The Ultimate Glossary for Code-Free Trading with Capitalise.ai

Term

Definition / Explanation

Notes / Usage

Example

Capitalise.ai

A platform for code-free trading automation, allowing users to create, test, and run trading strategies in plain English.

No coding or spreadsheets required.

Type: Buy 1000 EUR/USD if RSI(14) < 30

Trading Strategy

A set of rules defining when to enter or exit trades based on market conditions.

Can be simple (entry only) or complex (entry + exit + multiple conditions).

Buy BTCUSD if price crosses above MA(50)

Entry Rule

The condition(s) that trigger the start of a trade.

Can include price, indicator, or other asset behavior.

If TSLA RSI(14) < 30 then buy 10 TSLA

Exit Rule

The condition(s) that trigger closing a trade or realizing profit/loss.

Often paired with entry for a full trade cycle.

Close position at profit of 2% or loss of 1%

Condition

A specific market scenario that must be true for an action to trigger.

Can involve technical indicators, asset prices, or timing.

If EUR/USD is above MA(200)

Technical Indicator

A mathematical calculation applied to price or volume to help define trading conditions.

Examples include RSI, MA, EMA, Bollinger Bands.

RSI(14, Day, Close)

Strategy Creation Wizard

Guided interface in Capitalise.ai for building, refining, and testing strategies.

Includes step-by-step instructions and tutorials.

Wizard prompts: Select asset → Add condition → Choose action

Trading Action

The action taken when a condition is met, e.g., Buy, Sell, Notify Me.

Can be part of entry or exit strategies.

Buy 1000 EUR/USD

Automation

Running strategies automatically without manual intervention.

Strategies execute 24/5 based on defined conditions.

Strategy triggers a buy when condition is met, even if offline

Backtesting

Testing a strategy using historical data to evaluate its potential performance.

Helps refine strategies before running live.

Simulate trades on last 3 months of BTCUSD data

Live Simulation

Running a strategy in real-time without committing actual funds.

Useful for practicing or testing logic.

Strategy shows hypothetical profit/loss while market moves

Full Trade Cycle

One complete cycle from entry to exit in a strategy.

Multiple cycles can occur if the strategy re-enters after exiting.

Buy TSLA → Hold → Close at profit → Next entry triggered

Market Condition

Any scenario or data point that can be used in a condition, such as price, indicator, or volume.

Basis for triggering strategies.

Price > MA(50) or RSI < 30

No Coding Required

All strategy logic is created using plain English commands instead of programming.

Enables accessibility for beginners.

Type: Buy 10 BTC if EMA(50) crosses above EMA(200)

Google Chrome Recommended

Preferred browser for using Capitalise.ai due to compatibility and performance.

Optimizes user experience.

N/A

Strategy Monitoring

Continuous checking of conditions and executing actions automatically.

Helps avoid missed opportunities.

Strategy triggers trades even when user is offline

Term

Definition / Explanation

Notes / Usage

Example

Entry

The start of a trading strategy where conditions are evaluated to trigger a buy or sell action.

Multiple conditions can be used; all are checked simultaneously.

if EURUSD is above MA(200) and if EURUSD is above 50-day MA then buy 1000 EURUSD

Exit

The closing part of a strategy that triggers the end of a trade and realizes profit/loss.

Can include multiple conditions or profit/loss thresholds.

close position at profit of 1.5% or loss is at 2.7%

Condition

A rule that must be true for an entry or exit action to occur.

Can use indicators, price, percentage, or time-based rules.

if TSLA RSI(14) < 30 then buy 10 TSLA

AND / OR

Logical connectors between multiple conditions.

Must be consistent within the same sentence; cannot mix AND and OR.

if EURUSD > MA(200) and if EURUSD > 50-day MA

IF / WHEN

Keywords that start a condition sentence. “If” and “When” are interchangeable.

Use whichever reads naturally.

when NVDA MA(10) crosses above MA(30) then buy 2000 USD WORTH of NVDA

Asset

The financial instrument being traded (e.g., EURUSD, TSLA, BTCUSDT).

Can appear before or after a condition for readability.

if BTCUSDT price rises by 0.5% then buy 0.1 BTCUSDT

Indicator

A technical calculation used to evaluate conditions, such as MA, EMA, RSI, MACD, Bollinger Bands.

Timeframes and parameters can be adjusted.

if TSLA MACD Line crosses above signal line then buy 10 TSLA

Operator

Defines how values are compared. Examples: crosses above, crosses below, is above, is below, <, >, <=, >=

"=" alone is not supported.

if EURUSD is above MA(200) then buy 1000 EURUSD

Delta / By…

Specifies a nominal or percentage difference between two values.

Can be currency, pips, or percentage points.

if AAPL crosses above previous day high by 2% then sell 50 AAPL

Bar / Candlestick

Time-based snapshot of price (High, Low, Open, Close, Mid).

