Documentation/Quick start
Workflow canvas overview
How the visual strategy canvas is organised.
A Lattice strategy is a directed graph on the canvas: a Data source feeds a Data extraction & processing node, optionally an AI model, then the Trading logic block (strategy type, position management and risk control) and finally the Trading engine that runs backtests, paper trading or live trading.
Canvas controls
- Drag nodes from the Node library on the left onto the canvas.
- Drag from an output connector (right side) to an input connector (left side) to connect nodes.
- Scroll to zoom, drag the background to pan, use the bottom-left controls to reset or fit.
- Click a node to edit it in the configuration panel on the right. Press Delete to remove the selection.
- Save with the cloud button or Ctrl+S; Run starts a backtest on the free machine.
Every template in Strategy templates produces a complete, runnable graph you can modify.