How a strategy is built
Every strategy is a set of rules the engine can run: indicators raise signals, entry rules turn them into trades, exits and sizing manage them.
The eight building blocks
A strategy is not a script. It is a structured set of rules that the engine checks candle by candle, the same way in a backtest and in a live bot. The AI Agent writes these rules for you, and the strategy page shows them one by one.
| Block | What it does |
|---|---|
| Indicators | Read the market (RSI, Bollinger Bands, funding, order flow…). Each indicator has its own market, timeframe and settings, and its conditions raise signals. |
| Signals | Named outputs such as long, short, stop or cancel, plus names of your own. A signal can stay active for a few candles, until another signal, or until a trade. |
| Entry rules | Decide when signals become a trade: a majority of active signals, a minimum number of agreeing signals, specific custom signals, a wait, or a trading period. |
| Exits | Close the trade: stop loss and take profit by percentage, ATR or candle, trailing stops, break-even, exit after N candles, exit on an opposite signal, or contract end. |
| Mid-trade rules | Add to or reduce an open position by a share of its initial size, with a cap and a cooldown. They never flip a position. |
| Sizing | How much each trade takes: a fixed amount, leverage, a risk-based size from the stop distance, or a cap from the order book. When several apply, the smallest wins. |
| Order methods | How the order is sent: market, delayed, market with a slippage cap, pyramid or sequential market orders. |
| Selectors | Switch parts of the strategy on or off, or reserve them for long trades, short trades or a given signal. |
Versions
Every change creates a new version of the strategy, with its own backtest. You can list versions, compare them and restore an earlier one from the strategy page or by asking the agent.
