Accounts, Orders, Positions, And Running Strategies

The lower panes in the main HyperionX window are operational controls, not only status displays. Context-menu actions can change local simulation state, send provider requests, or resume strategy entries. Confirm the selected connection, account, instrument, and row before using them.

Pane	Use it to
Accounts	Inspect account type and balances; configure or reset Hyperion Sim.
Orders	Inspect order state; cancel a working order or remove an eligible local record.
Positions	Inspect provider/account position state; send a full-position market close.
Strategies	Inspect running sessions, warnings, chart ownership, and performance; remove or resume a session.
Executions	Reconcile fills and timestamps with the provider.
Log	Review operational messages and diagnostics.

The provider or broker is authoritative for externally routed orders, positions, and executions. A missing desktop row is not proof that an external order was cancelled.

Configure Hyperion Sim

1. Open the Accounts pane.
2. Right-click the Hyperion Sim / LocalPaper account.
3. Select Simulation Settings.
4. Set a starting balance greater than zero.
5. Set nonnegative Commission Per Order and Commission Per Unit values.
6. Select Save.

These settings apply to the local Hyperion Sim model. A provider-managed Server Paper account does not use the local starting-balance or commission dialog; manage that account through the provider's supported tools.

Hyperion Sim remains simplified. Commission settings do not add spread, queue position, partial fills, market impact, configurable slippage, buying-power rejection, or liquidation behavior.

Reset Hyperion Sim

Right-click a LocalPaper account and select Reset Simulation Account.

Immediate local reset

In the reviewed source, this command has no confirmation dialog. It immediately clears the local account's positions and orders, resets realized and unrealized P&L to zero, and restores the configured starting capital.

The reset does not close a broker position, cancel an exchange order, or reset a provider-managed Server Paper account. Export or record any simulation evidence you need before resetting.

Cancel Or Delete An Order

Select an order in the Orders pane, then use the context menu.

Command	When it is available	What it does
Cancel	A cancelable order state such as submitted, accepted, working, trigger-pending, or partially filled	Sends a cancel request through the account/provider route. The request is not proof of cancellation; wait for the authoritative provider state.
Delete	An unfilled order in an eligible final or faulty state	Removes the local order record. It is not a substitute for cancelling a working provider order.

After either action, compare the order identifier, remaining quantity, state, and timestamp with the provider. Do not submit a replacement merely because a local row disappeared.

Close A Position

1. Open Positions.
2. Select the intended row.
3. Confirm its account, provider-position identity/side, instrument, and full quantity.
4. Right-click and select Close.

The current command submits a market order for the full reported position quantity: sell for a long position or buy-to-cover for a short position. On the normal path it then cancels working protective orders associated with that position/instrument.

Direct market action

The direct Positions-pane path has no general confirmation dialog in the reviewed source. A market request can slip, partially fill, reject, or remain unresolved during a disconnect. Cancelling protection while a close is unresolved can also change risk.

Keep the provider open until the close fill and protective-order state are confirmed. If the desktop and provider disagree, stop submitting duplicate actions and reconcile identifiers and timestamps first.

Manage A Running Strategy

The Strategies pane context menu exposes these current operations:

Command	Meaning
Show Chart	Brings the strategy's owning chart into view when available.
Remove	Disables and removes the local strategy session from the Strategies pane. Do not assume this flattens positions or cancels every provider order.
Resume strategy entries	Calls the recovery path after an entry-side strategy fault paused new entries.
Performance	Opens or closes performance for the selected enabled strategy.
Performance Portfolio	Opens or closes the combined enabled-strategy performance view.

Resume Entries After A Fault

Use Resume strategy entries only after you have:

1. read the runtime warning and the main log;
2. reconciled provider orders, fills, positions, and protective orders;
3. corrected the connection, account, script, or data condition that caused the fault; and
4. confirmed that allowing a new entry cannot duplicate exposure.

Resume clears the entry pause; it does not repair the root cause, recreate missed orders, or prove that protection exists. If the state is ambiguous, leave entries paused and restart from a reconciled, non-live test.

Save, Import, And Export Strategy Templates

Strategy/risk templates use the .hxstrategy.json extension and are stored for the current Windows user under:

Documents\HyperionX\Templates\Strategies

The current template model can contain strategy identity, editable parameters, symbol and connection labels, bar settings, historical period, timezone, commission settings, leverage, margin, historical fill model, and continuous-futures merge settings. It does not bundle the strategy's C# source or provider credentials.

Save

Open a chart's Strategies selector or Validator's strategy-preset controls, select a compiled strategy, then choose Presets > Save / Save strategy / risk template and enter a name.

Export

Use Tools > Export to choose an existing saved strategy template, or use Presets > Export from the strategy selector or Validator. HyperionX writes the selected JSON to the destination you choose.

Import And Load

1. Open the chart strategy selector or Validator strategy-preset area.
2. Choose Presets > Load.
3. Select Import in the Load dialog.
4. Choose a .hxstrategy.json file.
5. Select the imported template and load it.
6. Review every applied parameter and risk/execution assumption before enabling the strategy.

Tools > Import is for C# Code Lab source; it is not the strategy-template importer. A template also does not install its referenced strategy. Compile the matching strategy first, and treat a template from another build as untrusted configuration until every field has been reviewed.

Older JSON templates below Documents\HyperionX\Presets\StrategyTemplate can be migrated into the current strategy-template folder when the store initializes.

Choose The Correct Strategy Entry Point

The main New > Strategy command is a server-provisioned strategy selector. It requests a strategy catalog and details from the configured HyperionX server API. When that service is unavailable, the current desktop can show clearly labeled demo strategies and later report that server API credentials are required.

New > Strategy is not the local Code Lab strategy selector. To load a locally compiled strategy, create/open a chart and use its Strategies toolbar button or chart context menu. Use Validator or Optimizer for historical workflows.

Treat the server-provisioned command as unavailable unless your organization has the required service, credentials, catalog, and instrument mapping.

Shut Down And Reconcile

Closing HyperionX does not mean “flatten and cancel.” The desktop warns about reported open positions and enabled strategies, but a user can confirm shutdown while they still exist.

Before closing:

1. Stop or disable automated strategies and inspect the Strategies pane for warnings.
2. Stop Trade Copier activity and reconcile leader/follower accounts.
3. Decide deliberately which working orders should be cancelled or left at the provider.
4. Decide deliberately which positions should be closed or left open.
5. Verify orders, positions, and executions at each provider.
6. Save the intended workspace; workspace files do not save live trading state.
7. Close HyperionX and read every shutdown warning.

After restart or reconnection:

1. Open the provider's own platform or portal first.
2. Reconcile working orders, positions, fills, and protection.
3. Reconnect HyperionX and compare account state.
4. Restart strategies or Trade Copier only after the state matches and duplicate-entry risk is understood.

Related Guides

• Accounts And Trading Environments
• Charting And Trading
• Connection Recovery
• Trade Copier
• Workspaces
• Risk And Security