader workflows. It can help draft or revise custom strategies, explain current strategy logic, export OttoTrader-specific AI instructions plus a browser-AI priming prompt for external tools, and feed validated JSON back into the Strategy Warehouse Code tab, but you still review changes before applying them.
Strategy Warehouse And Marketplace
6 practical answers for this part of the product.
Can users share strategy JSON files across tiers?
Yes. Strategy JSON files can be exported and shared freely between OttoTrader users. Plan limits still apply to features such as automation, encrypted cloud backup, RTC, and seller publishing.
Where do bought strategies appear in the desktop app?
Owned marketplace strategies appear in Strategy Warehouse > Bought Strategies after you sign in and refresh your owned catalog. You can install the latest local copy, review metadata, and remove the local copy without deleting ownership from your account.
What does a buyer see for a protected strategy?
Buyers see seller-provided listing details, supported exchanges and markets, validation notes, version history, buyer-safe Public Report context, and verified owner reviews. OttoTrader does not expose protected strategy configuration, internal builder logic, private configs, importable JSON, exact reconstruction data, Full Reports, machine details, or AI prompts.
How does a seller publish a strategy?
Creator sellers apply and complete payout onboarding on the website, build and save the strategy in the desktop Strategy Warehouse, use Sync To Seller Studio, then finish listing details, Public and Full Report uploads, version management, and review flow in Seller Studio. Creator tier access does not automatically approve seller status.
Can a public marketplace report reveal hidden strategy internals?
No. Public Report export is buyer-facing, redacted, and non-importable. It intentionally omits protected strategy configuration, builder logic, private configs, exact reconstruction data, source logic, AI prompts, and import payloads. Full Report is private for OttoTrader review and retesting.
Why are pricing and marketplace flows on the website?
Billing, checkout, ownership, seller approval, listing review, and payout setup are safer and clearer on the website. The desktop app stays focused on strategy work, testing, and execution.
Backtesting And Reports
5 practical answers for this part of the product.
Should I backtest before live trading?
Yes. Backtesting is not a guarantee, but it helps you understand behavior, costs, risk, and weak assumptions before you run a strategy live.
What is Manual Backtesting?
Manual Backtesting is a focused test for one strategy, pair, timeframe, date range, and risk setup. Use it when you want to understand one idea deeply.
What is Backtesting Automation?
Automation runs wider searches across selected pairs, timeframes, and strategy settings. It follows plan access and can use validation modes such as train/test, rolling validation, or bounded walk-forward windows.
What is the difference between Full Report and Public Report?
Full Report is private for review, retesting, and strategy restoration, and may include importable strategy context. Public Report is marketplace-facing, buyer-safe, non-importable, and removes protected strategy configuration, builder logic, private configs, exact reconstruction data, and import payloads.
Can I import a report back into OttoTrader?
Use Full Report or a Strategy Warehouse JSON export when you need an importable strategy file. Public marketplace reports intentionally do not carry importable protected strategy internals.
Remote Trading Center
6 practical answers for this part of the product.
What is Remote Trading Center?
Remote Trading Center, or RTC, is a website companion view for your own desktop app. It can show desktop runtime state and queue guarded commands, but the website is not a browser trading engine.
What has to be true before RTC actions work?
The desktop app must be open, signed in, awake, connected to the account, and RTC-enabled from Settings > Account. The website also needs a fresh snapshot and successful Test Connection, and live-impacting commands require recent MFA verification.
What can RTC do from the website?
RTC can refresh stats, show a Live Dashboard, show live/demo positions and active strategies, dry-run actions, request close/stop/resume commands, update TP/SL where supported, and request editable strategy config changes when the desktop allows it. The website queues the request; the desktop validates and executes.
Does RTC send my exchange API keys to the website?
No. Exchange API keys stay on the desktop app. The website queues guarded commands, and the desktop validates device identity, target identity, exchange, market type, mode, state version, RTC-enabled state, and current local runtime state before executing anything.
