1. Getting Started
Longclaw is a standalone desktop application for backtesting, strategy discovery, and portfolio analysis on commodity derivatives. It runs as a local server with a native window — no browser required.
First Launch
After installation, launch Longclaw from the desktop shortcut. A loading screen appears while the server initialises (5–15 seconds on first run). You'll be logged in automatically if your Refinitiv Eikon session is running and your account has been approved by the administrator.
Navigation
The sidebar on the left provides access to all pages. Your username, version number, and sign-out option are shown at the bottom. The top-right corner shows your Refinitiv connection status.
Typical Workflow
- Data — Download instrument data from Refinitiv
- Backtest — Build and test a strategy
- Results — Analyse performance metrics
- Save — Save promising strategies to the Leaderboard
- What-If — Monitor live signal status for saved strategies
- Reports — Generate PDF/Excel reports for team distribution
2. Data Management
The Data page is the central hub for loading OHLCV (Open, High, Low, Close, Volume) data. All data is shared across team members via the shared database.
Pulling from Refinitiv
- Enter a RIC (Reuters Instrument Code) — e.g.
MAWc1for White Maize,WEAc1for Wheat - Select a Timeframe — 1min, 5min, 15min, 1H, 4H, 1D, or 1W
- Optionally set start/end dates to limit the range
- Click Pull Data — requires Refinitiv Eikon running locally
Common RICs
| RIC | Instrument |
|---|---|
MAWc1 | White Maize (SAFEX) |
MAYc1 | Yellow Maize (SAFEX) |
WEAc1 | Wheat (SAFEX) |
SOYBNc1 | Soybeans (SAFEX) |
SUFc1 | Sunflower (SAFEX) |
ZAR= | USD/ZAR |
Cc1 | CBOT Corn |
Wc1 | CBOT Wheat |
Sc1 | CBOT Soybeans |
CSV/XLSX Upload
You can also upload data from a file. Expected columns: datetime, open, high, low, close, volume. After selecting a file you'll be prompted for a RIC label to assign to the data.
Top-Up
Use the Top up button in the instruments table to fetch new bars since the last download — keeps your data current without re-downloading everything.
3. Backtest Configuration
The Backtest page is the core workspace. It's divided into three columns: Indicators (left), Rules & Risk (centre), and Pattern Conditions (right).
Setting Up a Backtest
- Enter an Instrument RIC and select a Timeframe (this is your signal timeframe)
- Optionally add Context Timeframes for multi-timeframe filtering (see Compound Timelines)
- Optionally set Start/End dates (defaults to all available data)
- Add Indicators (up to 8 — duplicates allowed with different parameters)
- Configure Entry Rules — the conditions that trigger a trade
- Configure Exit Rules — how positions are closed
- Set Risk Management — stop loss, take profit, trailing
- Set Spread — transaction cost per trade
- Press Ctrl+Enter or click Run
Trade Direction
| Mode | Description |
|---|---|
| Long Only | Buy to open, sell to close. One set of entry/exit rules. |
| Short Only | Sell to open, buy to close. One set of entry/exit rules. |
| Both | Separate rules for long entries, short entries, long exits, short exits. |
Strategy Advisor
A live panel in the left column that analyses your current setup and suggests indicators, conditions, and risk settings. It scores your strategy 0–100 based on role coverage (trend filter, signal generator, volume confirmation).
Duplicate Indicators
You can add the same indicator twice with different parameters — e.g. Stochastic(14,3) and Stochastic(5,3). The second instance gets an #2 label and its outputs are suffixed with __1 in conditions. This enables cross-indicator rules like "Slow Stoch crosses above Fast Stoch".
Strategy Templates
Click Strategy Assistant (top right) to load pre-built templates:
- Trend Following — MA Crossover, MACD, SuperTrend, ADX Trend Strength
- Mean Reversion — RSI Reversal, Bollinger Bounce, Z-Score, Morning Star+MACD
- Breakout — Donchian Breakout, Keltner Squeeze, Head & Shoulders, Trendline Break
- Compound Timeline — Trend-Aligned MACD, RSI+Trend Filter, BB Squeeze+Trend, Dual-TF Stochastic, Triple Screen (Elder), Ichimoku Multi-TF. These auto-configure context timeframes.
