Everything you need to run your bots

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• Set Up Your First Bot Go from a fresh account to a running bot: link your broker, build the bot, and enable autotrading.
• Link a Brokerage Account Connect Schwab, tastytrade, Tradier, or TradeStation to tradeSteward and manage your linked accounts.
• What Is Backtick? Backtick is tradeSteward's built-in options backtesting: test a strategy against history before risking a dollar.
• Stop Losses Explained Configure bot stop types and learn how broker-resting stop-market fills and adverse-fill notifications work.
• Choose Your Plan Tracker plans for performance tracking, Trader plans for autotrading: pick the plan that fits how many bots you run.
• Turn a Winning Backtick into a Live Bot Convert a backtested position into a live bot with Create Bot from Position, and keep them in sync.
• Connect Charles Schwab Link your Charles Schwab account and keep it connected with the required weekly reauthorization.
• Read Your Backtick Results Understand the results page: total profit, CAGR, drawdown, Sharpe, win rate, profit factor, and the monthly calendar.