Activating & Managing Strategies

Strategy Lifecycle

Created (Inactive) → Backtested → Activated → Running → Paused/Deactivated

States

State	Description
Inactive	Strategy exists but is not being evaluated
Active	Strategy is evaluated every 60 seconds
Paused	Temporarily stopped (can be resumed)

Activating a Strategy

1. Go to Strategies (/dashboard/strategies)

2. Find your strategy in the list

3. Toggle the Active switch

4. Confirm activation

Once active:

• The Strategy Worker evaluates your entry/exit conditions every 60 seconds

• Trades are automatically submitted when conditions are met

• All trades pass through the Risk Engine before execution

Deactivating a Strategy

1. Toggle the Active switch off

2. The strategy stops evaluating conditions

3. Existing positions are NOT automatically closed

If you want to close positions when deactivating, go to Positions and close them manually.

Editing a Strategy

1. Go to the strategy detail page (/dashboard/strategies/[id])

2. Click Edit

3. Modify conditions, indicators, or risk parameters

4. Click Save Changes

Important: Editing an active strategy applies changes immediately on the next evaluation cycle.

Deleting a Strategy

1. Go to the strategy detail page

2. Click Delete

3. Confirm deletion

Warning: Deleting a strategy removes all associated configuration and backtest history. Existing positions are not affected.

Strategy Performance Analytics

Each strategy has a detail page showing:

• Status: Active/Inactive

• Total Trades: Number of trades executed

• Win Rate: Percentage of profitable trades

• Total PnL: Cumulative profit/loss

• Last Evaluated: When conditions were last checked

• Trade History: Complete log of all trades

Multiple Strategies

You can run multiple strategies simultaneously:

• Different strategies for different assets (BTC strategy + ETH strategy)

• Different approaches for the same asset (trend following + mean reversion)

• Different risk levels (conservative + aggressive)

Each strategy operates independently with its own:

• Entry/exit conditions

• Risk parameters

• Wallet assignment

• Performance tracking

Best Practices

1. One strategy, one purpose: Don't try to do everything in one strategy

2. Backtest before activating: Always validate with historical data

3. Start with testnet: Activate on testnet first

4. Monitor the first week: Watch closely after activating a new strategy

5. Review monthly: Check if strategies still perform well in current conditions

6. Deactivate underperformers: Don't let losing strategies run indefinitely