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Validation

Validation is the process of checking whether an indicator, strategy, connection, or workspace behaves correctly before trusting it.

Validation is different from optimization. Optimization asks, "Which parameters scored best?" Validation asks, "Is this behavior correct and reliable?"

Indicator Validation

For indicators:

  1. Compile in Code Lab.
  2. Confirm the class is in HyperionX.Custom.Indicators.
  3. Confirm the class inherits from Indicator.
  4. Confirm user settings use [HyperionXProperty].
  5. Confirm early bars are guarded.
  6. Confirm custom Series<double> objects are registered with AddSeries(...).
  7. Confirm plot DataSource is assigned in State.Configured.
  8. Load on a chart with enough bars.
  9. Check visual output.
  10. Watch logs for disabled indicator errors.

Strategy Validation

For strategies:

  1. Compile in Code Lab.
  2. Confirm the class is in HyperionX.Custom.Strategies.
  3. Confirm the class inherits from Strategy.
  4. Confirm all order paths use SubmitOrder(...).
  5. Confirm OrderAction and OrderType match the intended trade.
  6. Confirm position checks prevent duplicate entries.
  7. Confirm exit logic uses the correct quantity.
  8. Confirm stops and targets are realistic.
  9. Confirm fees, slippage, and account assumptions.
  10. Run in simulation or playback before live trading.

Connection Validation

For provider connections:

  • Confirm connection status changes correctly.
  • Confirm historical data loads.
  • Confirm live updates arrive.
  • Confirm account state loads.
  • Confirm order state updates appear.
  • Confirm positions update after fills.
  • Confirm disconnect/reconnect behavior.
  • Confirm logs do not show transport errors.

Workspace Validation

For workspaces:

  • Save a layout.
  • Restart the app.
  • Confirm the same windows reopen.
  • Confirm chart instruments and timeframes restore.
  • Confirm indicators plot without remove/re-add.
  • Confirm Chart Trader visibility and width restore.
  • Confirm AI avatar/chat state restores correctly.
  • Confirm multi-chart layout restores correctly.
  • Confirm the selected chart updates toolbar state.

Order Validation

For manual trading:

  • Confirm the selected account.
  • Confirm the selected instrument.
  • Confirm USD versus quantity size mode.
  • Confirm leverage.
  • Confirm time in force.
  • Confirm OCO/bracket parameters.
  • Confirm entry order appears.
  • Confirm bracket orders appear after fill.
  • Confirm cancelling one bracket sibling cancels the correct OCO group.
  • Confirm flatten cancels working bracket orders.

AI Validation

AI-generated scripts and analysis must be reviewed.

Check that AI output:

  • Uses HyperionX APIs.
  • Avoids other-platform namespaces and helper methods.
  • Compiles in Code Lab.
  • Guards early bars.
  • Does not expose secrets.
  • Does not make unsupported claims about live trading.
  • Is tested in simulation before live use.

Release Validation Checklist

Before shipping a build:

  1. Build Release x64.
  2. Start the correct real app build.
  3. Confirm dark theme opens correctly.
  4. Open a chart.
  5. Add and remove volume indicator.
  6. Resize indicator panel.
  7. Toggle Chart Trader.
  8. Create OCO preset and test in simulation.
  9. Open Code Lab and build custom scripts.
  10. Open strategy, optimizer, validator, and performance windows.
  11. Test multi-chart layout.
  12. Test AI avatar and chat panel.
  13. Save and restore workspace.
  14. Export logs if anything fails.