By strict definition, a strategy is “a plan of action or policy designed to achieve a major or overall aim.” At Capitalise, that’s exactly what we’re here to help with.

More specifically, we’re here to help you with your trading strategy.

In trading, a strategy sets the rules for your trades, specifying the market conditions to trigger an entry and/or exit from the market. In its most basic form, it comprises just an entry strategy; however, it’s more commonly made up of both an entry strategy and an exit strategy, creating a loop that continuously shifts into and out of position.

Your strategy could have one condition, or it could abide by many. Said conditions could be based on an asset’s price (be it the asset you intend to trade, or a different one), a technical indicator, profit, loss, or anything other attribute related to an asset.

Your strategy can depend upon one condition or many. 

Entry Strategy

Much as its name implies, an entry strategy is the strategy you set for when you’d like to enter the market. It’s a set of one or more trading actions that will be sent to the market if and when your condition(s) are met. 

But you actually don’t have to define any conditions — they’re optional. Just bear in mind that if you choose to proceed with a condition-free entry strategy, your order will immediately be sent to the market.

To define these actions and conditions, just write it out as a plain English sentence — either by typing the description into the Wizard’s text field or by selecting keywords from the dynamic suggestions beneath it.

Learn more about conditions and actions in our manual.

Once you’ve finalized your entry strategy, just click Next to define your exit strategy.

Exit Strategy

As you probably guessed, an exit strategy is the opposite of an entry strategy: it’s the strategy you set for when you’d like to exit the market. It’s a set of one or more conditions that will trigger a market order to close the position opened by your entry strategy. 

To define your exit strategy, just type it out as a sentence, exactly as you did when defining your entry strategy.

By default, your strategy will run once, meaning that it will trigger your entry a single time. If you want your strategy to run in a loop, continually getting into and out of a position, simply adjust the strategy by toggling the switch that appears in the Wizard’s exit step. If you choose to run your strategy in a loop, it will shift back to monitoring the entry strategy as soon as your exit actions have been executed. 

Note that defining your exit strategy is optional. However, choosing not to means two things: 

  1. The system will not monitor the position for closing. Rather, you’ll have to monitor and exit the position manually. 

  2. The strategy will not be able to run in a loop; it will run only once. 

Once you finalize your exit strategy, click Next to move to the final step: confirmation.


Before we put your plan into action, we’re going to have to make sure that everything is up to code. 

The last step in finalizing your strategy is confirmation. It’s important that the system fully and completely understands exactly what you want your strategy to do — so be sure to go over the strategy details and double-check that we got everything right. If anything is unclear or doesn’t seem right, just go back and fix the strategy by clicking Let Me Fix It

If the strategy matches what you had in mind, click Confirm and your strategy will begin working on your Entry.  

*Please note that all screenshots and examples are only shown for the purpose of a technical demonstration and should not in any way be construed as recommending any type of trading strategy and they do not constitute any form of advice. Please click here for further explanation.

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