User Guide
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Omnis Platform · User Guide

Trade smarter,
starting right here.

Build automated strategies, backtest on real historical data, and run bots 24/7 — without writing a single line of code. This guide walks you through every feature.

First-time setup
Account, exchange, 2FA
Build a strategy
Signals, exits, sizing
Launch a bot
Practice → live trading
Performance reports
PDF, equity, metrics
Step 1

Create Your Account

Set up your free account in under two minutes

Visit trading.oneinch.it and click Create Account. You need an email address, a display name, and a password.

Email address

Used for login and to receive performance reports and bot alert notifications.

Display name

Shown publicly if you list strategies on the Marketplace. Choose something memorable.

Password

Minimum 8 characters, at least one uppercase letter and one number.

Two-factor authentication

Strongly recommended before connecting any exchange. Find it under Account → Security.

Enable 2FA firstEnable 2FA before connecting any exchange key. It's the single most effective barrier against unauthorized access to your trades.
Step 2

Connect an Exchange

Link your exchange so Omnis can place trades on your behalf

Go to Account → Exchanges → Connect Exchange. Generate an API key on your exchange and paste it here — Omnis only needs Read and Trade access.

Supported exchanges

ExchangeSpotFuturesPractice / TestnetExtra credential
BinanceLiveLive
CoinbaseLive
OKXLiveLivePassphrase
KrakenLive
BybitLiveLive
Gate.ioLiveLive
KuCoinLiveLivePassphrase
BitgetLiveLivePassphrase
MEXCLiveLive
HyperliquidLiveLiveWallet + private key

Permissions

Grant these

Read access — check balances and order status.
Trade access — place and cancel orders.

Never grant this

Withdrawal access — Omnis never needs it. Granting it to any third-party is a serious security risk.

Bank-grade encryptionYour API keys are encrypted with AES-256 before storage and decrypted only in isolated memory at execution time. They are never logged or transmitted in plain text.
Step 3

Build a Strategy

Define exactly when your bot should buy and sell — no coding required

Open Builder from the sidebar. A strategy is a set of rules: when to buy, when to sell, and how much to risk per trade.

1

Name your strategy

Use a descriptive name that captures the logic — e.g. "BTC RSI Mean Reversion 1h". You'll thank yourself when you have 10 strategies running.

2

Set your Buy signals

Choose an indicator, an operator, and a threshold. Example: Buy when RSI (14) drops below 30 — typically oversold territory. Combine signals with AND / OR logic.

3

Set your Sell signals

Define when the bot closes the position. If left blank, the bot relies entirely on your Stop Loss and Take Profit targets.

4

Configure risk & order settings

Set trade size, stop loss, and take profit. These directly control how much you can gain or lose per trade.

5

Save & export

Click Save Strategy. Omnis automatically generates a visual preview and a TradingView-compatible PineScript export.

Order settings

SettingWhat it meansStarting value
Amount per trade (%)Percentage of your total account to use per trade2%
Stop loss (%)Auto-close if price falls this much from entry2%
Take profit (%)Auto-close once this gain is reached4%
Order typeMarket: fills instantly. Limit: fills only at your specified price (or better).Market
Sizing modeFixed % of capital, Risk % per trade (size set so a stop-out loses a fixed % of your balance), Fixed risk per trade in your currency (e.g. risk €50 — the size is worked out from your stop distance), ATR-based (volatility sets the size: smaller in wild markets, larger in calm ones), or a Fixed amount.Fixed %
ATR-based stopsSet stop loss / take profit / trailing as a multiple of recent volatility (ATR) instead of a fixed %.Off
Scale-out take-profitsClose the position in parts at several targets (e.g. half at +2%, the rest at +5%), optionally moving the stop to break-even after the first.Off
Max open positionsAllow the bot to add to a position (pyramiding) up to this many at once.1
Your backtest now matches your botThe backtest applies the very same trading filters (time, volatility) and risk limits (daily loss, max drawdown, max trades/day, no-overnight) that your live bot uses — so the simulated results reflect how the bot will actually trade. Risk defaults you set here are pre-filled when you deploy a bot. Scale-out (partial take-profits) now runs on live bots too — the bot closes each part with its own order as each target is hit, exactly as the backtest does.

