A concise guide to building rules in the Strategy Builder.

Rule flow

Market Data -> Indicators -> Conditions -> Rules -> Actions.

Rule scopes

• Global: must pass for any ticker to trade.
• Per-ticker: evaluated independently per symbol.

Actions

• BUY: entry signal.
• SELL: exit signal.
• FILTER: gate all signals when false.

Core indicators

• Price, EMA/SMA, RSI, MACD, Bollinger, ATR, Volume, VIX, Time.

Condition types

• crosses_above/below, greater/less_than, slope_above/below, within_range.

Examples

• EMA crossover: EMA(9) crosses above EMA(21) -> BUY.
• VIX filter: VIX < 25 -> FILTER (Global).

Best practices

• Start with one buy rule and validate with a backtest.
• Add an exit rule before live trading.
• Keep timeframes consistent until stable.
• Use VIX/time filters to avoid noisy regimes.