Docs

Quickstart

  1. Request workspace. Send onboarding details and counterparties. We provision staging + production tenants.
  2. Connect brokers and data feeds. Provide API keys or SFTP credentials with scoped permissions.
  3. Upload playbooks. Use our templates to declare strategy purpose, controls, and sign-offs.
  4. Run rehearsals. We schedule scenario drills before going live; logs auto-share with stakeholders.

Full documentation ships inside the platform with API references and SDKs.