Configure Your First Strategy

Select a strategy

Under “Select strategy”, filter with the category buttons (such as Grid, DCA, Trend, or Copy) or search by name. Read the card description, then select a template whose behavior you understand. The page moves on to “Configure” automatically.

If you later switch to another template, a “Change strategy?” dialog appears. Confirming resets the name, account, parameters, risk controls, and notifications.

Fill in the basic configuration

Under “Basic configuration”:

• Name: something you will recognize.
• Trading account: the paper account you just created. The list can be filtered by exchange, and accounts already used by another strategy are labeled with that strategy.
• Share strategy details: when on, leaderboard visitors can see this strategy’s configuration, positions, and order history. When off, only metrics and return curves are shown.

Check strategy parameters and risk

Under “Strategy parameters”, fields marked * are required. Some templates offer “Parameter presets” (Conservative / Balanced / Aggressive). They compare notional exposure and say nothing about safety or returns. Then check the execution, risk control, and SL/TP settings. Starting from the defaults is fine for a first run, but understand what each value means and how much exposure it creates.

To see historical behavior first, select Backtest current parameters to run a backtest with the same values. When you are done, select Next.

Review and create

Under “Review”:

• Notification configuration: optional. You can create the strategy without any notification channel and add one later in notification settings.
• Launch summary: check the name, strategy, trading account, and leverage.
• Estimated cost: shows “Included in plan” or an hourly cost.

Select Create and start; the page then opens the strategy details. To save it without running yet, select Create without starting.