Creating Custom Strategies

The visual strategy builder lets you create trading strategies without writing code.

Strategy Components

Every strategy consists of:

1. Entry Conditions - When to open a position (buy)
2. Exit Conditions - When to close a position (sell)
3. Logic Operator - How conditions combine (AND/OR)

Available Indicators

Indicator	Parameters	Description
SMA	period	Simple Moving Average
EMA	period	Exponential Moving Average
RSI	period	Relative Strength Index (0-100)
MACD	fast, slow, signal	Moving Average Convergence Divergence
MACD_SIGNAL	fast, slow, signal	MACD Signal Line
BB_UPPER	period, std	Bollinger Band Upper
BB_LOWER	period, std	Bollinger Band Lower
ATR	period	Average True Range
PRICE	-	Current closing price

Building Your First Strategy

1. Navigate to Strategies

   Go to the Dashboard and click “Strategies” in the sidebar.

2. Create New Strategy

   Click the “New Strategy” button.

3. Add Entry Condition

   Configure when to buy:

   • Select indicator (e.g., RSI)
   • Set parameters (e.g., period: 14)
   • Choose operator (e.g., “less than”)
   • Set comparison value (e.g., 30)

4. Add Exit Condition

   Configure when to sell:

   • Select indicator (e.g., RSI)
   • Set parameters (e.g., period: 14)
   • Choose operator (e.g., “greater than”)
   • Set comparison value (e.g., 70)

5. Save Strategy

   Give it a descriptive name and save.

Combining Conditions

AND Logic

All conditions must be true to trigger a signal.

Entry: RSI < 30 AND Price < BB_Lower

OR Logic

Any condition being true triggers a signal.

Entry: RSI < 25 OR Price < BB_Lower

Tip

AND logic typically produces fewer but higher-quality signals.

Best Practices

1. Start Simple - Begin with 1-2 conditions
2. Backtest Thoroughly - Test across multiple time periods
3. Avoid Overfitting - Too many conditions = curve fitting
4. Consider Costs - Account for commissions and slippage

Next Steps

• Code-Based Strategies - Advanced Python strategies
• Optimization - Find optimal parameters