Why do RTC commands need Test Connection and MFA?
Test Connection proves the command queue can reach your desktop and refreshes the snapshot. Real close, stop, resume, protection, and config commands require recent MFA verification because they can affect live trading state.
Why might RTC tell me to try again later?
RTC rate-limits repeated command attempts. If you press actions too quickly or retry failures repeatedly, the website may ask you to wait before trying again.
Security, Data, And Help
4 practical answers for this part of the product.
Is OttoTrader taking security seriously?
Yes. OttoTrader uses account authentication, email confirmation, authenticator-app MFA, website session controls, Windows Credential Manager for supported desktop credentials, encrypted cloud backup for eligible accounts, and guarded RTC commands.
What does encrypted cloud backup do?
Eligible accounts can sync an encrypted desktop workspace backup to OttoTrader so a new desktop install can restore the saved workspace before automatic backup resumes.
Where does Market Pulse fit?
Market Pulse is website market context. It can help you stay informed, but it is not trade advice and does not replace your own strategy testing or risk review.
Where can I get help?
Start with this FAQ and the Tutorials section. For account, billing, marketplace, or access questions, use the website contact flow so the issue can be routed with the right account context.
Practical guides for the full OttoTrader workflow.
Use these guides when you move from product understanding into actual setup, desktop operation, website account work, and day-to-day use.
Learn OttoTrader with clear step-by-step guides.
Use these guides when you want practical help with desktop onboarding, exchange setup, Live Trading, Strategy Warehouse, backtesting, Remote Trading Center, marketplace workflows, AI providers, and account-based features.
First RunStart safely in the desktop appUse this path when you are opening OttoTrader for the first time. It explains sign-in, the left sidebar, Demo-first setup, and the parts of the app you should understand before touching Live Real.
Sign in before setup workThe desktop app needs your OttoTrader account before account-linked features can work.
- Launch OttoTrader desktop and wait for startup, safety, and account-loading prompts to finish.
- Open Settings > Account from the left sidebar.
- Sign in with the same OttoTrader account you use on the website. Complete MFA if your account requires it.
- Let OttoTrader finish account checks, entitlement checks, cloud-backup restore checks, and restored desktop-state loading before changing settings.
- Use Reset Onboarding in Settings > Account if you want to run the guided tour again later.
Read the left sidebar correctlyThe sidebar is the map of the desktop app. Expand each area only when you need its nested pages.
- Dashboard is the read-only account and performance overview.
- Live Trading contains Trade Setup, Chart, Active Strategies, and Open/Closed Positions.
- Strategy Warehouse contains Library, Bought Strategies, and the Strategy Warehouse AI Assistant.
- Backtesting contains Manual and Automation.
- Settings contains Account, Exchange Connection, Email Notifications, AI Assistant, and Logging.
- Use the top bar active context dropdown and global pair search to keep your current workspace aligned.
Use Demo before Live RealDemo mode lets you learn the workflow without sending real exchange orders.
- Open Settings > Exchange Connection.
- Choose an exchange, then choose Spot or Futures.
- Use the Demo card first if you are learning, testing, or following the onboarding tour.
- Use Live Real only after you understand the strategy, pair, timeframe, balance, market type, and risk settings.
- Never connect an exchange API key with withdrawal permission enabled.
Getting ConnectedHow to connect to exchangesStart here before you trade, test, or automate anything. Exchange setup lives inside Settings > Exchange Connection, where each card represents one exact exchange, market type, and mode.
Understand Demo and Live Real firstOttoTrader uses two main exchange-connection modes here, and choosing the right one is the difference between safe practice and live execution.
- Use Demo for local simulation, learning, and workflow testing.
- Use Live Real only when you want the desktop app to connect to a real exchange account.
