Start with AI Researcher
AI Researcher is the recommended way to research and backtest options strategies with FundPro. Describe your objective in Codex or Claude, then use AI Researcher to run MesoSim backtests, analyze results, and work with Merlin and Q-API as your research requires.
Your first session has three milestones: connect FundPro, run one baseline backtest, and inspect its results.
Install both plugins
Use the latest supported Codex or Claude desktop app and Node.js 22 or later. Restart the app after installing Node.js.
Open AI Researcher in your FundPro portal for the installation steps for your desktop app. Add the Deltaray plugin marketplace:
deltaray-io/ai-plugins
Install both MesoSim and AI Researcher, then start a new local task or conversation. AI Researcher guides the research workflow and uses the MesoSim plugin to submit backtests and retrieve results.
Connect your FundPro portal
Create a MesoSim API key in API key management. The Connections and API keys page illustrates the steps.
In your desktop app, ask:
Use AI Researcher to check my setup.
The setup tool prepares ~/.env.mesosim in the home directory of the environment running the plugin. Open the file locally and enter your own values:
MESOSIM_INSTANCE=https://portal.COMPANY_NAME.mesosim.io
MESOSIM_API_KEY=your-api-key
Use your portal's HTTPS origin, without /api or another path. Keep the key in this local file, never in chat or your strategy files. Reconnect the plugin or start a new task or conversation after saving the file.
Prepare your workspace
AI Researcher prepares ~/fundpro and preserves files already there:
| Directory | What belongs here |
|---|---|
strategy_library | Reusable strategy definitions; copy or sync your existing trade library here |
user_code | Your custom research code |
research | Research campaigns and their saved evidence and reports |
results | Results used by the research workflow |
The ~ refers to the home directory where the plugin runs. For a remote or WSL setup, prepare the library in that environment.
If you do not have a strategy library yet, ask AI Researcher to help prepare one strategy definition from your idea or an existing MesoSim template. Specify the underlying, legs, entry and exit rules, and intended test period. Review the definition before using it in the first-backtest walkthrough.
Check that you are ready
Ask again:
Use AI Researcher to check my setup. Confirm that you can access my
FundPro guidance, the MesoSim plugin, and my strategy library.
List the available strategy files without running a backtest.
If the check reports a missing plugin, install it and start a new session. For connection errors, check the portal origin and key in ~/.env.mesosim; see connection troubleshooting. If FundPro guidance remains unavailable, contact Support.
Once the check succeeds, continue to Your first backtest.