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Paper trading

Who it’s for
Everyone. Paper is the step between a backtest and real money.
Assumes
You have a backtested strategy
Applies to
Every market and instrument, including derivatives

Paper trading fills orders in an internal simulator against live prices. Nothing leaves the platform, no broker connection is needed, and no capital is at risk.

It is the cheapest information you will ever buy about a strategy.


What it tests that a backtest cannot

This is the whole reason to do it.

Paper testsA backtest cannot
Current market conditionsIt only ever saw the past
Whether your risk limits actually engageGates are per-deployment; the backtest does not run them
Whether the strategy fires at all nowA condition true historically may not be true in this regime
Whether trade frequency matches your expectationBacktest frequency is a historical average
Your own reaction to the drawdownA number on a page is not the same as watching it
The risk-limit point is the one people miss

The nine execution gates run identically in paper and live. A paper run that trips your daily-loss cap has told you something true that no backtest could. That your limit is set where you thought, and that it fires when you expected.

A gate you have never seen trip is a gate you are trusting on faith. See How risk is enforced.


What it does not test

Be clear about the boundary, because paper is often over-trusted:

Not testedWhy
Real fillsThe simulator fills internally. No queue position, no partial fills, no venue latency
Real slippage in stressSimulated slippage is a model, not a market
Broker rejectionNo margin checks at a venue, no permission errors, no rate limits
Your reaction to real lossWatching simulated money fall is not the same experience
Connectivity failureNo broker token to expire, no API key to be revoked

Paper is a rehearsal, not a dress rehearsal. It confirms the strategy and your configuration behave as designed in current conditions. It does not confirm that live execution will match.


Paper is not a broker paper account

A distinction that has caused real confusion.

Stretus paperA broker's paper account
OrdersSimulated internally. Nothing leaves the platformReal orders that leave the platform
SettlementNoneNone
Connection neededNoYes, separate credentials
ExampleAny strategy, any marketAlpaca paper: keys begin PK, live begin AK, different hostnames

Both are safe to experiment with, and they are not the same mechanism. See Connect a broker.


Deploying to paper

  1. Open a backtested strategy and click Deploy
  2. Choose Paper
  3. Set a capital allocation, use a realistic number
  4. Confirm

Three steps in the wizard: Save, Select mode, Deploy. The strategy starts evaluating on the next candle close.

Use a realistic allocation

Percentages only mean something against an absolute. A ₹10,000 paper allocation on an instrument trading at ₹2,800 buys three shares, and three-share arithmetic is not representative of anything you would run.

Paper with the amount you actually intend to allocate.


Isolation from live

Complete. Paper and live share a strategy definition and nothing else:

SeparateMeaning
CapitalPaper uses a simulated balance; live uses real allocated capital
PositionsA position opened in one mode never migrates to the other
HistorySeparate trade and performance records
Risk metricsEach mode's gates evaluate against that mode's own state

Switching a deployed strategy between modes is possible from its detail page, with a confirmation. Open positions do not carry over. They run to their exit conditions in the mode that opened them. See Paper vs live.


Derivatives in paper

Derivatives are paper-only on this platform. The paper executor implements coordinated close for multi-leg groups, group exit planning, expiry handling and margin reservation.

Live derivative entry is refused. So paper is not a step toward live derivatives today. It is the whole available path. See Derivatives


How long to run it

TimeframeA reasonable minimum
1m - 5m1-2 weeks
15m - 1h2-4 weeks
4h - 1d4-8 weeks

The real criterion is trade count, not elapsed time. A daily strategy that took three trades in a month has not been tested; a 1-minute strategy that took 400 in a week has.


What to watch

WatchQuestion it answers
Trade count vs backtest frequencyIs the strategy firing at the expected rate now?
Exit-reason distributionAre trades ending on your exit condition, or all on stops?
Any gate engagingAre your limits real and set where you meant?
Drawdown in moneyIs this the number you signed up for?
Longest losing streakDoes it feel like the backtest figure suggested?

The exit-reason distribution is the most diagnostic. If everything is stopping out, the stop is doing the work and your exit condition is decoration.


When paper says no

Reasons to not proceed to live, each of which paper reveals cheaply:

  • It does not trade. The condition is not true in this regime.
  • It trades far more than the backtest suggested. Costs will be worse than modelled.
  • A gate fires constantly. Either the limit is wrong or the strategy is worse than expected.
  • The drawdown was uncomfortable. At simulated money. It will not be easier with real money.
  • The exits are all stops. The exit logic is not what is ending trades.
Do not skip paper because the backtest was good

Deploying a Grade A backtest straight to live is the single most common expensive mistake on any systematic platform. Paper costs time and nothing else.


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