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PatternX continuously scans the markets you track for chart patterns (double tops/bottoms, head & shoulders, flags, wedges, triangles, cup & handle). When a pattern completes with confirmation, it produces a scored signal with an entry, take-profit and stop-loss. Depending on your mode it either waits for your approval or auto-executes through your connected exchange/broker. Pattern detection, risk sizing and execution are all deterministic — the AI layer only evaluates and explains setups the engine found; it never creates trades.

No. Every connection can run in Paper mode, which simulates fills at real market prices against a virtual $10,000 balance — nothing is ever sent to the exchange. Use paper to learn the platform risk-free, then switch a connection to Live when you're ready.

(1) Create an account and verify your email. (2) Connect an exchange or broker (Exchange Connections). (3) Run the connection test, then the test trade. (4) In Settings, pick your tracked markets, timeframes, patterns and risk rules. (5) Turn the scanner on. Signals then appear in Live Signals / Approvals. Start in Paper mode; switch to Live when your test trade passes.

Both modes scan all 20 chart patterns with the exact same deterministic engine — the only difference is how each detected opportunity is evaluated. PatternX Classic (Stable · Deterministic) produces trades purely from deterministic logic, scoring and risk rules — no AI participates in trade selection. PatternX AI (AI Enhanced · Recommended) runs that same deterministic engine first, then adds an AI intelligence layer that evaluates each genuine opportunity across trend strength, market structure, volatility regime, volume quality, momentum, confluence, historical similarity and sentiment.

No — and this is by design. The AI layer never invents signals, never creates patterns and never bypasses risk management. It only works on opportunities the deterministic engine has already detected and confirmed. It can refine the confidence (within a bounded band, never below your minimum-confidence floor), filter out weak ones and write a professional explanation. Detection, sizing and execution stay deterministic in both modes.

Existing accounts are on PatternX Classic by default — nothing about your setup changes until you deliberately switch. Change modes anytime from the Trading Mode selector on your Dashboard or in Settings. The switch is account-wide and takes effect on the next scan.

PatternX AI is available on Pro and Elite. On Pro, AI mode runs up to 5 AI trades per day; on Elite it is unlimited. PatternX Classic is included on every plan (including Free) with your normal daily limits. Both modes always scan all 20 patterns — the difference is the AI evaluation layer.

No. The AI layer is a published, fixed formula, not a black box: its 8 factors and their weights are documented in the methodology, and every opportunity it keeps carries a written rationale on top of the same deterministic PatternX Score breakdown you get in Classic.

Momentum Lab scans extended-hours movers lists of US stocks, refreshed every 15 seconds, for significant price movements, tracks qualifying opportunities in real time and can execute your configured momentum strategies automatically. It has three strategies — Premarket Momentum Breakout, Momentum Reversal and Opening Momentum Continuation — and lives at /dashboard/momentum. It is part of the Elite plan: other plans can open a preview, but cannot enable paper or live execution, and that is enforced on our servers. Overview: Momentum Lab; every parameter: the guide.

During premarket (4:00–9:30 AM New York time — always exchange time, never your device's clock) each candidate stock is measured against a reference price, by default the previous official regular-session close. By default the strategy enters when a stock crosses +5.00% on fresh data and passes your filters, then trails the exit 0.50% below the highest price reached after the fill — a trailing distance, not a loss limit (see the trail question below). A stock first seen already past the trigger is not chased: it has to pull back below the trigger before it can trigger. All of these values are yours to change.

Because a trailing distance is not a loss limit. It decides when PatternX starts exiting, not the price the exit gets. In extended hours, thin liquidity, price gaps, wide spreads, slippage, rejected orders, partial fills and broker order restrictions can all produce a realized exit that is materially different from the trail level. A 0.5% trail does not guarantee a maximum 0.5% loss or a 0.5% give-back. The difference between the trail level and your fill is recorded as slippage in your analytics.