Available indicators

RSI Relative Strength Index · 1 param
SMA Simple Moving Average · 1 param
EMA Exponential Moving Average · 1 param
MACD Momentum oscillator · 3 params
BB_UPPER Bollinger Upper Band · 2 params
BB_LOWER Bollinger Lower Band · 2 params
ATR Average True Range · 1 param
Price Current close price · no params
200+ indicators availableThe eight above are just the most common starting points. Omnis ships with over 200 built-in indicators spanning trend, momentum, volatility, volume, statistical, candlestick patterns and on-chain signals. Open the Indicator dropdown in the Builder to browse the full catalog.

Operators

<   is less than          >   is greater than
<=  is at most            >=  is at least
==  equals exactly

crosses_above  — indicator just crossed upward through the value
crosses_below  — indicator just crossed downward through the value
Step 4

Test on Historical Data

Simulate your strategy before risking any real money

After saving, use the Run Backtest panel in the Builder. The simulation runs in the background and completes in 10–60 seconds.

Parameters

ParameterDescriptionRecommendation
Trading pairWhich market to simulateBTC/USDT for starters
Candle timeframeHow much time each price bar represents1h — good balance
Date rangeHistorical period to replayAt least 1 full year
Starting capitalSimulated account balance$10,000
Slippage (%)Extra cost of real vs. ideal execution0.05%
Trading fee (%)Exchange commission per trade0.04% (Binance taker)

What good results look like

Win Rate
> 50%
% of trades ending in profit
Profit / Loss Ratio
> 1.5
Total gains ÷ total losses
Worst Decline
< 20%
Largest peak-to-trough drop
Risk-Adj. Return
> 1.0
Profit relative to volatility
Past performance ≠ future resultsBacktests simulate idealized execution on historical data. Real trading involves variable spreads, partial fills, and market impact. Always validate in Practice Mode before going live.
Step 5

Launch Your Bot

Deploy a strategy to run automatically 24/7 on your exchange

Go to Bots → Deploy. Start in Practice Mode — your strategy runs against live market data with no real money at risk.

Practice Mode (start here)

Orders simulated against live prices. No real money. Unlimited practice bots on every plan — use this until you're confident.

Live Trading

Real orders on your exchange. Requires a paid plan and Trade API permissions enabled.

Risk controls

ControlWhat it does
Daily loss limit (%)Auto-pauses the bot if it loses more than X% of your account equity in a single day
Max position size (%)Hard cap on how much of your balance can be in one trade at any time
Portfolio circuit breakerWatches your whole account: if total drawdown, single-asset exposure or daily VaR exceeds the thresholds you set in Risk, all your bots are stopped automatically and you are alerted by email

Bot status

Running
Bot is active and scanning the market for entry signals
Paused
Manually paused, or daily loss limit was triggered
Stopped
Manually stopped by you
Error
Exchange connection issue — check logs and API key permissions
Emergency StopThe Kill All button at the top of the Bots page immediately stops every running bot. Use it if market conditions change suddenly or you notice unexpected behavior.
Feature

A/B Testing

Compare 2–4 strategy variants scientifically and promote the winner

Open Experiments → New experiment. Pick a base strategy and a shared symbol, timeframe and capital, then add 2 to 4 variants — each with its own parameter overrides (e.g. size_pct, stop_loss_pct). Every variant runs in parallel paper trading on the identical market data, so the comparison is fair.

The comparison dashboard

Equity overlay

All variants on one chart with an interactive legend — click a name to show or hide its line.

