Strategy

Simple Strategies

Simple strategies use flat key-value parameters configured via dynamically generated form fields. When creating a strategy via Create Strategy, the strategy type is selected, and the system automatically displays the appropriate input fields. Simple strategies include price alerts, indicator alerts and portfolio rebalancing.

Complex Strategies

Complex strategies have a nested configuration stored as JSON. A YAML text field is available for editing. When selecting a complex strategy, instead of dynamic form fields, a text area labeled Strategy Configuration (YAML) appears where the configuration can be written or pasted as YAML. When saving, the YAML is automatically converted to JSON.

Strategy Types Overview

graph TD
    S["Strategy Types"] --> R["Rebalancing"]
    S --> P["Price Alerts"]
    S --> I["Indicator Alerts"]
    S --> K["Complex Strategies"]
    R --> R1["Portfolio Rebalancing"]
    P --> P1["Absolut price gain/lose alert"]
    P --> P2["Holdings percentage gain/lose price Alert"]
    P --> P3["Gain/loss warning in a period"]
    I --> I1["Moving average crossing alert"]
    I --> I2["RSI threshold alert"]
    I --> I3["Custom expression alert"]
    K --> K1["Mean Reversion Dip"]

The following table lists all available strategy types with their assignment levels. The level indicates whether the strategy can be assigned at the top level (portfolio), asset class level or security level.