Create Strategy
Create a strategy via the visual editor or AI Agent: configure buy / long and sell / short conditions, AND / OR / NOT logic, and indicator parameters; saved strategies live in the Strategy Library and can be reused in backtests or bots.
Creating a strategy is the first step in quantitative trading. Its core is configuring the strategy itself—when to buy and when to sell: buy / long conditions, sell / short conditions, and the indicator parameters used in those conditions (e.g. MA period, RSI threshold).
You can create a strategy via the UI or the AI Agent; once it's saved to the Strategy Library, it can be used in backtests or trading bots.
Two ways to create
Option 1: Via AI Agent
In the AI Agent, describe what you want in natural language and let it guide you—or create the strategy for you—directly.
- Example: "Create a dual-MA golden / death cross strategy with fast MA5 and slow MA20"
- Once the AI Agent finishes creating the strategy, you can keep chatting to run a backtest or create a trading bot
Great for quickly validating an idea or when you're not yet familiar with the UI. For a conversation example see 5-minute quick start.
Option 2: Via the UI
On the Strategy Library page click "Create Strategy"; there are two entry points:
| Entry | Use when | Description |
|---|---|---|
| From a template | New user, quick start | Pick a preset template (e.g. a moving-average strategy) and just adjust the buy / sell conditions on top |
| Custom | Advanced, fully customized | Configure the strategy name and the buy / long & sell / short conditions from scratch |
For detailed concepts see Strategy Basics, Condition Combinations, and Technical Indicators.
What you configure in a strategy
1. Buy / long conditions
Define the condition combination that triggers a buy or long-direction action, made up of technical indicator + comparison + comparison value, for example:
MA(5) crosses above MA(20): golden crossRSI(14) < 30: oversoldMA(5) crosses above MA(20) AND RSI(14) < 50: golden cross while not overbought
Multiple conditions can be combined with AND / OR / NOT. The actual list of indicators and comparison relations follows the in-app Technical Indicators page.
2. Sell / short conditions
Define the condition combination that triggers a sell or short-direction action; the structure mirrors buy / long conditions. Common forms:
- Signal reversal:
MA(5) crosses below MA(20)(death cross),RSI(14) > 70(overbought) - Pattern reversal, Bollinger Band upper touch, support / resistance breakdown, etc.
The system maps signals to the appropriate action (open / scale in / scale out / close / reverse) based on the current position and run mode. Numeric "stop loss at X% / take profit at Y%" rules live in the per-pair execution config when you create a backtest or bot, and decide exits alongside the sell / short conditions—whichever triggers first wins.
UI creation flow
Open the Strategy Library
After logging in, open "Strategy Library" and click "Create Strategy".
Pick a creation method
Pick "From a template" or "Custom"; if from a template, pick the desired one (e.g. a moving-average strategy) and enter the editor.
Fill in basic info
Enter the strategy name and an optional description.
Configure buy / long conditions
In the condition editor, add buy / long conditions (e.g. MA5 crosses above MA20); combine multiple conditions with AND / OR / NOT.
Configure sell / short conditions
Add sell / short conditions (e.g. MA5 crosses below MA20, RSI reversal, pattern reversal). Numeric risk controls like stop / target, floating-profit give-back protection, and max holding time live in the per-pair execution config.
Save the strategy
Once the buy / sell conditions look right, click "Save Strategy"; once saved the strategy shows up in the Strategy Library and can be reused in Run Backtest or Create Trading Bot—each pair gets its own copy with independent tuning, leaving the original in the library untouched.
Example: dual-MA strategy (MA5 / MA20)
| Item | Config (inside the strategy) |
|---|---|
| Strategy name | e.g. MA_cross_v1 |
| Buy / long condition | MA(5) crosses above MA(20) |
| Sell / short condition | MA(5) crosses below MA(20) |
Meaning: buy on the golden cross; sell on the death cross or when the stop / target in the execution config triggers. Suited to trending markets; ranging markets produce more false signals, so manage risk via position sizing and stops in the backtest. For more examples see Strategy Basics.
Save and validate
- On save the system checks the strategy name and at least one set of buy / long and sell / short conditions.
- Once saved you can run a backtest, or start paper / live trading from Create Trading Bot.
Tips
- Focus on signals: when creating a strategy, focus on the "under what conditions do I buy / sell" logic; position, risk, and other execution parameters are tuned per pair inside the backtest or bot
- Start simple: get the flow working with a template or simple conditions (e.g. a single MA crossover), then add complexity
- Backtest before live: once saved, run a backtest and check returns / drawdown before considering paper or live
Next steps
- Run Backtest — Validate the strategy on historical data
- Strategy Basics / Condition Combinations / Technical Indicators — Deeper strategy concepts
- Execution Config — Position, stop / target, and other runtime parameters (set in backtest / bot)
- 5-minute Quick Start — Full demo from creation to backtest