Used in indicator calculations.

N/A

No. of Bars

Number of completed bars used in calculations.

Only closed bars are considered.

RSI(14) → uses 14 closed bars

Bar Period

Time interval of each bar (1m, 5m, 1h, 1d, etc.).

Adjust to suit strategy resolution.

MA(50, 15m, Close)

Bar Price

Price point used for indicator calculation (Open, High, Low, Close, Mid).

Fixed to Close for natural language input in some indicators.

EMA(100, Day, Close)

Profit / Loss

Realized or unrealized gain or loss for the current strategy hit.

Can be expressed in % or absolute units.

close position at profit of 1.5% or loss is at 2.7%

Trailing Stop

Stops a trade when P/L drops from its peak by a set amount or percentage.

Protects profits automatically.

Trailing Stop: 1% from peak

Trailing Take Profit (TTP)

Combines fixed take profit with trailing stop.

Activates trailing once the profit target is hit.

Take Profit 5% + Trailing 1%

All / None (AON)

Order executes only if the full amount is available.

Applies to entry orders.

Buy 50,000 units, AON

Order Types

Defines execution type: Market, Limit, Stop, Stop Limit.

Availability may vary by exchange.

Buy 100 AAPL at Limit 145.50

Time in Force

Duration order remains active: GTC, Day, GTD, IOC.

Determines when order expires or cancels.

GTC

Notify Me

Sends an email notification when a condition is met, no order placed.

Useful for monitoring conditions before trading.

Notify Me if EURUSD crosses MA(200)

Term

Definition / Explanation

Notes / Usage

Example

Strategy Creation Wizard

Guided interface in Capitalise.ai for creating and configuring trading strategies.

Provides step-by-step prompts for defining entry, exit, and execution rules.

Wizard suggests: Select asset → Add condition → Choose action → Confirm strategy

Entry Strategy

Defines when and how you want to enter the market.

May include one or more conditions; optional to set conditions.

Buy 10 BTCUSD if RSI(14) < 30

Exit Strategy

Defines when and how to close market positions.

Optional; can include conditions or rely on manual exit.

Close position at profit of 2% or loss of 1%

Condition

A rule that must be true for a trading action to trigger.

Can be based on price, indicator, volume, or asset behavior.

If EUR/USD price crosses above MA(50)

Trading Action

Action executed when conditions are met.

Includes Buy, Sell, Notify Me, etc.

Buy 1000 USD worth of TSLA

Loop / Continuous Mode

Setting that allows a strategy to repeatedly monitor conditions and execute multiple cycles.

Entry → Exit → Back to monitoring.

Strategy continuously buys and sells BTCUSD when conditions are met

Execution Mode

Determines how a strategy runs: Live, Simulate, or Backtest.

Must be confirmed before running.

Run Live to execute trades with real funds

Confirmation Step

Final review to ensure the strategy is correctly set up before running.

Checks conditions, actions, execution mode, and limits.

Review: Entry conditions, exit conditions, loop mode

Hit Limit

Maximum number of times a strategy can trigger before stopping automatically.

Helps manage risk and avoid excessive trading.

Stop strategy after 5 executions

Stop-Loss / Stop Limit

Predefined condition to automatically close a trade to prevent further losses.

Can be based on percentage, nominal value, or pips.

Stop-loss at 2% loss

Strategy Name

User-defined name for easy identification of a strategy.

Should be descriptive to distinguish multiple strategies.

Name: BTCUSD RSI Entry

Dynamic Suggestions / Keywords

Recommended terms and actions suggested by the Wizard while typing your strategy.

Helps users write correct syntax in plain English.

Suggested: Buy, Sell, Close Position, Notify Me

Optional Exit

A strategy can run without a defined exit; user must manually close positions.

Only runs once if no exit is defined.

Entry order executed immediately, no exit monitoring

Video Walkthrough

Tutorial videos embedded in the Wizard to guide users through strategy creation.

Useful for beginners to see examples step by step.

Watch: How to use Strategy Wizard

Plain English Input

Method of writing strategy actions and conditions without code.

Core feature of Capitalise.ai for accessibility.

Type: Buy 10 BTCUSD if price rises above 50-day MA

Term

Definition / Explanation

Notes / Usage

Example

Edit Strategy

Modify an existing strategy’s conditions, actions, or settings.

Some modifications are restricted: you cannot add or remove an Exit Strategy via Edit.

Edit RSI threshold from 30 to 35

Edit Mode

Mode activated when editing a strategy.

Displays the strategy name and shows a pencil icon when working on exit edits.

Strategy shows "Editing: BTCUSD RSI Entry"

Edit Effect Timing

Determines when changes to a strategy take effect.

