Strategies

Create and manage trading strategies using either visual rule builders or Python code.

Endpoints

Method	Endpoint	Auth	Description
GET	/strategies	Yes	List all strategies
POST	/strategies	Yes	Create new strategy
GET	/strategies/{id}	Yes	Get strategy details
PUT	/strategies/{id}	Yes	Update strategy
DELETE	/strategies/{id}	Yes	Delete strategy
POST	/strategies/{id}/toggle	Yes	Toggle active status
POST	/strategies/{id}/copy	Yes	Copy strategy

---

Strategy Types

Rules-Based

Visual condition builder with entry/exit rules. No coding required.

Best for: Simple indicator-based strategies

Code-Based

Python code for complex logic. Full flexibility.

Best for: Advanced strategies with custom logic

---

List Strategies

Get all strategies for the authenticated user, including base strategies.

Request

GET /api/v1/strategies?active_only=false&limit=100&offset=0
Authorization: Bearer <token>

Response

[
  {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "name": "RSI Mean Reversion",
    "description": "Buy oversold, sell overbought",
    "strategy_type": "rules",
    "rules": {
      "entry": {
        "conditions": [{"indicator": "rsi", "operator": "<", "value": 30}],
        "logic": "AND"
      },
      "exit": {
        "conditions": [{"indicator": "rsi", "operator": ">", "value": 70}],
        "logic": "AND"
      }
    },
    "parameters": {"rsi_period": 14},
    "is_active": true,
    "is_base_strategy": false,
    "user_id": "c96ca3e5-94a1-49e3-b965-3e32ffb58b83",
    "created_at": "2025-01-15T10:30:00Z",
    "updated_at": "2025-01-15T10:30:00Z"
  }
]

Query Parameters

Parameter	Type	Default	Description
active_only	boolean	false	Only return active strategies
limit	integer	100	Max results
offset	integer	0	Pagination offset

Note

Base Strategies are pre-configured templates visible to all users. They cannot be edited or deleted, but can be copied to create your own version.

---

Create Strategy

Rules-Based Strategy

Request

POST /api/v1/strategies
Authorization: Bearer <token>
Content-Type: application/json

{
  "name": "RSI Mean Reversion",
  "description": "Buy when RSI is oversold, sell when overbought",
  "strategy_type": "rules",
  "rules": {
    "entry": {
      "conditions": [
        {
          "indicator": "rsi",
          "operator": "<",
          "value": 30
        }
      ],
      "logic": "AND"
    },
    "exit": {
      "conditions": [
        {
          "indicator": "rsi",
          "operator": ">",
          "value": 70
        }
      ],
      "logic": "AND"
    }
  },
  "parameters": {
    "rsi_period": 14
  },
  "is_active": false
}

Response

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "RSI Mean Reversion",
  "description": "Buy when RSI is oversold, sell when overbought",
  "strategy_type": "rules",
  "rules": {...},
  "parameters": {"rsi_period": 14},
  "is_active": false,
  "is_base_strategy": false,
  "user_id": "c96ca3e5-94a1-49e3-b965-3e32ffb58b83",
  "created_at": "2025-12-17T10:30:00Z",
  "updated_at": "2025-12-17T10:30:00Z"
}

Code-Based Strategy

Request

POST /api/v1/strategies
Authorization: Bearer <token>
Content-Type: application/json

{
  "name": "Custom MACD Strategy",
  "description": "MACD crossover with RSI filter",
  "strategy_type": "code",
  "code": "def strategy(data):\n    macd_cross = data['macd'] > data['macd_signal']\n    rsi_filter = data['rsi'] < 70\n    return macd_cross & rsi_filter",
  "parameters": {
    "macd_fast": 12,
    "macd_slow": 26,
    "macd_signal": 9,
    "rsi_period": 14
  },
  "is_active": false
}

---

Rules Syntax

Condition Structure

{
  "indicator": "rsi",
  "operator": "<",
  "value": 30
}

Or for indicator-to-indicator comparison:

{
  "indicator": "ema_20",
  "operator": "cross_above",
  "compare_to": "ema_50"
}

