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Version 100+ is now a “Strategies” centric builder. Signals, Orders, Studies (formerly Custom Studies), and a NEW “Variables” feature are no longer a prerequisite to begin creating strategies - everything is accessible within the Strategies window. Interface h...

New functionality:  Persistent “Variables” feature - allows creation of custom trade conditions that persist. Persistence begins and ends with separate signals user creates. These variables can be used inside of main trade signals, allowing implementation...

Edit Configurations Opens separate config management interface. Buttons are self-explanatory, but I will list some of the usage to help with purpose behind this: Sharing configurations between Sierra instances, computers, and users. Keeping backups of ...

SC Control allows users to control Sierra Chart replays by creating and saving custom replay profiles. Requires setup. SC Control setup: Inside SC, go to Global Settings -> Sierra Chart Server Settings -> UDP Port -> set value to 6420. Next, go to Studies -...

Log and Monitor allows live (or near-live when replay speed is too fast) asynchronous OP status logging and monitoring for both automatic internal status messages as well as user-configured values, studies, and custom conditions. Activity Log tab mirrors info...

Global Max Risk sets maximum global (across all strategies within the same configuration) risk in POINTS. Risk is calculated based on each strategy's order sum of STOP order points. Example: Two strategies entering at the same time, each with order of two co...

Helper buttons to resolve issues. One Resets Sierra Chart Controller study Other finds and Ends Process for affected stuck Sierra Chart process without having to go though Task Manager and looking for specific instances.

Instance Name sets the window name. Useful when running multiple Octopi to keep organized. Layout lets you Set and Apply (Open and re-place to Set Locations) all of the Octopi Windows you work with such as Controller, Monitor, and Main window. Compiler ...

Strategies are the center of Octopi execution. Most items involved in making one can now be created within, so for this reason I will only elaborate on items specific to Strategies window, and zoom in to individual components within their own section of this m...

Overall, there are three types of Plugins available categorized by time of effect: Placement, Pre-Fill, and Post-Fill. Each category will work at an appropriate time only. There is a column for Available vs Active to separate which plugins have been configur...

All orders OP manages MUST be created in pairs (target/stop). This feature/design does not restrict users from trading unknown target/defined stop fat tail strategies (more on this later). Usage: Similar to SC, click Add x 2 to add a pair of Target / Stop....

Signals are the core of any strategy. They return a True when all of the conditions described inside the signal are met. You can also configure a signal to return True if only some conditions are met, or specifically 3 out of any 5 conditions, etc. Anything is...

Studies are very similar to signals, except Signals return a True or False, Studies return a Value. These values can be used as trade entries, or order components, or anything else where calculating a custom value is needed in trading. Examples include Studies...

Variables, or Persistent Variables are made to further unlock configuration potential by allowing users to create custom values that take user-configured values based on signals. This is a more advanced menu and we don’t encourage diving in unless you have a s...

Tags serve a purely organizational purpose. You may create multiple logical tags, tag your Strategies, Signals, and Studies to filter out only what you want to see using the Tag menu on the left.  To create, simply go to Tags -> New -> Give your tag a name an...

Once signed up for one of our subscription tiers, you will receive an email with the following instruction set:   Subject:OctoPi Trader Account created Thank you for your patronage,  Sierra Chart user “SierraChart_UserName” will receive an OctopiTrader Cus...

Octopi Trader Installation, Basic Configuration & Troubleshooting This document helps users walk through installation best practices and a very basic first configuration to get familiar with Octopi <-> Sierra interface and verify operation of all components...