- Choose a supported exchange tab, choose the market type available for that exchange, then work inside the Demo or Live Real card that matches your intent. The desktop exchange matrix currently includes Binance, BingX, Bybit, Bitget, KuCoin, MEXC, Kraken, and Coinbase Advanced Trade. Availability may vary by market type, region, account permissions, exchange behavior, and OttoTrader release. Always treat the current desktop connection card, exchange-specific warnings, and validation state as authoritative.
- Click Use This Context only when you want that exchange environment to become the active OttoTrader context.
- Changing the active context does not silently retarget strategies that are already running. Running strategies keep their pinned exchange, market type, mode, client, and pair.
Connect Binance safelyBinance is the most direct exchange connection in OttoTrader. The important part is creating the API key with the right permissions and no withdrawal access.
- Log in to Binance, open API Management, and create a new API key for OttoTrader.
- Complete Binance security checks and copy the API Key and Secret Key when Binance shows them.
- Enable only the permissions OttoTrader needs. Use read and trade permissions only. Do not enable withdrawals.
- Back in OttoTrader desktop, open Settings > Exchange Connection, choose the Binance tab, choose Spot or Futures, then open the Live Real card you want. Paste the API Key and API Secret there and click Connect.
- Use the card's Use This Context action when you want that Binance environment to become the active OttoTrader trading context.
- If you are only testing, prefer Demo before touching Live Real.
Connect BingX safelyBingX follows the same OttoTrader connection pattern, with the same principle of separating safe Demo work from Live Real execution.
- Log in to BingX, open API Management in your account area, and create a dedicated API key for OttoTrader.
- Copy the API Key and Secret Key from BingX after the key is created.
- Keep permissions as narrow as possible. As with Binance, OttoTrader should not be connected to a withdrawal-enabled API key.
- In OttoTrader desktop, open Settings > Exchange Connection, choose the BingX tab, choose the market type you want, then use the Live Real card for that exact environment. Paste the API credentials there and click Connect.
- Use Use This Context on the BingX mode card when you want OttoTrader to switch the active workspace into that connected environment.
- If you are validating a workflow or learning the interface, keep that work in Demo before moving any BingX context into Live Real.
Use other supported exchange tabsOttoTrader's desktop exchange matrix includes additional exchange contexts beyond Binance and BingX.
- Open Settings > Exchange Connection and choose the supported exchange tab you intend to configure.
- The desktop exchange matrix currently includes Binance, BingX, Bybit, Bitget, KuCoin, MEXC, Kraken, and Coinbase Advanced Trade. Availability may vary by market type, region, account permissions, exchange behavior, and OttoTrader release. Always treat the current desktop connection card, exchange-specific warnings, and validation state as authoritative.
- Confirm the market type, mode, and pair universe shown for that exchange before using Demo or Live Real.
- Use read and trade permissions only, never withdrawal permissions, and confirm whether regional or account-level permissions limit a market type before Live Real use.
- If an exchange-specific feature is unavailable or behaves differently, treat the desktop validation and warning state as authoritative.
Desktop WorkspaceDashboardDashboard is the read-only desktop overview. Use it to understand trading state before opening controls that can change positions or strategies.
Read today's trading stateUse Dashboard as the fastest way to understand whether the current session is healthy before drilling into trading controls.
- Start with Realized PnL Today, Closed Trades Today, Win Rate Today, Open Positions, Open Unrealized PnL, Usable Balance, Session Fees, Recent Cash Delta, Mark-to-Market Equity, Best Day, Worst Day, and estimated max drawdown.
- Read Mark-to-Market Equity as usable balance plus capital reserved in open positions plus open unrealized PnL. For example, 8,500 usable + 1,500 reserved + 495 unrealized is about 10,495 current equity.
- Use the Scope selector to switch between the current exchange context and all loaded contexts, then confirm the exchange, market type, mode, and balance asset shown near the top match what you intended to review.
- Treat Dashboard as a read-only overview. Use Live Trading when you need to act on a position or strategy.
Review past activityThe calendar and activity table let users inspect a specific trading day without losing the current live context.
