Strategy Builder

The Strategy Builder 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.)

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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

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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 Below → Click value pill to 30 → Action = 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 Above → Action = Enter Long.

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How-to guide

Supported elements