3b. Compound Timelines (Multi-Timeframe Strategies)
Compound Timelines let you combine up to 4 different timeframes in a single strategy. This is essential for professional trading — you don't want to take a 1-hour buy signal when the daily and weekly trends are pointing down.
How It Works
Every strategy has one Signal Timeframe (the one you select at the top — e.g. 1H). This is where your entry and exit rules are evaluated bar-by-bar. You can then add up to 3 Context Timeframes (e.g. 1D, 1W) that provide higher-level filtering.
| Timeframe | Role | Badge | Example |
|---|---|---|---|
| Signal | Where entries and exits are triggered. Bar-by-bar evaluation. | Green | 1H |
| Context 1 | First higher timeframe filter. Typically the next level up. | Purple (CTX1) | 1D |
| Context 2 | Second higher timeframe. Additional trend confirmation. | Blue (CTX2) | 1W |
| Context 3 | Third higher timeframe. Rarely needed but available. | Amber (CTX3) | 1M |
Setting Up Context Timeframes
- Select your Signal Timeframe as normal (e.g. 1H)
- Click the + Context button in the timeline bar (below the instrument selector)
- Choose a higher timeframe from the dropdown (e.g. 1D)
- Add more context timeframes if needed (up to 3 total)
- Make sure you have data loaded for each timeframe — an amber dot warns you if data is missing
Assigning Indicators to Timeframes
Each indicator card has a timeframe dropdown. By default, all indicators run on the Signal timeframe. Change any indicator to a Context timeframe to make it evaluate on that higher timeframe's data instead.
Example: Set EMA(200) to Context 1 (1D) and it will calculate the 200-day EMA. Your entry condition can then require "price is above EMA(200) on the daily" before taking any hourly signal.
Conditions Across Timeframes
When building entry/exit conditions, each condition row shows a colour-coded badge indicating which timeframe it operates on. You can mix timeframes freely:
- "MACD histogram > 0" on Signal (1H) — triggers when the hourly MACD is positive
- "EMA(50) is above EMA(200)" on CTX1 (1D) — only when the daily trend is up
- "ADX > 25" on CTX2 (1W) — only when the weekly trend is strong
All conditions must be true simultaneously (AND logic) for the signal to fire. This means you can build strategies like: "Enter long on the 1-hour when the MACD crosses above zero, but only if the daily EMA trend is up AND the weekly ADX confirms a strong trend."
Practical Example: Triple Screen Strategy
Based on Alexander Elder's Triple Screen method:
| Timeframe | Indicator | Role |
|---|---|---|
| Signal (1H) | Stochastic(14,3) | Entry trigger — buy when Stoch crosses above 20 |
| CTX1 (1D) | MACD(12,26,9) | Momentum filter — only trade when daily MACD histogram is rising |
| CTX2 (1W) | EMA(26) | Trend filter — only trade when price is above weekly EMA |
The result: you only enter trades on intraday dips (1H Stochastic oversold) that align with the daily momentum (MACD rising) and weekly trend (above EMA). This dramatically reduces false signals compared to using a single timeframe.
Pre-Built Compound Templates
The Strategy Assistant includes 6 ready-made compound timeline templates. Loading one auto-sets the context timeframes and all indicators:
- Trend-Aligned MACD — MACD cross on signal + EMA50 trend on CTX1
- RSI + Trend Filter — RSI reversion on signal + ADX/EMA confirmation on CTX1
- BB Squeeze + Trend — Bollinger bounce on signal + SuperTrend direction on CTX1
- Dual-TF Stochastic — Fast Stoch entry on signal + slow Stoch zone on CTX1
- Triple Screen (Elder) — 3 timeframes: Stoch entry, MACD momentum, EMA trend
- Ichimoku Multi-TF — Tenkan/Kijun cross on signal + cloud alignment on CTX1
4. Indicators Reference
Indicators are grouped into three categories. Each indicator produces one or more outputs that can be used as signal sources in entry/exit conditions.
