Strategy editor

The strategy editor is a full page, one per strategy, where you decide what a strategy listens to, where it trades, how big, and what guardrails run before each order. Open it from the Strategies page by clicking a strategy.

Strategies are cloud-only, so you need to be signed in for edits to save. Changes save as you type; there is no separate save button.

The editor header carries the name, meta chips, readiness, and the action cluster

The header

Across the top row you get, left to right:

• A back arrow (All strategies) to return to the list.
• The strategy name. Click it to rename inline. Enter commits, Escape reverts.
• A source badge, plus instrument, direction, broker count, and size chips.
• A readiness pill that opens a list of errors, warnings, and tips. Click an item to jump to the field it points at.

On the right side is the action cluster:

• Schedule to set market-hours or custom run windows.
• A run toggle that reads Running or Paused.
• Simulate to fire a test signal at the strategy.
• Duplicate (copy icon) and Delete (trash icon).

RSA strategies also show a retrigger control here.

Which tabs you see

The tab strip changes with the instrument you pick. Every strategy shows General, Brokers, Sizing, and Notifications. The rest appear only when they apply:

General

The General tab holds the signal source and the basics.

Signal source. Pick where the strategy listens with the Source chips: Discord, TradingView, or Telegram. Some instruments lock the source (memecoins force Discord; congress and RSA use the serverside feed). For Discord you pick a Channel; for Telegram you pick Chats; for TradingView you list Alert names. Discord and Telegram both offer Inherit trade details from message, which uses what the message says instead of the strategy defaults.

Basics. Under Identity set the Name and Instrument. Under Order routing you get Direction, Ticker, Entry, Exit, and Time in force. Entry and Exit are Market or Limit; Limit is only offered on brokers that support it. When you choose a Limit entry or exit, a Bid / Mid / Ask price side appears.

Options and spreads add an Options group with Default expiration (or Spread expiration) and Strike position (In the money / At the money / Out of the money). Futures show a Contract month field instead.

Brokers

Pick which broker or brokers the strategy trades through. Single-broker instruments route to one; RSA fans out to every broker you check. The grid shows each eligible broker with its account count. If a broker supports routing to a specific account, a Route to account picker appears below the grid; leave it empty to use the first available account.

If nothing is eligible you see No eligible broker configured with a note on which brokers that instrument needs. Add accounts on the Brokers page.

Sizing

For most instruments, pick How to pick the trade size: Fixed size or Match by keyword. Then set the Default quantity and its unit (Shares or Contracts, Dollars, or Percent). Percent sizing adds a Percent sizing basis choice of Available Funds or Net Liquidation.

RSA sizing is simpler: Per-broker size is either Fixed · 1 share or Follow signal.

Memecoins use Slippage tolerance and Priority fee here instead.

AI

Available for Discord and Telegram signals. Controls how the model reads the chat and automates trading. Options include AI selling, Trim selling, Smart contract match, Automatic quantity, Process images in signals, Auto stop loss, Auto take profit, Auto trim take profit, and a Memory depth control. All of it is optional.

Risk & exits

Set Stop loss, Take profit, and Trailing stop as a percent or a dollar amount. Leave a field empty to skip it.

Once a take profit is set, a Take-profit behavior panel lets you choose Close all, Sell in stages, or Use trailing only. Once a trailing stop is set, a Trailing-stop behavior panel offers an Activation point and a mode of Standard, Breakeven flip, or Partial TP.

Filters

Two views. Per-trader rules apply rules keyed to a trader. Strategy-wide applies to every signal: a Keyword filter mode (Blacklist or Whitelist), How to match keywords (Exact word or Loose), and the Keyword whitelist and Keyword blacklist lists.

Protections

Guardrails that run before every trade, grouped into Signal rules, Order safety, and Position limits. The section header shows how many are armed. Common toggles:

• Duplicate protection and Avoid stacking the same ticker under Signal rules.
• Slippage cap, Cancellation timer, and Entry delay under Order safety.
• Maximum trade value, Double-down protection, and Block-exit threshold under Position limits.

RSA strategies use this tab for Process sell signals and Minimum profit.

Token filter and Swap params

These two appear only for memecoins.

Token filter gates swaps on a set of min/max windows: Dev holding %, Holders, Liquidity ($), Volume ($), Market cap ($), Transactions, Buys, Sells, and Token age (min), plus Require top-holders data and Require at least one social. Leave a field empty to skip that check.

Swap params covers how orders hit the chain: Slippage %, Priority fee (SOL), Routing method, Dip-buy mode, and Retry on RPC timeout.

Notifications

Mirror this strategy’s events to a Discord webhook. Set a Custom webhook URL to send this strategy somewhere specific, or leave it empty to inherit the global webhook from Settings. Compact embeds and Broker error alerts tune what gets sent.