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Your first strategy

From an empty canvas to a backtested idea in a few minutes — the shortest path through the Builder.

Updated 2026-06-28·Rev. 2026.06

This walks the shortest path from an empty canvas to a backtested idea. We'll build a simple momentum strategy: enter long when price closes above its moving average.

1. Open the Builder

From the app, go to Strategy Builder. You'll see the chart on the left and the logic deck on the right — the deck is where your strategy lives as a stack of nodes.

2. Add the pieces

Add nodes from the toolbar, top to bottom:

  1. Price (data) — the candle's close.
  2. EMA (indicator) — a moving average of the close. Set the period to 20.
  3. Condition — compare Price against EMA with the crosses above operator.
  4. Enter Long (action) — fires when the condition is true.

Wire each node's output into the next. The deck shows the flow as a connected spine.

Tip

Every node is computed in the engine candle-by-candle. The chart preview is just a sketch — your real strategy values come from the backtest and live runs.

3. Add a stop

Risk first. Add a Stop Loss node and set it to a fixed percentage (say 2%) below entry. This caps the loss on any single trade.

4. Backtest it

Open the bottom panel and run a quick backtest. You'll get an equity curve plus metrics — net PnL, win rate, max drawdown, Sharpe. Read them together, not in isolation.

Heads up

A clean-looking equity curve on one period is not an edge. Change the date range, try a different pair, and see whether the behavior holds before you trust it.

5. Next steps

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