They say how the trailing exit is protected. By default, and whenever a hard emergency stop is set, PatternX runs the PatternX Synthetic Trail: it tracks the high-water mark on its servers and sends an extended-hours-compatible exit order when the trail is hit; in Live mode an emergency stop-limit order also rests at your broker wherever it accepts stops in that session. The trail rests at your broker — Broker Native — only when all of these hold: Live mode, “prefer native trailing” on with a trail above 0, an entry filled in the regular session, a broker that supports native trailing stops then, a session policy that does not continue into after-hours, and the hard emergency stop set to 0. The high-water mark is stored server-side and survives restarts — but a synthetic trail does depend on PatternX, your broker connection and your market data being available.

It failed one of your liquidity checks — maximum spread, minimum quote size, minimum volume or dollar volume, minimum price, or halt and volatility-pause detection — and the exact reason is shown next to it (for example “spread 2.4% > max 1%”). Separately, entries are blocked whenever market data is stale, which shows as a data-quality skip. Premarket books are thin, so frequent skips are normal; loosen a filter only if you accept the extra risk.

Duplicate-entry protection. Each symbol moves through deterministic states (WATCHING, ARMED, TRIGGERED, ORDER_PENDING, PARTIALLY_FILLED, OPEN, EXIT_PENDING, CLOSED, COOLDOWN, SKIPPED), so a second crossing finds the existing state instead of starting a new trade. Another entry happens only under your re-entry rules — by default one entry per symbol per day.

Start in Paper — it runs the identical strategy logic; only the execution adapter differs. Switching to Live requires an explicit typed confirmation, so it never happens by accident, and the current mode is always shown prominently on the Momentum Lab page.

It immediately disables new entries, cancels eligible pending entry orders and keeps your existing positions visible — then lets you choose separately whether to exit them. Automatic circuit breakers can also stop new entries on their own: max daily loss, max strategy loss, max consecutive losses, max number of trades, max aggregate exposure, market-data failure, broker-connection failure and an execution-error threshold.

Real-time extended-hours data from your connected broker — Interactive Brokers market data, or an Alpaca account with a real-time consolidated feed — or from a supported premium data provider. Real-time premarket data generally requires a real-time market-data entitlement with your broker or provider. PatternX never trades on scraped web pages, and it will not enter on delayed or stale data.

Every Momentum Lab strategy has a minimum market cap, checked before any other rule, so the default setup does not automatically enter very small companies, where liquidity, spreads and volatility are hardest to manage. Choose $100M+ (Broad — higher risk), $500M+ (Balanced — recommended, the default) or $2B+ (Large Cap — more selective) under Momentum Lab → Strategies & settings. A stock below your minimum is skipped and shown as “Skipped — Below minimum market cap”. If your data source has no current market cap for a stock — Alpaca does not publish market cap, and ETFs have none — it is skipped as “Skipped — Market cap unavailable”: a missing market cap never counts as a pass. The filter adds to the spread, volume, price and stale-data checks rather than replacing them, and changing it saves a new parameter version.

Every change creates a new parameter version — moving the trigger from 5% to 7%, or the trail from 0.5% to 1%, for example. Results are attributed to the exact version in force at the time, so earlier trades stay with the version that produced them instead of being blended with the new settings.

40 crypto venues (Binance, Bybit, OKX, Bitget, KuCoin, Gate, HTX, MEXC, Kraken, Coinbase, Deribit, Hyperliquid, dYdX, BitMEX, Bitfinex, WOO X, BloFin, Bitstamp, Gemini and more) and 13 traditional brokers (Interactive Brokers, Alpaca, Tradier, Saxo, IG, OANDA, eToro, Plus500, Webull, Robinhood, TradeStation, Charles Schwab, CMC Markets) covering US stocks, ETFs, forex and CFDs. See the connection guide for the exact steps per venue.

Keys are encrypted at rest and only used to read data and place trades. Always create keys with withdrawals disabled — PatternX explicitly refuses to enable Live mode on a key that has withdrawal permission, and broker trading sessions cannot move money out by design. We never see your exchange password or login, only the API key you paste.

