Settings

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This window collects application preferences and links to specialised windows. Simulation, exchange keys and AI providers have their own forms. A theme change does not change execution costs or the execution model.

In the new development build, the question mark in the heading opens help for the selected section. Other panels offer title help or Help → Help for the Current View. The help window preserves your current form. Availability depends on the installed build.

The separate window, catalog search and full-article links are explained in Help: Context, Search and Full Articles.

Strategy Library Folder chooses where your strategies are found. Use your own working folder; the program installation folder should not become the store for user projects.

Simulation Settings opens account, execution and cost settings. Check the exchange, market and selected strategy profile; another project’s parameters do not replace its settings.

Balanced leaves capacity for other work; Maximum Speed uses more available CPU capacity. Charts, progress, statistics, trades and model time update up to five times per second in either mode.

The background research limit ranges from 1 to 16. Effective parallelism can be lower because of CPU cores and free memory. Lowering the limit does not interrupt work already running.

The per-agent run limit ranges from 1 to 64 for each external connection, counting queued and running backtests and portfolio runs. This is not the number of occupied CPU cores: admitted work waits for available resources.

Use Save Performance Settings to apply edits. If the engine is unavailable or refuses the save, read its message; a typed value is not yet a saved value.

History lives separately from the program directory. XTester installations under one OS account normally share the data store. A process using a separate data-folder override displays that fact explicitly.

Open Data Folder shows the actual location. Download History opens downloading. Loading history into memory at startup reads files already on disk and does not download anything.

The selected startup pairs are shared by this account’s installations and projects. Download history first, then select pairs. Allow for available memory; a missing pair is not downloaded automatically.

Use Proxies for History Downloads applies to historical downloads. Manage Proxies configures addresses, credentials, checks and download parallelism.

Proxy downloads do not silently fall back to a direct connection. If no usable proxy exists, finish configuring and checking the pool. A separate button opens Exchange Keys; a working proxy does not establish valid credentials or account access.

Show the welcome window on startup controls the welcome screen. You can also clear it in that screen and enable it again here.

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Appearance opens the theme chooser; Display Language opens language selection. A language change requires restart. Theme and language affect the interface, not strategy data.

AI Providers opens connections used by built-in AI features. Advanced Editor Settings opens additional preferences. External MCP clients use the separate External Agents section.

Connection fields depend on the provider. Enter its own endpoint and key in the designated fields, save, then use the window’s connection or model checks. An exchange key is not an AI-provider key.

A provider name in the list does not mean it is configured or checked. Distinguish saved settings, a successful check and an actual model request. A local provider must also be running separately.

MCP connects XTester tools to an external AI client. That client owns its model and account settings; MCP does not require configuring Studio’s built-in chat first. Model disclosure depends on the selected feature and client.

This section lets you review diagnostic permissions and change the telemetry choice. Read the description in the opened window before enabling sharing.

This choice does not replace the external AI client or provider settings. For support, include the version, OS, reproducible steps and exact message; exclude keys and passwords.

The section shows data categories, sizes and paths that were successfully inspected. Wait for inventory completion. An unavailable category or read failure does not mean no data exists.

To clean specific data, select its categories. Select All and Clear Selection control the selection; the counter shows selected categories. Delete Selected becomes available after selection.

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Check categories and paths before confirming. History, caches, results, preferences and saved credentials have different deletion consequences. Protected projects and recovery copies are listed separately; preserving them does not make deleted history or keys recoverable.

Reset All Application Data is a separate full-reset action. It requires confirmation; unavailable categories or an incomplete inventory can prevent it. Some cleanup requires closing the application; follow its message. Opening help does not start a reset.

XTester: Configure Usage Statistics opens diagnostic consent choices. Review the data description in that window before enabling collection; retain application version and reproduction steps for support.

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1. Telemetry actions

If settings were not saved, inspect the error and the troubleshooting article. Do not replace a damaged settings file with an arbitrary version’s file without retaining a backup.