Edits before the entry occur immediately; edits during an ongoing cycle may apply in the next cycle.

Change MA period before entry → effect applies instantly

Edit History

Record of changes made to a strategy.

Located on the right-hand side of the Strategy page; tracks all modifications and cycles.

RSI threshold changed from 30 → 35, effective next cycle

Clone Strategy

Create an exact copy of an existing strategy.

Maintains original structure; new copy can be edited independently.

Clone BTCUSD RSI Entry to create BTCUSD EMA Entry

Share Strategy

Send a strategy to other users or collaborators.

Shared strategy opens in the Wizard with all fields pre-loaded.

Share strategy link via email or chat

Strategy ID

Unique identifier for a strategy.

Required for support purposes; found in the URL of the strategy page.

ID: 5f4d2a9b7c1e

Once Mode

Strategy runs a single cycle and stops automatically.

Suitable for one-off trades or tests.

Entry triggers → Exit triggers → Strategy stops

In Loop Mode

Strategy continuously monitors and executes cycles.

Requires both entry conditions and an exit strategy.

Entry triggers every time price rises 5%, exit triggers at 2% profit or loss

Loop Eligibility

Criteria that determine whether a strategy can run in Loop mode.

Must include a defined entry with conditions and an exit strategy.

Entry: Buy 10 units if price rises 5%; Exit: Close at 2% profit/loss

Strategy Menu

Menu interface where you can Edit, Clone, or Share a strategy.

Accessed from the Strategy Page.

Select Clone → New copy created

Working on Exit Indicator

Visual cue showing that exit edits are pending.

Pencil icon appears when exit strategy has been edited; changes take effect next cycle.

Hover pencil → shows "Exit edited; effective next cycle"

Strategy Page

Dashboard listing all user strategies with options to manage them.

Shows status, history, mode (Once/In Loop), and IDs.

BTCUSD RSI Entry → Edit / Clone / Share / ID

Term

Definition / Explanation

Notes / Usage

Example

Manually Closing a Position

Taking action directly in your broker account to close a trade opened by a strategy.

Should be done only after stopping the strategy to avoid unintended trades or exposure.

Stop BTCUSD strategy → manually sell open BTCUSD position

Strategy Orders vs Broker Orders

Distinction between trades opened by Capitalise.ai strategies and trades manually executed via the broker.

Manual trades do not interfere with strategy-managed positions; a manual sell of a strategy’s long position opens a new short.

Strategy bought 10 ETH/USD → manual sell 10 ETH/USD = separate short position

Stop Strategy

Halting a running strategy before it completes its cycle.

Two options: stop immediately or after the current position closes.

Click Stop → strategy cancels pending orders and closes open positions

Stop Immediately

Halts the strategy at once and cancels pending orders.

Can also choose to close or keep open any existing positions.

Stop BTCUSD strategy → all positions closed

Stop After Current Hit / Cycle

Strategy completes its current entry → exit cycle before stopping.

Requires switching In Loop toggle to Once.

Wait for exit condition to trigger → strategy stops

Keep Open Positions / Pending Orders

Option to stop a strategy while leaving open trades unmanaged by Capitalise.ai.

Once selected, strategy cannot be restarted.

Stop strategy → leave positions open → manage manually via broker

Delete Strategy

Permanently remove a stopped strategy from your account.

Action cannot be undone.

My Strategies > Stopped > Delete BTCUSD strategy

Restart Strategy

Reactivate a previously stopped strategy.

Can use Play (resume) or Clone (create editable copy).

Stopped BTCUSD strategy → Play → strategy resumes

Play Button

Resumes the original strategy exactly as it was.

P&L and history remain intact; may be greyed out if conditions prevent restart.

Click Play → BTCUSD RSI Entry resumes

Clone Button

Creates a new copy of the strategy in the Strategy Creation Wizard.

Useful if original strategy cannot restart or needs adjustments.

Clone BTCUSD strategy → edit parameters → launch new strategy

Stopped Tab

Location in My Strategies where inactive strategies are listed.

Required to restart or delete a stopped strategy.

Navigate My Strategies > Stopped → select BTCUSD strategy

Restart Restrictions

Conditions preventing immediate restart of a strategy.

May occur if open orders exist, the asset is unavailable, or there’s a technical issue.

Play button greyed out → must Clone to restart

Strategy-Control Sequence

Recommended workflow for managing live strategies.

Stop strategy → choose preference for positions → manually manage trades if needed → restart or delete if desired.

Stop → leave positions open → clone → restart

Term

Definition / Explanation

Notes / Usage

Example

Strategy Examples & Inspiration

Section providing practical ideas, templates, and live strategies to spark trading creativity.

Designed to educate and inspire; not financial advice.

Browse Live Examples for crypto, stocks, or forex templates.

