New Strategy
Published Jul 9, 2026 · Updated Oct 16, 2026
Configure an automated strategy from scratch using a platform template. You can run it on a paper account first or bind a live trading account directly. Go to Strategy → Create strategy.
Starting from a backtest result? Skip this form: choose Create strategy from parameters in the backtest experiment instead—see Backtest Settings and Reproducibility.
Before you start
- Sign in.
- Have at least one trading account: add a Paper exchange to practice (see First Paper Strategy), or see Connect an Exchange for live. You can also start the flow without one and choose Add trading account at the bottom of the trading account dropdown.
Which templates are available?
Templates fall into five categories; filter by category or search by name at the top of the page. These are the templates currently open for creation—the page itself is authoritative:
| Category | Templates |
|---|---|
| Copy | Simple Copy Trading, Group Copy Trading, Reverse Copy Trading, TradingView Trading |
| DCA | DCA Strategy, Smart DCA Strategy, Passivbot v8.1.0 |
| Grid | Grid Strategy, DCA Grid Strategy, Smart Grid Strategy, Smart DCA Grid Strategy |
| Trend | Future Combo Strategy, Smart Future Combo Strategy, Split Combo, Smart Split Combo, Fast Move Tracker Strategy, Moving Average Breakout, CTA Trend v1, Snowball Trader, Hedge Snowball Trader |
| Others | Narrow Stop-Loss, Fib Strategy, HIP-3 SNDK Basis |
Simple Copy Trading, DCA Strategy, and Grid Strategy carry a Beginner pick badge and appear first. If you are unsure, start with one of those three.
Create a strategy
Select strategy
Click a card or View details to read the full rules (this does not select it). When you have decided, click Configure to move on. Switching templates later asks you to confirm Change and reset configuration, which resets the name, account, parameters, risk controls, and notifications.
Configure: basic configuration
Enter a Name and pick an account in the Trading account dropdown. Paper accounts show as “AlphaFox Paper”. Accounts already used by another strategy are hidden until you click Show occupied. With Share strategy details on, leaderboard visitors can see this strategy’s configuration, copy-trading details, positions, and order history; with it off, they see only metrics and return curves.
Configure: strategy parameters and risk control
Fill in the strategy parameters as prompted; fields marked * are required. Parameters differ by template—see the next section for the common differences. Under Risk control, take profit and stop loss stay collapsed until you switch them on and enter values.
Templates that support backtesting show Backtest current parameters, which creates a backtest experiment from your current draft.
Review
Check the Launch summary (name, strategy, trading account, and more; expand it for every parameter). Notification configuration is optional—you can create without choosing a channel. Check the Estimated cost, then choose Create and start, or Create without starting to save it for later. “Strategy created and started” means it worked; the strategy now appears in My strategies.
If a step still has a missing field, clicking Next or a create button jumps straight to that field.
What differs between templates?
Copy templates: pick the signal sources to follow in the source list; each selected source gets its own follow parameters. To follow your own private source, add it first in Copy signal management. Simple Copy Trading and Group Copy Trading can enable Position late entry (start following a leader’s position only after it has lost a set amount); enabling and saving it requires Pro / Pro Max.
Smart DCA Strategy:
- Choose the trading direction at the top of the strategy parameters first; parameter presets and the selection mode stay unavailable until you do.
- Use Parameter presets (Conservative / Balanced / Aggressive) to compare first-order allocation, add multiplier and count, take profit, and positions per side; the estimate beside them shows margin usage as a share of equity. Presets compare nominal exposure, not safety or returns.
- Pick one Selection mode: Ranked selection rotates candidates by their board rank window; Forager selection ranks Binance USDT perpetuals every minute by volume, volatility, and EMA readiness, and does not support backtesting.
Rotation grids can also use Forager selection, but the grid template must be long or short (neutral is not supported) and only the side matching the template direction is filled in. Forager only decides which flat coins may start a new grid; coins that already hold a position leave through “PnL before rotate”.
Forager’s candidate pool comes from the whitelist and blacklist under Symbol limits; with neither set it is every USDT perpetual, including TradFi perpetuals such as stocks and commodities. To leave TradFi out, set the TradFi/RWA filter to “Do not trade RWA / TradFi” on rotating strategies, or blacklist those symbols on Passivbot. Every Forager strategy (rotating DCA, rotating grids, Passivbot) shows on its detail page whether the latest selection worked: rotating strategies beside their candidate list, and Passivbot in its own “Forager selection” section listing the coins admitted for long and short and the top 20 ranked candidates of the latest decision, with admitted ones in green. Selection details gives each side’s pool size, eligible count and open slots, and how many markets each reason excluded (for example untradable or listed too recently, not on the whitelist, low-liquidity filter). When nothing is selected, the page names the reason that excluded the most markets; a failed selection shows its reason and the previous picks stay in place.
The selection mode is fixed after creation. Required Forager fields start blank; the “e.g. …” values in the inputs are only examples. Fill example values writes them into blank fields only and is not a backtest recommendation.
Costs and starting
The Estimated cost on the review step shows whether the strategy is Included in plan or billed hourly beyond your plan’s slots (with the hourly price). Hourly overage is paid in credits: 0.07 credits per hour per live strategy and 0.01 credits per hour per paper strategy. Trading accounts bound through the HyperLiquid tab carry no AlphaFox run fee and use no plan slot once the start check passes, but a Hyperliquid Builder Fee applies. See Membership for each plan’s slots.
While the estimate is still calculating or unavailable, Create and start does not submit and the page offers a retry. Create without starting is unaffected: create the strategy now and start it later from its detail page.
An hourly-billed strategy is stopped and its positions are closed when your credits run out. Before a long run, make sure your Funding account holds enough credits, or turn on auto-recharge.
Other ways to create
- In My strategies, click Copy on an existing strategy to pre-fill this form.
- Copy a public strategy from the leaderboard.
- Use one-click follow from the leader signals in the Trading Terminal.