Templates

Strategy templates are preset strategy skeletons that come with buy / long and sell / short conditions filled in—a quick starting point for new strategies. Picking a template speeds up creation, cuts the work of building conditions from scratch, and is a good way to read a sample strategy's structure and condition combinations. The actual template names, categories, and list are whatever the system ships; once a template is selected, follow the Create Strategy flow to confirm and tune the signals.

What's in a template

Each template typically includes:

• Buy / long and sell / short conditions: a preset condition combination (built from indicators and comparison operators); you can view, change, add, or remove conditions when creating or editing the strategy.
• Default indicator parameters: defaults for periods, thresholds, etc. inside each condition, all of which you can adjust as needed.

A template is a starting point, not a finished strategy: after picking one, you'll usually want to tune indicator parameters to your instrument and timeframe, then validate with a backtest before paper or live.

Template categories

Templates in the system are grouped by type, aligned with strategy types in Strategy basics. Common types and typical use (partial; see the system for more):

There can be multiple templates per type; the system shows name and short description for comparison.

Example templates

Brief logic and use for some common templates; for full names, descriptions, defaults, and more, see the system’s strategy template list.

Trend

• Trend template: MA golden/death cross + RSI filter; buy on golden cross and RSI oversold, sell on death cross or RSI overbought; suited to trends, more false signals in ranges.
• Trend following: MACD + MA crossovers for confirmation; good for conservative, medium/long term.
• Triple confirmation: MACD golden cross + MA golden cross + RSI oversold + volume (all four); stricter, fewer trades, for higher win rate and fewer trades.
• ADX strong trend: ADX strong trend + MACD + MA; trade only when trend strength is enough; filters weak trend and range.
• Trendline breakout: Trendline breakout + MACD + volume; for trend turn or acceleration breakouts.

Range

• RSI overbought/oversold: Buy RSI oversold, sell RSI overbought; simple, good for ranges; RSI alone can stay overbought/oversold in trends—add trend filter or use with care in trends.
• KDJ: KDJ overbought/oversold or crossovers; similar to RSI, often for range and short term.
• Bollinger range: Price in band, bounce off lower or pullback from upper; for ranges; combine with other conditions for breakouts.

Breakout

• Price breakout: Price breaks key level (e.g. prior high, resistance); for trend start or acceleration; watch false breakouts and volume confirmation.
• Volume breakout: Volume surge with price breakout; emphasizes volume–price fit for better breakout validity.
• Composite breakout: Multiple conditions (e.g. price + MA + volume); fewer false breakouts, fewer triggers.

How to choose and use templates

• By market and goal: in trending markets, prefer trend templates; in ranges, oscillator templates. If you want steadier signals and fewer trades, pick multi-confirmation templates (triple confirmation, trend following, etc.); for breakouts, pick breakout templates and check the template's default conditions and parameters in the system.
• Don't forget execution config: a template only provides buy / sell conditions as a starting point; position, stop-loss, take-profit, max drawdown, initial capital, leverage, and other execution config items still need to be filled in per pair against your own capital and risk tolerance—otherwise per-trade losses or drawdown can run beyond expectations.
• You can change buy / sell conditions: when creating or editing a strategy, you can add, remove, or change buy / long & sell / short conditions, or tune indicator parameters (MA period, RSI thresholds, etc.) to better fit the instrument and timeframe; validate with a backtest after changes. See Conditions, Indicators.
• Start simple: if you're new to the system, start with a template that has fewer conditions (a single MA or RSI), then move on to multi-confirmation or breakout templates.

For the creation flow and entry point, see Create Strategy.

Usage tips

• Backtest after picking a template: defaults may not suit your specific pair and timeframe—run a backtest before relying on it, and adjust indicator parameters and execution config as needed.
• Execution config first: lock in sensible position size and stop / target before tuning the buy / sell conditions—don't chase "good entries" while neglecting risk control.
• Understand the logic before changing: before editing conditions or parameters, make sure you understand the template's buy / long & sell / short logic (read the in-app description and condition structure) to avoid contradictions.
• Track and iterate: keep brief notes on which templates and parameter sets you've used; iterate based on backtest and live results and avoid overfitting to history.

Common questions

Which template should I pick? Start by deciding whether the current market is more trending or range-bound, and your risk preference (conservative → multi-confirmation; aggressive → simple trend or breakout). Browse templates by category in the system, pick the closest one, and fine-tune.

Template doesn't fit my pair / timeframe? Template defaults are generic; different pairs and timeframes (1H / 4H / daily, etc.) often need different parameters. After picking a template, adjust MA period, RSI thresholds, stop-loss / take-profit, etc. based on backtest results.

How do I improve a template? Keep the main logic intact, add filters (volume or ATR), tune parameters (periods, thresholds), or relax exit conditions (e.g. "death cross OR overbought" with OR). Run a backtest after each change—change one thing at a time so results are attributable.

Template vs. custom strategy? A template is a preset "skeleton"; after picking one you can still freely edit buy / long and sell / short conditions, just like a custom strategy. Creating from a template only saves you the step of building conditions and defaults from scratch; ongoing maintenance is the same.

Next steps

• Create Strategy — Full creation flow
• Strategy Basics — Strategy concepts and structure
• Conditions, Indicators — Buy / sell conditions and indicator usage
• Execution Config, Risk Management — Position, stop-loss / take-profit, and risk parameters