- Pick a date in the Trading Calendar to see realized PnL, trade count, wins, losses, and win rate for that day. Green/red heatmap shading highlights profitable and losing historical days.
- Use the activity table to review the selected day's closed trades, side, PnL, PnL percent, and strategy attribution.
- Use the mark-to-market equity curve and the cash-flow metrics together to understand whether the session result came from trading, fees, or external wallet movement.
- OttoTrader keeps a timestamped local workspace snapshot fresh when runtime state changes and includes dashboard history metadata in encrypted cloud backup payloads.
Desktop WorkspaceLive TradingLive Trading is the execution workspace. It groups Trade Setup, Chart, Active Strategies, and Open/Closed Positions into one operating area.
How to use Live Trading safelyThe best Live Trading workflow starts with a connected session, a confirmed pair, and a strategy you already understand.
- Connect to an exchange in Settings > Exchange Connection and choose the correct market type and mode before you do anything else.
- Use the top bar active context dropdown and global pair search to choose the exchange context and pair you intend to work on.
- Confirm the same pair and timeframe in Trade Setup, then open Chart to verify visual market context.
- Choose a saved strategy or custom strategy configuration that you already validated in Backtesting.
- Use Demo first when you are checking behavior, then move to Live Real only when the strategy, pair, and risk assumptions are already understood.
What to check before you start live executionOttoTrader is a self-directed trading tool, so the user still owns the decision to deploy anything live.
- Make sure the strategy parameters and exchange mode are exactly the ones you intend to run.
- Confirm your account has enough available balance and that you understand whether the strategy is running on Spot or Perpetual Futures.
- If you restored or resumed a strategy, use Active Strategies to manage the live session from the current row state.
- Treat Live Trading as the place where execution decisions happen, not as the place where a strategy is first discovered.
Use Decision Reason before actingDecision Reason turns raw strategy state into plain-language trading context.
- Open Trade Setup and select the strategy, pair, timeframe, and risk settings you want to review.
- Read Decision Reason after the strategy evaluates. It should explain whether conditions passed, which condition failed, and whether an open trade is already present.
- Use the explanation as a check, not a command. If the reason does not match what you expected, review the strategy settings, chart, and current open position before taking action.
Live TradingChartChart keeps the selected pair's TradingView chart and order-flow context separate from execution controls.
Verify chart and order-flow contextUse Chart as the visual context layer before and during live operation.
- Open Live Trading > Chart after selecting a pair with the global pair search or Trade Setup controls.
- Confirm the TradingView chart matches the same symbol, timeframe, exchange, market type, and mode you intend to trade.
- Use TradingView for visual market context and indicators while keeping execution controls outside the chart.
- On smaller monitors, scroll inside the Chart workspace to reach the TradingView and order-flow sections after expanding or collapsing them.
- Use the order-flow panel as context only. Entries, exits, strategy controls, and account actions remain in Trade Setup, Active Strategies, or Open/Closed Positions.
Top BarGlobal pair searchGlobal pair search helps you pick one market and keep the major workspaces aligned.
Find and load a pair onceUse the top bar search when you know the market you want and do not want to repeat the same selection in several places.
- Confirm the active context dropdown first, especially exchange, market type, and Demo or Live Real mode.
- Search for the pair in the top bar and select the market you want.
- OttoTrader keeps Trade Setup, Chart, Backtesting > Manual, and Backtesting > Automation aligned with the selected pair.
- After switching pairs, review the chart, strategy settings, timeframe, and risk controls again before starting live or demo activity.
Live TradingActive StrategiesActive Strategies is a Live Trading subtab and the control room for what OttoTrader is already running. It is the right place to monitor and intervene after execution has started.
Monitor live strategy sessionsOnce a strategy is running, Active Strategies gives you the cleanest cross-session view.
- Open Live Trading > Active Strategies to review running strategies across your connected contexts.
- Use the list to verify which exchange, pair, and strategy are active before making changes.
