🎨 Strategy Builder - User Guide

Version: 1.0
Last Updated: 10 December 2025
Status: ✅ Complete
Audience: Traders, Strategy Designers, Platform Users

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📑 Table of Contents

1. Overview
2. How to Access
3. Key Features
4. Getting Started
5. Building Your First Strategy
6. Understanding Indicators
7. Creating Signals
8. Risk Management
9. Advanced Features
10. Saving & Loading Strategies
11. Tips & Best Practices
12. Common Issues & Solutions
13. FAQ
14. Related Guides

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🎯 Overview

What is the Strategy Builder?

The Strategy Builder is Flytradr's powerful visual tool that lets you create algorithmic trading strategies without writing a single line of code. Think of it as a form-based wizard that translates your trading ideas into executable rules.

What Can You Do?

Who Is This For?

• 🌱 Beginners: No coding required - just fill out forms
• 📈 Active Traders: Quickly prototype and test ideas
• 🎓 Educators: Teach strategy concepts visually
• 🔬 Quants: Rapid strategy iteration before coding

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📍 How to Access

🏠 Dashboard → 📊 Platform → 🎨 Strategy Builder

Step-by-Step Navigation

1. Log in to your Flytradr account
2. Click on Platform in the main navigation
3. Select Strategy Builder from the sidebar menu

📸 [Screenshot: Navigation path highlighted showing Dashboard → Platform → Strategy Builder]

Quick Access

• Keyboard Shortcut: Press Ctrl+K (or Cmd+K on Mac) to open Command Palette, then type "Strategy"
• Direct URL: /platform/strategy-builder

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✨ Key Features

🧱 Core Building Blocks

🎛️ Interface Layout

Screenshot: [Diagram placeholder #1 - Add relevant screenshot here]

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🚀 Getting Started

Prerequisites

Before you begin, ensure you have:

• ✅ A Flytradr account (free tier works!)
• ✅ Basic understanding of trading concepts
• ✅ An idea for a trading strategy (even a simple one)

Interface Tour

When you open Strategy Builder, you'll see:

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🏗️ Building Your First Strategy

Let's create a simple RSI Mean Reversion Strategy step by step!

Step 1: Name Your Strategy

1. In the Strategy Name field, enter: RSI Mean Reversion
2. Optionally add a description in the Strategy Intent field

📸 [Screenshot: Strategy name field filled with "RSI Mean Reversion"]

💡 Tip: Use descriptive names like "RSI_14_BTCUSD_1H" to remember settings later.

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Step 2: Select Market Data

1. Provider: Choose your data source (e.g., Binance, Yahoo Finance)
2. Symbol: Select the trading pair (e.g., BTCUSD, AAPL)
3. Timeframe: Pick your candle interval (e.g., 1h, 4h, 1d)

📸 [Screenshot: Market data section with provider, symbol, and timeframe dropdowns]

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Step 3: Add an Indicator

1. Click the Indicators section to expand it
2. Click ➕ Add Indicator
3. Select RSI from the dropdown
4. Configure the parameters:
   • Period: 14 (standard)
   • Source: Close price

📸 [Screenshot: Indicator selection dropdown showing RSI being added]

📸 [Screenshot: RSI parameters panel with period set to 14]

Your indicator will appear with a label like RSI_1 - you can rename it!

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Step 4: Create Entry Signal

1. Click the Entry Signals section
2. Click ➕ Add Entry Signal
3. Set the action: Long / buy
4. Build your condition:
   • Left: Select RSI_1 (your indicator)
   • Operator: Select crosses below
   • Right: Enter 30 (oversold level)

📸 [Screenshot: Entry signal configuration showing RSI crosses below 30]

What this means:

📝 "When RSI crosses below 30 (oversold), open a long position"

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Step 5: Create Exit Signal

1. Click the Exit Signals section
2. Click ➕ Add Exit Signal
3. Set the action: Sell / exit long
4. Build your condition:
   • Left: Select RSI_1
   • Operator: Select crosses above
   • Right: Enter 70 (overbought level)

📸 [Screenshot: Exit signal configuration showing RSI crosses above 70]

What this means:

📝 "When RSI crosses above 70 (overbought), close the long position"

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Step 6: Set Risk Management

1. Click the Risk Management section
2. Configure:
   • Position Size: 1% of portfolio per trade
   • Stop Loss: 2% below entry
   • Take Profit: 4% above entry (2:1 reward/risk)

📸 [Screenshot: Risk management panel with stop loss and take profit fields]

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Step 7: Validate & Save

1. Check the Validation Panel - ensure no red ❌ errors
2. Click 💾 Save Strategy
3. Your strategy is now saved to your library!

📸 [Screenshot: Validation panel showing all green checks]

🎉 Congratulations! You've built your first trading strategy!

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📊 Understanding Indicators

Available Indicators

Indicator Parameters

Each indicator has configurable parameters:

Example: RSI

Example: MACD

Adding Multiple Indicators

You can add as many indicators as needed:

Screenshot: [Diagram placeholder #2 - Add relevant screenshot here]

💡 Pro Tip: Combine trend indicators (SMA) with momentum (RSI) for confirmation!

