Core Concepts

Bot Builder

The visual, tree-based strategy builder. Compose modular components into complete trading strategies without writing code.

Node types

Every bot is a tree of nodes. Each node has a type that determines its role in the trading strategy.

Category	Logic	Components	Purpose
Signal	OR (any can trigger)	RSI, MACD, Bollinger, MA Crossover, Volume, Stochastic	When to consider entering
Filter	AND (all must pass)	Time, Volume, Volatility	Gate conditions
Entry	Single selection	Market, Limit, Stop	How to enter
Exit	OR (any can trigger)	Take Profit, Stop Loss, Trailing Stop	When/how to exit
Sizer	Single selection	Fixed Percentage, Volatility-Based	Position size calculation
Risk	AND (all applied)	Max Risk Limits	Safety limits (required)

Structural nodes

In addition to trading components, you can use structural nodes to organize complex strategies:

Weight: Allocate capital across sub-strategies
Group: Organize related components
If/Else: Conditional logic branches
Asset: Target specific instruments

How bots evaluate

On each evaluation cycle, your bot walks its tree top-down:

Evaluation cycle

For each evaluation cycle:
  1. Traverse tree from the trading universe (top-level scope for symbols & branches)
  2. Evaluate signal nodes (OR logic)
     → If ANY signal fires → proceed
  3. Check filter nodes (AND logic)
     → If ALL filters pass → proceed
  4. Calculate position size via sizer
  5. Validate against risk limits
     → If ALL risk checks pass → proceed
  6. Submit order via entry rule
  7. Monitor exit conditions
     → If ANY exit triggers → close position

Strategy example

Here’s a simple mean-reversion strategy structure:

Example: RSI mean-reversion bot

1Trading universe
2├── Signal: RSI (period: 14, oversold: 30, overbought: 70)
3├── Filter: Volume (min: 1,000,000 daily avg)
4├── Filter: Time (market hours only)
5├── Entry: Market Order
6├── Exit: Take Profit (target: 2%)
7├── Exit: Stop Loss (limit: 1%)
8├── Sizer: Fixed Percentage (2% of portfolio)
9└── Risk: Max Risk Limits
10    ├── Max drawdown: 5%
11    ├── Max daily loss: 2%
12    └── Max position size: 5%

Incremental complexity

Constrain initial graphs to a minimal signal set and exit structure; expand branching only after paper-trading results confirm the baseline behavior matches the design intent.

Structural checklist

Validation executes prior to backtest and deployment; the following items mirror the constraints enforced by the engine. Missing dependencies—e.g. a data source where market input is required—produce blocking errors until the graph is completed.

At least one signal path to define entry triggers
Exactly one entry rule in the deployable configuration
One or more exit rules to define position closure
Exactly one position sizer for sizing logic
Risk management nodes as required by product policy
Data sources attached wherever upstream feeds are mandatory
Parameter completeness: required fields populated within documented bounds

Risk management is required

Every bot must include risk management. This is a safety requirement and cannot be bypassed. Bots without risk limits cannot be deployed.