How-to guides

Enable the TWS API socket, add an account in the dashboard, and verify the paper trading connection before going live.

Generate a signed webhook URL, paste it into a TradingView alert, and watch the signal arrive in the dashboard's webhook log.

Add an account, configure position sizing and bracket orders, then add symbols to your watchlist so the bot tracks them.

Set per-symbol take-profit and stop-loss offsets. The bot attaches OCA bracket legs automatically on every market entry.

Map TradingView strategy signal fields to OptionsLab's webhook schema. Handle BUY, SELL, and CLOSE actions with quantity scaling.

Navigate the options chain, select a contract, and route a limit order through IB. Covers expiry filtering, strike selection, and IV context.

Submit a backtest run with historical price data, configure commission assumptions, and read the equity curve and max-drawdown report.

Load OHLCV parquet files into TimescaleDB for faster backtesting. Covers IB historical data export and the parquet-import worker.

Use Agent Studio to create an LLM-powered agent that reads market context, calls OptionsLab tools, and executes trades based on reasoning.

Configure a cron-triggered agent that runs a pre-market scan every morning and posts a daily watchlist recommendation to Slack.