The problem with most setups
A typical algorithmic trader today runs at least three separate tools: a charting platform to analyze the market and visualize ideas, a broker account to execute trades, and an automation layer to connect the two. Each tool has its own subscription, its own interface, and its own way of breaking.
More importantly, none of these tools talk to each other natively. A signal generated in TradingView doesn't automatically become a live order. A backtest result doesn't automatically tell you how to configure your risk. You're the connector — and every manual step between idea and execution is a point of failure.
Step 1 — Building the strategy
In Charton, strategy building happens through a conversation. You describe what you want and the system translates it into structured trading logic. There are three ways to start:
Criteria-based
You describe research criteria: “Compare historical gold strategy candidates with a defined drawdown limit.” The system scans combinations across over 150 technical tools and returns historical candidates for you to evaluate.
Knowledge-based
You describe a specific setup: “Build a strategy based on order blocks inside the London session, 1:1 risk/reward, stop below the order block.” If the logic is supported in the system, it structures the rules, tests them, and returns results.
Image-based
You upload a screenshot of a chart or a hand-drawn strategy sketch. The system reads it, converts it into structured logic, and builds a strategy from it automatically.
After a build, Charton can surface up to five historical parameter variations — focused on diagnostics like win rate, drawdown, or profit factor. These are not recommendations; you decide what to test or apply.
Step 2 — Backtesting
Once the strategy is built, you get a hypothetical historical summary in the chat: win rate, total trades, net P&L. This is enough to decide whether it is worth reviewing further.
For the full picture, the strategy moves to the Workspace. Here you see the strategy drawn directly on the chart — every entry, exit, and trigger point — alongside the complete backtesting report. This is where you verify that the logic behaved the way you intended, not just that the numbers look good.
The backtesting engine runs at tick level — processing every price movement, not just candle opens and closes. You can add commissions and slippage before running to get results that reflect real execution conditions. Any change you make through the chat updates the backtest in real time.
Step 3 — Setting risk parameters
Before deploying anything, you define the risk rules. These operate at two levels:
At the strategy level, you set stop loss, take profit, risk per trade (as a percentage or fixed amount), maximum simultaneous positions, and session filters if you only want the strategy active during specific market hours.
At the agent level — which applies across all strategies on the same account — you can set a maximum daily loss, a maximum total drawdown, and a cap on total open positions. When configured thresholds are detected, the agent can pause new activity or alert you according to the execution mode you selected. This can help monitor prop firm-style rules, but it does not guarantee compliance or prevent every breach.
Step 4 — Launching an agent
An agent is the entity that connects your strategy to a real (or demo) broker account and transmits authorized orders. You create an agent, connect it to a broker account via API key or OAuth 2.0 — a one-time setup — and assign the strategies you want it to follow.
Before going live, you have two options to validate in real market conditions without capital at risk: Charton's built-in demo portfolios (available on all plans) or your broker's own demo account.
When you're ready, you choose the execution mode: automatic order transmission according to the strategy rules you authorized, semi-automatic approval per trade, or alerts only. This can be changed at any time.
Step 5 — Monitoring
Once the agent is running, you can monitor it from the agent dashboard. You see overall performance, a breakdown per strategy, and live open positions. Every transmitted order is drawn on the chart in the Workspace — so you can verify at any point that activity matches the strategy logic you approved.
Alerts are sent by email and through the web app when something happens — a trade opened, a position closed, a limit reached, or an agent stopped. If you're in semi-automatic mode, the alert takes you directly to the approval page.
The complete picture
The entire flow — from describing an idea to a running agent — happens inside one system. The chart you analyze is the same chart where you verify execution. The strategy you built in the chat is the same one the agent trades. There's no manual export, no webhook configuration, no third-party connector to maintain.
That's the point of having everything in one place: not just convenience, but a shorter distance between what you intended and what actually runs.