Supported Indicators

Indicator	Description	Parameters
close	Close price	-
open	Open price	-
high	High price	-
low	Low price	-
volume	Trading volume	-
sma_{period}	Simple Moving Average	sma_period
ema_{period}	Exponential Moving Average	ema_period
rsi	Relative Strength Index	rsi_period
macd	MACD Line	macd_fast, macd_slow
macd_signal	MACD Signal Line	macd_signal
macd_histogram	MACD Histogram	-
bb_upper	Bollinger Band Upper	bb_period, bb_std
bb_middle	Bollinger Band Middle	bb_period
bb_lower	Bollinger Band Lower	bb_period, bb_std
momentum	Price Momentum	momentum_period

Supported Operators

Operator	Description	Use With
>	Greater than	value or indicator
<	Less than	value or indicator
>=	Greater than or equal	value or indicator
<=	Less than or equal	value or indicator
==	Equal to	value or indicator
!=	Not equal to	value or indicator
cross_above	Crosses above	indicator only
cross_below	Crosses below	indicator only

Logic Operators

Logic	Description
AND	All conditions must be true
OR	Any condition must be true

---

Strategy Templates

Golden Cross (SMA Crossover)

{
  "name": "Golden Cross",
  "strategy_type": "rules",
  "rules": {
    "entry": {
      "conditions": [
        {"indicator": "sma_50", "operator": "cross_above", "compare_to": "sma_200"}
      ],
      "logic": "AND"
    },
    "exit": {
      "conditions": [
        {"indicator": "sma_50", "operator": "cross_below", "compare_to": "sma_200"}
      ],
      "logic": "AND"
    }
  },
  "parameters": {"sma_short": 50, "sma_long": 200}
}

RSI + MACD Combo

{
  "name": "RSI MACD Combo",
  "strategy_type": "rules",
  "rules": {
    "entry": {
      "conditions": [
        {"indicator": "rsi", "operator": "<", "value": 40},
        {"indicator": "macd", "operator": ">", "compare_to": "macd_signal"}
      ],
      "logic": "AND"
    },
    "exit": {
      "conditions": [
        {"indicator": "rsi", "operator": ">", "value": 60},
        {"indicator": "macd", "operator": "<", "compare_to": "macd_signal"}
      ],
      "logic": "OR"
    }
  },
  "parameters": {"rsi_period": 14, "macd_fast": 12, "macd_slow": 26}
}

Bollinger Band Squeeze

{
  "name": "BB Squeeze",
  "strategy_type": "rules",
  "rules": {
    "entry": {
      "conditions": [
        {"indicator": "close", "operator": "<", "compare_to": "bb_lower"}
      ],
      "logic": "AND"
    },
    "exit": {
      "conditions": [
        {"indicator": "close", "operator": ">", "compare_to": "bb_upper"}
      ],
      "logic": "AND"
    }
  },
  "parameters": {"bb_period": 20, "bb_std": 2.0}
}

---

Update Strategy

Request

PUT /api/v1/strategies/550e8400-e29b-41d4-a716-446655440000
Authorization: Bearer <token>
Content-Type: application/json

{
  "description": "Updated description",
  "parameters": {
    "rsi_period": 21
  },
  "is_active": true
}

Response

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "RSI Mean Reversion",
  "description": "Updated description",
  "parameters": {"rsi_period": 21},
  "is_active": true,
  ...
}

Caution

Base strategies cannot be edited. Copy them first to create your own editable version.

---

Copy Strategy

Create a copy of any strategy (including base strategies).

Request

POST /api/v1/strategies/550e8400-e29b-41d4-a716-446655440000/copy
Authorization: Bearer <token>
Content-Type: application/json

{
  "new_name": "My Custom RSI Strategy"
}

Response

{
  "id": "660e8400-e29b-41d4-a716-446655440001",
  "name": "My Custom RSI Strategy",
  "is_base_strategy": false,
  "user_id": "c96ca3e5-94a1-49e3-b965-3e32ffb58b83",
  ...
}

---

Code Examples

JavaScript/TypeScript

import axios from 'axios';

const api = axios.create({
  baseURL: 'http://localhost:8501/api/v1',
  headers: { 'Authorization': `Bearer ${token}` }
});

