HX100 Platform Orientation
HX100 teaches the platform before scripting. Users should know how to connect, open charts, manage data, use Chart Trader, and save workspaces before they write strategies.
Lesson 1: Main Platform Areas
HyperionX is organized around:
- Main window.
- Connections.
- Instruments.
- Charts.
- Indicators.
- Strategies.
- Chart Trader.
- Validator.
- Optimizer.
- Database/results.
- Options.
- Workspaces.
- Code Lab.
- Rion AI.
The course should teach these as one workflow, not as disconnected windows.
Lesson 2: Connections
Connections provide data and order routing. Provider capabilities can differ.
Teach users to verify:
- Connection status.
- Account selection.
- Instrument availability.
- Historical data loading.
- Live data loading.
- Testnet, paper, simulation, or live mode.
- Supported order types.
Do not assume every provider supports the same market data, leverage, brackets, or order lifecycle.
Lesson 3: Instruments And Charts
To open a useful chart, the user needs:
- Connection.
- Instrument.
- Data series type.
- Data series value.
- Date range or days to load.
- Chart type.
Then teach:
- Add indicator.
- Change timeframe.
- Use drawing tools.
- Toggle Chart Trader.
- Open Time and Sales, Level 2, or DOM from the active chart context.
Lesson 4: Chart Trader
Chart Trader is the manual order entry panel. Teach it before automated strategies.
Core concepts:
- Account.
- Quantity.
- Order type.
- Market, limit, stop, and stop-limit behavior.
- OCO/bracket presets.
- Stop and target prices.
- Leverage where the selected provider and instrument support it.
- Simulation vs live routing.
Users should place test orders in simulation before using live credentials.
Lesson 5: Options
Current HyperionX Options groups include:
| Category | Group | Purpose |
|---|---|---|
| General | Project | Custom project paths and compile behavior. |
| General | Preferences | Time zone and app preferences. |
| General | Display | Theme and chart display settings. |
| General | Email alert configuration. | |
| General | Api | API server credentials/settings. |
| General | HistoricalData | Stored historical data management. |
| Calculation | Optimizer | Optimizer calculation settings. |
Teach the current layout. Do not document option groups that are not currently implemented in HyperionX.
Lesson 6: Historical Data
Historical data should be managed through HyperionX tools. Users should not hand-delete data folders because price files and metadata need to stay consistent.
Teach:
- Add/download historical data from a connected provider.
- Import external historical data through Import Historical Data.
- Use the provider label
Historical Datafor imported futures tick data. - Delete data through the UI.
- Confirm symbol, asset class, timeframe, and date range.
- Avoid overwriting imported data without an explicit decision.
Lesson 7: Workspaces
Workspaces should restore the user's trading/development setup:
- Window layout.
- Chart instruments and timeframes.
- Indicators and parameters.
- Strategy windows where supported.
- Chart Trader visibility.
- Level 2, Time and Sales, DOM, and research windows where supported.
Users should create separate workspaces for trading, research, and development.
Lesson 8: Code Lab Entry Point
After platform orientation, introduce Code Lab:
- Create indicator.
- Create strategy.
- Compile.
- Read diagnostics.
- Add compiled script to a chart or validator.
External editors can help, but Code Lab compile remains the platform truth.