System Onboarding
This guide outlines the technical progression for reconciling TradingView strategies with broker execution. The workflow is designed to isolate and eliminate variables that cause performance variance.
1. Data Connection
Section titled “1. Data Connection”Establishing the necessary data pipelines for signal capture and broker synchronization.
- Configure Webhook: Establish a dedicated endpoint for strategy signal capture.
- Link Broker: Enable automated Alpaca data syncing for execution auditing. Basic & Pro
- Setup Validator: Configure TradingView identity for Pine Script validation and context-aware AI analysis. Basic & Pro
2. Logic Reconciliation All Plans
Section titled “2. Logic Reconciliation ”Verifying that strategy signal generation matches backtesting expectations.
- Backtest vs Alerts: Analyze the variance between TradingView Strategy Tester results and captured alert signals.
- Process: Upload a historical backtest CSV to identify missing signals or logic divergence before executing live.
3. Execution Auditing Basic & Pro
Section titled “3. Execution Auditing ”Quantifying the variance between signal intent and broker fulfillment.
- Alerts vs Fills: Reconcile signal price and timestamp data with actual Alpaca fill reports.
- Metrics: Generate high-fidelity reports on price slippage, execution latency, and signal-to-fill ratios.
4. Discrepancy Resolution Basic & Pro
Section titled “4. Discrepancy Resolution ”Closing the optimization loop through AI-driven analysis and code adjustment.
- AI Analysis: Utilize GPT-5 agents to identify root causes for execution variance or logical gaps.
- Strategy Optimization: Use the Pine Script AI Editor to apply automated code modifications based on the identified discrepancies.
Current Status: Monitor your progress across these milestones on the Hub Dashboard.