Live Examples Page

Platform page displaying real, live strategies used by traders.

First screen when logging in or via “Browse Examples” in menu.

Access strategies by asset class, filter, and sort by performance.

Tabs by Asset Class

Allows viewing strategies grouped by asset type (Crypto, Forex, Stocks, etc.).

Helps quickly locate strategies relevant to the trader’s focus.

View only Crypto strategies for BTC/USD trading.

Filter & Sort

Tools to organize strategy examples by tags, returns, number of hits, or other criteria.

Makes it easier to identify relevant strategies.

Sort by 30-day return or most frequently triggered.

Performance Summary

Snapshot of a strategy’s recent performance over 30 days.

Quick reference without opening full strategy details.

30-day return: +12%, Hits: 5

In-Depth View / View Performance

Opens full strategy interface with detailed performance data.

Useful for analyzing conditions, entry/exit rules, and metrics.

Click “View Performance” → see conditions and historical hits.

Quick Launch / Use as Template

Option to copy a live strategy into your Wizard to customize and run.

Maintains original structure but allows user edits.

Use BTCUSD RSI template → adjust units and asset → run live.

Modify Units

Adjust the quantity of the asset to trade in a strategy template.

One of two primary editable parameters when using templates.

Change 10 BTC units → 5 BTC units

Modify Asset / Stock

Adjust which asset or stock the strategy trades.

Enables adapting a template to a different market.

Change strategy from AAPL to NVDA

Exit Conditions

Rules defining when the strategy closes a position.

Can be reviewed or modified when using templates.

Close BTCUSD if profit ≥ 2% or loss ≥ 1%

Confirmation Page

Final step in Wizard to review, backtest, simulate, or launch a strategy.

Ensures strategy setup is correct before running live.

Backtest NVDA strategy → confirm settings → run live

Strategy Creation Page – Inspiration Icon (💡)

Light bulb icon in the Wizard to browse entry condition ideas.

Encourages experimentation and learning from existing approaches.

Click icon → browse suggested entry conditions for crypto trades

Customizing Templates

Adjusting existing strategy templates to fit personal preferences.

Focused on non-coding customization: units, asset, exit conditions.

BTCUSD RSI template → change units → modify exit rules → run

Term

Definition / Explanation

Notes / Usage

Example

Strategy Page

Central dashboard for monitoring and analyzing live or historical strategies.

Accessible after creating a strategy or from the dashboard.

Check hits, P/L, and execution timeline.

Strategy Summary

Top section of Strategy Page showing high-level stats.

Displays name, timestamp, status, mode, hit count, total P/L, total stop loss, and strategy menu.

Mode = “In Loop”, Hit Count = 5, Total P/L = $120

Status

Indicates if the strategy is live or stopped.

Important for understanding whether the strategy is actively executing trades.

Live / Stopped

Mode (Once / In Loop)

Determines if strategy runs once or continuously.

Must include entry conditions and an exit strategy to loop.

In Loop → strategy repeats automatically

Hit / Hit Count

A complete entry and exit cycle executed by a strategy.

Notifications sent per hit via email or in-app.

Hit #3: Buy 10 ETH, Exit at 2% profit

Entry/Exit Condition Widgets

Visual representation of each condition in the strategy.

Shows real-time fulfillment of conditions. AND/OR logic represented by layout.

Widget green = condition met; red = pending

Detailed Strategy Summary

Candlestick chart and stats showing P/L per hit.

Includes total hits, total P/L, ROI, win/loss ratio, and average profit/loss per hit.

Hover candlestick → see execution details

Strategy Timeline

Right-hand panel showing executed orders as cards.

Cards display asset, order type, direction, average price, units, limit/stop prices, and performance bars.

Buy 20 BTC/USD, Avg Price = $27,000

Simulation Mode

Practice mode using real-time data without executing trades.

Allows testing strategies safely. Differences from live mode are highlighted.

Toggle “Simulate” in Wizard → run BTC/USD strategy

Backtest

Recreates past trades using historical data to evaluate strategy performance.

Uses exact entry/exit conditions. Default 90-day period.

Entry: 1-hour bar below 20-MA → Exit: Profit 0.25%

Running a Backtest

Process of setting up and executing a historical simulation.

Includes customizing the period, viewing results in widgets, editing, and replicating as real.

Calendar icon → select 30-day backtest → Run Backtest

Analyzing a Backtest

Reviewing results for meaningful insights.

Key metrics: total hits, total P/L, ROI, win/loss %, entry/exit times, units, and prices.

Hit #7 → Entry $10, Exit $10.25

Backtest’s Last Candle

Indicates open/unrealized P/L on the most recent trade.

Not a bug; represents positions that haven’t yet closed.

Last candle shows -49% → open trade not closed

Differences Between Modes

Explains why backtest, simulation, and live results can differ.

