Strategy

Simple Strategies

Simple strategies use flat key-value parameters configured via dynamically generated form fields. When creating a strategy via Create Strategy definition, you select the strategy type under Strategy name in the dialog Strategy definition, and the system automatically displays the appropriate input fields. Only the types permitted on the selected level, and not already present there in a unique form, are offered. When editing, only the parameters can be changed, not the strategy type. Simple strategies include price alerts, indicator alerts and portfolio rebalancing.

Complex Strategies

Complex strategies have a nested configuration. When a complex strategy is selected, a YAML editor with syntax highlighting, autocompletion, continuous validation and explanations when hovering over a key appears instead of dynamic form fields. A new strategy is pre-filled with a template; Load Template restores it at any time. The checkbox Active appears for complex strategies only: when it is switched off, even an incomplete draft can be saved, which is not evaluated. Apply saves the strategy.

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["Absolute price gain/lose"]
    P --> P2["Holdings gain/lose"]
    P --> P3["Gain/loss in a period"]
    I --> I1["Moving average crossing"]
    I --> I2["RSI threshold"]
    I --> I3["Custom expression"]
    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 to the portfolio based strategy, to an asset class or to a security. Portfolio rebalancing and the Mean Reversion Dip can be entered only once per node, all other types several times.