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WELCOME TO BAD OTTER

Your research workspace

Review your plan, continue recent work and see what needs your attention.

RECENT STRATEGIES

Continue building

View all

RECENT RESEARCH

Pipeline activity

Open queue

NOTIFICATIONS

Latest activity

PLATFORM UPDATE

What’s new

Release notes

QUICK ACTIONS

Continue your work

Create Strategy Continue Research Portfolio Lab Download Reports

ACCOUNT CENTRE

Profile and preferences

SECURITY

Sessions and privacy

PasswordManaged securely with Argon2id

Two-factor authenticationNot configured

API keysComing soon

BAD OTTER ACADEMY

Learn the evidence-first workflow

Guided education, contextual help and safe demonstrations. Academy access never changes trading permissions.

Experience mode

LEARNING LIBRARY

Academy articles

SAFE PRACTICE

Demonstration workspace

GUIDED QUANT™

Learn systematic trading by actually doing it.

Resumable, contextual journeys use your authorised workspace state to validate progress. Guidance never changes permissions or blocks available features.

CURRENT TUTORIAL

Continue learning

RECOMMENDED NEXT

Build the next skill

ACHIEVEMENTS

Educational milestones

RESEARCH MILESTONES

Evidence created

TUTORIAL LIBRARY

Guided journeys

SUBSCRIPTION

Plan and billing

No payment is taken until a billing provider is connected. Requests are recorded for support review.

FEATURE COMPARISON

Available plans

BILLING HISTORY

Invoices

Invoice	Status	Amount	Date	VAT	Document
Loading invoices…

WORKSPACE USAGE

Plan capacity

Usage is calculated from records in the active workspace.

PLATFORM ANNOUNCEMENTS

Updates and maintenance

VERSION HISTORY

Release Notes

SUPPORT

Help Centre

PUBLIC ROADMAP

Product direction

BAD OTTER CONTROL CENTRE

Watching risk before chasing returns.

Every proposal must pass the central risk engine before the simulated broker can execute it.

View risk limits →

GUIDED QUANTITATIVE RESEARCH

Research Optimisation

SIMULATION ONLY

RESEARCH HISTORY

Optimisation Runs

No optimisation runs yet.
Optimise a strategy to discover the highest-performing parameter combinations.

RANKED RESULTS

Top Strategies

Show top

Select an optimisation run to analyse its results.

Rank	Score	Return	Maximum Drawdown	Profit Factor	Sharpe	Win %	Trades	Parameters
No optimisation runs yet.

INTERACTIVE RESEARCH

Parameter Landscape

X AxisY AxisColour Metric

Each square represents a completed optimisation result. The selected X and Y axes determine the parameters displayed, while the colour represents the chosen performance metric. Larger stable regions are generally preferable to isolated peaks because they indicate more robust parameter selections.

Very PoorExcellent

No optimisation results available.Run Optimisation

Stable regions appear after a completed optimisation.

Equity Curve

Drawdown Curve

Monthly Returns

Trade Distribution

Performance summary updates with the selected result.

Portfolio equity—Simulated account

▤

Available cash——

Today’s P&L—Realised + unrealised

↗

Open positions—Maximum —

◇

STRATEGY LIFECYCLE

Research readiness

Open Strategies

PORTFOLIO

Capital allocation

Open Portfolio Lab

Build a Portfolio Lab allocation to populate portfolio evidence.

RESEARCH QUEUE

Pipeline activity

Open queue

TOP STRATEGIES

Leaderboard

Compare

DEPLOYMENT

Candidates

BROKER HEALTH

Read-only connections

Manage Connections

PORTFOLIO INTELLIGENCE

Trust and allocation health

Open Intelligence

RECENT ACTIVITY

Workspace timeline

ACTIVE RESEARCH

Jobs and sessions

RECOMMENDATIONS

What to do next

COMMAND CENTRE

Quick actions

Create Strategy Run Backtest Run Optimisation Run Walk Forward Create Paper Session Generate Report Refresh Markets Import Strategy

PORTFOLIO

Equity overview

Portfolio history unavailableStart a paper session to build an evidence-backed equity history.

Current risk0.25%

Daily limit2.00%

Max positions—

System mode—

OPERATIONS

System health

CHECKING

Application—

Broker—

Database—

Version—

MARKETS

Market watch

Simulated data · refreshes every 30 seconds

RESEARCH ASSETS

Strategies

Manage strategy definitions and open a focused workspace for research.

