Building a strategy
1
Start
Start from a template, or Describe it in words and let the builder set up the blocks. Choose a name, market and timeframe.
2
Add entry blocks
Pick blocks to set when the strategy enters. Choose whether they combine with All true or Any true: tap the AND / OR pill between blocks to switch.
3
Choose the side and size
Go long or Go short, with a share of your available balance per trade.
4
Add exit blocks
Set when the position closes, and add a Stop-loss and Take-profit percent. With no exit blocks, the position closes on the stop-loss or take-profit only.
5
Launch
Review the backtest and the generated prompt, then choose Launch strategy.
Blocks
The block list covers price, indicators and live data: macro, on-chain and sentiment filters from the extra data sources. Rules are checked on every candle close of the strategy’s timeframe.Live data blocks are tested on their daily history, which has been recorded since 4 October 2026. In a backtest, candles before that count as “not met”.
The live backtest
The Live backtest panel tests the blocks on recent candles and shows the Return, Trades, Win rate and Max DD (maximum drawdown), an equity curve, and the trades on the chart. In plain words restates the rules. The live backtest tests the blocks as exact rules. A launched strategy is the AI reading the generated prompt, which usually agrees with the blocks. To test the prompt itself, choose Full backtest, which runs a Fast Estimate.Other ways to continue
- Open in Strategy lab to refine the strategy in conversation. See Strategy Lab.
- Edit the Generated prompt directly before you launch.

