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User's Guide

This section walks you through the day-to-day flow of running a strategy in MesoLive. Each topic is covered by an instructional video and step-by-step instructions with screenshots.

The core lifecycle

  1. Deploy Strategy
  2. Create and Adjust Positions
  3. Monitor Positions
  4. Monitor Strategies and Underlyings
  5. Monitor Accounts
  6. Position Liquidate
  7. Today view

Before using a live account, run the same workflow end-to-end in Paper Trading:

After you finish this section

  • Learn how signals work (and what “Eval failed” means): Signals
  • Learn how to sanity-check entries/exposure: Risk Graphs
  • Learn how MesoSim differs from live execution: Compatibility matrix

If you want:

  • Core operational references (risk graphs, signals, paper trading, position tracking): see Operation Manual.
  • Troubleshooting playbooks: see Troubleshooting.