Metrics side by side

Net Profit, Sharpe, Win Rate, Max Drawdown and more. Best value per row in green, worst in red.

Parameter heatmap

See which parameter values drove better or worse performance at a glance.

Trade timeline

Every variant's trades plotted over time.

Winner detection & promotion

Once any variant reaches your minimum trades threshold or the experiment hits its max-days limit, Omnis ranks the variants by Sharpe Ratio, then Net Profit, badges the winner 🏆 and notifies you. Click Promote to Live on a variant, choose the exchange and capital allocation, and its parameters go live on your account — all other variants are archived and the promotion is written to the audit trail. Live trading requires an approved KYC and a plan that includes it.

Separate allowanceExperiment variants run as paper bots but don't count against your normal bot limit — they use a dedicated experiments allowance on your plan.
Feature

Trade Journal

A complete log of every order your bots have ever placed

Filter by result

Isolate winning trades, losing trades, or view all activity at once.

Per-trade detail

Entry price, fill price, P&L, fees paid, and which bot triggered each order.

Export your data

Pull raw order history via GET /api/v1/bots/{'{'}id{'}'}/orders for use in spreadsheets or analytics tools.

Permanent record

Even deleted bots keep their order history here — your journal is immutable and auditable.

Feature

Markets Terminal

A live, Bloomberg-style market view for any crypto pair

Open Markets from the sidebar. Pick a pair from the watchlist on the right or type it in the header search (e.g. SOL/USDT) — the chart, the price header and every panel update together instantly.

Live header read-out

Last price with tick-by-tick flash, 24h trend with direction and strength, bid/ask, where the price sits inside the 24h range, plus live RSI, ADX, ATR%, relative volume, momentum and the Omnis market-regime badge.

Watchlist & order book

One click on a watchlist row switches the whole terminal to that pair. The Order Book button shows live depth with a cumulative depth chart and spread.

Analysis tabs

Full TradingView chart with your timeframe, technical ratings side-by-side with the Omnis regime analysis, symbol info, a crypto screener, your bots' trades on the pair and public time & sales.

From analysis to action

The position sizer computes size, value and risk:reward from your capital and stop. Found a setup? Deploy bot takes you straight to bot creation pre-filled with the pair you're viewing.

Availability depends on your subscription plan — if the terminal is not included in yours, the page shows which plan unlocks it.

Feature

Strategy Marketplace

Buy proven strategies or sell your own

Buying a strategy

1

Browse and compare

Sort by popularity, rating, or price. Each listing shows live-verified metrics, tags, and a description. Prices are in EUR, VAT included.

2

Purchase

Click Purchase — a secure Stripe checkout opens. After payment you get an email confirmation and your license appears under Marketplace → My Purchases.

3

Deploy it

Press Create bot on your license and pick the strategy in the bot setup. You run the strategy with your own risk settings — its internal logic stays private to the creator, which is exactly what keeps verified strategies valuable.

Selling your strategy Creator plan

1

Set up payouts

In Marketplace → My Listings, connect your Stripe payout account (one-time, a few minutes). Listings can only be approved after payouts are enabled.

2

List it

Go to Marketplace → List Strategy. Fill in title, description, price in EUR (minimum €5, VAT included), license type, and tags. A backtest report makes your listing far more convincing.

3

Earn 80% per sale

The Omnis team reviews your listing and you get notified of the outcome by email. You keep 80% of every sale (net of VAT), transferred automatically to your Stripe account at each sale.

License types

TypeHow it works
One-time purchaseBuyer pays once and can deploy unlimited bots with the strategy
Usage-limitedThe license allows a set number of bot deployments, chosen by the creator

Editing a published listing sends it back through review — buyers always see what was approved. If a listing is rejected you'll receive the reason by email and can fix and resubmit it anytime.

Strategy categories New

Every listing is labeled with 1–3 categories chosen by the creator when publishing — e.g. trend following, scalping, arbitrage, grid or ML/quant. In the marketplace, click the category chips above the grid to filter listings: select one or more categories and only matching strategies are shown, combined with your search and sorting.

