Edgeable Documentation

FULL PLATFORM GUIDE

Edgeable is a quantitative trading journal + strategy analyser. Use it to import your history, run Monte Carlo, compare prop firm viability, and optimize risk for live accounts.

Overview

Two core modes:

Prop Firm mode: challenge pass probability, funded payout probability, EV, and firm-rule simulation.
Live mode: drawdown survival, target-hit probability, and equity projection under your own risk limits.

Data handling: for core dashboard analysis, trade processing runs in-browser and does not require cloud upload of your raw file.

CSV & JSON Import

Edgeable now supports both file types directly:

.csv: auto-detects common headers from Rithmic, Tradovate, NinjaTrader, TradingView-style exports.
.json: supports top-level array or { "trades": [...] }.

Accepted PnL patterns include both point-based and dollar-based fields. If points are provided, instrument point value config is used for conversion.

Field Family	Examples	Purpose
Instrument	`instrument`, `symbol`, `ticker`	Maps product for point-value conversion.
Time	`entry_time`, `entry_time_utc`, `timestamp`, `date`	Builds trade chronology and session metrics.
PnL (points)	`pnl_points`, `points`, `effective_pnl`	Converted using point value.
PnL (USD)	`net_pnl`, `realized_pnl`, `profit_usd`	Used directly when present.

Workflow

Open /dashboard, upload CSV or JSON.
Choose Prop or Live tab in config modal.
Set sizing and risk parameters (or apply a preset).
Run analysis and review KPIs, drawdown, MC, and sizing sections.
Use reconfigure for rapid iteration and scenario testing.

Prop Mode

Use built-in preset IDs (same catalog as GET /api/v1/prop-presets) or custom rules. Key drivers:

challenge target, max DD, daily loss, min days
funded DD and payout rules
consistency caps and fee stack for EV

Live Mode

Set balance, risk-per-trade, daily loss, and drawdown type. Edgeable projects risk and equity over your selected horizon and Monte Carlo runs.

API Quickstart

Core endpoints:

GET /api/v1/prop-presets (public)
POST /api/v1/analyze (API key)
POST /api/v1/analyze/synthetic (API key)

Analyze responses now include api_metrics for quick integrations.

Ask Edgeable (Gemini)

This helper answers product and platform usage questions from inside the guide.