OptionEdge - Find your Edge

Click to view Quick Start Guide

Introduction

OptionEdge is a self-hosted, web-based trading platform designed to help traders execute trades live quickly, manage positions efficiently, and optimize their strategies with advanced risk management capabilities. Whether you're a beginner or an experienced trader, OptionEdge provides a powerful toolkit to forward-test ideas, visualize payoffs, and adjust strategies without risking real capital or execute live with your favourite broker.

🚀 Key Features

• Quick Trade Execution – Execute trades instantly to capitalize on market opportunities.
• Trade Management – Monitor and manage executed trades effectively.
• Payoff Visualization – Get real-time insights into your strategy’s potential outcomes.
• Strategy Testing (Drafts) – Forward-test trading ideas without any financial risk.
• Adjustments & Optimization – Modify and optimize strategies based on market conditions.
• Risk Management – Set Stop-Loss (SL) and Target levels at multiple layers: Position, Basket, or Global.
• Multi-Broker Support – Seamlessly integrate and execute strategies across multiple brokers.
• Live Execution – Execute strategies against brokers and track live PnL and payoffs.
• Basket Organization – Group strategies into baskets for better P&L tracking.
• Cross-Platform Compatibility – Self-host on Windows, Linux, macOS, or deploy on a VPS/cloud server.
• Web-Based Access – Use OptionEdge from any modern web browser.

📊 Baskets & Strategy Organization

Organize your trading strategies into baskets and basket groups to efficiently track the profit and loss at different levels. This feature helps traders manage multiple strategies in a structured manner.

🔥 Live Execution & Draft Testing

• Live Execution – Instantly execute strategies against a configured broker, track live PnL, and set exit targets.
• Draft Testing – Forward-test strategies in a simulated environment before going live. Convert drafts into live strategies with a single click.

🛠️ Installation & Hosting

OptionEdge is a self-hosted platform that can run on:

• Local Machines – Windows, Linux, macOS
• Cloud/VPS Servers – Deploy on any cloud provider (AWS, Azure, DigitalOcean, Linode, etc.)

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OptionEdge Quick Start Guide

Installation Steps

Windows Installation

1. Download the Installer:

   • Download the latest OptionEdge installer from the following link:
   • 

2. Run the Installer:

   • Locate the downloaded .exe file and double-click to run the installer.
   • If you see the "Windows protected your PC" warning, follow these steps to proceed:
     • Click More info.
     • Click Run anyway.
     • If More info, options not available, right-click the installer, select Properties, and check Unblock under the General tab. Click Apply, then OK, and run the installer again.
       • 
   • Follow the on-screen installation instructions.

3. Complete Installation:

   • Once the installation is completed, two shortcuts will be available on the desktop:
     • Start OptionEdge – This starts the OptionEdge engine and launches the browser, which must be kept running.

4. Accessing the UI:

   • Open Chrome (recommended) and navigate to http://localhost:7500.
   • Log in with your credentials and follow the on-screen installation steps.

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Linux/Mac Installation (Using Docker)

Prerequisites: Install Docker

1. Install Docker on Linux (Ubuntu):

   • Update package index:

     sudo apt update

   • Install required dependencies:

     sudo apt install ca-certificates curl gnupg

   • Add Docker’s official GPG key:

     sudo install -m 0755 -d /etc/apt/keyrings
     curl -fsSL https://download.docker.com/linux/ubuntu/gpg | sudo tee /etc/apt/keyrings/docker.asc > /dev/null
     sudo chmod a+r /etc/apt/keyrings/docker.asc

   • Set up the repository:

     echo "deb [arch=$(dpkg --print-architecture) signed-by=/etc/apt/keyrings/docker.asc] https://download.docker.com/linux/ubuntu $(lsb_release -cs) stable" | sudo tee /etc/apt/sources.list.d/docker.list > /dev/null

   • Install Docker:

     sudo apt update
     sudo apt install docker-ce docker-ce-cli containerd.io docker-buildx-plugin docker-compose-plugin

   • Verify installation:

     docker --version

2. Install Docker on Mac:

   • Download and install Docker Desktop from Docker’s official website.
   • Follow the installation instructions for macOS.
   • Verify installation by running:

     docker --version

Download and Run OptionEdge with Docker Compose

1. Create a Local Folder for OptionEdge:

   mkdir ~/optionedge && cd ~/optionedge

2. Download the Docker Compose YAML File:

   • Use the following link to download the docker-compose.yml file:

   • 

   • Alternatively, download via terminal:

     curl -o docker-compose.yml https://optionedgereleasessa.blob.core.windows.net/optionedge-github-releases/docker-compose.yml

3. Start OptionEdge using Docker Compose:

   docker-compose up -d

   • The -d flag runs it in detached mode (background mode).
   • This will start both the OptionEdge Engine and UI.

4. Access the UI:

   • Open Chrome (recommended) and go to http://localhost:7500.
   • Log in with your credentials and complete the setup.

5. Persistent Data Storage:

   • User data (logs, configuration, etc.) is stored in the data folder where the docker-compose.yml file is downloaded.

Upgrading to the Latest Version

To update to the latest version of OptionEdge using Docker Compose:

1. Backup the Data Folder:

   cp -r ~/optionedge/data ~/optionedge/data_backup

2. Download the Updated Docker Compose File:

   curl -o docker-compose.yml https://optionedgereleasessa.blob.core.windows.net/optionedge-github-releases/docker-compose.yml

3. Stop the Running Instance:

   docker-compose down

4. Pull and Run the Latest Docker Compose Version:

   docker-compose pull
   docker-compose up -d

5. Restore Backup if Needed:

   • If anything goes wrong, restore the backup by copying the backup folder back to the original location:

     rm -rf ~/optionedge/data
     mv ~/optionedge/data_backup ~/optionedge/data

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This completes the installation and setup of OptionEdge on Windows, Linux, and Mac. Enjoy using OptionEdge!

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💡 Start exploring OptionEdge today and take your trading to the next level!