Trend Indicators
| Indicator | Parameters | Outputs |
|---|---|---|
| SMA | period (2–500, default 20) | sma |
| EMA | period (2–500, default 20) | ema |
| WMA | period (2–500, default 20) | wma |
| HMA | period (2–500, default 20) | hma |
| DEMA | period (2–500, default 20) | dema |
| TEMA | period (2–500, default 20) | tema |
| MACD | fast (12), slow (26), signal (9) | macd_line, signal_line, histogram |
| ADX | period (2–100, default 14) | adx, plus_di, minus_di |
| Parabolic SAR | af_start (0.02), af_max (0.2) | sar |
| Ichimoku Cloud | tenkan (9), kijun (26), senkou_b (52) | tenkan_sen, kijun_sen, senkou_a, senkou_b |
| SuperTrend | period (10), multiplier (3.0) | supertrend, direction |
| Aroon | period (2–200, default 25) | aroon_up, aroon_down |
| VWAP | (none) | vwap |
| Linear Regression | period (50), deviations (2.0) | lr_mid, lr_upper, lr_lower |
| KAMA | period (10), fast (2), slow (30) | kama |
| ZLEMA | period (2–500, default 20) | zlema |
| Elder Ray | period (13) | bull_power, bear_power |
Range-Bound Indicators
| Indicator | Parameters | Outputs |
|---|---|---|
| RSI | period (14), overbought (70), oversold (30) | rsi |
| Stochastic | k_period (14), d_period (3) | stoch_k, stoch_d |
| Bollinger Bands | period (20), std_dev (2.0) | bb_upper, bb_mid, bb_lower |
| CCI | period (2–200, default 20) | cci |
| Williams %R | period (14) | williams_r |
| Keltner Channel | ema (20), atr (10), mult (1.5) | kc_upper, kc_mid, kc_lower |
| Donchian Channel | period (20) | dc_upper, dc_mid, dc_lower |
| Z-Score | period (5–200, default 20) | zscore |
| Stochastic RSI | rsi_period (14), stoch_period (14) | stoch_rsi |
| MFI | period (14) | mfi |
| TSI | long_period (25), short_period (13) | tsi |
| CMO | period (14) | cmo |
| KST | r1–r4 (10,15,20,30), s1–s4 (10,10,10,15), signal (9) | kst, kst_signal |
| SMI | k_period (14), d_period (3) | smi, smi_signal |
| Connors RSI | rsi_period (3), streak (2), pct_rank (100) | connors_rsi |
Volatility & Volume Indicators
| Indicator | Parameters | Outputs |
|---|---|---|
| ATR | period (14) | atr |
| BB Width | period (20), std_dev (2.0) | bb_width |
| Historical Vol | period (20) | hist_vol |
| Volume SMA | period (20) | vol_sma |
| OBV | (none) | obv |
| Volume ROC | period (14) | vol_roc |
| CMF | period (20) | cmf |
| Pivot Points | (none) | pivot, r1, r2, r3, s1, s2, s3 |
| Heikin-Ashi | (none) | ha_open, ha_high, ha_low, ha_close |
| ATR Trailing Stop | period (14), multiplier (3.0) | atr_stop |
| ROC | period (14) | roc |
| Awesome Oscillator | (none) | ao |
| Ultimate Oscillator | p1 (7), p2 (14), p3 (28) | uo |
| DPO | period (20) | dpo |
| Squeeze Momentum | bb_period (20), kc_period (20), kc_mult (1.5) | squeeze_val, squeeze_on |
| Coppock Curve | wma (10), roc1 (14), roc2 (11) | coppock |
| Elder Force Index | period (13) | force_index |
| Klinger Oscillator | fast (34), slow (55), signal (13) | klinger, klinger_signal |
| TRIX | period (15) | trix |
| Mass Index | ema_period (9), sum_period (25) | mass_index |
Multi-Timeframe Indicators
Each indicator has a timeframe dropdown: Signal (uses the backtest timeframe) or Context 1/2/3 (a higher timeframe for filtering). Context indicators appear with colour-coded badges (purple/blue/amber) in condition rows. See Compound Timelines for full details on multi-timeframe strategies.
