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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

Each strategy rule is built using modular pills.
You can click any pill to customize that part of the strategy.

  • Instrument (yellow): the trading pair or market
    Examples: BTCUSDT, ETHUSDT
  • Series / Indicator (green): a price source or indicator
    Examples: Close, Volume, RSI(14), SMA(50)
  • Timeframe (purple): the timeframe used for evaluation
    Examples: 1m, 5m, 1h, 1d
  • Operator / Comparator (blue): how values are compared
    Examples: Above, Below, Crosses Above, Less Than
  • Value (green number): a fixed numeric threshold
    Examples: 30, 70, 200
  • Action (blue/red): what happens when the rule is true
    Examples: Enter Long, Exit Short, Buy, Sell
  • Logic / Transform: applies additional calculations
    Example: pct_change
  • Joiners: connect multiple conditions
    And = all conditions true
    Or = any condition true (if supported)

What happens when you click each pill?

1. Instrument Pill (yellow)

You can:

  • Select the trading pair (e.g. BTCUSDT)
  • Browse available assets from the dropdown
  • Switch between instruments supported on the selected exchange

Use it for:

  • Choosing what market your strategy trades
  • Example: BTCUSDT, ETHUSDT, etc.

2. Indicator / Series Pill (green)

You can:

  • Change the data source or indicator
    • Price sources: Close, Open, High, Low, Volume, Wick
    • Indicators: RSI, SMA, EMA, DEMA, RMA, AMA, etc.
  • Adjust indicator settings
    • Period (e.g. RSI 14, SMA 50)
    • Additional parameters depending on the indicator
  • Clicking the dropdown opens the full list of price sources + indicators
  • Click Apply to confirm changes

Use it for:

  • Defining what data your condition is based on
  • Examples:
    • RSI(14)
    • SMA(50)
    • Close

Y

    3. Timeframe Pill (purple)

    You can:

    • Select the timeframe (e.g. 1m, 5m, 1h, 1d)
    • Apply different timeframes per condition

    Use it for:

    • Controlling how often signals are evaluated
    • Example: RSI(14) on 1h

    4. Operator Pill (blue)

    You can:

    • Choose how values are compared
      • Less Than, Greater Than
      • Above, Below
      • Crosses Above, Crosses Below
      • Equals, Not Equals

    Use it for:

    • Defining the condition logic
    • Examples:
      • RSI < 30
      • SMA crosses above SMA

    5. Value Pill (green number)

    You can:

    • Enter a numeric value (e.g. 30, 70, 1.5)
    • Set thresholds directly

    Use it for:

    • Defining trigger levels
    • Examples:
      • RSI < 30
      • RSI > 70

    6. Action Pill (blue / red)

    You can:

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

    Use it for:

    • Defining what happens when conditions are met
    • Opening or closing positions

    7. Position Size (%)

    You can:

    • Set how much capital to use per trade
      • Percentage (%)
      • Fixed amount (USDT)

    Use it for:

    • Risk control and capital allocation
    • Example: 100% of capital or fixed size

    8. Order Type (Market / Limit)

    You can:

    • Select how orders are executed
      • Market
      • Limit
      • Stop Market
      • Stop Limit
      • Limit If Touched
      • Market To Limit

    Use it for:

    • Controlling execution style and slippage behavior

    How it all connects

    You build rules like:

    • BTCUSDT (instrument)
    • RSI(14) (indicator)
    • on 1h (timeframe)
    • less than (operator)
    • 30 (value)→ Enter Long (100% as Market order)

    💡 Each pill is modular, you can click and adjust any part of the rule without rebuilding the whole strategy.