Build
Algorithm configuration reference
An algorithm is your trading strategy distilled into rules — which indicators to watch, when to enter, when to exit, and how much to risk. You build algorithms visually on the canvas by connecting nodes together. If you’ve used the Build Walkthrough to create your first algorithm, this page is your complete reference for every setting.
On this page: The Canvas · Node Types · Algorithm Types · State Machine · Entry & Exit Groups · Indicator Configuration · Stop Loss & Take Profit · Position Sizing · Logic Gates · Templates · Saving & Versioning
The Canvas
Section titled “The Canvas”The Build mode canvas is a zoomable, pannable workspace where you design algorithms by placing nodes and connecting them together. Data flows from indicators through logic gates into entry/exit groups, which connect to the Config node at the center of your algorithm.
Toolbar
Section titled “Toolbar”The toolbar at the top of the canvas gives you quick access to all the tools you need:
| Tool | Shortcut | What It Does |
|---|---|---|
| Select | V | Click and drag to select nodes |
| Pan | H | Click and drag to move around the canvas |
| Connect | C | Draw connections between node ports |
| Add Indicator | I | Open the context menu to the indicator category |
| Add Logic Gate | L | Open the context menu to the logic gate category |
| Templates | T | Open the templates overlay |
| Undo / Redo | Ctrl+Z / Ctrl+Shift+Z | Step back or forward through changes |
| Select All | Ctrl+A | Select every node on the canvas |
| Delete | Delete | Remove selected nodes |
| Deselect / Cancel | Escape | Deselect all nodes, close menus, cancel pending connections |
Navigation
Section titled “Navigation”- Scroll to zoom in and out
- Click and drag the background to pan
- Home to reset the camera to center
- Zoom controls in the top-right corner (slider + presets from 25% to 300%)
Right-Click Menu
Section titled “Right-Click Menu”Right-click anywhere on the canvas to add new nodes:
- Algorithm Core — pre-wired presets: Barebones, Long, Long + TP/SL, Short, Short + TP/SL, Both, Both + TP/SL
- Indicator — browse 50+ indicators by category (Trend, Momentum, Volatility, Volume)
- Signal Group — entry and exit group nodes
- Logic Gate — AND, OR, NOT operators
- Risk Management — Stop Loss and Take Profit nodes
- Chart — live chart display node
Node Types
Section titled “Node Types”Every element on the canvas is a node. Click Configure on any node to open its settings panel.
| Node | What It Does | Visual |
|---|---|---|
| Config | The core of your algorithm — name, symbol, type, capital, leverage, position size. Has Quick Test and Quick Run buttons. | Purple border |
| Indicator | Technical analysis signal — RSI, EMA, MACD, Bollinger Bands, and 50+ more | Color-coded by category |
| Entry Group | Collects indicator signals to define when to enter a trade | Green border |
| Exit Group | Collects indicator signals to define when to exit a trade | Red border |
| Stop Loss | Defines the stop loss level — fixed or trailing, by percent/price/ATR | Red title |
| Take Profit | Defines the take profit level — fixed or trailing, by percent/price | Green title |
| Logic Gate | Boolean operator (AND, OR, NOT) for combining signals | Circular, color-coded |
| Chart | Live price chart with symbol and timeframe | Shows candlesticks |
Config Node
Section titled “Config Node”The Config node is the hub of your algorithm. Its settings:
| Setting | Description |
|---|---|
| Name | Algorithm name |
| Symbol | Trading pair (e.g., BTC/USDC) |
| Type | LONG, SHORT, or BOTH |
| Capital | Starting capital in USD |
| Leverage | Leverage multiplier |
| Position Size | Percentage of capital per trade |
The Config node also has two action buttons:
- Quick Test — saves if needed, compiles the selected algorithm, and opens Test with it pre-selected
- Quick Run — saves if needed, compiles the selected algorithm, and opens Run with it pre-selected
Algorithm Types
Section titled “Algorithm Types”| Type | What It Does |
|---|---|
LONG | Only opens long positions (buy low, sell high) |
SHORT | Only opens short positions (sell high, buy low) |
BOTH | Opens both long and short positions based on separate entry/exit rules |
When type is BOTH, you need four groups: long entry, long exit, short entry, short exit. For LONG or SHORT, only the relevant pair is needed.
State Machine
Section titled “State Machine”Understanding how your algorithm cycles through states helps you reason about timeout, cooldown, and re-entry behavior:
entry condition metCASH ──────────────────────────→ POSITION ↑ │ │ │ exit condition / SL / TP │ cooldown expired ↓ └──────────────────────────── TIMEOUT| State | What’s Happening |
|---|---|
CASH | No open position. The algorithm evaluates entry conditions on each bar. |
POSITION | In a trade. Evaluating exit conditions and scanning for SL/TP hits. |
TIMEOUT | Post-trade cooldown. Waiting before the algorithm can re-enter. |
Exit Reasons
Section titled “Exit Reasons”| Reason | What Triggered It |
|---|---|
SIGNAL | Exit condition indicators triggered |
STOP_LOSS | SL price level hit |
TAKE_PROFIT | TP price level hit |
TRAILING_STOP | Trailing SL level hit |
SHUTDOWN | Manual stop requested |
MANUAL | Manual exit |
Entry & Exit Groups
Section titled “Entry & Exit Groups”Entry and Exit Group nodes collect indicator signals and combine them using logic gates to define when trades open and close.
