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.