Capitalise.ai

Learn what a trading strategy is and the key elements that define it.

What is a Trading Strategy?

Learn how to set a strategy in motion - with clear examples.

Starting a strategy

Capitalise does not provide trading advice

Disclaimer - No Trading Advice

Josh

Everything you need to know in order to run a strategy

The Strategy Wizard

Learn how to create an entry strategy to define when and how you want to enter the market.

Creating an Entry Strategy

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

Creating an Exit Strategy

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

Confirming the Strategy

Learn how and when you can edit your strategy.

Editing a Strategy

Create an exact copy of your strategy in just one click.

Cloning a Strategy

Easily share your strategies with others, whether to showcase success or share valuable insights.

Sharing a strategy

Strategy ID

Learn how to build a custom trading strategy by defining entry and exit rules, setting conditions, and automating your trading process to fit your goals.

Creating a Strategy

Strategy Actions

How to use pips to set take-profit and stop-loss conditions

Pips

Learn which asset types you can trade on Capitalise.ai, based on your broker.

Assets available on Capitalise.ai

How to work around the current limitation and apply a strategy to multiple assets

Running a Single Strategy Across a Group of Assets

Key trading terms and definitions across stocks, forex, indices, and ETFs

Terms for Securities

Assets

Understand how to run your strategy a single time or continuously.

"Once" and "In Loop"

Understanding Total Stop Loss and how to use it

Total SL (stop loss)

Strategy Settings

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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