Getting Started Guide

Learn how to set up and start using QL-Dash for paper trading

First Time Here?

Create an account to start paper trading with FIX protocol support

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System Architecture

Understand the hierarchy and structure of the paper trading system

Level 1: Your Account
Trader Account

Your main identity in the system

Level 2: Trading Environments (Multiple)
Environments (REAL / PLAYBACK)

One trader account can have many environments.
Each environment is isolated with its own configuration for testing or production.

Level 3: FIX Account (Login Gateway)
FIX Protocol Account

FIX account allows you to connect and login via FIX protocol.
Contains connection credentials (host, port, username, password) for trading.

Level 4: Sub-Accounts (Multiple per FIX)
Trading Sub-Accounts

Each FIX account connects to multiple sub-accounts.
Each sub-account is an independent trading account operating in a specific environment, with its own balance, portfolio, and transactions.

Key Relationships:
  • Trader Account → has many Environments
  • FIX Account → connects to many Sub-Accounts
  • Sub-Account → links to one Environment
  • Sub-Account → operates independently with its own balance and portfolio

Setup Steps

1

Create Trader Account

Sign up for your personal trader account. This is your main identity in the system.
Start here: Sign Up →

2

Create Environment

Create one or more trading environments (e.g., PROD, UAT, DEV). Each environment is isolated for different purposes.

3

Create FIX Account & Sub-Accounts

Set up a FIX account to connect via FIX protocol, then create sub-accounts for trading. Each sub-account needs an initial balance and environment assignment.

4

Start Trading

Use the Python API client to connect and trade via FIX protocol. View your accounts, portfolios, and generate PDF reports.
API Documentation: Read Docs →

Need Help?

Check out our comprehensive documentation

API Documentation