Factors: execution, partial fills, slippage, price sources, price types, data corrections, fees, order types, and backtest period.

Simulation shows full fill; live may only partially fill order

Slippage

Difference between expected and executed trade price.

Affects live trading; not simulated in backtests or simulations.

Buy 100 shares at $10 → executed at $10.10 due to low liquidity

Total Stop Loss

Maximum allowed loss for the strategy as a whole.

Helps limit risk across all hits.

Total stop loss = $500

Notifications

Alerts for hits, entries, exits, or failures.

Can be sent via email or in-app.

Email: “Strategy BTC/USD – Hit #3 executed”

Backtest Limitations

Constraints in backtesting due to no real execution, no slippage, fixed periods, data corrections not reflected, and fee differences.

Important to interpret historical results correctly.

Backtest ROI = 5% → live may differ due to fees & slippage

Feature / Tool

Description

Key Details / Parameters

Example / Notes / Links

Hit

Represents a complete cycle of a strategy: entry triggered and exit executed.

Each execution in loop mode counts as a separate hit. Notifications can be sent per hit.

Strategy triggers entry → exit executed → counts as Hit #1; see all hits on Strategy Page

“Exit Criteria Are Met” Message

Platform message indicating the exit condition is currently true, blocking an entry from triggering.

Protects strategy logic and prevents immediate contradictory trades. Review entry/exit overlap.

Entry: price crosses above MA, Exit: price below MA → if price is below MA, entry blocked, message appears

Term

Definition / Explanation

Notes / Usage

Example

Buying Power

Funds available to run strategies.

Shows total hypothetical funds (Total Buying Power) and real-time used funds (Buying Power in Use). Calculated only after a live strategy triggers.

Total Buying Power = $10,000; Buying Power in Use = $2,500

Buying Power per Strategy

Funds required per individual strategy.

Split into Total Buying Power per strategy and Buying Power in Use per strategy.

Strategy A: Total = $5,000; In Use = $1,200

Order Types

Instructions to broker specifying how trades are executed.

Four primary types: Market, Limit, Stop, Stop-Limit. Choice affects speed, price control, and risk.

Limit order: Buy BTC at $17,000; only executes at $17,000 or lower

Market Order

Executes immediately at the best available price.

Prioritizes speed over price.

Buy 10 ETH at current market price

Limit Order

Executes at a specified price or better.

Buy orders: price ≤ limit; Sell orders: price ≥ limit.

Buy BTC at $17,000; waits if market price is $17,500

Stop Order

Activates only when price crosses a threshold.

Buy stop triggers above, sell stop triggers below threshold. Only available with select brokers.

Sell ETH if price drops below $1,200

Stop-Limit Order

Combines stop and limit order features.

Triggered at stop price but executes only within limit range.

Buy BTC stop = $450, limit = $460; executes only between $450–$460

Waiting for Execution

Status showing order sent to broker but not yet filled.

Can happen due to limit orders, market closed, or technical delays.

Limit order: Buy 0.5 BTC at $17,000; market currently at $20,565

Order Rejection

When a broker fails to execute an order.

Common causes: price too far, insufficient funds, technical issues. Notifications sent via email, in-app alert, strategy auto-stop.

Buy 100 ETH rejected due to insufficient funds

Canceled Orders

Trades canceled before execution.

May occur due to technical issues or conflicting entry/exit triggers. Status shown on strategy card.

Entry triggers and exit triggers hit simultaneously → canceled

Late Entry / Exit Triggers

Strategy executes after expected market time.

Causes: technical delays or strategy conditions (e.g., time-based indicators). Order queued until next session.

1-hour moving average crossover confirmed at 16:30 → triggers after market close

After-Market Hours Triggers

Strategy triggers near or after market close.

Execution occurs at next session opening. Can be restricted using Time in Force in strategy wizard.

Last 1-hour bar triggers order → executes at next session open

Stopped Strategy

Strategy automatically stops running.

Causes: too many triggers in short time, platform technical issues, brokerage technical issues. Restart via cloning if stopped by tech issues.

Strategy attempts 5 triggers in 10 sec → auto-stop

Insufficient Balance

Strategy fails due to lack of funds.

Notifications sent via email, in-app alert, and strategy page.

Strategy tries to buy $2,000 BTC but account has $1,000

Funds Allocation

How Capitalise.ai manages capital for strategies.

No pre-allocation; funds pooled. Only triggered strategies use capital. Allows multiple strategies without locking buying power.

3 strategies ready, only triggered trades use available capital

Creating a Trading Order

Process of defining and sending a trade to broker.

Includes selecting asset, units, and order type. Explained via video.