Public strategist profile & badges New Creator plan

When your first strategy is approved, your public strategist profile activates automatically — a shop window for your reputation, reachable at a link like trading.oneinch.it/s/your-username.

1

Choose your visibility level

Base shows only your name, bio and total clients. Extended adds ratings and reviews, verified performance, badges, your strategy list and social links. You can switch level anytime from Account → Profile.

2

Control every section

Every element can be turned on or off individually, and the Preview button shows exactly what visitors will see before you publish. One switch unpublishes the whole profile at any time.

3

Earn badges automatically

Badges unlock on real milestones — first sale, 5 unique clients, a 4.5+ average rating, platform-verified live performance and more. Each badge shows its unlock criterion and date, you choose which ones stay visible, and you get an email when a new one unlocks.

Buyers see a “by @username” link on marketplace cards that leads straight to your profile. Your earnings, refunds and personal data are never shown publicly.

Feature

Performance Reports New

Automated summaries of your trading results — in-app and PDF

Omnis generates rich performance reports covering P&L, risk metrics, per-bot breakdown, equity curve, and more. Every report is saved in-app forever and emailed as a polished PDF.

Default delivery schedule

FrequencyCoverageAvailable on
WeeklyPrevious full week (Mon → Mon UTC)Pro
MonthlyPrevious full calendar monthBasic
YearlyPrevious full calendar yearBasic

Custom frequency Pro+

Switch to a rolling cadence under Account → Reports → Report frequency. Choose a preset (7, 14, 30, 90, 180, 365 days) or enter any value from 1 to 3,650 days. Calendar-aligned reports are paused while custom mode is active — no duplicate sends.

What's inside each report

Headline metrics

P&L %, Sharpe, Sortino, Max Drawdown, Calmar, Win Rate, Profit Factor, End Equity — all at a glance.

Portfolio value over time

Equity curve showing account growth, plus a drawdown chart highlighting loss periods.

Per-bot breakdown

Each bot's P&L %, win rate, Sharpe, and max drawdown — see which bots carry their weight.

Period comparison

Best and worst trades plus a Δ comparison against the previous period — track improvement over time.

Reports are frozen snapshotsOnce generated, a report never changes — even if you delete bots or orders later. Historical records stay accurate and auditable.

Custom branding Creator

On the Creator plan, Account → Reports tab exposes a template editor where you can upload your logo and set primary/accent colors. The PDF cover page carries your branding — ideal for sharing with clients.

Account

Plans & Billing

Choose the plan that fits your trading volume

Cancelling

Go to Account → Billing and click Cancel subscription. Cancellation takes effect at the end of your current billing period — you keep full access until then and are not charged again. You can also manage your subscription anytime through the Stripe self-service portal via Manage Subscription.

Deleting your account cancels any active subscription immediately — you will never be charged after your account is gone.

Upgrading & downgrading

Change plan anytime from Account → Billing:

  • Upgrade — takes effect immediately; you only pay the prorated difference for the remainder of the current period.
  • Downgrade — takes effect at your next renewal. Any unused value becomes account credit that is applied automatically to future invoices.

If your current plan was granted to you (for example by an admin or through an off-platform purchase) and you buy a plan from the site, the value of one cycle of your current plan is automatically deducted from your first payment — you pay only the difference now, and the full price from the next cycle.

Refunds

Annual plans can be refunded within 14 days of purchase, directly from Account → Billing → Request refund. The refund is prorated to the unused part of the period and cancels the subscription. Monthly plans aren't refundable — you can cancel anytime and keep access until the period ends.

To keep things fair, refunds are limited to one every 12 months, and a plan that has already been refunded once cannot be refunded again.

