Create – Strategy Builder Feature Guide

Welcome to Create, the visual workspace where you can design, test, and deploy automated trading strategies without writing a single line of code. By combining indicators, logic blocks, and execution actions on a drag-and-drop canvas, you can transform your trading ideas into a systematic reality.

1. Unleash Your Trading Power

Create lets you build fully automated trading strategies with a simple visual interface.

• Design: Add indicators, logic, and actions to the canvas.
• Test: Backtest strategies instantly against historical data.
• Deploy: Send your strategies to live servers for high-speed execution.

2. Copy From Strategy

Reuse what already works. You can duplicate an existing strategy to clone its:

• Indicators and parameters
• Logic blocks and connections
• Execution actions

This is the fastest way to apply a proven setup to a new asset, a different timeframe, or to iterate on a modified version of a successful idea.

3. Add Blocks & Build Logic

The Add Block menu is your toolbox for defining how your strategy “thinks.”

• Indicators: SMA, EMA, RSI, VWAP, Bollinger Bands, etc.
• Pattern Scanners: Identify specific candlestick or chart patterns.
• Logic Blocks: Define triggers like Crosses Above, Higher Than, or Decreases By.
• Data Blocks: Input variables such as Price, Volume, or fixed Numbers.

4. Documentation

• Download Strategy Image: Export a high-resolution image of your canvas. You can choose to include or hide specific parameters—perfect for strategy reviews or presentations.

5. Sharing

• Share & Collaboration: Work together easily by copying a public link or inviting collaborators via email.

6. System Status

• 🟢 Strategy Status Indicator: A Green Dot confirms your strategy is logically complete and ready for testing.
• 🔴 Strategy Status Indicator: A Red Dot indicates missing connections or incomplete parameters.

7. Save Strategy

• Save Strategy: Preserve your progress, track different versions, and ensure your logic is safely stored on the cloud.

8. Backtest

Running a backtest helps you quantify three essential aspects of your strategy:

Profitability

• Net Return: Understand the total profit or loss generated over a specific period.
• Profit Factor: Measure the ratio of gross profit to gross loss. A value above 1.0 indicates a profitable system.
• Win Rate: See the percentage of trades that resulted in a positive outcome.

Risk Assessment

• Maximum Drawdown: Identify the largest peak-to-trough decline in your capital. This helps you understand the “worst-case scenario” you might face.
• Risk-Reward Ratio: Evaluate if the potential gains are worth the risks being taken on each trade.
• Volatility Handling: See how your strategy behaves during high-volatility events or sudden market crashes.

Trade Behavior

• Entry/Exit Accuracy: Inspect individual trades on the chart to ensure the strategy is triggering exactly where your logic intended.
• Trade Frequency: Determine whether your strategy trades too often (overtrading) or too rarely, as this can affect commission costs and capital utilization.
• Holding Time: Analyze the average duration of each trade to see if it aligns with your trading style (e.g., scalping vs. swing trading).

9 & 10. Visualization Modes

Depending on your current task, you can toggle between two primary views:

11. Performance & Validation

• Backtest Strategy: Run a comprehensive simulation to understand historical profitability, risk profile, and trade frequency.
• Real-Time Metrics: Get an instant snapshot of performance directly on the builder screen.
  • Win %: The percentage of profitable trades.
  • Profit Factor: The ratio of gross profit to gross loss.

Tip: Start with the Strategy Focus View to build your logic, then switch to Chart Focus to see exactly how those rules would have triggered trades during recent price action.