Video guide → buy 10 BTC/USD market order

Indicator / Tool

Definition / Explanation

Parameters / Notes

Example / Usage

Relative Strength Index (RSI)

Momentum oscillator measuring speed and change of price movements, ranging from 0–100.

NumOfBars (max 200), BarPeriod (1m–Month), BarPrice (Open, Close, High, Low, Mid), only closed bars considered. Overbought >70, Oversold <30. Formula: RSI = 100 − 100 / (1 + RS), RS = avg gain / avg loss.

Buy 1,000 EUR/USD if RSI(14, Day, Close) crosses above 50; Sell 18 AAPL if RSI(200, 30m, Open) crosses below 40.

Stochastic Oscillator (SO)

Momentum indicator comparing close price to price range over a period; detects overbought/oversold conditions.

K (NumOfBars), D (signal line bars), Smooth (Fast=1 / Slow=3), BarPeriod, BarPrice, only closed bars. %K = (Close−Low)/(High−Low)×100, %D = SMA(%K). Overbought >80, Oversold <20.

Buy 0.5 BTCUSDT if SO(14,1,Fast,Day) crosses above signal line.

Moving Average (MA)

Simple moving average (SMA) smooths price data over N bars. Used for trend detection and support/resistance.

NumOfBars (max 200), BarPeriod, BarPrice (Open, Close, High, Low, Mid), closed bars only. Natural language input fixes BarPrice to Close.

Buy 100 shares of AAPL if AAPL crosses above MA(50, Day, Close).

Exponential Moving Average (EMA)

Weighted moving average giving more importance to recent prices; reacts faster than SMA.

NumOfBars (max 200), BarPeriod, BarPrice (Open, Close, High, Low, Mid), closed bars only. EMA formula: EMA(today) = Price(today)×α + EMA(yesterday)×(1−α), α=2/(N+1)

Buy 1,000 EUR/USD if EMA(50, 15m, Close) crosses above previous day close.

MACD

Momentum/trend-following indicator showing difference between fast EMA and slow EMA.

Fast (default 12), Slow (default 26), Signal (default 9), BarPeriod, BarPrice. Closed bars only. MACD = EMA(Fast)−EMA(Slow), Signal = EMA(MACD).

Buy 2,000 EUR/USD if MACD Line(12,26,9,15m,Open) > zero line; Sell 15 AAPL if MACD crosses below signal.

Bollinger Bands (BB)

Volatility-based indicator with middle MA and upper/lower bands (±N standard deviations).

NumOfBars (max 200), BarPeriod, BarPrice, StdDev (commonly 2), closed bars only. Upper = MA + N×StdDev, Lower = MA − N×StdDev.

Buy 1,000 EUR/USD if closes above upper BB(20,2,Day,Close); Sell 50 AAPL if closes below lower BB(50,2,1h,Close).

Stochastic RSI (StochRSI)

Momentum indicator derived from RSI; measures RSI relative to its high-low range.

RSI Period, Stoch Period (K), Signal line (D), Smooth Fast=1/Slow=3, BarPeriod, BarPrice. Closed bars only. Levels >0.8 overbought, <0.2 oversold.

Buy 0.5 BTCUSDT if StochRSI(14,14,3,Day,Close) crosses above 0.2.

Pivot Points (PP)

Determines potential support/resistance based on prior period’s High, Low, Close.

Pivot = (H+L+C)/3; S1=(2×Pivot−H), R1=(2×Pivot−L); Types: Standard, Fibonacci, Woodie, Camarilla. BarPeriod, BarPrice.

Buy 1,000 EUR/USD if crosses above PR1(Day); Sell 50 AAPL if below PS2(Week).

Volume

Measures traded units during a period; confirms trend strength or breakout potential.

NumOfBars, BarPeriod, Volume Type (total/average). Closed bars only.

Buy 0.1 BTCUSDT if 1m volume > 20-1m average by 50%; Buy 100 TSLA if current hour volume > 300k.

Candlestick Pattern Strategies

Automates recognition of bar/candlestick patterns using historical bars.

Current bar = open bar, previous = closed bar, offsets allow referencing older bars. Multi-bar patterns can be defined.

3-bar bullish pattern: first bullish bar ≥5%, second bar <0.5% range, third crosses above first bar high.

Average True Range (ATR)

Measures market volatility using average of true ranges.

NumOfBars, BarPeriod, closed bars only. True Range = max(H−L,

H−PrevClose

News Events

Economic events data (Actual, Forecast, Previous) used to trigger strategies.

Synonyms: Result, Release, Figures, Data, News, Prints; Forecast = consensus; Previous = last value.

Trigger a strategy if actual GDP > forecast.

Feature / Tool

Description

Key Details / Parameters

Example / Notes

TradingView Alerts Integration

Automate strategies using TradingView alerts with Capitalise.ai via webhooks.