Marketplace purchases & disputes

Marketplace payments are processed on Stripe's secure checkout page, and your strategy license is activated only after the payment is confirmed. If something is wrong with a purchase, open a dispute — our team reviews it and, if upheld, issues a refund and revokes the license.

Payment history & status

Under Account → Billing you'll find your full payment history. Every transaction shows its status — Pending, Completed, Failed or Refunded — with a link to the official Stripe receipt.

All prices include VAT where applicable — your Stripe invoice shows the exact tax breakdown for your country.

Subscription emails & reminders

Omnis keeps you informed about your plan by email. Every message is sent in your account language and matches the platform branding.

  • Payment confirmation — sent when you complete a purchase: plan, amount paid, next renewal date and a link to your Stripe invoice.
  • Renewal confirmation — sent each time your subscription renews, with the new billing period.
  • Payment failed — sent when a renewal payment is declined: the amount, the date of the next automatic retry and a button to update your payment method. You keep access while Stripe retries; the plan is only cancelled if every retry fails.
  • Subscription updated — sent when your plan changes (upgrade, downgrade, auto‑renew toggle or payment method), summarising exactly what changed.
  • Expiry reminders — sent 14 days, 7 days, 1 day before, and on the expiry day.
  • Trial started — sent when you activate the free trial, with your trial length and exact expiry date.

Payment and renewal emails link to the official Stripe‑hosted invoice, which you can view or download as a PDF at any time. For paid plans, expiry reminders are only sent when auto‑renew is OFF — if your plan renews automatically you don't need a warning. The free trial always receives all four reminders, since it does not renew.

Transactional emails follow your account language, set from the language switcher on the site. If no language is selected, emails default to English. Expiry and renewal notices are transactional and cannot be turned off, because they protect your access to your bots and data.

Account

Security Recommendations

A few habits that dramatically reduce your risk

1

Enable 2FA

Account → Security → Enable 2FA. This single step prevents the vast majority of unauthorized access attempts.

2

Read + Trade only

Never enable withdrawal permissions on any API key you share with a third party — including Omnis.

3

Set a daily loss limit

5–10% of account equity is a good starting point. This acts as an automatic safety net.

4

Test in Practice Mode first

Observe every strategy through at least one week of live conditions before going live.

5

Check in daily

Review your bots at least once a day. Automated systems can behave unexpectedly during unusual market events.

6

Remove unused keys

Delete exchange connections you no longer use. Fewer active keys means fewer attack surfaces.

Transparency

Admin Oversight & Audit Trail

What designated Omnis administrators can and cannot do with your strategies

To maintain platform quality and meet compliance obligations, designated Omnis administrators have read-only visibility into strategies created on the platform. Every action is logged in an immutable audit trail.

What admins can do

  • View your strategy specification (entry/exit conditions, indicators, position sizing) from an internal Admin Strategy Inspector surface.
  • See the same audit history that records every admin action on your strategy.

What admins cannot do (in this release)

  • Edit your strategy — the inspector is strictly read-only. Admins cannot modify, delete, or rename strategies you own.
  • Copy your strategy to their own library, publish it as a marketplace template, or share it externally. Copy functionality is on the roadmap and will require explicit opt-in consent per strategy when it ships.
  • Trade or backtest using your strategy on their own account.

What is logged

Every admin action on your strategy is recorded with: which admin performed the action, action type (currently VIEW), timestamp, and originating IP address. The audit trail is append-only — application code cannot modify or delete entries. Logs are retained for 2 years; after retention, personal data (IP, user-agent) is anonymized while the action record itself is preserved.

Your rights

  • Request audit history: contact support@oneinch.it to receive the full list of admin actions on strategies you own.
  • Object to internal review: you may opt out of admin oversight via the same channel. Note that this may limit certain support and compliance services.
  • GDPR access/erasure: standard data subject rights apply per our Privacy Policy.
Feature

TradingView Webhooks

Drive bots straight from your TradingView alerts

A TradingView bot is signal-driven: it runs no internal strategy of its own — it waits for your TradingView alerts and acts on them. Available from the plan shown on your billing page (a higher tier than Free).

