Add and Connect Nodes

This page covers the mechanics of placing nodes on the canvas and wiring them together. Once you’re comfortable here, you’re ready to configure what each node actually does.

Navigating the canvas

Pan: Hold Space and drag.
Zoom: Scroll wheel or pinch zoom.
Fit all nodes to screen: Click Fit View in the canvas controls.

Adding a node

The available nodes are listed at the bottom of the Strategy Builder interface. Click any node to place it on the canvas at your cursor’s position.

You can also right-click anywhere on the canvas to see the same node list, or press Ctrl+K (or Cmd+K on Mac) to open the node search bar and find a node by name.

Moving nodes

Click and drag any node to reposition it.

To move multiple nodes at once: click the Select tool at the bottom of the interface, drag a selection box around the nodes you want to move, then drag the group.

Connecting nodes

To create a connection:

Hover over the output handle on the source node.
Click and drag from the output handle.
Drag to the input handle on the destination node and release.

A connection appears between the two nodes, showing the direction of the strategy flow.

Connection rules:

Connections always run from output to input.
An Indicator node has an input handle to support cycling, connecting the output of a later node back to an Indicator’s input creates a loop.

Deleting a node or connections

To delete a node: click the X on the top right corner of the node. This also removes all connections attached to it.
To delete a connection: click the X on the connection line between two nodes.

Undoing and redoing changes

Undo: Ctrl+Z (Cmd+Z on Mac)
Redo: Ctrl+Shift+Z (Cmd+Shift+Z on Mac)

The undo history clears when you load or deploy a strategy.

Tips

Use the Notes node to leave comments on the canvas. Notes are never executed and have no effect on the strategy.
Lay out your nodes top to bottom in execution order. It makes the flow much easier to read and debug.
Save frequently. The canvas does not auto-save in-progress work.

Next steps

Now that you know your way around the canvas, configure your first trigger. Read Set Entry Conditions to learn how to set up an Indicator node.

Adding a node

The available nodes are listed at the bottom of the Strategy Builder interface. Click any node to place it on the canvas at your cursor’s position.

You can also right-click anywhere on the canvas to see the same node list, or press Ctrl+K (or Cmd+K on Mac) to open the node search bar and find a node by name.

Connecting nodes

To create a connection:

Hover over the output handle on the source node.

Click and drag from the output handle.

Drag to the input handle on the destination node and release.

A connection appears between the two nodes, showing the direction of the strategy flow.

Connection rules:

Connections always run from output to input.

An Indicator node has an input handle to support cycling, connecting the output of a later node back to an Indicator’s input creates a loop.