Usually the key is for the wrong wallet/account type (e.g. Spot key on a Futures venue), or funds sit in a sub-account the key can't see. On USDC-margined venues (Hyperliquid) make sure your collateral is in the perps wallet. Balances are cached for ~30s — give it a moment after connecting. If it persists, re-check which account the key belongs to.

The exchange rejected a request — most often an expired/rotated key, an IP allow-list that doesn't include our servers, or (for brokers) a session token that expired. Re-test the connection; if it fails, re-issue the key. Saxo developer tokens expire every 24h; IG/IBKR sessions need the gateway logged in.

Set the PatternX connection to LIVE mode. This sounds backwards, but there are two separate “paper” concepts: PatternX Paper mode simulates internally and never contacts IBKR, while IBKR's paper account (the DU… account) is IBKR's own simulator. To place real API orders into IBKR's simulator you use PatternX Live mode — “Live” just means “really send the order through the API.” With a DU account, those orders execute against fake money. It's the correct way to fully test the pipeline with zero real money.

Three common causes. (1) Outside RTH permission — PatternX sends limit-type orders flagged for extended hours, but your IBKR account must allow it (Account Settings → Trading Permissions → “Outside RTH”); overnight (20:00–04:00 ET) and weekends still won't fill, and we report an unfilled test order rather than failing. (2) Market-data entitlements — a bare IBKR paper account may have no real-time data, so live quotes read as “no data” and there is no price to build a limit from. (3) Gateway session — make sure your Client Portal Gateway is running and authenticated (IBeam automates this), then re-run the test. An error mentioning “no bridge” means the gateway's web login is alive but its brokerage session dropped; PatternX re-authenticates it automatically, and if that fails, log in to the gateway again or restart IBeam.

No. US stocks and ETFs trade during exchange hours (roughly 9:30–16:00 ET, no weekends/holidays); forex runs about 24 hours, 5 days a week. The scanner still analyses historical candles out of hours, but new fills only happen when the market is open. Crypto is the only truly 24/7 market on the platform.

Because they move very differently — a 10% take-profit that's normal on a perp is enormous on Apple. Traditional markets have their own conservative defaults (TP 4% / SL 2% / 2× leverage) under the Settings → Risk → Traditional markets tab. Edit them there; they apply to every broker trade. The trailing stop and break-even can be set separately there too — until you do, broker trades follow your crypto ones. The TP/SL options (percent or pips, the values, what a percent is measured against, and exact targets) are their own set on each tab. Only the account-wide limits under “Both markets” are shared.

Usually not. Patterns are selective — quiet stretches are normal, and a strict confidence threshold means fewer, higher-quality signals. Check the scanner strip on the Overview: it shows how many pairs are being watched, the last sweep time and any rate-limit backoff. If it says the engine isn't reporting in, the background worker isn't running (see below). Lower your minimum confidence or track more markets/timeframes to see more.

The risk engine blocked execution and recorded the reason on the signal. Common ones: below your minimum balance, max open/daily trades reached, daily-loss circuit breaker tripped, a per-symbol bench after repeated losses, cooldown after a losing streak, or not enough free margin. Open the signal to see the exact reason.

In PatternX Classic they are the same number: a signal's confidence is its PatternX Score, a weighted composite of pattern quality plus trend alignment, volume confirmation, liquidity, spread, order-book balance, historical win-rate and more. In PatternX AI mode, the confidence is that score re-weighted within a bounded band by the AI context evaluation.

Yes — open a signal and expand “Chart at detection.” For double tops/bottoms and head & shoulders the neckline and the key pivots are drawn on the frozen detection snapshot.

Paper simulates fills at live prices against a virtual balance — no order ever reaches the exchange. Live sends real orders through your connection. Live also requires the platform-wide master switch to be enabled and a successful connection test first. Each connection has its own mode.

In Manual, signals wait in Approvals for you to approve each one. In Auto, qualifying signals execute automatically under your risk rules. You can run different connections in different modes.

Two usual causes: (1) leverage — a 5% price stop at 5× is a 25% loss on margin; check whether your TP/SL basis is “price” or “margin” in Settings. (2) Illiquid markets — on a thin token a stop can fill far past its level (slippage/gaps). We now enforce a 24h-volume floor and bench symbols after repeated losses to prevent this. Trade liquid markets and prefer margin-basis stops if you want a hard cap on margin loss.

