Tips & Troubleshooting

Set the Working Folder first, every session. Every tab resolves its files relative to it. Switching strategies mid-session without updating it is the single most common cause of "nothing showing up" anywhere downstream.

Feasibility is optional but cheap. A full optimization can run for hours; Feasibility takes seconds and catches the most common setup mistakes before you commit to a long run. Skip it once you're confident in a given strategy/data setup, not as a default habit.

On Live Trading, the SOURCE CODE panel is read-only in effect. Generate Code always re-reads Optimization.txt from disk, never whatever's showing in that panel. If you need to change something, change it upstream on the Strategy Code tab and regenerate there first.

The default Prefix/Suffix won't trigger the automatic Live Trading rename. If you want your live strategy automatically renamed from ...__Opt to ...__Live when you generate it, your Settings Suffix needs to actually contain __Opt — the shipped defaults don't. Otherwise, just rename it yourself before compiling.

Common issues

• Empty Trades File dropdown in Candidates or WFO Config — Working Folder isn't set, or Trades Generator hasn't finished. Check the Trades Generator tab.
• "Settings changed or not yet saved" on Strategy Code — click Save Settings again on the Settings tab.
• WFO Config matrix is entirely blank — every candidate had at least one losing out-of-sample segment across every configuration tested. Try a different symbol/interval, loosen the Metrics thresholds on Settings slightly, or reconsider the strategy's parameter space.
• Validation Run dropdown is empty — no completed Validation run exists yet; finish the Validation run step first.
• Live Trading says Optimization.txt not found — go back to Strategy Code, generate and save, then return.
• "Matrix is stale" on WFO Config's Add to WFO — the trades folder was regenerated since you loaded the matrix; reselect the Symbol/Interval pair and click a cell again.
• A run resumes from the wrong point after a crash or restart — this shouldn't happen since progress is tracked on disk, but if it does, check the message log for the exact resume position before pressing Start again.