Documentation

Everything, written down

Setup guides, feature references, and troubleshooting. Prefer a guided order? The Training Center lays the same guides out as a learning path.

Getting Started

  • Installation

    Get a license, download the installer from the customer portal, verify it, and install TigerTradeBot on macOS, Windows, or Linux.

  • First Run

    What happens the first time TigerTradeBot opens: the seeded admin sign-in, two-factor setup, a new password, license activation, and the main areas of the app.

  • Paper Trading

    Run a bot instance in Paper mode against TigerTradeBot's built-in simulator, set a paper balance, understand where prices come from, and how simulation differs from live trading.

Brokers

  • Broker Connections Overview

    How TigerTradeBot connects to brokers: direct API connections, where credentials are stored, the built-in simulator, and which broker each bot instance trades through.

  • Connecting Schwab

    Connect a Charles Schwab account: create your own Schwab developer app, enter its App Key and Secret, authorize with OAuth, and reconnect when Schwab's weekly token expires.

  • Connecting Alpaca

    Connect Alpaca with API keys, choose between Alpaca's paper and live endpoints, and pick a data feed.

  • Connecting Webull (beta)

    Connect Webull through the Webull OpenAPI: app key and secret, the test and production environments, and the switches for options, crypto and event contracts.

  • Connecting Polymarket

    Connect Polymarket with your wallet's private key, understand what holding that key on your computer means, and how prediction markets differ from securities trading.

  • Interactive Brokers (planned)

    Interactive Brokers isn't supported for trading yet. What exists today, and what to use instead.

Strategy Lab

  • Strategy Lab Overview

    Backtest a strategy, optimize its parameters, compare presets, and check the result with walk-forward, multi-symbol and sensitivity validation before it trades on paper.

AI & Local Models

  • AI & Local Models Overview

    Set up the AI Copilot with a local OpenAI-compatible server or your own cloud API key, and understand what the AI can and cannot do, including the optional trade confirmation gate.

Reporting

  • Reporting Overview

    Trade journals, performance reports, tax exports including a Form 8949-style CSV, and CSV, PDF and XLSX exports, all generated on your computer.

Risk Controls

  • Risk Controls Overview

    The circuit breaker and daily loss limits, stop-loss and take-profit exits, position sizing, portfolio-wide limits, trading guards, and the account-level kill switch.