PnL is net of trading fees (exchange-reported where available, estimated from the taker rate otherwise). Perpetual funding payments settle directly on the exchange and aren't included, so small differences can remain on positions held across funding windows.

For each signal PatternX risks your Risk-per-trade % of balance and works back from the stop to a size, so a stop-out costs about that amount whatever the instrument. Max trade size then caps it, and leverage only sets the margin locked up. You see the exact size on every signal before it executes.

The daily-loss circuit breaker tripped. Go to Settings → Risk — the “Daily loss circuit breaker” control shows your loss vs the limit and lets you Override for today (keep trading past the limit) or Re-arm. The override auto-clears at UTC midnight. There's also a banner on the Overview when it trips.

After a set number of consecutive losses, new trades pause for a cooldown window. Separately, a single symbol that loses repeatedly in a day is benched until the next UTC day, so one bad market can't drain the account with repeat entries. On the Elite plan, a set of Advanced Safety Halts in Settings lets you tune the per-instrument bench and add more automatic circuit breakers — a daily loss-count halt, a losing-streak lockout, a daily profit lock-in, a losing-day-streak halt and a trailing give-back halt.

It replays the exact same detection engine over historical candles bar by bar, simulating each signal to TP/SL with realistic costs (taker fees, slippage, funding) and leverage-aware liquidation. You get win rate, profit factor, drawdown, Sharpe/Sortino, expectancy, an out-of-sample split, a Monte-Carlo outcome range and a buy-and-hold benchmark — plus an AI written analysis.

It sweeps a grid of TP/SL/confidence values, running a full backtest for each, and ranks them by robustness(out-of-sample return, Sharpe, worst-case Monte-Carlo, drawdown and sample size) — not raw return — so an overfit winner can't top the table. You can apply the best config to your live settings in one click.

Yes, from the Traditional Markets page. Because brokers have no public data feed, those runs pull candles through your own connected broker account, so you need a connected broker with data access.

Higher plans unlock more tracked markets, faster scanning, advanced backtesting and the Optimization Lab. The Starter plan includes a 48-hour free trial; Pro and Elite do not include free time. See Pricing for the current details.

Manage everything under Billing in the dashboard. You can pay by card through Stripe — plans then renew automatically and can be cancelled any time from Billing, with cancellation taking effect at the end of the paid period — or in crypto through NOWPayments, which does not renew automatically. Changing plans takes effect immediately.

Crypto payments confirm on-chain and can take a few minutes. If it's been longer, email support@patternx.io with the transaction hash and we'll reconcile it.

Try a hard refresh first. Persistent slowness right after a deploy usually settles within a few minutes as caches warm. If a specific page errors, note what it says and contact us — the error text tells us exactly where to look.

The background worker that runs scanning and trade management isn't sending heartbeats — no new signals or automatic trades will happen until it's back. This is on our side; if it persists, let us know.

Check Settings → Notifications (in-app, email, Telegram, push toggles per type). For email, look in spam and confirm your address is verified. For Telegram, make sure you've linked your chat ID. For phone push, allow notifications when prompted.

Use “Forgot password” on the login page for a reset link. Enable two-factor authentication under Settings — you'll scan a QR code with an authenticator app and confirm a code.

Yourself, in Settings → Privacy & your data: Export JSON downloads everything PatternX holds about you, and Delete account erases the account after you confirm with your password. Deletion waits while a live position is open, and it cancels a card subscription at Stripe so nothing renews. Revoke the API keys at your exchange or broker as well. If you can't sign in, email support@patternx.io from your account address.

Only what the key permits — market data, balances and placing/closing trades. Create keys with withdrawals disabled. We recommend IP-restricting keys to our servers where the exchange supports it.

Yes. Every request is scoped to your account, and database access is locked down so no user can reach another's data. If you ever see something that looks like someone else's data, stop and report it to us immediately.