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Schema Editor

The Schema Editor shows your strategy as colored “pills” (blocks). Each pill is clickable and opens a Configuration popup. You edit your rules by clicking these pills.

Pill types

  • Comparator (yellow): how two things are compared
    Examples:
    Above, Below, Crosses Above, Crosses Below
  • Value (red number): a fixed threshold you type
    Example:
    30, 0.6, 200
  • Series (blue): a price source or indicator that outputs a line/series
    Examples: Close, Open, High/Low, Volume, SMA(50), EMA(12)
  • Action (red label): what to do when the rule is true
    Examples:
    Enter Long, Exit Long, Enter Short, Exit Short, Buy, Sell
  • Logic/Transform (yellow): a function applied to a series
    Example:
    pct_change (percent change)
  • Joiners: And (all conditions must be true).
    (If your build supports Or, it appears here too.)

What happens when you click each pill?

1. Series Pill (blue)

You can:

  • Change the Indicator/Source
    • Price sources: Close, Open, High, Low, Volume, Wick
    • Indicators (examples): SMA, EMA, DEMA, RMA, AMA
  • Set Parameters (depends on indicator)
    • For example, SMA/EMA: Period (e.g., 50) and Price Type (CLOSE, OPEN, HIGH, LOW)
    • Others may have length, multiplier, stdev, etc.
  • Apply Changes to update the pill (e.g., SMA(50)SMA(200))

Use it for:

  • Threshold rules (RSI(14) is below 30)
  • Series vs series rules (SMA(50) crosses above SMA(200))

2. Comparator pill (yellow)

You can:

  • Pick the operator: Above, Below, Crosses Above, Crosses Below (and any others available)

Use it for:

  • Switching from a threshold check to a cross check, and vice-versa.

3. Value pill (red number)

You can:

  • Type a number (your threshold), then Apply Changes

Use it for:

  • Setting cutoffs like RSI < 30, VHF > 0.5, or % change > 1

4. Logic/Transform pill (yellow)

Choose the variant/option the transform exposes (e.g., operator for pct_change).

(Some transforms may also show a period/window in your build.)

Use it for:

  • Building rules like Close pct_change 1 (percent change of close vs value)

5. Action pill (red label)

Choose the action: Enter Long, Exit Long, Enter Short, Exit Short, Buy, Sell

Use it for:

  • Deciding whether a condition opens or closes a position (or uses buy/sell semantics)

Two core patterns:

A. Threshold rule

Idea: Compare an indicator to a number.

  • Build: Series (blue) + Comparator (yellow) + Value (red)
  • Example:
  • RSI(14) Below 30  → Enter Long
  • Click RSI to set length 14 → Click comparator to BelowClick value pill to 30Action = Enter Long.

B.  Crossover rule

Idea: Compare one series to another series.

  • Build: Series (blue) + Comparator (yellow) + Series (blue)
  • Example:
  • SMA(50) Crosses Above SMA(200)Enter Long
  • Click each SMA to set periods 50 and 200 → Click comparator to Crosses AboveAction = Enter Long.