The Strategy Builder is an intuitive tool that helps you match your investments to your trading style and acceptable risk level. It allows you to plan how much capital to allocate to a strategy, eliminating the need for manual calculations.
Create, configure, and optimize automated trading bots to execute strategies efficiently on supported exchanges.
The Strategy builder is an intuitive tool that helps you plan your trading bot investments by matching them to your style and risk tolerance. It allows you to decide how much capital you want to allocate to a specific strategy and how aggressive you want your trading approach to be. The tool is available directly in the trading panel; just click the "Open Strategy builder" button in the bot's settings, enabling quick integration with your current setup. Its goal is to simplify the planning process by eliminating the need for manual calculations and providing simulations based on the bot's real historical data, such as average pyramiding or the maximum number of positions.
The Builder’s core function is to analyze the bot’s historical data and behavior. The system automatically generates several scenarios for using the "pyramiding" mechanism - which involves gradually increasing a position during a strategy. This helps you better understand how different risk levels affect exposure, cost-effectiveness, and expected outcomes. The pyramiding mechanism can lower your average entry price, shortening the distance to your break-even point, but it requires careful capital planning to avoid excessive risk. The Creator takes into account position precision (e.g., 3 decimal places) and the asset's current price (pulled from the exchange API), which ensures realistic simulations for various assets like cryptocurrencies, stocks, or commodities.
The process starts when you enter your investment amount (a minimum of 100 USDC or its equivalent in a quote currency). The Creator then automatically calculates the optimal parameters. The tool offers five predefined strategies at different risk levels, each based on the bot's historical data, including its pyramiding statistics.
The strategy creator mechanism allows you to choose from a variety of strategies that automatically adjust investment parameters based on your initial capital and the trading bot's data. These strategies are dynamically calculated by an algorithm that considers maximum pyramiding, average pyramiding, and the maximum historical number of positions. This algorithm guarantees unique pyramiding levels for each strategy, rounding them up to five distinct values, which facilitates a precise balance between risk and potential profits.
The calculation process works as follows: first, it defines the base pyramiding levels, starting from the most aggressive (with the lowest number of available pyramiding levels, which means a larger single position size and higher risk) all the way to the most conservative (with the highest number of available pyramiding levels, which minimizes risk). All levels remain within the bot's maximum pyramiding limit. For each level, the position size is calculated by dividing the initial capital by the number of positions, converting that into asset units (considering the price and minimum position size), and then rounding to a specified precision.
Below are detailed descriptions of the five key strategies, along with a thorough explanation of their algorithm-based calculations. Each strategy is designed with different user preferences in mind to make it easier to choose the right approach.
The Dynamic Aggressor strategy is the most aggressive approach, characterized by high risk but with the potential for significant short-term returns. It uses the lowest pyramiding level, which means a larger portion of the capital is allocated to a single position. This amplifies gains in favorable market conditions but also increases vulnerability to volatility. It is especially suitable for experienced users who trade high-volatility assets like cryptocurrencies, where rapid price changes can lead to substantial profits, provided there is close oversight.
The algorithm for this strategy sets the pyramiding level as the minimum of the bot's rounded-up average pyramiding. For instance, if the average pyramiding is 1.32, the level is set to 2.
The Tactical Risk strategy represents a very high-risk approach that increases the number of positions by one level above the aggressive base, providing better market exposure while maintaining some degree of control. It allows for more tactical adjustments to dynamic price changes, reducing the impact of single negative signals. However, it still carries the risk of significant losses if there is a series of failed transactions.
The algorithm calculates the pyramiding level as the minimum of the maximum between Dynamic Aggressor + 1 and the maximum historical number of positions. For example, if the Dynamic Aggressor level is 2 and the maximum historical pyramiding value is 4, the result is 3.
The Balanced Growth strategy is a moderate, high-risk approach that automatically balances aggressive and conservative elements by maintaining five distinct pyramiding levels, with the central level serving as the benchmark. It combines safety with the potential for stable growth, making it easy to adapt to various market conditions without excessive exposure. This strategy is suitable for users who prefer moderate growth in mixed portfolios, with a goal of long-term capital building at an acceptable level of fluctuation.
This level is defined as the median value within a set of unique positions, dynamically completed after the base levels are defined.
The Ultra-Conservative strategy is a medium-risk approach with a pyramiding limit slightly below the maximum. It prioritizes capital protection by using an increased number of positions and a smaller allocation per single transaction. This strategy minimizes losses in unstable conditions, such as price fluctuations in commodities or periods of uncertainty, allowing for survival during longer sideways or downtrending markets. It is recommended for users with a lower risk tolerance who value stability over quick gains.
The calculation defines the pyramiding level as the minimum of the maximum between Tactical Risk + 1 and the maximum number of positions. For example, if the Tactical Risk level is 3, the result is 4. The position size is calculated by dividing the capital by this higher level, which reduces individual risk, with minimums and precision applied to ensure practical viability.
The Capital Fortress strategy is the safest, lowest-risk approach, utilizing the full pyramiding limit for maximum long-term capital protection. It limits exposure even in extreme scenarios by diversifying investments across multiple positions and minimizing the impact of single losses. It is ideal for conservative portfolios with traditional financial assets like bonds or stable stocks, where preserving capital is the priority in the face of global challenges.
The pyramiding level for this strategy is fixed and equal to the bot's maximum pyramiding (e.g., 8). The position size is calculated by dividing the initial capital by this maximum level, converting it into asset units with a price, minimum, and rounding, which ensures the highest degree of safety through the smallest allocation per position.
Below the list of strategies, you'll find a visualization of the historical pyramiding analysis. This shows you how often the bot maintained a certain number of positions (e.g., 4 positions - 4 times, 3 positions - 5 times). This data is presented in a sequence chart and statistics, allowing for a realistic assessment of risk and the bot's typical behavior in the past. The tool includes validation mechanisms for the entered amount (taking into account minimum exchange thresholds) and precisely rounds the results to ensure compliance with position limits and price precision. This way, you can always be sure that your planned strategy is realistic and can be executed.
The builder integrates with the bot's settings, allowing for the automatic transfer of selected parameters to your configuration. This tool eliminates the complexity of manual calculations, offering personalized recommendations based on historical data, which supports informed investment decisions and minimizes the risk of errors.
