Help & Documentation

Imported: Professional code-based strategies written in Python files. Best for algorithmic traders who want full control and version control.

Template: Pre-built strategies with proven setups. Best for beginners who want to start trading quickly.

Custom: User-created strategies via visual wizard. Best for traders who want to build their own strategies without coding.

Partially. You can edit:

• ✅ Schedule (when it runs)
• ✅ Risk management (stop loss, take profit)
• ✅ Position sizing
• ✅ Trading mode (paper/live)

However, you cannot edit:

• ❌ Strategy logic (entry/exit signals)
• ❌ Strategy parameters (min_price, max_price, gap_percent, etc.)
• ❌ Scanner preset (uses dynamic filters from .py file)
• ❌ Filter criteria

Why? Imported strategies are code-based and version-controlled. All logic must be edited in the .py file to maintain consistency.

Want to customize? Clone the strategy to create an editable custom version!

No. For imported (code-based) strategies, all strategy-specific parameters are locked and defined in the .py file.

Examples of locked parameters:

• min_price, max_price (price range)
• min_gap_percent (gap percentage)
• patterns (technical patterns to detect)
• min_volume, min_avg_volume

Why are they locked?

These parameters directly affect the strategy's trading logic and scanner filters. Allowing UI edits would create confusion about the "source of truth" - is it the .py file or the database?

To change these values:

1. Edit the .py file in app/strategies/
2. Restart the Docker container
3. Changes apply on next run

Alternative: Clone the strategy to create a custom version where all parameters are editable via UI!

For code-based (Imported) strategies:

1. Edit the .py file in app/strategies/
2. Restart the Docker container to reload the code
3. The strategy will use the updated logic on next run

Note: Template and Custom strategies update instantly without restart.

Conversion options:

• Template → Custom: Yes, automatically converts when you customize
• Custom → Imported: Possible by exporting logic to .py file (future feature)
• Imported → Custom: Not recommended - would lose code-based benefits

Recommendations by experience level:

• Beginner: Start with Template strategies to learn
• Intermediate: Create Custom strategies via wizard
• Advanced: Build Imported strategies with Python for full control

You can always clone and modify existing strategies as you learn!

We provide a comprehensive strategy template to get you started!

Quick Start:

1. Copy app/strategies/STRATEGY_TEMPLATE.py to a new file
2. Follow the inline comments and placeholders
3. Implement your trading logic
4. Register in database and restart container

The template includes:

• ✅ Clean architecture (pure strategy logic, no risk management)
• ✅ Separation of strategy parameters vs risk config
• ✅ Dynamic scanner filter generation
• ✅ Entry/exit signal methods with examples
• ✅ Comprehensive inline documentation

Full Documentation:

For detailed guidance, examples, and best practices, see:

app/strategies/README_STRATEGY_DEVELOPMENT.md

Key Architectural Principles:

• Strategy defines WHAT to trade (logic, parameters)
• Database defines HOW to manage risk (stop loss, position sizing)
• StrategyExecutor combines both for execution

Example strategies to reference:

• weekend_warrior.py - Gap trading with dynamic scanner
• opening_range.py - Opening range breakouts

Active Positions: Open positions continue with their original parameters. Changes only affect new trades.

Schedule Changes: Take effect on next scheduled run.

Risk Management: Changes apply to new positions immediately.