Move through the complete Finterion developer lifecycle: create an algorithm, upload source and research, promote a release, and configure a deployment.

1

Set up developer access

1. Create a developer account or add developer access to your existing account.
2. Open the Developer Dashboard and create your first organization.

Set up developer access

2

Create your first algorithm

1. Open your organization and select Algorithms.
2. Choose New Algorithm and enter its name, description, and initial settings.
3. Create the algorithm to open its workspace.

Create an algorithm

3

Upload your first algorithm

Select the strategy framework first, then choose the Finterion tool you want to use for validation and upload.

Framework

Investing Algorithm Framework

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Finterion developer tool

Finterion CLIDeveloper Dashboard

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Validate and push from your terminal

Run local validation, then push the current IAF project to register an immutable source version.

Shell

cd my-strategy
finterion validate
finterion push

CLI installationUpload strategy code

4

Upload your first backtest bundle

Upload an OBT result with the Python SDK or CLI and link it to your algorithm.

Finterion SDKFinterion CLI

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Upload research from Python

Use the SDK from a notebook, research script, or Python automation.

Shell

pip install finterion

Python

from finterion import upload_backtests

upload_backtests(
    "./my-backtest.obtf",
    organization="My Organization",
    name="First research bundle",
)

SDK installationUpload with the SDK

5

Create your first release

1. Open the algorithm and select Releases.
2. Choose New release and select the validated source version.
3. Add a release name and notes, then keep visibility Internal while validating.
4. Create and validate the release before using it in a deployment.

Create a release

6

Create your first deployment

1. Open the algorithm and select Deployment.
2. Choose the validated release and configure its preset, parameters, market, and schedule.
3. Create the organization deployment and review its status before allocating capital.

Create a deployment

Once research or deployment results are available, inspect performance, risk, and trade-level metrics in Finterion.

What you accomplished

You now have a developer organization, an algorithm with validated source and research, a release, and a deployment configuration. The SDK, CLI, and Developer Dashboard all operate on these same resources.

Next steps

• Upload and validate strategy code.
• Upload backtests with the SDK.
• Upload backtests with the CLI.