Creating & Managing Strategies

Step-by-step guides on building, editing, and managing your trading strategies - from creation to sharing and everything in between.

By Josh1 author21 articles

Strategy Syntax & Reference

Rules, examples, and best practices for trading strategy creation

Capitalise.ai Strategy Syntax & Reference GuideLearn how to build trading strategies in Capitalise.ai with clear syntax, examples, and a conceptual entry → exit flowchart.

Terms for SecuritiesKey trading terms and definitions across stocks, forex, indices, and ETFs.

Strategy ActionsOverview of available strategy actions.

Strategy ConditionsUnderstand the different types of conditions that can trigger your strategies.

ConditionsGet to know which operators best suit your trading plan.

How to add Conditions to your Trading Order?Use a verity of tech indicators, news events, time frames or assets correlations

CombinationsUnderstand when to use the operators Is Above / Is Below vs. Crosses Above / Crosses Below.

Strategy Setup

Learn how to create trading strategies from scratch using the Strategy Wizard, including setting entry and exit points, confirming your setup, and using video walkthroughs.

How to use the Strategy Creation Wizard?Learn the basic functionality of the wizard

Creating an Entry StrategyLearn how to create an entry strategy to define when and how you want to enter the market.

Creating an Exit StrategyLearn how to create an exit strategy to specify when and how you want to close your market positions.

How to Automate your Exit Strategy?Use advanced indicators and multiple conditions to make sure you don't miss on your optimal exit

Confirming the StrategyLearn how to review and confirm your trading strategy to ensure it’s set up correctly before running it.

Discover how to edit, duplicate, share, and control your strategies. This section also explains strategy conditions, loops, IDs, and how to fine-tune your logic with combinations and custom conditions.

Editing a StrategyLearn how and when you can edit your strategy.

Cloning a StrategyCreate an exact copy of your strategy in just one click.

Sharing a strategyEasily share your strategies with others, whether to showcase success or share valuable insights.

Strategy IDYour strategy ID - for support purpose.

"Once" and "In Loop"Understand how to run your strategy a single time or continuously.