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🚦 Creating Signals

Signal Components

Every signal has three parts:

Comparison Operators

Building Complex Conditions

Combine multiple conditions with AND / OR:

Screenshot: [Diagram placeholder #3 - Add relevant screenshot here]

This means: "Buy when RSI is oversold AND price is above the trend"

📸 [Screenshot: Multiple conditions connected with AND logic]

Signal Actions Reference

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🛡️ Risk Management

Position Sizing Options

Stop Loss Types

Take Profit Options

Risk Settings Panel

📸 [Screenshot: Full risk management panel with all options visible]

💡 Best Practice: Always use at least a stop loss! The 2% rule suggests risking no more than 2% per trade.

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🔧 Advanced Features

Multi-Leg Strategies

Trade multiple symbols in one strategy:

📊 Strategy: Pairs Trade
├── 🦵 Leg 1: AAPL (Long when...)
└── 🦵 Leg 2: MSFT (Short when...)

📸 [Screenshot: Legs section with two configured legs]

Portfolio Sleeves

Allocate capital across different strategies:

💼 Portfolio Mode
├── 📁 Sleeve 1: "Tech Momentum" (40%)
├── 📁 Sleeve 2: "Value Picks" (35%)
└── 📁 Sleeve 3: "High Yield" (25%)

Import/Export DSL

• Export: Download your strategy as JSON for backup
• Import: Load a JSON strategy file to edit

📸 [Screenshot: Export/Import buttons in action bar]

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💾 Saving & Loading Strategies

Saving a Strategy

1. Click 💾 Save Strategy in the action bar
2. Your strategy is saved to your account library
3. You'll see a success notification with the strategy ID

📸 [Screenshot: Save confirmation notification]

Loading a Strategy

1. Click 📂 Load Strategy in the action bar
2. A dialog appears with your saved strategies
3. Select the strategy you want to edit
4. The form populates with all settings

📸 [Screenshot: Load strategy dialog with list of saved strategies]

Strategy Library

Access all your strategies:

🏠 Dashboard → 📁 Strategies

📸 [Screenshot: Strategies page showing saved strategies grid]

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💡 Tips & Best Practices

🎯 Strategy Design Tips

⚡ Productivity Tips

📊 Testing Workflow

1️⃣ Build → 2️⃣ Validate → 3️⃣ Save → 4️⃣ Backtest → 5️⃣ Refine → 6️⃣ Repeat

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⚠️ Common Issues & Solutions

Issue: "Strategy name is required"

Symptoms: Red error message appears, Save button disabled

Solution:

1. Enter a name in the Strategy Name field
2. Names must be 1-50 characters
3. Avoid special characters except underscores

📸 [Screenshot: Error message for missing strategy name]

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Issue: "No indicators defined"

Symptoms: Validation warning about missing indicators

Solution:

1. Click the Indicators section
2. Click ➕ Add Indicator
3. Select and configure at least one indicator

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Issue: "Invalid signal condition"

Symptoms: Red error on a signal condition

Solution:

1. Ensure both left and right operands are selected
2. Check that the comparison operator is appropriate
3. For numeric comparisons, ensure right side is a number

📸 [Screenshot: Valid vs invalid signal condition comparison]

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Issue: Strategy not saving

Symptoms: Save button shows error or nothing happens

Solution:

1. Check your internet connection
2. Ensure you're logged in (session may have expired)
3. Look for validation errors (red items)
4. Try refreshing the page and loading your strategy

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Issue: Indicator not appearing in signals

Symptoms: Can't select an indicator in signal conditions

Solution:

1. Ensure the indicator is properly added in the Indicators section
2. Check that the indicator has a valid configuration (no errors)
3. Try removing and re-adding the indicator

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❓ FAQ

General Questions

Q: Do I need coding knowledge to use Strategy Builder?

🅰️ No! Strategy Builder is designed for non-programmers. Everything is form-based with dropdowns and inputs.

Q: How many strategies can I save?

🅰️ Depends on your plan:

• Free: 5 strategies
• Starter: 25 strategies
• Pro: Unlimited
• Enterprise: Unlimited + team sharing

Q: Can I share my strategy with others?

🅰️ Yes! Export as DSL (JSON) and share the file. Others can import it.

Technical Questions

Q: What is DSL?

🅰️ DSL (Domain Specific Language) is the JSON format that represents your strategy. It's what the backtesting and simulation engines understand.

Q: Can I edit the DSL directly?

🅰️ Currently, you must use the form interface. Direct DSL editing is planned for advanced users.

Q: What timeframes are supported?

🅰️ 1m, 5m, 15m, 30m, 1h, 2h, 4h, 6h, 12h, 1d, 3d, 1w, 1M (varies by data provider)

Troubleshooting

Q: My strategy worked before but now shows errors?

🅰️ We may have updated validation rules. Check the specific error messages and adjust your strategy.

Q: The preview shows different data than my form?

🅰️ The DSL preview is the "truth" - it shows exactly what will be executed. If it differs from your form, try saving and reloading.

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🔗 Related Guides

Next Steps After Building

Supporting Documentation

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📝 Glossary

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📞 Need Help?

• 💬 In-App Help: Press Ctrl+? or click the Help icon
• 📧 Email Support: support@flytradr.com
• 📖 Knowledge Base: docs.flytradr.com
• 💬 Community Discord: discord.gg/flytradr

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Document End
Next Review: January 2026
Owner: Flytradr Team