STRATEGY DEFINITION

Untitled Strategy

Saved

STRATEGY IDENTITY

Strategy Identity

Strategy name Status Market Symbol Timeframe Direction Maximum simultaneous positions Enabled Description

ENTRY CONDITIONS

Entry rules

ENTRY FILTERS

Optional confirmation filters

POSITION SIZING

Position Sizing

Maximum simultaneous positions is configured in Strategy Identity. Additional sizing definitions are available in Risk Management.

RISK MANAGEMENT

Risk overlays

TRADE MANAGEMENT

Open-position management

EXIT CONDITIONS

Exit rules

Entry Conditions↓Entry Filters↓Position Sizing↓Risk Management↓Open Position↓Trade Management↓Exit Conditions

VISUAL RULE TREE

LIVE STRATEGY EXPLANATION

Add entry and exit rules to generate a plain-English preview.

STRATEGY HEALTH & READINESS

Notes

Complete the definition, then save a draft or mark it Ready.

READY TO SAVE

Save strategy draft

Your strategy definition will be validated and saved to the current workspace. Saving never executes trades or starts research automatically.

Name	Lifecycle	Health	Sharpe	Return	Drawdown	Confidence	Paper Ready	Live Ready	Next Action
No strategy drafts yet.

HISTORICAL RESEARCH

Backtest a saved strategy

Stored candles · long only · no trade execution

RESEARCH DATASET

Dataset information

NOT CHECKED

Choose a symbol, timeframe and date range to check stored coverage.

Select a saved long strategy and a stored historical-data range.

PERFORMANCE SUITE

Strategy Analytics

Select a completed backtest to view professional analytics.

Strategy	Symbol	Return	Drawdown	Sharpe	Profit Factor	Trades	Win Rate	Overall Rating
Select at least two runs from history.

Select a completed backtest to assess strategy quality.

COORDINATED EVIDENCE REVIEW

Research Team™

Five independent specialists review one shared Evidence Pack before Otter presents a unified recommendation.

Completed backtest

Multiple perspectives. One evidence-led conclusion.

The Research Analyst, Statistician, Risk Officer, Portfolio Manager and Academy Tutor independently review the same authorised evidence. Select a completed backtest to begin.

Open Backtests

Create or select a personal paper account.

GUIDED DEPLOYMENT

Create paper session

SIMULATED ONLY

ACTIVE RESEARCH

Paper sessions

No paper sessions yet.

Broker healthDISCONNECTED

ExecutionDISABLED

Approval modeMANUAL

Kill switchOFF

LIVE ACCOUNTS

Read-only connections

No live account definitions.

EXECUTION QUEUE

Execution intents

No execution intents.

BROKER HEALTH

Capability inspection

Select and verify an account.

RECONCILIATION

Read-only comparison

No reconciliation run.

STRATEGY AND DATASET

Walk-Forward Analysis

Test frozen optimised parameters on sequential unseen periods. No future data enters training.

CHECK DATA

WINDOWS

Sequential training and testing

— WINDOWS

Training windowTesting windowUnit

Mode Rolling Anchored

OPTIMISATION

Bounded parameter research

ObjectiveMaximum combinationsWorkers

Select a strategy to discover optimisable parameters.

STEP 4 · RUN

Out-of-sample robustness test

Configure at least two complete testing windows.

Combined OOS equity

Combined OOS drawdown

Return by test window

Training versus testing

Window	Training range	Testing range	Parameters	Training score	Test return	Drawdown	Sharpe	Trades	Status

HISTORY

Saved walk-forward research

No walk-forward runs yet.

PROTECTION

Risk centre

◆

PORTFOLIO

Open positions

No open positions.

TEST HARNESS

Send a proposal

Simulation only

No proposal submitted yet.

TRADE VAULT

Simulated orders

Time	Symbol	Strategy	Side	Qty	Fill	Status
No orders yet.

PORTFOLIO

Accounts

Manage paper sessions

Account balances and connection state only. Session creation remains in Paper Trading.

PORTFOLIO

Orders

Order state across the current workspace.

Time	Symbol	Strategy	Side	Quantity	Fill	Status
No orders recorded.

PORTFOLIO

Performance

View research backtests

Portfolio-level equity, drawdown and returns. Historical strategy evidence remains in Backtests.