Alerts can be based on chart elements, indicators, or custom Pine Script. Webhook URL + JSON message needed. Supports multiple IDs for triggering multiple strategies.

VWAP strategy: Buy when price crosses below lower VWAP band; set webhook URL and message from Capitalise.ai wizard in TradingView alert.

Dynamic TradingView Alert Condition

Allows untriggering a webhook when the TradingView condition is no longer valid.

Add "untrigger": true to JSON message. Ensures strategy condition resets if market moves unfavorably.

Example: Buy BTC/USDT if RSI <30 and price above lower VWAP; untrigger if price drops below VWAP lower band.

Trailing-Take-Profit (TTP)

Locks in profits by activating trailing stop only after reaching a profit threshold.

Profit threshold (nominal/$ or %), trailing stop value (nominal/$ or %), only triggers once threshold is met.

“Close position at trailing take profit (Profit: 5%, Trailing Stop: 2%)” → monitors for 2% drop after reaching 5% profit.

Trailing Stop Loss (TSL)

Dynamically adjusts stop loss as price moves in favor, locking in profits while limiting losses.

Amount or % trailing stop. Applies per entry (hit). Can combine with other exit conditions.

“Close position at trailing stop of 10%” → triggers if P/L drops 10% from peak.

Automate Trailing Stop Loss

Video tutorial demonstrating no-code automation of trailing stop loss on Capitalise.ai.

Visual walkthrough, no additional parameters beyond TSL setup.

Video: Link

Total Stop Loss (Total SL)

Maximum cumulative loss allowed for the strategy. Stops strategy if loss threshold reached.

Value in USD (negative for loss). Independent of individual strategy hits. Cannot be triggered by profit.

Set total SL = -$10,000 → strategy stops if total loss hits $10,000.

Dynamic Entry Limit Price

Entry price adjusts automatically based on market conditions or indicators.

Use at or at LMT of after action. References bar prices, technical indicators, percentages. Only 1 dynamic entry per strategy. Bars calculated after close.

Example: Buy BTC/USD 5% below previous 15m bar close. Entry waits for execution at broker until limit is filled.

Automating Long & Short Positions

Enables simultaneous management of long and short positions.

Video demonstration, no-code setup. Supports Capitalise.ai strategy wizard.

Video: Link

News Events Integration

Automate strategies using economic data releases. Company/world news is for context only.

Keywords: ActualData, Forecast, Previous. Supported: GDP, CPI, NFP, interest rates. Not yet supported: company/world news.

Example: Trade EUR/USD based on NFP release exceeding forecast.

Timing Conditions

Apply time-based triggers for strategy actions.

Video tutorial for setup. Conditions allow actions to execute only within defined periods.

Video: Link

Local Highs & Lows Automation

Use recent local maxima/minima in strategy conditions.

Video tutorial shows setup; no additional parameters.

Video: Link

TradingView Charts Integration

View TradingView charts directly inside Capitalise.ai platform for visual strategy monitoring.

Supports multiple assets, technical indicators, drawing tools, timeframes. Data may have up to 15-min delay. Alerts must be created on TradingView directly.

Helps visualize strategy conditions, monitor indicators without leaving platform.

Feature / Tool

Description

Key Details / Parameters

Example / Notes

Smart Notifications

Real-time alerts based on live market data, technical indicators, and news events without placing trades.

Add “Notify me” to any scenario. Supports multiple conditions, timing-based rules, and looping notifications.

Looping example: “1 minute after entry starts, notify me if BTC/USD crosses above 20-day MA.” Other examples: EUR/USD above 1.0350, S&P 500 below previous day’s low, U.S. Unemployment claims < forecast & SPX daily change < -1% → sell 10K US30. Video: Link

Capitalise.ai Mobile App

Manage trades, design strategies, receive notifications, and monitor positions on the go.

Available on Android and iOS. Full strategy creation, monitoring, and notifications capabilities. Regular updates ensure functionality mirrors desktop experience.

Use the app to manage positions anywhere, follow live examples, and receive real-time notifications. Supports full strategy control remotely. Video: N/A

Email & Notification Preferences

Customize which emails and notifications you receive from Capitalise.ai.

Settings menu → Notifications. Toggle email and push notifications on/off. Confirmation banner appears after saving changes.

Helps prevent unwanted emails. Example: Only receive alerts for strategy triggers, not marketing updates.

Feature / Tool

Description

Key Details / Parameters

Example / Notes / Links

Different Partners Login

Sign-in guidance for users with accounts through multiple brokers.

Each broker has a unique login page. Cannot be signed in to more than one broker at the same time. Same email can be used across brokers, but different passwords recommended.

Broker links include Binance, Interactive Brokers, FXCM, Eightcap, ACY, Fidelity, FOREX.com, AvaTrade, CFI, Exness. Confirm correct website by URL and broker logo. Link

Switching Brokers via Mobile

Allows traders with multiple broker accounts to switch between brokers on mobile.