// Create a rules-based strategy
async function createRulesStrategy() {
  const { data } = await api.post('/strategies', {
    name: 'RSI Mean Reversion',
    description: 'Buy oversold, sell overbought',
    strategy_type: 'rules',
    rules: {
      entry: {
        conditions: [
          { indicator: 'rsi', operator: '<', value: 30 }
        ],
        logic: 'AND'
      },
      exit: {
        conditions: [
          { indicator: 'rsi', operator: '>', value: 70 }
        ],
        logic: 'AND'
      }
    },
    parameters: { rsi_period: 14 },
    is_active: false
  });

  console.log(`Created strategy: ${data.id}`);
  return data;
}

// List and filter strategies
async function getActiveStrategies() {
  const { data } = await api.get('/strategies', {
    params: { active_only: true }
  });

  return data.filter(s => s.strategy_type === 'rules');
}

// Copy a base strategy
async function copyBaseStrategy(strategyId, newName) {
  const { data } = await api.post(`/strategies/${strategyId}/copy`, {
    new_name: newName
  });

  return data;
}

// Toggle strategy active status
async function toggleStrategy(strategyId) {
  const { data } = await api.post(`/strategies/${strategyId}/toggle`);
  console.log(`Strategy ${strategyId} is now ${data.is_active ? 'active' : 'inactive'}`);
  return data;
}

Python

import requests
from typing import Dict, List, Optional

class StrategyManager:
    def __init__(self, base_url: str, token: str):
        self.base_url = base_url
        self.headers = {"Authorization": f"Bearer {token}"}

    def create_strategy(
        self,
        name: str,
        strategy_type: str = "rules",
        rules: Optional[Dict] = None,
        code: Optional[str] = None,
        parameters: Optional[Dict] = None,
        description: str = ""
    ) -> Dict:
        """Create a new strategy."""
        payload = {
            "name": name,
            "description": description,
            "strategy_type": strategy_type,
            "parameters": parameters or {},
            "is_active": False
        }

        if strategy_type == "rules":
            payload["rules"] = rules
        else:
            payload["code"] = code

        response = requests.post(
            f"{self.base_url}/strategies",
            headers=self.headers,
            json=payload
        )
        response.raise_for_status()
        return response.json()

    def list_strategies(self, active_only: bool = False) -> List[Dict]:
        """List all strategies."""
        response = requests.get(
            f"{self.base_url}/strategies",
            headers=self.headers,
            params={"active_only": active_only}
        )
        response.raise_for_status()
        return response.json()

    def copy_strategy(self, strategy_id: str, new_name: str) -> Dict:
        """Copy a strategy."""
        response = requests.post(
            f"{self.base_url}/strategies/{strategy_id}/copy",
            headers=self.headers,
            json={"new_name": new_name}
        )
        response.raise_for_status()
        return response.json()

    def delete_strategy(self, strategy_id: str) -> None:
        """Delete a strategy."""
        response = requests.delete(
            f"{self.base_url}/strategies/{strategy_id}",
            headers=self.headers
        )
        response.raise_for_status()


# Usage
manager = StrategyManager("http://localhost:8501/api/v1", token)

# Create RSI strategy
rsi_strategy = manager.create_strategy(
    name="My RSI Strategy",
    strategy_type="rules",
    rules={
        "entry": {
            "conditions": [{"indicator": "rsi", "operator": "<", "value": 30}],
            "logic": "AND"
        },
        "exit": {
            "conditions": [{"indicator": "rsi", "operator": ">", "value": 70}],
            "logic": "AND"
        }
    },
    parameters={"rsi_period": 14},
    description="Buy oversold, sell overbought"
)

print(f"Created strategy: {rsi_strategy['id']}")

# List active strategies
active = manager.list_strategies(active_only=True)
print(f"Active strategies: {len(active)}")

---

Best Practices

Start Simple

Begin with simple rules-based strategies. Add complexity gradually after testing.

Document Logic

Use clear descriptions. Future you will thank you.

Test First

Always backtest before activating a strategy.

Version Control

Copy strategies before making major changes to preserve working versions.

Tip

Naming Convention: Use descriptive names like “RSI_14_MeanReversion” or “MACD_GoldenCross_Daily” to quickly identify strategy logic and parameters.