Creating a strategy with AI
The strategy builder is a conversation. You don't fill in a form or configure a YAML file. You type what you want, the AI asks what it still needs to know, and it assembles a complete, backtestable strategy object.
Here's what a full session looks like:
Entry: RSI(14) above 60 AND EMA(9) above EMA(21). Exit on reversal. Trailing take-profit: arms at 1.5%, trail 0.8%. Stop loss: 1.2% from entry. Per-trade risk: 2.0%.
Return +18.4%, Sharpe 1.72, Drawdown -7.1%, Win rate 61%, 284 trades, Grade A
Ready to deploy?
And this is the strategy object that session produced:
How to start
Open the sidebar and click New Strategy (or navigate to Chats -> New Chat). You'll see the welcome panel, which shows you the six inputs the AI needs and the full list of supported symbols.
You don't need to provide all six inputs upfront - the AI will ask for anything it's missing. You can be as terse or as detailed as you like:
- Terse:
eth 1m bullish-> AI asks for timeframe, risk level - Detailed:
create a long-only strategy for eth/usdt on the 5m chart, moderate risk, use bollinger bands and volume, target 2:1 RR-> AI assembles directly
What the AI needs
The AI resolves a strategy from six parameters. It will ask about any it doesn't have:
| Parameter | What it means | Example |
|---|---|---|
| Symbol | The instrument to trade | ETH/USDT, TCS_SHARE |
| Timeframe | The candle interval | 1m, 5m, 1h, 1d |
| Bias | Directional intent | Bullish, Bearish, Neutral |
| Risk level | Aggression of the strategy | Conservative, Moderate, Aggressive |
| Indicators | Optional - AI selects if omitted | RSI, EMA, Bollinger, MACD |
| Risk params | Optional - derived from risk level | Stop %, target %, per-trade risk % |
Iterating
A first draft is rarely your best strategy. Once one is assembled, open Improve strategy
to refine it - either by guiding the AI yourself (reduce the drawdown, use bollinger bands instead of RSI) or by letting it optimize automatically toward an objective. Each
iteration produces a new backtest you can compare side by side.
See Improving a strategy for the full Manual and Loop Improve workflow.
Dynamic strategies
If you ask for a strategy across a basket or universe of assets - "build a momentum strategy across all large-cap crypto" - the AI creates a Dynamic strategy. Dynamic strategies evaluate every asset in the universe on each candle and trade the top-ranked ones.
Dynamic strategies are labelled with a Dynamic badge on the strategy card.
Managing your chats
Every strategy you build lives in a chat conversation. Open All Chats to find and manage them:
- Search by name, and filter by status - Draft, In progress, or Backtested
- Sort and filter by date to surface recent work
- Rename a conversation inline to keep your workspace organized
Your most recent conversations are also listed in the sidebar for quick access.