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Setup

Define strategy attributes and set funding

Name
Run Status
Funding Account(s)
Starting Capital

Ticker Universes

Ticker universes can be static or effectively dynamic. Dynamic universes receive streams of new ticker symbols from a target, while a static universe will be restricted to only the individually defined ticker symbols.

Universe Type
Target Type
Target
Add Sphere

Blocks

Each block is an individual strategy that follows the instructions set forth within the block. Each block contains a segregated set of instructions.

BLOCK SETTINGS
Block State
Run Frequency
PF Allocation %
Position Size
OPEN POSITION CONDITIONS
CLOSE POSITION CONDITIONS
Position Duration
Position Duration
Trailing Stop Loss
Trailing Stop Loss
Stop Loss
Stop Loss
Profit Target
Profit Target
Add Block