Create a TradingView bot

  1. Go to Bots → TradingView webhooks → New TradingView bot.
  2. Set a name, the symbol (e.g. BTC/USDT), the size per entry (% of equity), max concurrent positions, and the mode.
  3. Paper (recommended first) simulates fills. Live places real orders on a connected exchange and requires approved KYC, a live-trading plan and an active exchange connection. Each bot gets its own unique, secret Webhook URL.
Live & shortingA short_entry in live needs a futures (swap) exchange connection — you can't short on spot, and a short signal on a spot connection is logged as ignored. Live order size is your free balance × the size-per-entry %.

Connect it on TradingView

  1. Open your chart, paste the provided Pine Script template in the Pine Editor and add it to the chart (or use your own strategy).
  2. Create an alert (Alt+A), enable Webhook URL under Notifications, and paste the Webhook URL from Omnis (it already contains your secret token).
  3. Set the alert message to JSON, e.g. {"action":"long_entry","ticker":"{{ticker}}","price":{{close}}}.

Supported actions & payloads

Actions

The message action maps to long_entry, long_exit, short_entry, short_exit or close_all. Aliases work too (buy, sell, cover). Unrecognized actions are logged as ignored and nothing is traded.

Payload formats

Both JSON and plain text are accepted — e.g. BTCUSDT buy, or a JSON body carrying action, ticker and price.

Security

Auth is the secret token in the URL or an Authorization header — keep it private. Regenerate it any time and the old URL stops working immediately.

Limits & logging

Max 60 signals/minute (excess gets 429); duplicate alerts run once. Every signal is logged as processed, ignored or error in the per-webhook Signal log and the global Logs page.

Rewards

Referral Program

Invite friends — they save, you earn

Open Account → Referral. Every account has a unique link you can copy with one click and share anywhere.

What you both get

Your friend saves

10% off their first month, applied automatically when they subscribe through your link — no coupon to type.

You earn

20% of every payment they make for 12 months from signup — first subscription and renewals both count.

How earnings are protected & paid

  • A referral must stay active for 30 days before its earnings unlock; new earnings show as pending until then.
  • Suspicious patterns (e.g. several signups from one device) are flagged for review and held until cleared. If a referred user is refunded, the matching commission is reversed automatically.
  • Payouts run once a month. Choose how you're paid in Account → Referral: the platform wallet (default — credit applied to your next invoice) or a bank transfer via a one-time Stripe payout setup.
Always authoritativeThe exact discount, commission rate and timings shown in the app reflect the current program terms and override this guide.
Help

Support Tickets

Help from the platform and our Discord, fully in sync

Open a ticket from Support in the sidebar: press New ticket, add a subject and describe your issue. A private conversation opens and the team replies in real time — new messages appear instantly, no refresh needed.

Ticket status

  • Open — waiting for the team. Pending — waiting for your reply.
  • Resolved / Closed — handled. Just reply again to reopen a closed ticket.

Use it from Discord too

On the Support page, click Connect Discord to link your account (we only read your Discord username). You can then open and reply to tickets from our Discord server, and everything stays in sync both ways, in real time — your Discord ticket channel is private, visible only to you and the support team.

Priority supportTickets are prioritized by plan — higher plans include faster response times. Plan names and benefits are always those shown on your billing page.
Feature

Advanced Builder Tools

Import an existing strategy, describe one in plain language, or auto-tune the parameters

Beyond the visual block editor, the Builder gives you three power tools to create and refine strategies faster. Some of them depend on your plan — the app always shows what's included on your billing page.

