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Sessions Guide

Sessions are the core organizational unit of the backtesting platform. Each session represents a practice trading period where you can replay historical data, take trades, and track your performance.

Session Controller

The Session Controller is the main hub where you manage all your backtesting sessions. It displays when you visit the backtesting platform without an active session. The page header includes a quick-access button to create new sessions.

Creating a Session

  1. Click New Session
  2. Enter a Session Name (optional - auto-generated with current date/time if left empty)
  3. Select a Profile (required - account simulation settings)
  4. Select a Layout (optional - trade entry fields)
  5. Click Create & Start

Session Cards

Your sessions are displayed as responsive auto-scaling cards showing:

  • Session name
  • Profile name
  • Number of entries
  • Time spent in the session
  • Last active date
  • Created date

Each card has a Resume Session button at the bottom to open and continue the session.

Session Actions

Each session card has a three-dot menu with the following actions:

  • Resume - Open and resume the session
  • Edit Name - Rename the session inline
  • Archive - Archive the session to hide it from the active list
  • Delete - Delete the session snapshot (entries and data are kept)

Archived Sessions

Archived sessions are managed directly in the Session Controller using the "Show Archived" checkbox in the header.

Viewing Archived Sessions

  1. Check the Show Archived checkbox in the top-right of the Session Controller
  2. An "Archived" section appears below your active sessions
  3. Archived session cards are displayed with reduced opacity

Restoring an Archived Session

  1. Enable Show Archived
  2. Find the archived session
  3. Click the Restore button on the card
  4. Confirm the action
  5. The session moves back to your active sessions list

Deleting an Archived Session

  1. Enable Show Archived
  2. Find the archived session
  3. Click the Delete button on the card
  4. Confirm permanent deletion

Sessions with Archived Dependencies

If a session uses a profile or layout that has been archived, the session card appears blurred with an overlay message explaining which dependency is archived. A "Restore & Resume" button is shown that automatically restores the archived profile and/or layout so you can resume the session immediately.

Inside a Session

When you open a session, the full backtesting interface loads with your chart, panels, and replay controls.

Session Restoration

When returning to a saved session, the following state is restored:

  • Chart position, zoom level, symbol, and timeframe
  • Chart drawings, colors, and indicators (saved per session)
  • Replay state (if active) - position, speed, and mode
  • Profile and layout selections
  • Open trading positions and their chart visuals
  • Pending orders (limit/stop) and their chart lines
  • Account balance, P&L, and trading rules
  • Calendar month view and date range filter
  • Trade history and execution markers on chart

Auto-Save

Sessions automatically save your state periodically (every few seconds when changes are detected). This includes:

  • Chart state (position, zoom, indicators, drawings)
  • Replay state (active, paused, current time)
  • Trading state (positions, orders, balances)
  • UI state (calendar position, active panels)
  • Component data (notes, entry forms)
Chart Layouts Per Session

Chart drawings, colors, and indicator configurations are saved individually per session. Each session maintains its own chart appearance, so switching between sessions won't affect your drawings or visual setup.

Manual Save

You can also trigger a manual save using the save button in the session menu. Use this before leaving to ensure everything is saved.

Leaving a Session

Use the session menu to leave a session and return to the Session Controller. Your progress is saved automatically.

Session Menu

The session menu (top-right "Session" button) provides quick access to:

  • Save Session - Manually save session state
  • Leave Session - Return to Session Controller

Date Range Filter

Use the date range filter to focus on specific time periods within a session. This affects the PnL calendar, statistics, and archive views. See the Date Range Filter Guide for details.

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