Turn a Winning Backtick into a Live Bot
When a backtest proves out, you do not rebuild it by hand. Backtick converts a tested position straight into a live bot, carrying its settings across so what you trade is what you tested.
Create bots from the results page
Open the results of the Backtick you want to go live with. In the per-position detail you have two options:
- Create Bot from Position converts one position into a new bot.
- Create Bots from Backtick converts several positions at once; select the ones you want and click Create Bots.
The new bots inherit the position's structure and behavior: legs, strike targeting, entry timing, profit targets, and stops. They are created for you to review, not to start trading blind.
Review before enabling
A backtest position does not carry everything a live bot needs, so open each new bot and confirm the live-only decisions:
- Account: which linked brokerage account the bot trades in.
- Position sizing: the backtest's contract counts may not match the size you want live. See Position Sizing.
- Strategy assignment: file the bot under the right strategy so reporting stays clean.
- Broker connection: confirm the account's link shows healthy on Manage Linked Brokers. A disconnected broker means no trades, however good the bot. See Fix a Disconnected Broker.
When it all reads right, enable the bot from the View Bots page.
Keep bots and Backticks in sync
If you iterate on the backtest after going live, Sync Backtick to Bots, found in the Backtick menu's Portfolio group, updates your live bots from the Backtick's current settings. The Sync Preview shows exactly which settings will change on which bots before anything is applied, and you can assign strategies, tags, or a portfolio to the synced bots in the same pass. Nothing changes until you process the sync.
The results page gets you there directly through its Sync Bot action. On a Backtick with more than one position, Sync Bot first opens a Select Positions to Sync picker: each position is listed with its headline numbers (P&L, CAGR, Sharpe, MAR, Sortino, Max DD %, and Win %) next to a checkbox, so you can weigh the positions against each other on the spot and send only the keepers through to the sync. Leave every box checked and the whole Backtick syncs. If you have focused the results page on a single position (see Read Your Backtick Results), Sync Bot skips the picker and takes just that position to the sync.
Close the loop
After the bot has traded for a while, verify reality against the test with Compare Live Bot Trades to a Backtick. That comparison is the honest scoreboard for whether your backtest is doing its job.