- Use the destructive bulk controls with care: Stop Selected Strategy handles one row, Force Stop can close the selected strategy's managed position too, and Stop All Strategies can stop every active or staged strategy after asking whether managed positions should also be closed.
- Use See Health on a row to open a live strategy-health popup with score, drift warnings, slippage proxy, filter notes, and news-risk cues.
- Prefer this tab over scattered manual checks when you need a central live-status view.
Resume or stop a strategyThis tab is also where OttoTrader expects you to manage restored or paused sessions.
- Select the strategy row you want to control.
- Use Resume Selected Strategy when OttoTrader indicates a saved or restored strategy needs to be resumed from the active-session workflow.
- Use Stop Selected Strategy when you intentionally want to end the live session.
Live TradingOpen/Closed PositionsOpen/Closed Positions is the Live Trading account-health view. It shows whether your trading session still has protection coverage, open positions, and closed-trade history behaving the way you expect.
Read protection stateThis is where you quickly sanity-check account condition before or during live operation.
- Start at Protection Health. OttoTrader surfaces whether visible positions have native protection, local-only protection, or need attention.
- Use the display controls to decide whether demo positions are visible and whether the table should focus only on the selected exchange context.
- If the numbers do not match your expectations, stop and investigate before continuing live action.
Use open and closed positions to verify behaviorThis area helps you understand whether live execution matched the strategy logic you expected.
- Use Open Positions to inspect current entries, protection posture, TP/SL projected dollar impact, and live control actions. On smaller monitors, use the left/right table arrows or horizontal table scrollbar to reach every risk column, and hover clipped cells to read the full value.
- Use Close Selected Position when you only want to close one trade, or Close All Positions when you are certain every loaded position should be exited at once.
- Watch for the Closing All Positions spinner when a destructive bulk close is already in progress so you know OttoTrader is still working.
- Use Closed Trades to review entries, exits, margin usage, leverage, and realized performance after positions finish.
- Treat Open/Closed Positions as the evidence layer for real execution, not just an afterthought.
Desktop WorkspaceStrategy WarehouseStrategy Warehouse is where users build, save, import, export, refine with AI, and manage protected marketplace strategies they already own.
Build and save a custom strategyThe custom builder is designed for deterministic strategy construction, not vague idea collecting.
- Open Strategy Warehouse and use the Visual Builder tab to define lifecycle, execution model, blocks, and risk settings.
- Use the Code tab when you want to paste OttoTrader strategy JSON from an external AI or another trusted source and validate it locally before loading it back into the builder.
- Save the strategy with a clear name once the configuration is coherent. OttoTrader uses saved names across Live Trading, Backtesting, exports, and reports.
- Use Strategy Warehouse > Library to review custom strategies and built-in sample strategies. Deleting a built-in sample hides it from local strategy choices on that device.
- Use Import JSON/HTML and Export Strategy when you need to move configurations between environments or keep a portable copy, and use See Health to inspect the selected strategy's closed trades across exchange contexts.
- Strategy JSON files can be shared freely between OttoTrader users, including across different plan tiers.
Use the AI Assistant without breaking the builderOttoTrader's AI Assistant is grounded to the current custom-strategy contract, so the safest use is still deliberate and reviewed.
- If you want OttoTrader to call the model directly, connect OpenAI or Anthropic first in Settings > AI Assistant.
- Use provider API keys from the OpenAI or Anthropic developer consoles. These are not consumer ChatGPT or Claude website logins, and they should stay out of reports, logs, exports, marketplace listings, and public content.
- If you do not want to use API keys, use Export AI Instructions inside Strategy Warehouse > AI Assistant. OttoTrader prepares both the upload file and a browser-AI priming prompt for the selected builder mode.
- Paste that priming prompt first, let the AI confirm it understands the attached OttoTrader rules, then send your real strategy request as the next browser-AI message.
- Use the AI Assistant side tab inside Strategy Warehouse to create a fresh strategy, revise the current builder logic, or explain what the current builder already contains.
