1. Start With A Quick Backtest
Starter access is meant for first-pass checks. Use a single symbol, a known strategy, and a simple date range before spending time on deeper review.
Quick Backtest overview →Documentation
Public Guide To The OpenWaters Research Workflow
Use this page to understand the product flow before creating an account. The dashboard has deeper in-app help after sign-up, but the core concepts and access boundaries are documented here.
2. Save Stronger Ideas
Backtest Pass adds saved full backtests, reusable setups, exports, comparison views, and broader review workflows for ideas that deserve more than a quick run.
Compare access tiers →3. Scan And Refine
Researcher adds Research Lab scans, strategy-fit review, parameter optimization, robustness scoring, trust warnings, and walk-forward validation.
Researcher features →4. Treat Deployment Separately
Paper Trading Beta is request-only, and live-capital access remains owner-only during the pilot. Paid research tiers do not include public live trading access.
Deployment roadmap →Tier Boundaries
What Public Plans Do And Do Not Include
The first public launch is intentionally research-first. Broker-connected paper testing is reviewed separately, and live-capital trading is not sold as part of Starter, Backtest Pass, or Researcher.
Starter
Quick backtests for first-pass research.
Backtest Pass
Saved full runs, exports, and comparison workflows.
Researcher
Research Lab scans, optimization, and robustness review.
Strategy Research
Review the built-in strategy families before running tests: moving averages, RSI, MACD, Bollinger Bands, VWAP, ATR, stochastic, price rate of change, and volume momentum.
Risk Review
Use drawdown, trade count, win rate, profit factor, Sharpe, Sortino, and the trade list together. No single metric is enough to trust a strategy.
Platform Boundaries
OpenWaters provides self-directed research software. Backtests, scans, marketplace listings, and leaderboard entries are informational tools, not investment advice.
Ready To Test A Setup?
Create a Starter account when you are ready to run quick backtests. Upgrade only when a setup deserves saved history, exports, scans, or optimization.
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