5. Entry & Exit Rules
Rules define when trades are opened and closed. Each rule set uses AND or OR logic to combine multiple conditions.
Building a Condition
- Source — What to measure: Price, or any indicator output (e.g. "RSI(14)", "MACD(12) → histogram")
- Operator — How to compare:
crosses above/crosses below— triggers only at the crossover baris above/is below— true whenever the value satisfies the comparisonincreases/decreases— checks if the value is rising or fallingbetween— true when the value falls within a min/max rangebullish divergence/bearish divergence— price makes new low/high but indicator doesn'tbullish hidden div/bearish hidden div— hidden divergence (trend continuation)bullish compound div/bearish compound div— 3+ consecutive diverging swingsn-touch turn up/n-touch turn down— indicator touches a level N times then reverses
- Value — Compare against a fixed number OR another indicator. Toggle with the
vs/123button.
Quick Threshold Chips
Indicators with well-known levels show clickable chips below the value input:
- RSI — OB 70, OS 30, Mid 50
- ADX — Strong 25, Weak 20, V.Strong 40
- CCI — OB +100, OS -100, Zero
- Stochastic — OB 80, OS 20
Pattern-Based Conditions
Enable chart patterns, candlestick patterns, Fibonacci patterns, or trendlines in the right column. These become available as signal sources in conditions with operators like detected, breakout confirmed, touches, breaks through.
6. Risk Management & Spread
Stop Loss
| Type | How It Works | When to Use |
|---|---|---|
| Fixed % | Stop placed at a fixed percentage from entry price. E.g. 2% on a R4,500 entry = stop at R4,410. | Simple, predictable risk. Good for beginners. |
| ATR-based | Stop distance = multiplier × ATR(14). E.g. 2.0 × ATR means if ATR is R100, stop is R200 from entry. Adapts to current volatility. | Preferred for commodities — respects market volatility. A 2.0 ATR stop won't get whipsawed on high-vol days like a tight fixed % would. |
Take Profit
| Type | How It Works |
|---|---|
| Fixed % | Close position when profit reaches this percentage from entry. |
| R:R Ratio | Take profit is a multiple of the stop loss distance. E.g. R:R of 2:1 means if your stop is R200, your target is R400. This ensures your winners are always larger than your losers. |
Time Exit
Close the position after a fixed number of bars if no other exit is triggered. Useful for strategies that rely on momentum fading — e.g. exit after 10 bars if neither stop loss nor take profit was hit.
Trailing Stop
| Type | How It Works |
|---|---|
| None | No trailing. Position held until SL, TP, time exit, or exit rule triggers. |
| ATR Trailing | Stop follows price upward (for longs), trailing behind by ATR × multiplier. Locks in profit as price moves in your favour. Parameters: ATR Period (default 14) and ATR Multiplier (default 2.0). |
| Percentage | Stop trails at a fixed % below the highest price reached (for longs). E.g. 2% trailing on a move from R4,500 to R4,700 = stop at R4,606. |
Spread (Transaction Cost)
Spread simulates the cost of entering and exiting a trade. It is applied in price units (not percentage).
| Mode | Description |
|---|---|
| Fixed | A constant cost per trade (e.g. 5 Rand per contract). |
| Volume-adjusted | Spread scales with volume — wider during thin volume periods. |
| Tick-derived | Spread derived from actual tick data. |
Click Calculate to fetch the live bid/ask spread from Refinitiv. The result shows average, median, and range — use the "Use avg" button to auto-fill.