- Paste external-AI JSON into Strategy Warehouse > Code and run Validate Code before applying it into the Visual Builder.
- Review the generated strategy payload before applying it. OttoTrader repairs common AI near-misses locally, but your review still matters.
List a desktop strategy on the marketplaceMarketplace listings start with your OttoTrader account, seller setup, and a saved desktop strategy that you intentionally sync into Seller Studio.
- Start on the website with a Creator account, open Seller Studio, complete the seller application, and finish Stripe payout onboarding so OttoTrader can pay you when a listing sells.
- Move to the desktop app and build the strategy in Strategy Warehouse. Save it into your local Library with a clear name, because that saved library entry is what OttoTrader can sync into your seller workspace.
- Stay signed in with the same OttoTrader account on desktop, then use Sync To Seller Studio on the saved strategy. This pushes the desktop strategy into the website seller library tied to your account.
- Return to the website and open Seller Studio. You will find the synced strategy in your seller library or strategy draft area, ready to be turned into a real marketplace listing.
- Open that synced strategy, add the listing details OttoTrader needs such as title, price, description, supported markets, validation context, and version notes, then submit it for review or publish it when allowed.
- After the listing is live, manage future edits and releases from Seller Studio. If you improve the strategy on desktop later, sync the newer version again and publish the updated marketplace version from the website.
Install and review bought strategiesProtected marketplace strategies live separately from your editable local builder content.
- Open Strategy Warehouse > Bought Strategies to refresh your owned strategy catalog from the website.
- Use Install Latest when you want the latest protected package or metadata version available locally.
- Use Save As New only when OttoTrader allows safe local derivation from the owned package.
- Use Remove Local Copy to remove the local installed copy without deleting the ownership itself from your account.
- Use See Health to inspect closed-trade performance for the selected bought strategy without exposing protected seller logic.
- Expect protected marketplace strategies to hide internal builder logic from website listings, exports, public reports, and AI explanations.
Desktop WorkspaceBacktestingBacktesting is where strategy trust is earned. OttoTrader supports both focused manual runs and broader automation workflows with report output that preserves the actual research story.
Run a manual backtestManual mode is the fastest way to test one strategy idea and understand what it really does.
- Open Backtesting > Manual and confirm the global pair search selected the pair you want. Change it in the top bar if needed.
- Configure the strategy, timeframe, date range, and risk settings you want to study.
- Choose a Realism & Credibility preset, then adjust fee, slippage, spread, deterministic entry partial-fill quantity reduction, futures funding, liquidation, and advanced assumptions for the run. Partial fills are simulation estimates, not tick-level order-book queue guarantees.
- Run a manual backtest to inspect net performance, train/test or walk-forward validation, Monte Carlo robustness, and overfit warnings before scaling the idea into broader automation.
- Use the chart, summary metrics, and execution details together so one headline number does not carry the whole decision.
Use automation backtestingAutomation backtesting is for broader parameter and context sweeps once the strategy already makes sense.
- Open Backtesting > Automation.
- Remember that Automation follows your paid OttoTrader tier and is available on Pro and Creator accounts.
- Choose automation pairs, candidate settings, locked fields, validation mode, and credibility scope.
- Final winners only is the default for heavier credibility checks because Monte Carlo and deeper validation can slow large searches.
- Use automation when you want to compare multiple pairs, timeframes, or overrides around a strategy through one broader search workflow.
Export and reuse HTML reportsOttoTrader's HTML reports are meant to be visually strong and detail-rich enough to preserve real research, not just dump a few headline metrics.
- Use Export HTML Report after a run when you want a portable report that keeps the result story, not just the raw numbers.
- Choose Full Report for private review, retesting, and importable strategy context.
- Choose Public Report for marketplace-facing, buyer-safe, non-importable performance context that omits protected strategy internals, builder structure, source logic, private configs, exact reconstruction data, AI prompts, and import payloads.