MARKETS

Market Explorer

Open Watchlists

Search the complete supported market universe. Current values are explicitly labelled by provider and simulation status.

REPORTS

Research Reports

Download generated evidence by research stage.

REPORTS

Export Centre

Workspace export actions and downloadable datasets.

HISTORICAL DATA

Download Dataset

LOCAL RESEARCH CACHE

Choose a dataset to check local availability.

Datasets0

Total Storage0 B

Cache Usage0 B

Last SynchronisationNever

LOCAL INVENTORY

Installed Datasets

AUTOMATED RESEARCH

Research Queue

Full and selected-stage pipelines run sequentially. Up to 100 strategies can be queued through the batch API without changing research calculations.

Queue	Strategy	Status	Current Stage	Completed	Remaining	Progress	Worker	CPU	Memory	Estimated Start	Started	Elapsed	Estimated Completion	Actions
Research queue is loading.

SCHEDULING

Overnight Research

Run after market close Pause at market open Only use idle workersMaximum CPUConcurrent jobs

DECISION SUPPORT

Compare Strategies

Choose between two and twenty strategies. Winners are highlighted from persisted research evidence.

Strategy	Score	Sharpe	Return	Drawdown	Confidence	Lifecycle	Recommendation
Select strategies to compare.

AVAILABLE STRATEGIES

Intelligence-complete research

CONSTRUCTION

Capital allocation

Portfolio name

Select at least two eligible strategies.

Total allocation0.00%

Rebalancing

Select at least two intelligence-complete strategies.

DEPENDENCY RISK

Correlation Matrix

Select strategies to reveal correlation.

PERFORMANCE

Equity Curve

Portfolio, strategy and benchmark curves appear after analysis.

ATTRIBUTION

Contribution Analysis

Strategy	Return	Risk	Capital	Trades	Profit Factor	Largest Win	Largest Loss
No analysis yet.

DIVERSIFICATION

Overlap Report

No analysis yet.

SURVIVAL

Stress Testing

Scenario	Survival	Largest DD	Recovery	Capital Retained
No analysis yet.

REBALANCING

Frequency Comparison

No analysis yet.

OTTER WATCH

Recent audit events

No events yet.

PORTFOLIO TRUST ENGINE

Can you trust this portfolio with real money?

Deterministic evidence from research, paper results, Portfolio Lab and read-only broker data. This page cannot trade.

ALLOCATION

Sector diversification

CAPITAL

Cash and efficiency

POSITIONS

Current vs suggested allocation

Position	Current	Suggested	Difference	Risk	Capital	P/L

RECOMMENDATIONS

What to do next

HISTORY

Health and trust trend

BROKER COMPARISON

Actual vs Portfolio Lab

⌁

Select a broker connection

Add an IB Gateway or TWS connection to inspect account balances, positions, orders, and executions.

IDENTITY

Account settings

ACTIVE WORKSPACE

Workspace settings

All strategies and research records are isolated to this workspace.

Sign in to Bad Otter

Your research workspace

Build your first research workflow

Continue building

Pipeline activity

Latest activity

What’s new

Continue your work

Profile and preferences

Sessions and privacy

Learn the evidence-first workflow

Academy articles

Demonstration workspace

Learn systematic trading by actually doing it.

Continue learning

Build the next skill

Educational milestones

Evidence created

Guided journeys

Plan and billing

Available plans

Invoices

Plan capacity

Updates and maintenance

Release Notes

Help Centre

Product direction

Watching risk before chasing returns.

Research Optimisation

Research Dataset

Optimisable Parameters

Optimisation Engine

Run Optimisation

Optimisation Runs

Top Strategies

Parameter Landscape

Equity Curve

Drawdown Curve

Monthly Returns

Trade Distribution

Research readiness

Capital allocation

Pipeline activity

Leaderboard

Candidates

Read-only connections

Trust and allocation health

Workspace timeline

Jobs and sessions

What to do next

Quick actions

Equity overview

System health

Market watch

Market details

Strategies

Untitled Strategy

Strategy Identity

Entry rules

Optional confirmation filters

Position Sizing

Risk overlays

Open-position management

Exit rules

Save strategy draft

Strategy

Backtest a saved strategy

Dataset information

Equity curve

Drawdown

Strategy Analytics

Compare completed backtests

Strategy Intelligence

Monte Carlo confidence bands

Return distribution

Benchmark comparison

Monthly returns

Advanced risk metrics

Performance by regime

Explain my strategy