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Getting started

  • Introduction
  • Quick start
  • Core concepts

Importing data

  • Supported formats
  • How import works
  • Splitting a file
  • Troubleshooting

Building your portfolio

  • Workspace & equity
  • Weights & capital
  • Weekday filter
  • Keyframes
  • Currencies & FX
  • Library
  • Strike guard
  • Variants & comparison
  • History (undo/redo)
  • Shared spaces

Analytics

  • Metrics reference
  • Charts (deep-dive)
  • Monthly P&L
  • Correlations
  • Comparison
  • Monte Carlo
  • Equity Control
  • Optimization
  • IBKR reconciliation
  • Veeman AI

Research

  • Research overview
  • Define
  • Composing a backtest
  • How the engine trades
  • Results & archive
  • Parameter study
  • Rewind
  • Tactics
  • Indicators

Reference

  • Keyboard & command palette
  • Exporting data
  • Settings

Technical

  • Architecture
  • API reference
  • Security
  • Your data & privacy
  • Risk disclosure
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Quick start

This walkthrough takes you from a fresh account to a working analysis in about five minutes. You only need one thing: a CSV (or Excel) file of trades with, at minimum, a date and a profit/loss.

1

Sign in

Open the app and sign in with email or Google. If you worked in the app during the last seven days, you go straight back to the module you were using; otherwise you land on the Overview, the entry page, with two matching panels: Analysis, for portfolios built from the trades you already have, and Research, for testing an options idea on historical data (where Research is enabled). Each panel opens with a fan: the equity shapes of everything you've saved there, overlaid, with the most recent highlighted (hover a row below to highlight its shape instead). Before your first backtest, the Research panel shows three example ideas instead, with the payoff at expiry of each one (hover an idea to highlight its shape; click it to fill the bar). Under the fan, your three most recent items (the session you have open always comes first), a bar to start something new, and a line of links to the modules. Modules that work on the open portfolio, such as Monte Carlo or the Optimizer, stay greyed out until a portfolio is open. The Library button at the top right of each panel, with the number of saved items, is the quickest way to your work: in Analysis it opens your library in a picker, in Research it opens the backtest library. The Analysis / Research switch in the top bar takes you straight into either section, back to the module you last used there. On a phone the two panels become an Analysis / Research switch, one at a time. The Overview isn't in the sidebar: the VEEMAN logo in the top bar always brings you back to it.

2

Upload your trades

Drop your file on the upload bar of the Analysis panel, or anywhere on the page: while a file is being dragged the panel lights up and takes it wherever you let go. You can also click Choose files to browse. You can drop several files at once, and each one becomes a strategy. Accepted: .csv, .txt, .xlsx, .xls, up to 10 MB per file and 20 files per upload. Once the strategies are in, you land in the workspace and the full set of modules unlocks in the sidebar. If a portfolio is already open, files dropped on the Overview start a new portfolio (you're asked first if the open one has unsaved work); to add files to the open portfolio, use the workspace.

3

Confirm the mapping (only if asked)

Recognised broker formats import automatically. If VEEMAN isn't fully sure which columns are the date and the P/L — or the date format is ambiguous — it opens a short review panel so you can confirm. See How import works.

4

Read your portfolio

A session is created and the Workspace shows the aggregated equity curve plus a KPI strip (CAGR, Max Drawdown, Sharpe, Win rate). Set an initial capital and adjust weights if you want — the curve updates live.

5

Go deeper

Open the modules from the sidebar: full Metrics, the Monthly P&L grid, Correlations between strategies, Monte Carlo scenarios.

6

Save or compare

Happy with a setup? Save the portfolio to your library, or freeze a variant to overlay it against other configurations.

Sessions are temporary

A session lives in memory for 24 hours and is also cleared if the backend restarts. It is your scratch desk, not your filing cabinet. To keep work, save a portfolio or freeze a variant — both persist to your account. More in Core concepts.

Tips for a smooth first run

  • Use ⌘K / Ctrl-K (or Search in the top bar). The command palette finds any saved portfolio, strategy or backtest by name, jumps to any page, sets equal weights, toggles strategies and saves variants, without hunting through menus.
  • One strategy per file is the simplest mental model. If a single file contains several systems (a Strategy or Account column), VEEMAN can split it for you.
  • Set your defaults once. Settings lets you fix a default initial capital, currency, number/date format and Monte Carlo parameters so every session starts the way you like.
  • On a phone, tap the ☰ menu in the top bar to navigate. On small screens the sidebar collapses into a slide-in drawer; tap a destination — or the backdrop — to close it. Dense tables become stacked cards or scroll sideways, and charts adapt to the narrower view. Everything else works the same.