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User Guide

Learn how to use UTM Platform to manage your trades, automate signals, and track performance.

Overview​

UTM provides a complete trading workflow:

Connect Account → Create Strategy → Receive Signal → Place Order → Track Trade

Core Concepts​

Trading Mode​

UTM separates paper (simulated) and live (real money) trading:

  • Paper Mode: Test strategies without risking capital
  • Live Mode: Execute real trades with real money

Switch modes with the colour-coded badge in the header. UTM does not add a confirmation dialog; it prevents accidental cross-mode orders by blocking any order whose account type does not match the active mode.

Signal Flow​

Signals represent trading intentions that become orders:

  1. Signal Created - From webhook, TradingView, or manual entry
  2. Signal Processed - Validated and converted to order
  3. Order Executed - Sent to broker and filled
  4. Trade Tracked - Position managed until closed

User Guide Sections​

Dashboard​

Your trading command centre with portfolio overview, positions, and recent activity.

Accounts​

Connect brokerage accounts, manage balances, and configure trading permissions.

Strategies​

Group trades by methodology for performance tracking and analysis.

Signals​

Create, receive, and process trading signals with flexible sizing and scheduling.

Orders​

Place orders manually, track order lifecycle, and manage execution.

Trades​

Track complete trade cycles from entry to exit with P&L calculation.

Reconciliation​

Match broker executions to UTM trades, add pre-existing positions, and resolve gaps.

Performance​

Trade-derived analytics across overview (with the equity curve), monthly returns, strategy comparison, and per-trade tabs.

Asset Lookup​

Look up a symbol's margin requirements and marginability flags. Requires a connected Alpaca account.

Quick Start Workflow​

1. Connect Your Broker​

  1. Go to Settings > Brokers
  2. Click Add Broker
  3. Complete OAuth authentication
  4. Import your trading accounts

2. Start in Paper Mode​

Begin with paper trading to learn the platform:

  • Create test signals
  • Process them into orders
  • Track resulting trades
  • Verify the workflow

3. Create a Strategy​

Organise your trading approach:

  • Name your methodology
  • Set default parameters
  • Link signals to strategy

4. Automate with Webhooks​

Connect external systems:

  • Create an API key with signals:write scope
  • Configure TradingView alerts or custom webhooks
  • Signals process automatically

5. Switch to Live​

When ready for real trading:

  • Click mode indicator in header
  • Confirm switch to LIVE
  • Only live accounts are tradeable

Key Features​

FeatureDescription
Signal ActionsExplicit intent: openLong, closeLong, openShort, closeShort
Flexible SizingFixed shares, percentage equity, or dollar amount
Exit RulesAutomatic closes at market close or after duration
Mode SafetyPaper/live separation prevents accidents
Strategy TrackingGroup trades for performance analysis

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