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HX100 Platform Orientation

HX100 is a simulation-first tour of HyperionX 1.1.10. The goal is to open the right tools, verify where data comes from, verify where orders go, and save a reusable layout before writing code.

Start with the release boundary

Read Feature And Provider Status before configuring a provider. A visible connection or tool name does not prove that it is supported for live use.

Lesson 1: Map The Desktop

Use the Desktop And Main Menu as the detailed map. The main areas are:

  • New: charts, MegaDOM, Level II, Time and Sales, Strategy, Validator, Optimizer, Performance, and Output.
  • Tools: instruments, instrument lists, Code Lab, Trade Copier, Agent Builder, Research Lab, reports, and Options.
  • Connections: saved provider definitions and connection state.
  • Workspaces: open, save, save as, and manage layouts.
  • Project: compile the complete custom-source project.
  • Help: support, knowledge base, update check, log exports, and version information.

The lower panel shows Logs, Strategies, Accounts, Positions, Orders, and Executions. A green market-data state is not proof that a particular account route is safe or live-ready.

Lesson 2: Separate Data From Order Routing

A provider connection can supply market data, accounts, order routing, or only a subset of those capabilities. Treat these as two separate choices:

  1. Data source: provider live data, stored history, or Playback.
  2. Order route: LocalPaper, Server Paper, or Broker.

Playback changes the data clock; it does not force trading tools onto LocalPaper. The current release-candidate build rejects Broker and Server Paper order mutations while Playback is active, but you must still select LocalPaper explicitly. Review Accounts And Trading Environments, then complete this check:

  1. Connect a supported provider.
  2. Verify history and live updates on a chart.
  3. Open Chart Trader and select LocalPaper explicitly.
  4. Read the account name again immediately before submitting a test order.

Lesson 3: Open And Inspect A Chart

Create a chart from New > Chart, then choose the connection, instrument, data series, interval, and history range.

On the chart:

  • Confirm the symbol, provider, timeframe, and most recent timestamp.
  • Add one indicator and change one parameter.
  • Open Data Box and inspect OHLC and plot values under the cursor.
  • Add and remove a manual drawing.
  • Toggle Chart Trader.
  • In multi-chart mode, click the intended chart before using shared controls or AI context.

Do not assume that a loaded chart has current data merely because candles are visible. Stored history can remain visible after a connection stops.

Lesson 4: Use Chart Trader Only In Simulation

Chart Trader sends directly to its selected account after local validation. It does not show a general manual-order confirmation dialog and it does not provide a universal maximum-order or daily-loss guard.

For the first exercise:

  1. Select LocalPaper.
  2. Confirm symbol, quantity, order type, and time in force.
  3. Submit a small simulated order.
  4. Find it in Orders and verify any fill in Executions and Positions.
  5. Cancel working orders and flatten the simulated position.

Hyperion Sim is a simplified full-fill model. It does not reproduce queue position, partial fills, configurable slippage, buying-power rejection, liquidation, or provider latency. See Chart Trader And Manual Trading.

Lesson 5: Know The Market-Data Tool Boundaries

  • MegaDOM: Current order-entry ladder; it routes directly to its selected account.
  • Level II: Preview because the window can show generated fallback rows when real provider depth is unavailable.
  • Chart-linked Time and Sales: Current for prints delivered by the active chart stream.
  • Standalone or restored Time and Sales: Preview because it can open with seeded sample rows.

Before using any of these views, verify provider, symbol, timestamp, and whether the rows came from provider data, chart context, or a fallback. Follow Market-Data Tools.

Lesson 6: Manage Historical Data Through The App

Use the Historical Data area in Options for market-data import. Tools > Import is for C# source, not market data.

The current local tick importer has two important 1.1.10 boundaries:

  • The visible time-zone selector is not forwarded to the parser. Naive timestamps can be interpreted through the Windows local zone before UTC normalization.
  • The overwrite path merges existing and imported rows by timestamp; it is not a guaranteed delete-and-replace operation.

Import a small range, inspect warnings, and compare timestamps with a trusted reference before research. See Historical Data And Import.

Lesson 7: Save And Restore A Workspace

A workspace saves supported window layout and configuration. It does not checkpoint provider sessions, live orders, positions, running strategies, in-memory strategy fields, or active Validator/Optimizer jobs.

  1. Arrange the chart and one diagnostic window.
  2. Select Workspaces > Save As and give the layout a clear name.
  3. Reopen it.
  4. Verify every provider, symbol, timeframe, indicator, and account.

A restored Chart Trader account must be checked again before an order. Use Save And Restore Workspaces for the exact saved-state list.

Lesson 8: Enter Code Lab Safely

Code Lab compiles the complete custom-source project into one runtime assembly.

  1. Open Tools > Code Lab.
  2. Create an indicator from a HyperionX template.
  3. Build the complete project and fix the first compiler error first.
  4. Add a fresh indicator instance to a chart.
  5. Before the next build, remove affected instances or disable affected strategies.

A successful build does not replace an existing indicator or strategy object in place. See Build, Test, And Debug.

Completion Check

  • You can identify the data source and order route independently.
  • You can place, cancel, and flatten only a LocalPaper test order.
  • You can distinguish real depth/prints from Preview fallback or sample data.
  • You can import a small historical sample and verify its time alignment.
  • You can restore a workspace and re-verify its trading context.
  • You can compile Code Lab and create a fresh runtime instance.