Quickstart Guide

Get up and running with Stratify in just 5 minutes. This guide will walk you through creating your account, adding stocks to a watchlist, and running your first backtest.

Step 1: Create Your Account (2 minutes)

Let's get your Stratify account set up:

1. Visit localhost:3000/register
2. Fill out the registration form:
   • Enter your email address
   • Create a strong password (minimum 8 characters)
   • Confirm your password
3. Click "Sign Up"
4. Check your email for a verification link (check spam folder if needed)
5. Click the verification link to activate your account
6. Log in at localhost:3000/login

Step 2: Add Stocks to Your Watchlist (1 minute)

Once you're logged in, you'll see the dashboard. Let's add some stocks to track:

1. Click "Watchlists" in the sidebar navigation
2. You'll see a default watchlist already created for you
3. Click the "Add Symbol" button
4. In the search box, type a stock symbol (try these popular ones):
   AAPL - Apple

   TSLA - Tesla

   NVDA - Nvidia

   MSFT - Microsoft

   GOOGL - Google

   SPY - S&P 500 ETF
5. Click on a stock from the search results to add it to your watchlist
6. Repeat to add 3-5 stocks you're interested in tracking

You'll now see real-time prices, percentage changes, and market data for all your selected stocks. The watchlist automatically updates throughout the trading day.

Step 3: Run Your First Backtest (2 minutes)

Now let's test a trading strategy on historical data:

1. Click "Backtesting" in the sidebar navigation
2. You'll see 4 pre-built template strategies. Click "Run Backtest" on the "Momentum - RSI & MA Crossover" strategy
3. Configure your backtest with these simple settings:
   Symbol: AAPL

   Start Date: 2024-01-01

   End Date: 2024-12-31

   Initial Capital: $100,000
4. Leave all other settings at their defaults
5. Click "Run Backtest" at the bottom
6. Wait 10-30 seconds while Stratify simulates the strategy on a full year of trading data

View Your Results

Once complete, you'll see detailed results including:

What's Next?

Congratulations! You've created your account, built a watchlist, and run your first backtest. Here's what to explore next:

Quick Reference