- Review the Realism & Credibility Assumptions, Validation/Robustness/Overfit Checks, Execution Cost Breakdown, and futures funding/liquidation sections so you can compare gross results, net results, fees, slippage, spread, funding, liquidation, validation, Monte Carlo, and overfit risk.
- Use Import From HTML Report only with reports that include importable strategy data, such as a Full Report. Public marketplace reports intentionally omit protected import data and should not be used as reconstruction files.
- Treat the HTML report workflow as part of your research discipline, especially when you want to compare iterations over time.
Website CompanionRemote Trading CenterRemote Trading Center lets an eligible signed-in website session monitor its own desktop app and queue guarded remote actions without moving exchange API keys into the website.
Enable RTC from desktop firstRTC starts on the desktop because the desktop owns exchange credentials and execution.
- Open OttoTrader desktop, sign in, and unlock the desktop session.
- Open Settings > Account and enable Remote Trading Center.
- Publish or refresh the desktop snapshot if the page tells you the website has not seen this device yet.
- Leave the desktop app open and awake. RTC cannot execute commands through a closed or sleeping desktop.
- Open the website Dashboard, then Remote Trading Center.
Run Test Connection before actionsThe website needs fresh proof that the command queue can reach the desktop.
- Click Test Connection on the RTC page.
- Wait for the desktop to acknowledge the test and refresh its snapshot.
- If you retry too quickly, wait for the short cooldown before pressing the button again.
- When the test succeeds, RTC can show fresher state and unlock eligible controls.
Use Live Dashboard and Live Trading viewsRTC is split between a summary view and guarded action views.
- Use Live Dashboard to review connected exchange contexts, open positions, active strategies, exposure, PnL, and desktop freshness.
- Use Live Trading when you need position risk cards, active strategy cards, command history, and guarded actions.
- Select a compact position or strategy card on the left to open its detail panel on the right.
- Use Refresh Stats when you want the desktop to publish updated runtime stats.
- Use dry-run actions before real actions when you want the desktop to validate target state without changing it.
Understand real RTC commandsReal RTC actions are guarded because they can affect positions or running strategies.
- Real close, stop, resume, protection, and editable config commands require recent MFA verification on the website.
- The website queues a command. The desktop then validates device identity, target identity, exchange, market type, mode, state version, RTC enabled state, and current local runtime state.
- If the target state differs from the website snapshot, the desktop rejects the command and asks you to refresh RTC.
- Protected strategy internals stay hidden. RTC cannot expose or edit hidden protected configs unless a future protected-delivery contract explicitly allows it.
Desktop WorkspaceSettingsSettings is where OttoTrader desktop becomes account-aware, exchange-aware, and provider-aware. This is where you sign in, manage exchange contexts, connect AI tools, configure notifications, and manage logging.
Sign in and unlock desktop featuresOttoTrader desktop expects account sign-in before protected ownership sync and account-linked capability checks can work properly.
- Open Settings and then the Account subtab.
- Sign in with the same OttoTrader account you use on the website.
- Complete MFA if your account requires it. OttoTrader asks for your password and authenticator code again after a fresh app reopen, so the desktop account session is not silently remembered between launches.
- Once signed in, account-linked flows such as owned-strategy sync, tier-aware automation, and encrypted cloud backup eligibility become available.
- If you are on Pro or Creator, restore your saved cloud workspace first on a fresh machine, then enable encrypted cloud backup in Settings > Account and choose how often OttoTrader syncs your desktop workspace to your account. Use the Review Cloud vs Local action whenever you want to compare both copies before choosing which one stays authoritative.
- Enable Remote Trading Center here only when you want the website to receive desktop state and queue guarded commands for this desktop.
Use the Exchange Connection subtab cleanlyExchange setup lives in one dedicated place so trading workspaces can stay focused on strategy review, monitoring, and execution.
- Open Settings > Exchange Connection.