7. Results Dashboard
After running a backtest, the Results page shows comprehensive performance analysis.
Key Metrics
| Metric | What It Means | Good Values |
|---|---|---|
| Win Rate | % of trades that were profitable | > 40% (with good R:R) |
| Sharpe Ratio | Risk-adjusted return (higher = better per unit of risk) | > 0.5 acceptable, > 1.0 good |
| Max Drawdown | Largest peak-to-trough decline in equity | < 20% preferred |
| Profit Factor | Gross wins / gross losses | > 1.5 good, > 2.0 excellent |
| Expectancy | Expected return per trade | Positive |
| Total Return | Overall portfolio return | Positive, context-dependent |
| Robustness | Out-of-sample / in-sample performance ratio (walk-forward only) | > 0.7 good, > 0.5 acceptable |
Charts
- Price + Signals — Candlestick chart with entry/exit markers and indicator overlays
- Equity Curve — Account equity growth over time
- Heatmap — Monthly returns grid (green = profit, red = loss)
- Rolling Performance — Rolling window metrics over time
Trade Log
Full list of all trades with entry/exit dates, prices, PnL%, holding period, and exit reason. Filterable by direction and outcome. Exportable to CSV.
Saving a Strategy
Click Save Strategy to persist the strategy and its results to the Leaderboard. Give it a descriptive name — it will be available across all team members.
8. Strategy Hunter
The Hunter automates strategy discovery by systematically testing every indicator, then progressively combining top performers into multi-indicator strategies.
How It Works — 5 Progressive Tiers
- Singles — Tests every indicator in the library individually
- Pairs — Combines the top N singles into every possible 2-indicator combination
- Triples — Extends top pairs with a third indicator
- Quads — Extends top triples with a fourth indicator
- Quints — Extends top quads with a fifth indicator
Each tier is colour-coded (green/blue/purple/amber/rose). Results are auto-saved to history and can be loaded or deleted later.
Scoring: 0.5 × Sharpe + 0.4 × Win% + 0.1 × trade_factor
Configuration
- Strategy Type — Trend Following, Mean Reversion, Reversal, Range, or Oscillator
- Direction — Long Only, Short Only, or Both
- Stop Loss (ATR mult) — default 2.0
- Take Profit (R:R) — default 2.0
- Min Trades — minimum trade count to be considered (default 10)
- Top singles/pairs to keep — how many to carry forward (advanced)
Click Load on any result row to send it to the Backtest page for further refinement.
9. Autofit & Pattern Scanner
Autofit scans the entire price history for chart patterns, candlestick formations, and Elliott Wave structures, then reports their historical accuracy.
Controls
- Min Swing % — Minimum swing size for pattern detection (0.5–20%, default 5.0). Higher values find larger, more significant patterns.
- Visibility toggles — Show/hide Chart Patterns, Candlestick, Elliott Wave, Wave Labels, and Price Targets on the chart
Pattern Performance Table
For each detected pattern, shows: count of detections, hit rate (how often the pattern's implied direction was correct over 20-bar forward returns), and average forward return. Use this to identify which patterns are statistically reliable for your instrument.
10. Leaderboard
The Leaderboard ranks all saved strategies across the team. Two views are available:
Performance View
Tabular ranking by OOS Win Rate, Sharpe, Max DD, Profit Factor, or Robustness. Filter by instrument, timeframe, or strategy type. Click any row to expand full strategy details including indicator parameters, entry/exit rules, year-by-year performance, and reassessment history.
Stability View
Ranks strategies by consistency over time. Each strategy has a Stability Score (0–100). Strategies are tagged as Stable, Degrading, or Critical based on periodic reassessment.
Actions
- Open What-If — Jump to the What-If page with this strategy loaded
- Re-run Backtest — Send the strategy config back to the Backtest page
11. Composite Signal Feed
Aggregates all leaderboard strategies into a live signal feed. Each instrument gets a conviction score based on how many strategies agree on direction.
