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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.