Strategy Builder Basics
Introduction
The Strategy Builder lets you create automated rule-based strategies without code and deploy them through a visual node flow. Instead of watching the market and placing orders manually, a strategy does this automatically based on conditions you define in advance. You define the conditions on when to enter, what to do, and when to exit, using a simple flow of connected nodes.
Synchronous Strategies allow you to be prepared. For example, a simple strategy might say: “When the 12-period EMA crosses above the 24-period EMA and RSI is below 30, buy 10 BTC at market price. Then close the position when RSI rises above 70.” That logic containing the conditions, the order, and the exit is exactly what you build be building in the Strategy Builder.
This page covers the core concepts behind how strategies work: nodes, connections, and the flow of logic from trigger to execution. By the end, you’ll know what every building block does and how they fit together.
The node canvas
Rather than writing code, you build strategies visually by connecting nodes on a canvas. Each node represents one step in your strategy’s logic.
A strategy is a flow of nodes. Each node does one job. When a node completes, execution moves to the next node.
Strategies are built from two types of nodes: evaluation nodes, which check conditions and decide whether the flow should continue, and Order nodes, which perform actions like placing or closing orders.
Nodes are color-coded by what they do:
| Color | Type | Purpose |
|---|---|---|
| 🔵 Blue | Indicator | Watch market data and triggers when conditions are met |
| 🟢 Green | Buy Order | Opens and closes long positions |
| 🔴 Red | Sell Order | Opens and closes short positions |
How a strategy flows
Every strategy follows the same basic pattern:
Evaluate → Execute
An Indicator node checks conditions. When they’re met, it passes control to an Order node, which places the trade. The Order node then monitors exit conditions and closes the position when they’re met.
A single cycle strategy:
- 🔵 Indicator: Check Price > SMA(20)
- 🟢 Order: Open a long position and close based on Take-Profit
A multi-cycle strategy:
- 🔵 Indicator: Check Price > SMA(20)
- 🟢 Order: Open a long position and close based on Take-Profit
- 🔵 Indicator: Check Price < SMA(20)
- 🔴 Order: Open a short position and close based on Take-Profit
When you run a strategy, execution starts at the first node and moves forward through the chain. Each node completes its job before passing control to the next.
Node Types
🔵 Indicator
The Indicator node is the trigger for your strategy. The flow starts when the conditions inside it are satisfied.
It handles:
- Listening to live market data
- Applying indicators (EMA, RSI, SMA, Bollinger Bands, and more)
- Comparing data points
- Evaluating conditions (greater than, less than, crossovers, AND/OR logic)
Example: EMA(12) > EMA(24) AND RSI < 30
Every strategy starts with an Indicator node. If the condition is true, the flow continues. If not, nothing happens the node keeps watching until conditions are met.
🟢🔴 Order
The Order node places the trade once an Indicator fires. The color reflects the direction: green for long, red for short.
It handles:
- Placing a market or limit order
- Setting size, leverage, and slippage
- Configuring take-profit and stop-loss targets
- Defining indicator-based closing conditions
Example: Market Buy 10 BTC, 10x leverage, 1% slippage, 25% take-profit, 10% stop-loss
Advanced Patterns
Flows can go beyond the simple evaluate-then-execute sequence.
- Chained evaluations: Multiple Indicator nodes in sequence, each one running only if the previous passes. Useful when you want to stack conditions across different timeframes or signals before acting. Example:
Evaluate → Evaluate → Execute - Branching: An Indicator node can connect to multiple Order nodes, triggering them in parallel when conditions are met.
- Cycles: A strategy can loop back and repeat the same sequence automatically. Useful for strategies that need to re-enter the market multiple times under the same logic.
Next Steps
Now that you understand the building blocks, go to Add and Connect Nodes to start working on the canvas.