Signal Cards
Each card shows: strategy name, instrument, direction (bullish/bearish), state (watching/triggered), OOS metrics, robustness, and confluence score (0–100).
Conviction Panel
Per-instrument summary: how many strategies are bullish vs bearish, average win rates, and the top signal.
Auto-refresh is available (30-minute intervals) to keep the feed current.
12. What-If Analysis
Live chart analysis for a saved strategy. Monitor whether current market conditions are approaching an entry signal.
Signal Status Panel
Shows each entry condition with its current value and whether it's met (green) or not met (red). When all conditions align, the strategy is "triggered" — providing a real-time heads-up before placing a trade.
Drawing Tools
10 drawing tools for manual chart analysis: Trendline, Horizontal, Fibonacci Retracement, Fibonacci Extension, Andrews Pitchfork, Parallel Channel, Rectangle, Text, Measure, and Eraser.
Auto-Refresh
Enable 30-minute auto-refresh to keep watching for signal changes throughout the trading day.
13. Liquidity Zones
Volume-profile based support and resistance analysis with VWAP bands.
Key Levels
| Level | Meaning |
|---|---|
| POC | Point of Control — the price with the highest traded volume. Acts as a strong magnet/support/resistance. |
| VAH | Value Area High — upper boundary of the 70% volume range. |
| VAL | Value Area Low — lower boundary of the 70% volume range. |
| HVN | High Volume Node — secondary volume clusters. Strong S/R levels. |
| LVN | Low Volume Node — thin areas where price tends to move quickly through. |
| VWAP | Volume-Weighted Average Price with ±1σ and ±2σ bands. |
The zones table ranks levels by proximity to current price, with strength scores and confluence indicators.
14. Spread Backtesting
Backtests strategies on a synthetic spread instrument calculated as Base RIC minus Quote RIC.
How Spreads Work
A calendar spread (e.g. MAWc1 vs MAYc1) or inter-commodity spread creates a synthetic price series: Spread = Base Price - Quote Price. The backtest engine runs indicators and rules on this spread series.
Configuration
- Select Base RIC and Quote RIC
- Set Timeframe and optional date range
- Set Bid/Ask (R) — transaction cost per leg entry/exit
- Add indicators, rules, and risk management (same as Backtest page)
- Press Ctrl+Enter to run
You can also Load Strategy from the Leaderboard to apply an existing strategy to a spread pair.
15. Correlation Finder
Multi-instrument lead/lag and correlation analysis. Select 2–5 instruments to find which ones move first and which follow.
Outputs
- Cumulative Return Chart — multi-line chart comparing returns across instruments
- Pair Correlation Table — for each pair: leader, follower, lead time in days, correlation strength, expected follower move, and conviction score
- First Mover Ranking — which instruments most frequently lead their peers
- Expectations Summary — plain-English projections, e.g. "MAWc1 moved +1.2% in the last 3d → SOYBNc1 expected +0.8% over next 3d [72%]"
Parameters
- Lookback (bars) — how many bars to analyse (default 252 = ~1 year daily)
- Max Lag (days) — maximum cross-correlation lag to test (default 20)
16. Hedge Cover Optimizer
Determines optimal forward cover timing and percentages for a commodity position, using a saved strategy's signal strength to time cover decisions.
Configuration
- Strategy — select a saved leaderboard strategy
- Forward Lots — total position size to be hedged (default 200)
- Max Cover — maximum forward cover horizon (1–12 months)
Outputs
- Cover Allocation Table — recommended cover % by signal strength (Strong Bullish → 80–100%, Neutral → 40–60%, Strong Bearish → 0–20%)
- Cover Period Curve — performance at each cover period with the optimal highlighted
- Benchmark Comparison — strategy-timed cover vs always-cover and never-cover baselines
- Seasonality Heatmap — month × year historical price patterns
17. Reports
Generate downloadable PDF or Excel reports for team distribution.