Import an existing strategy

Bring a strategy you already own into Omnis. Upload or paste from TradingView Pine Script (.pine), MetaTrader (.mq4/.mq5), Python such as Freqtrade (.py), or an Omnis .json export. Omnis auto-detects the format and converts it into a fully editable strategy. Each import shows a fidelity score: when the automatic conversion isn't confident enough, an AI layer fills the gaps, and anything that has no exact Omnis equivalent is flagged so you can review it. Files up to 500 KB.

Describe it in plain language

Don't want to build block by block? Choose the natural-language option and type what you want — for example "Buy when RSI drops below 30 and sell when it climbs back above 70" — and Omnis turns your description into a ready-to-edit strategy with the right indicators, conditions and thresholds. Always review and tweak it before saving.

Auto-tune the parameters

Let Omnis search for better settings instead of guessing. The Optimizer runs an evolutionary (genetic) search and scores every candidate with walk-forward testing — i.e. on data it did not optimize on — so a result is rewarded for holding up out-of-sample, not for curve-fitting the past. You get the best parameter set plus honesty checks: an out-of-sample Sharpe, a robustness and a stability score, and an overfitting-risk rating.

Always review importsAutomated conversion is a powerful head start, not a guarantee. Check the converted conditions and backtest in paper mode before going live.
Feature

Backtest Robustness

Tell luck apart from a real edge before you risk money

A single great backtest can be a fluke. Omnis gives you two stress tests that check whether a strategy is genuinely robust or just curve-fitted to the past.

Walk-Forward analysis

Omnis splits your history into rolling windows, tunes the strategy on one slice (in-sample) and then measures it on the next slice it has never seen (out-of-sample). A strategy that stays profitable out-of-sample is far more likely to keep working live.

Monte Carlo simulation

Omnis resamples your trades thousands of times to map the full range of outcomes you could realistically have had — the likely worst drawdown, the spread of returns — and reports a statistical-significance measure so you know whether the result is signal or chance.

Feature

Market Regime

Know what kind of market you're in — and trade accordingly

Omnis continuously classifies the market into a regime: trending up, trending down, quiet range, wide range, or high volatility. It reads two timeframes at once — a faster micro state and a slower macro state — so you see both the mood of the moment and the bigger picture.

Regime-aware entries

Let a bot trade only in the regime your strategy is built for — e.g. a breakout bot that stays out while the market is ranging — to cut low-quality trades.

Strategy fit

Omnis highlights which style suits the current regime (mean-reversion, breakout, momentum, trend-following or supply/demand), so you point the right tool at the right market.

Feature

Strategy Health Score

A single readiness check before you go live

Before you deploy, Omnis rates a strategy with a health score and a simple traffic light — green, yellow or red. It blends four signals: how many trades the backtest produced, its drawdown, its Sharpe, and how consistent it stays under walk-forward testing. A red score is a clear warning to refine the strategy before risking real money.

Feature

Portfolio Risk

See the risk of all your bots as one picture

It's not enough to know each bot in isolation — what matters is your combined exposure. The Portfolio Risk view aggregates every active bot and shows:

Net exposure

How much of your capital is actually at work in the market right now, across all bots.

Value at Risk (95%)

An estimate of the daily loss you'd exceed only on the worst 5% of days — a plain read on your downside.

Combined drawdown

The deepest peak-to-trough dip of your whole portfolio, not just one bot.

Bot correlations

Whether your bots move together — if they're all the same bet in disguise, a single bad day hits everything at once.

Feature

P&L Attribution

Find out where your profits really come from

Omnis breaks your profit and loss down by hour of day, day of week, market regime and month, then names your best- and worst-performing conditions. Maybe you make money in the morning and give it back in the afternoon, or only shine in trending markets — attribution turns a flat P&L number into clear, actionable patterns.

Feature

Futures Trading

Trade perpetual futures with leverage — long and short

Beyond spot, Omnis supports perpetual futures, so you can use leverage and profit from falling prices by going short as well as long.

