How do I build a strategy without code?

Strategy › Builder

The Strategy screen opens on Discovery, where templates and your saved strategies live. Builder has four panels with equal weight: Entry Rules, Exit Rules, Position Sizing and Risk Management. Each rule reads as a sentence built from indicators, comparisons and values. Run backtest saves what is on screen and tests exactly that. Results holds every backtest you have run.

Step by step

1. DiscoveryStart from a template or open a saved strategy.
2. Entry Rules and Exit RulesConditions that must be true to enter and to leave. Your own indicators from the Indicator Builder are available here.
3. Position SizingFixed %, Fixed $, Risk-based, Contracts, % of equity or Kelly fraction. Risk-based sizes from the stop, as the order ticket does.
4. Risk ManagementThe stop, the target, a daily loss limit and the maximum open positions.
5. Run backtestSaves the strategy and runs it. Results opens with the report.