Report Types
- Weekly Strategy Review — top N strategies per instrument with performance summary
- Hedge Analysis — includes hedge optimizer recommendations
- Custom — user-defined parameters
Options
- Time Window — Last Week, Last Month, or All Time
- Instruments — comma-separated RIC list
- Top N per instrument — how many strategies to include (1–20)
- Format — PDF, XLSX, or Both
- Include hedge recommendations — adds hedge output
- Include what-if snapshots — adds current signal status
17b. Signal Watch
Real-time monitoring of your saved strategies and chart formations across multiple instruments. The system automatically pulls live data from Eikon every 15 minutes and evaluates your watches every 30 seconds.
Watch Types
| Type | What It Does |
|---|---|
| Strategy Watch | Monitors a saved strategy's entry conditions across selected instruments. Fires when all conditions align. |
| Formation Watch | Scans for specific chart patterns (triangles, wedges, flags, candlestick patterns, etc.) on selected instruments. |
Setting Up a Watch
- Click + New Watch
- Name your watch (e.g. "MACD Daily Signals")
- Choose Strategy Signals or Formation Detection
- Select a strategy from your saved strategies (or pick formation types)
- Add instruments to monitor (up to 10 per watch, each with its own timeframe)
Notifications
When a signal triggers, you'll see it in the signal feed and receive a desktop notification (if browser permissions are granted). Each event shows the instrument, direction, price, timeframe, and which watch triggered it. Click any event to expand a chart with the signal highlighted.
Evaluation Intervals
Watches are evaluated at smart intervals based on timeframe: 1min watches every 30 seconds, daily watches every 15 minutes. This ensures timely alerts without unnecessary computation.
18. Commentary
A shared team feed with two separate channels:
Channels
| Channel | Purpose | Colour |
|---|---|---|
| Market Chat | Market observations, trade ideas, strategy notes, and general discussion | Green (default) |
| Bugs & Features | Report issues, request features, track platform improvements | Amber |
Switch between channels using the tabs at the top of the Commentary page. All team members see all posts in both channels.
- Attach images (displayed as thumbnails with lightbox) or PDFs
- Posts auto-refresh every 30 seconds
- You can only delete your own posts
- Ctrl+Enter to post quickly
18b. Production Stress
Scenario-based stress testing for production portfolios. Simulate how your positions would perform under historical and hypothetical market conditions.
Access via the Prod Stress link in the sidebar. Configure your portfolio exposure and run stress scenarios to understand risk under adverse conditions.
19. Admin Panel
Visible only to administrators. Two tabs: Users and Database.
User Types
| Type | Capabilities |
|---|---|
| Superuser | Has Refinitiv access. Can auto-login via Eikon. Not machine-locked. Data auto-tops up from their Eikon session. |
| Normal | Password-only login. Locked to one machine after first login. Cannot pull data from Eikon. |
Registration & Approval Flow
- New user visits the Register page and creates an account (username + password)
- Account is created with Pending status — they cannot log in yet
- Admin sees the pending user on the Admin page (highlighted in amber)
- Admin clicks Approve to activate the account
- User can now log in. Normal users are machine-locked on first login
Alternatively, admin can pre-create users via + Add User — these are pre-approved and ready to log in immediately.
Admin Actions
- Edit — Change password, user type (Normal/Superuser), or Refinitiv app key
- Make/Revoke Admin — Promote or demote admin role
- Reset Lock — Clear a normal user's machine lock (they re-lock to their next login machine)
- Remove — Delete the user account
User Status
The users table shows each user's live status:
- Online (green, pulsing) — active in the last 2 minutes
- Idle (amber) — active in the last 10 minutes
- Offline (grey) — shows time since last seen
Database Tab
Shows the shared database connection status. Data is synchronised automatically across all team members via the cloud database.
20. Keyboard Shortcuts
| Shortcut | Action | Page |
|---|---|---|
Ctrl+Enter | Run backtest | Backtest |
Ctrl+Enter | Run spread backtest | Spreads |
Ctrl+Enter | Post message | Commentary |