Connect indicators to groups either directly or through logic gates:
- Direct connection — the indicator signal is used as-is
- Through AND gate — all connected signals must be true simultaneously
- Through OR gate — at least one connected signal must be true
- Through NOT gate — inverts the signal
Example
Section titled “Example”A long entry that triggers when RSI is oversold AND (volume is spiking OR Stochastic is oversold):
RSI (< 30) ──────────────────────┐ ├── AND ── Entry GroupCMF (> 0.1) ──┐ │ ├── OR ───────────┘Stochastic ───┘DCA Mode
Section titled “DCA Mode”Entry and Exit Groups support DCA (Dollar Cost Averaging) mode, which splits your entry across multiple price levels. Configure each DCA level with a price delta and capital allocation percentage.
Follow-Up Exits
Section titled “Follow-Up Exits”Groups can have follow-up exit configurations for multi-leg strategies — up to 2 follow-up legs with separate triggers and position sizes.
Indicator Configuration
Section titled “Indicator Configuration”Click Configure on any indicator node to set its parameters. Here’s an example with RSI:
| Field | Example Value | Description |
|---|---|---|
type | RSI | Indicator name (e.g., RSI, BollingerBands, ADX) |
source | 1_close | Price data input — 1_open, 1_close, 1_high, 1_low, 2_typical, 2_average, etc. |
signal | value_below_threshold | How the indicator value becomes a boolean (see signal types below) |
period | 840 | Lookback period in seconds |
threshold | 30 | Comparison value for threshold-based signals |
valueAMAPeriod | — | Auxiliary moving average period (for AMA-based signals) |
Each indicator node shows its current parameters directly on the canvas, so you can see your configuration at a glance.
Signal Types
Section titled “Signal Types”Signals define how an indicator’s value becomes a true/false trigger:
Indicator vs. Threshold — “Has the indicator crossed a specific number?”
| Signal | Triggers When |
|---|---|
value_above_threshold | Indicator value > threshold |
value_below_threshold | Indicator value < threshold |
Price vs. Indicator — “Is the candle above or below the indicator line?”
| Signal | Triggers When |
|---|---|
point_above_value | Price candle > indicator value |
point_below_value | Price candle < indicator value |
Price vs. Indicator’s Moving Average
| Signal | Triggers When |
|---|---|
point_above_valueAMA | Price candle > indicator’s adaptive moving average |
point_below_valueAMA | Price candle < indicator’s adaptive moving average |
Indicator vs. Its Own Moving Average
| Signal | Triggers When |
|---|---|
value_above_valueAMA | Indicator value > its own adaptive moving average |
value_below_valueAMA | Indicator value < its own adaptive moving average |
Moving Average vs. Threshold
| Signal | Triggers When |
|---|---|
valueAMA_above_threshold | Indicator’s AMA value > threshold |
valueAMA_below_threshold | Indicator’s AMA value < threshold |
Some indicators define additional signal aliases specific to their behavior.
Stop Loss & Take Profit
Section titled “Stop Loss & Take Profit”Stop Loss and Take Profit are dedicated nodes on the canvas. Connect them to your algorithm’s Config node.
Stop Loss Node
Section titled “Stop Loss Node”Click Configure to set:
| Setting | Options |
|---|---|
| Mode | Fixed or Trailing |
| Type | Percent, Price, or ATR |
| Distance | The stop distance value |
For ATR-based stops, you also configure the ATR period and multiplier.
Take Profit Node
Section titled “Take Profit Node”| Setting | Options |
|---|---|
| Mode | Fixed or Trailing |
| Type | Percent or Price |
| Distance | The profit target value |
Position Sizing
Section titled “Position Sizing”Configured on the Config node. How much capital to allocate per trade:
| Type | What It Does | Example |
|---|---|---|
ABS | Fixed USD amount (capped at available equity) | $500 per trade |
REL | Percentage of current equity | 50% of equity |
DYN | Dynamic, driven by an indicator value | Requires valueFactor indicator config |
Logic Gates
Section titled “Logic Gates”Logic gates are small circular nodes that combine multiple indicator signals:
| Gate | What It Does | Color |
|---|---|---|
| AND | All inputs must be true | Blue |
| OR | At least one input must be true | Amber |
| NOT | Inverts the signal (true → false, false → true) | Red |
Add gates from the toolbar (L), right-click menu, or by right-clicking on a connection line to insert one inline.
Templates
Section titled “Templates”Press T or click Templates in the toolbar to access pre-built strategy templates:
| Template | Level | What It Does |
|---|---|---|
| RSI Mean Reversion | Beginner | Oversold entry, overbought exit |
| EMA Crossover | Beginner | Golden/death cross trend following |
| Multi-Signal | Intermediate | Combined indicators with logic gates |
| Bollinger Bounce | Intermediate | Mean reversion on band extremes |
| Blank Canvas | — | Empty workspace |
Templates drop pre-wired nodes onto your canvas. If you already have nodes on the canvas, the template is placed to the right to avoid overlaps.
Saving & Versioning
Section titled “Saving & Versioning”Blueprints
Section titled “Blueprints”Your canvas design is saved as a blueprint — the collection of all nodes, connections, and configurations on the canvas. A single blueprint can contain multiple algorithms (multiple Config nodes).
- Save with the button in the top-left corner or
Ctrl+S - Auto-save is available (3-second debounce after edits)
- The save indicator shows green when saved, amber when there are unsaved changes
- File Explorer lets you browse, search, duplicate, rename, and delete saved blueprints
Versioning
Section titled “Versioning”Algorithms use immutable versioning:
- Creating an algorithm assigns an
algoIdandversion: 1 - Each update creates a new version (
version: 2,3, …) - Previous versions are never modified
- Backtests and live runs lock to a specific version
- You can run multiple versions simultaneously for comparison
What’s Next?
Section titled “What’s Next?”| Want to… | Go to |
|---|---|
| Test your algorithm | Test Features → |
| Walk through building your first algorithm | Build Walkthrough → |