Turning it on

  1. Your plan must include futures (the app shows what's included on your billing page), which also sets your maximum leverage cap.
  2. You accept a one-time leverage-risk acknowledgement — shown the first time you create a futures bot.
  3. You connect a futures (swap) exchange account — you can't trade or short futures on a spot-only connection.

What you control

Leverage

Set leverage up to your plan's cap (1× means no leverage).

Margin mode

Choose isolated (risk capped to one position) or cross margin.

Realistic backtests

Futures backtests model funding costs and simulate liquidations, so the test reflects how leverage really behaves.

Long & short, live

Run both directions on a real account, subject to approved KYC and a live-trading plan.

Leverage cuts both waysIt magnifies losses as well as gains, and a sharp move against you can liquidate the position — losing the margin committed to it. Always start in paper mode and size positions conservatively.
Feature

Notifications

Stay informed without watching the screen

Omnis alerts you by email and with real-time in-app notifications for the events that matter: a bot pausing after repeated errors, a backtest finishing, an experiment picking a winner, and billing or payment events. You manage email preferences in Account — for example, you can turn off performance-report emails while still keeping the reports available in-app.

Feature

Dashboard

Your whole operation at a glance

The Dashboard is your home screen after login. In one view it shows your net P&L and equity curve, headline metrics (Sharpe, max drawdown, profit factor), your active bots, your recent trades, a market-regime card, and an estimated-tax figure. New accounts get guided steps to create a first strategy, run a backtest and launch a bot.

Feature

Your Account

Profile, security and privacy in one place

Account is your hub. From here you manage your profile and password, two-factor authentication (2FA), your interface language, your exchange connections, and the Referral, Reports and Billing tabs.

Your data & privacy

  • Export your data any time — a copy of the personal data tied to your account (secrets such as passwords, your 2FA code and encrypted keys are never included).
  • Delete your account — this anonymizes your data and erases identifying information, KYC documents, exchange API keys and your 2FA secret, in line with our Privacy Policy.
Feature

Identity Verification (KYC)

A one-time check that unlocks live trading

To trade live with real money, you verify your identity once. Upload the requested ID document from the verification flow; while it's under review you can keep using paper trading and backtests with no limits. Once approved, live trading unlocks (on a plan that includes it). Your documents are stored securely and are erased if you delete your account.

Creator

Strategist Profile & Badges

Build a public reputation as a strategy creator

If you sell strategies on the Marketplace, Omnis gives you a public Strategist profile: your username, title and tags, avatar, your live listings, your average rating and reviews, and a live-verified mark that shows your strategies have run on a real account.

Badges

Omnis awards badges for genuine milestones — your first listing, your first sale, five-star reviews, strong risk-adjusted returns (an "iron Sharpe"), veteran tenure, a top-rated standing and more — in bronze, silver and gold tiers. They give buyers an at-a-glance read on your track record. Profile and badge features depend on your plan.

Help

Common Questions

Quick answers to what people ask most

Can Omnis withdraw funds from my exchange?
No. Omnis only supports Read and Trade API permissions. We cannot withdraw funds and we strongly advise against granting withdrawal permissions to any third-party platform.
What happens if my exchange's servers go down?
Bots retry automatically with progressively longer gaps between attempts. After 5 consecutive failures the bot pauses itself and you receive an email notification.
Is there a limit on how far back I can backtest?
Maximum 3 years of historical data per backtest. Free accounts can run up to 5 simultaneous backtests; Pro accounts up to 20.
Can I use custom indicators I've built myself?
Not yet — the builder supports the built-in indicators listed above. Custom indicator support via PineScript import is planned for v0.3.
My backtest looks great but live trading performs worse — why?
This is normal and expected — known as the backtest-to-live gap. Backtests use clean historical data with idealized execution. Real trading involves variable spreads, partial fills, slippage, and market impact. Use realistic settings in your backtest and always validate in Practice Mode first.
How do I permanently delete my account?
Go to Account → Profile → Delete Account. All personal data is anonymized within 30 days per our Privacy Policy.