ALGOBEE / USER GUIDE
Know your workspace.
Understand every step.
From connecting an account to investigating a basket and monitoring execution. A practical guide to the controls and views in AlgoBee.
Search within this guide.
01 / GUIDE
Your first workspace
Start with a workspace you can inspect before enabling execution.
- Open AlgoBee and sign in. Choose Workspace in the app navigation.
- Open Sources. Configure the required connection and node, then check that the intended account is available.
- Add Instruments, Strategies, Orders, Trades and Risk Overview panels. Keep the order and account views visible while configuring execution.
- Add an instrument and confirm its venue, bid/ask and update time. A populated table alone does not establish that a connection is current.
- Create or load a strategy. Review its legs, accounts, quantities, order settings and session schedule before starting it.
- Save the workspace from the workspace menu. Use Save As New Workspace to keep a separate layout for another workflow.
02 / GUIDE
Sources, nodes & accounts
A source connects to a venue or data provider. A node runs the connection or strategy. An account identifies the trading account used for orders and positions. Check all three when the same instrument is available in several places.
- Open the source configuration from Sources.
- Complete the fields required by that connector, including credentials and node selection where applicable. The available fields differ between providers.
- Save the configuration and inspect the connection status and account data.
- Review the account assigned to each strategy leg; do not infer it from the symbol alone.
Connection status, market data availability and account data availability are separate checks. A connected price feed does not prove that private account updates or order submission are working.
03 / GUIDE
Workspaces & panels
Use a small set of panels for the job at hand. The desktop workspace supports docked panels and tabs; saving a layout preserves your workspace arrangement.
| Panel or view | Use it to |
|---|---|
| Instruments | Compare quotes, venues and the available instrument metrics. |
| Strategies | Inspect strategy state, configuration and execution controls. |
| Charts / NAV | Examine instrument or strategy series and their selected time periods. |
| Orders / Trades | Distinguish working instructions from recorded executions. |
| Accounts / Risk Overview / Position Risk | Review balances, positions, exposure and the availability of account data. |
| Research / Baskets | Investigate relationships and basket composition in dedicated views. |
For execution, put Strategies beside a chart with Orders and Trades beneath. For monitoring, give accounts and risk more space. For basket research, use the dedicated Baskets view rather than squeezing the analysis into a trading layout.
04 / GUIDE
Instruments & market data
Use the Instruments panel search to select the instrument from the intended source. Similar symbols can represent different contracts, currencies or venues.
- Check the symbol, source and contract details before using an instrument as a strategy leg.
- Review price increments and quantity conventions in instrument configuration. A displayed price is not the same as the notional value of a contract.
- Check the selected timeframe, history coverage and any normalized or funding view before comparing charts.
- If a value is missing, inspect the source and selected instrument before changing strategy settings.
05 / GUIDE
Configure & control strategies
Use the Strategies panel to create or select a strategy, then open its configuration. Fields and tabs depend on the strategy type.
- Identify it: give the strategy a descriptive name and verify its node.
- Check each leg: instrument, venue, account, direction and quantity or ratio.
- Review execution: order type, price increments and the strategy-specific order settings. Venue support varies.
- Review timing: session template, start/stop schedule and automatic startup settings where shown.
- Save and inspect: confirm the saved values before starting, then watch orders, trades and positions.
| Action | What to understand |
|---|---|
| Start / Stop | Changes the strategy’s running state. Stopping is a separate action from requesting that positions be closed. |
| Close Strategy Positions | Sends a close-position request to the strategy node. Verify the resulting orders, fills and remaining positions. |
| Reset Strategy | Requests a reset of strategy state. This is a maintenance action, not a substitute for checking account exposure. |
| Clone Strategy | Creates a configuration to review separately. Recheck names, accounts, sizing and scheduling before use. |
06 / GUIDE
Basket research & relative value
Open Baskets in the app navigation. The basket view brings together template composition, analysis, relative value and history.
- Choose the basket or template and inspect its constituent legs and holdings.
- Review the history period and data coverage. Resolve missing constituents before interpreting aggregate results.
- Open Relative Value to compare the current cross-section, premium measures, factor exposures and residual signals.
- Use the diagnostic tables and charts to understand what drives a ranking. A “cheap” or “rich” label describes the selected model’s comparison.
- Review the backtest assumptions before translating research into a strategy configuration.
07 / GUIDE
Research / Spread Lab
Open Research from the app navigation. Select the instruments and analysis settings, submit the research job, then inspect the returned results and history coverage.
Use the available relationship, hedge-fit and pair-analysis tools to investigate a hypothesis. Check the date range, sampling interval, data alignment and model settings when comparing runs. A fitted relationship can change outside the period used to estimate it.
Research is a separate step from live strategy control. Review the chosen instruments, leg ratios, accounts and execution settings in the strategy configuration before starting a strategy.
08 / GUIDE
Risk, orders & trades
Keep account state and execution activity visible together. A strategy-level number and an account-level number may cover different positions or use different valuation conventions.
- Risk Overview: inspect each account’s margin use, exposure, timestamps and missing-data status. Unavailable data should not be read as zero risk.
- Orders: review side, quantity, price, strategy, account and fill state. Check the selected filters if an expected order is absent.
- Trades: inspect recorded executions separately from active orders, including the account and strategy attribution.
- Positions: verify remaining holdings after stopping a strategy or requesting a close.
The landing page’s example limits and event history illustrate a workflow. Actual controls and fields depend on your strategy, connection and configuration.
09 / GUIDE
Troubleshooting
A source is disconnected or degraded
Inspect the source’s status details, credentials, selected node and activation setting. Check whether the issue affects market data, account updates or both.
A table is empty or has stopped updating
Check panel filters, selected instruments or strategies, source state and timestamps. In account views, distinguish missing data from an account with no positions.
A strategy will not start
Review the alert or error message first. Then check its node, leg instruments, account assignments, source availability and session settings.
I stopped a strategy but still see positions
Stop and Close Strategy Positions are separate controls. Inspect active orders and account positions, and review the close request and its outcome if you intend to close the holdings.
A basket result has missing history
Check the selected period and constituent coverage. Read skipped-instrument messages and resolve incomplete history before relying on comparisons.
I need help investigating an issue
Record the time and timezone, view or panel, node, source, strategy name and exact error. Remove credentials and private account details from screenshots, then contact AlgoBee.
10 / GUIDE
Terms used in the workspace
- Leg
- An instrument and its execution configuration within a strategy.
- Basket
- A group of constituent instruments and weights or holdings used for combined analysis or execution.
- NAV / premium
- Net asset value and a price comparison against that value. Check the basket’s constituent coverage and calculation settings.
- Z-score
- A deviation expressed relative to the model’s estimated variability. Its meaning depends on the series and lookback used.
- Gross / net exposure
- Measures of total and signed exposure. Check the panel’s currency, notional or beta convention before comparing values.
- Working order / trade / position
- An order is an instruction; a trade records an execution; a position is the resulting holding. They are different stages of the workflow.