Must log out from current broker and log in with new broker credentials. Steps: Menu → Settings → Log out → Back → Select broker → Login.

Currently manual; automated switching is in development. Link

Changing the Password

Update your Capitalise.ai account password securely.

Settings → Security → Change Password. Enter old password + new password twice. Strong, unique passwords recommended. Enable Two-Factor Authentication (2FA) for added security.

2FA setup: link mobile authenticator app and confirm with code. Enhances protection even if password is compromised. Link

Time Zones in Capitalise.ai

Understand how time zones affect strategies, charts, and operators.

Default time zones vary by asset type: Crypto pairs & Forex → UTC, Stocks → Exchange time zone (e.g., NYSE → EST). “My time” operator uses user’s local sign-up time zone. Platform times reflect computer’s local time; TradingView charts may differ. FXCM users: daily start time 17:00 EST.

Strategy operators: Daily Change, Last Day Low, etc., adjust per asset type. Stock data temporarily available only for IB users. Link

Deleting Your Capitalise.ai Account and Personal Data

Permanently remove your account and all associated data from Capitalise.ai.

Submit email request to support@capitalise.ai requesting deletion. Account and data deleted within 14 days. Confirmation email sent after completion.

Ensures all personal data is removed from the system. Link

Feature / Tool

Description

Key Details / Parameters

Example / Notes / Links

Stay Tuned

Keep up to date with new features, product releases, guides, and market updates.

Multiple channels for updates: YouTube, Discord, Telegram, Twitter, Facebook. Users can also reach Capitalise.ai directly via in-platform chat or email.

YouTube: walkthroughs, strategy guides, webinars. Discord: community help, updates, competitions. Telegram: instant news and trading tips. Twitter: quick updates and announcements. Facebook: product news and community highlights. Email: support@capitalise.ai. Link

Capitalise.ai Support

How to contact Capitalise.ai for assistance.

Support options include in-platform chat and email. Feedback and questions welcome.

Chat: Open chat window at bottom-right of the platform. Email: support@capitalise.ai. Link

Feature / Tool

Description

Key Details / Parameters

Example / Notes / Links

Assets available on Capitalise.ai

Lists asset types tradable on the platform, depending on broker.

Supported asset classes: Stocks (U.S. equities & ETFs), Forex, CFDs, Cryptocurrencies, Perpetual Futures. Equity futures & options are not supported.

Use the Wizard to check broker-specific availability. Request unavailable assets via chat. Link

Pre-market and After-hours Trading

Explains how trades are handled outside regular market hours.

Price-based conditions are only evaluated during regular market hours. Non-price conditions (time, technical indicators, account values) can trigger strategies outside regular hours.

Regular session evaluation only. Link

Pips

Unit of measure for forex price movement; used for take-profit/stop-loss.

“Profit per unit” or “Loss per unit” conditions in strategies.

Example: Close position if profit per unit >10 pips, or if loss per unit >10 pips. Link

Booleans - And and Or in the same strategy

Explains using Boolean logic in strategy conditions.

Currently, cannot mix AND and OR in the same condition line. AND-only or OR-only supported. Mixed logic feature coming soon.

Example: Buy AAPL if Price>50-day MA AND RSI<30 OR MACD crosses signal line → currently not supported. Link

Multiple Entry Orders / Entry Cycle

Clarifies if strategies can have multiple entries before an exit.

Capitalise.ai uses a single entry–single exit cycle. Entry monitoring pauses until exit occurs.

Example: EUR/USD crosses 1.09 → buy 10K units, monitor exit condition, then re-enable entry. No position stacking. Link

Trading Fractional Shares

Indicates support for fractional share trading.

Not currently supported. Orders using fractional quantities will fail.

Use whole numbers only. Feature under consideration. Link

Futures and Options Trading

Explains availability of futures and options.

Traditional futures & options (e.g., SPX futures) not supported. Spot instruments and crypto futures are supported.

Future plans include traditional derivatives; focus is currently on spot trading. Link

Running a Single Strategy Across Multiple Assets

Explains current limitations for multi-asset strategies.

One strategy = one asset. Clone strategy for multiple assets.

Workaround: Clone strategy → change asset → save & run. Feature for multiple assets coming soon. Link

Margin Accounts

How Capitalise.ai handles margin trading.

Platform does not differentiate margin vs. real funds. All margin/leverage managed via broker.

Strategy executes if account balance sufficient; leverage options may come in future updates. Link

Fees on Capitalise.ai

Explains cost structure.

Currently free to use. Trades executed via broker accounts with existing balances. No deposits or fees required at present.

Free account for automation, strategy creation, and trading; may change in future with notice. Link