Your First Backtest (Web App)
Visual walkthrough of building and backtesting a strategy in the Keel web app. CLI-first users should follow Getting Started instead.
Your First Backtest (Web App)
The web app at app.usekeel.io is the visual alternative to the CLI. Same backend, same strategies, same backtests — different surface. Use this if you prefer drag-and-drop component composition with a chat-driven AI editor over a terminal.
CLI-first users — read Getting Started instead. That's the v1 install path:
pipx install keel-trade+keel auth login+ your agent has full access. This page is for users who'd rather build visually.
Prerequisites
- A Keel account (sign up free)
Step 1: Create a Strategy
From your dashboard, click New Strategy and give it a name.
Step 2: Add Components
Add components from the sidebar to build your pipeline. A minimal strategy needs:
- Data source — loads price data for your chosen instruments and timeframe
- Signal — generates trading signals from the data (e.g., momentum, mean reversion)
- Forecast scaling — normalizes signals to a consistent scale
- Position sizing — converts forecasts into target portfolio weights
Step 3: Connect the Pipeline
Connect the components in order. The builder validates all connections automatically — fix any errors in the problems panel before proceeding.
Step 4: Run the Backtest
- Click the Backtest button
- Set the date range (e.g., last 90 days)
- Click Run
Step 5: Read the Results
Your backtest report includes:
| Metric | Description |
|---|---|
| Sharpe Ratio | Risk-adjusted return (> 1.0 is good, > 2.0 is excellent) |
| Total Return | Percentage gain/loss over the period |
| Max Drawdown | Largest peak-to-trough decline |
| Win Rate | Percentage of profitable trades |
| Total Trades | Number of completed round-trip trades |
What's Next?
- Switch to the CLI / agent flow for keyboard-driven and AI-driven iteration
- Agent Setup — wire your strategy into Claude Code, Cursor, etc.
- Deploy live once you're satisfied with the results — see "Going live" in Getting Started