- Choose the supported exchange tab you intend to configure. The desktop exchange matrix currently includes Binance, BingX, Bybit, Bitget, KuCoin, MEXC, Kraken, and Coinbase Advanced Trade. Availability may vary by market type, region, account permissions, exchange behavior, and OttoTrader release. Always treat the current desktop connection card, exchange-specific warnings, and validation state as authoritative.
- Inside that exchange, choose Spot or Futures from the market subtabs.
- Use the Demo and Live Real cards to connect, disconnect, set demo balance, or mark a context as the one OttoTrader should actively use.
- Treat each card as one exact exchange context. If you are not sure where you are about to connect, stop and confirm the exchange tab, market subtab, and mode card before pressing Connect.
Add your OpenAI API keyOttoTrader uses the OpenAI API, not a ChatGPT website subscription, so the API key must come from the OpenAI platform side.
- Log in to the OpenAI platform and open the API key page.
- Create a secret API key there and copy it immediately when OpenAI shows it.
- In OttoTrader desktop, open Settings > AI Assistant, choose OpenAI as the provider, paste the key, and click Test Connection.
- If the test succeeds, OttoTrader can keep the key in the current session or store it more securely through Windows Credential Manager depending on your setup.
Add your Anthropic API keyAnthropic setup follows the same desktop flow, but the key comes from the Anthropic console and uses separate billing from any consumer Claude subscription.
- Log in to Anthropic, open the Console, and go to the API key area in your account or workspace settings.
- Create an API key and copy it from the console.
- In OttoTrader desktop, open Settings > AI Assistant, choose Anthropic as the provider, paste the key, and click Test Connection.
- Only keep the provider connected if the model and billing side are both set up the way you expect.
Use Email Notifications and Logging settingsThese settings help you turn OttoTrader from a local tool into an operational workspace with notifications and traceability.
- Use the Email Notifications subtab to configure destination email and start the email notification service when you want event visibility outside the desktop window.
- Use the Logging subtab when you want to export, inspect, or preserve the operational record around what OttoTrader has been doing.
- Keep Logging especially close when you are comparing automation runs, debugging a strategy issue, or explaining live behavior after the fact.
WebsiteWebsite account, marketplace, and helpThe website handles account management, downloads, marketplace discovery, seller tools, Market Pulse, legal pages, and support paths around the desktop app.
Use the website for account operationsAccount and billing work belongs on the website, not inside trading controls.
- Use the website to sign up, confirm email, set up MFA, change password, manage billing, and download the desktop installer.
- Use the Account page for security settings, privacy requests, seller status, and workspace tabs such as Tutorials.
- Use the desktop app for live strategy work, backtesting, exchange connections, and execution.
Buy and install marketplace strategiesMarketplace discovery happens on the website; installation and operation happen in the desktop app.
- Browse marketplace listings on the website and read supported markets, validation notes, version history, and seller-provided details.
- Purchase only after you understand that OttoTrader does not provide investment advice and that marketplace strategies are still self-directed software tools.
- Open the desktop app, sign in with the same account, then go to Strategy Warehouse > Bought Strategies.
- Refresh owned strategies and install the latest package locally.
- Use the installed protected strategy according to the delivery modes and install notes shown by the package.
Publish as a Creator sellerCreator publishing uses both desktop strategy work and website seller tools.
- Use a Creator account and complete seller setup on the website, including the required payout onboarding.
- Build and save the strategy in desktop Strategy Warehouse.
- Use Sync To Seller Studio from the saved desktop strategy.
- Return to Seller Studio on the website to add listing copy, price, supported markets, validation context, version notes, and review details.
- Publish or submit for review when the listing is ready. Future desktop improvements should be synced again before releasing a new marketplace version.
Use Market Pulse as context onlyMarket Pulse helps with market awareness but does not replace your own testing.
- Read Market Pulse when you want market context around crypto, macro, regulation, exchange activity, stablecoins, or AI-linked narratives.
- Do not treat Market Pulse as a signal to run a strategy live.
- Use Backtesting, Demo, Dashboard, Live Trading state, and your own risk review before deploying anything.
