Studio Features Guide

Studio is your operations terminal for the entire Barfinex stack. It connects to your local or remote Provider over HTTPS and renders all data client-side — nothing is stored in the cloud.

Platform Dashboard

The Dashboard provides a unified view of all connected services and their health status.

• Real-time health indicators for Provider, Detector, the Advisor policy stage, and Inspector.
• WebSocket connection state and latency.
• Active subscription count and event throughput.
• Quick-access links to every other Studio page.

Deployment Wizards

Studio includes step-by-step wizards for deploying each service to cloud VMs.

• Provider Wizard — configure exchange connectors, set auth token, deploy.
• Detector Wizard — select strategy configurations, attach to a Provider, deploy.
• Advisor stage — view its read-only lifecycle, policy decisions, and handoff reconciliation through Provider.
• Inspector Wizard — set risk policies and execution authority.

Each wizard validates configuration before deployment and shows real-time deployment progress.

Exchange Onboarding

A guided wizard for connecting a new exchange account.

1. Select the exchange (Binance, Alpaca, or others supported by your Provider).
2. Enter API credentials (stored locally, never sent to the cloud).
3. Studio verifies the connection and displays available trading pairs.
4. Subscribe to market data streams for the pairs you need.

Strategy Management

Manage the full lifecycle of Detector strategies from Studio.

• List all strategies across all connected Detector instances.
• Synthesize new strategies from templates or AI-generated configurations.
• Request promotion review after independent post-cost evidence passes the governed shadow/paper/live ladder; backtesting alone never enables live signal generation.
• Suppress a strategy to stop signal emission without deleting it.
• Compare two strategies side-by-side: signal history, hit rate, average return.

Backtesting

Replay strategies against historical market data to evaluate performance before going live.

• Select a strategy, symbol, and date range.
• Provider serves historical candles; Detector replays the strategy logic.
• Results include: signal count, win rate, max drawdown, profit factor.
• Compare multiple backtest runs in a single view.

Capital Efficiency

Visualize how effectively your capital is utilized across positions and strategies.

• Utilization heatmap — time-of-day vs. day-of-week capital usage.
• Suppression analysis — how much capital was freed by Inspector risk policies.
• Filter by exchange, symbol, or strategy.

Portfolio

Multi-exchange balance and position overview in a single page.

• Aggregated balances across all connected exchanges.
• Open positions with unrealized P&L.
• Historical balance snapshots over time.
• Filter by exchange or asset.

Marketplace

Browse and install plugins and indicators that extend Provider, Detector, and Inspector capabilities.

• Plugin catalog with descriptions and compatibility info.
• One-click install to a connected Detector instance.
• Version management and update notifications.

Webhooks

Configure HTTP callbacks for system events.

• Create webhooks with a target URL, event filter, and optional HMAC secret.
• Select which events trigger the webhook (signals, decisions, risk actions, deployments).
• View delivery history and retry failed deliveries.

For detailed webhook configuration, see the Webhooks & Alerting guide.

Alerting

Set up rules for automated notifications when specific conditions are met.

• No signals — alert when a strategy has not emitted a signal for a defined period.
• Drawdown threshold — alert when portfolio drawdown exceeds a configured percentage.
• Service down — alert when a connected service becomes unreachable.
• Connect alert rules to webhooks for delivery via Slack, Telegram, or any HTTP endpoint.

For detailed alerting configuration, see the Webhooks & Alerting guide.

Audit Log

Track deployment and configuration changes across the platform.

• Timestamped log of all deployment actions (create, update, delete).
• Configuration changes with before/after values.
• Filter by service, action type, or date range.

Runtime Config

Edit environment variables for deployed services without redeploying.

• View current configuration for each deployed service.
• Edit values and apply changes — the service restarts automatically.
• Changes are logged in the Audit Log.

Dark Mode and Command Palette

• Dark Mode — toggle between light and dark themes from the settings menu.
• Command Palette (Cmd+K / Ctrl+K) — quick access to any page, action, or search across the entire Studio interface.

Security

All Studio features follow the same security model:

• Data is rendered client-side only. No trading data, API keys, or signals pass through cloud servers.
• WebSocket connects directly to your Provider.
• Connection metadata is stored in your browser's LocalStorage.
• Auth tokens are sent only to your own Provider endpoint over HTTPS.