Sara Trade

Local Demo

Demo Walkthrough

Local Demo · guided presentation path · Research Only

This walkthrough is local demo only. It does not execute live trades.

No Live Trading. No Real Money Movement. Not production-ready for live trading or real money movement.

Local DemoSimulationNo Live TradingNo Real Money Movement

What is Sara Trade?

Sara Trade is a trading platform MVP for local demo and research. This environment shows client portal, back office, signals, paper simulation, strategy lab, backtesting, AI explanations, and performance analytics — all labeled as simulation or research.

This demo shows

  • Account, KYC, demo payments
  • Paper Trading simulation
  • Strategy Lab & Library
  • Backtesting & AI explanation
  • Performance & notifications

Simulation only — not real

  • Live MT5 / broker execution
  • Real deposits or withdrawals
  • Guaranteed profit or investment advice
  • Production server deployment

Demo users

Client

client@saratrade.com

Client123456!

Admin (back office)

admin@saratrade.com

Admin123456!

Created by pnpm db:seed

Quick commands

pnpm dev:allStart API + Client + Admin locally
pnpm smoke:demoAPI health, login, paper summary
pnpm smoke:uiClient/admin page checks
pnpm test:all-localIntelligence + paper test suites
pnpm check:demo-dataVerify demo seed data (API must be running)

Recording mode — 10–15 min

Recording mode is local demo only. No live trading or real money movement.

Before recording, run pnpm check:demo-data and pnpm smoke:ui. Scripts: docs/DEMO_RECORDING_SCRIPT_FA.md · docs/DEMO_RECORDING_CHECKLIST.md

#RouteSection~min
1/demo-walkthroughDemo Walkthrough 1
2/demo-walkthrough#safetySafety status 0.5
3/loginLogin (client) 0.5
4/dashboardDashboard + demo status 1
5/accountsAccounts + KYC 2
6/depositDeposit / Withdraw demo 2
7/paper-tradingPaper Trading simulation 2
8/journalJournal 1
9/strategy-libraryStrategy Library + clone 1
10/strategy-labStrategy Lab 1
11/backtestingBacktesting 1.5
12/strategy-labAI Explanation 1
13/strategy-automationStrategy Automation (paper-only) 1
14/performancePerformance Dashboard 1
15/notificationsNotifications 1

Safety & scope

  • Live trading: Not implemented — liveExecutionImplemented=false
  • MT5 execution: No orders sent to MT5 or any broker
  • Real deposits / withdrawals: Demo ledger and admin workflow only
  • Paper Trading: Internal simulation with risk gates
  • Backtesting: Research simulation on historical data
  • Performance metrics: Research / backtest / paper simulation only

liveExecutionImplemented=false · TRADING_MODE=demo · No server deployment in this phase

Demo checklist — client flow (steps 1–5)

Login, accounts, payments, paper trading, journal

1

Login as demo client

Use the seeded client account to access the full local demo portal.

Email: client@saratrade.com · Password: Client123456!

Go to login
2

Check Accounts and KYC

Review your MT5-style demo account and approved KYC status before simulation features.

View AccountsView KYC
3

View demo Deposit / Withdraw flow

Explore the demo payment workflow — admin approval only, no real bank or crypto settlement.

Deposit (demo)Withdraw (demo)
4

Create a Paper Trading order

Run a simulated order through internal risk gates. Nothing is sent to MT5 or a broker.

Open Paper Trading
5

View Journal

See simulation history: paper trades, Gold Scalper records, and synced demo entries.

Open Journal

Intelligence flow (steps 6–11)

Strategy library, lab, backtesting, AI, automation

6

Open Strategy Library

Browse research templates — clone to Strategy Lab for your own paper-ready definitions.

Strategy Library
7

Clone a template

From Strategy Library, clone a template into your private Strategy Lab draft — research only.

Clone a template
8

View Strategy Lab

Edit strategy rules, set PAPER_READY mode, and prepare for backtest or paper simulation.

Open Strategy Lab
9

Run a Backtest

Historical research simulation on saved strategy rules — not live or paper execution.

Open Backtesting
10

Generate AI Explanation

Request an educational explanation in Strategy Lab or Backtesting — deterministic fallback if no OpenAI key.

Strategy Lab (AI panel)
11

Review Strategy Automation

Paper-only automation — creates internal PaperOrders when enabled in API env. Disabled by default.

Strategy Automation

Performance (step 12)

12

View Performance Dashboard

Simulation metrics from research, backtests, and paper trading — not live broker P/L.

Performance Dashboard

Notifications (step 13)

13

Check Notifications

In-app demo alerts for paper orders, KYC, backtests, and platform events.

Notifications