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In this tutorial, you’ll build a strategy step by step — from picking blocks to finalizing a version that’s ready to backtest.

Try it now

Open the strategy editor

  1. Click Strategies in the left navigation bar.
  2. Click New Strategy.
  3. The canvas editor opens.

Name your strategy

Pick a name that makes the logic easy to recognize — especially when you have multiple versions. For example:
  • RSI Oversold + EMA Trend Follow
  • MACD Strategy v2 - Added ADX Filter

Choose blocks from the block library

The block library is organized with a pinned section at the top and categories below.
CategoryDescriptionExamples
SignalsComposite signalsGolden Cross, Death Cross
TrendTrend detectionMACD Bullish, SuperTrend Up
MomentumOverbought and oversold momentumRSI Oversold, Stoch Oversold
VolatilityVolatility conditionsBB Squeeze, ATR Breakout
VolumeVolume anomaliesVolume Spike, OBV Rising
MarketMarket structureHigher High, Support Test

Merge blocks

  1. Add a second block.
  2. Drag one block close to the other.
  3. Release when the merge indicator appears.
  4. The result becomes a condition group.
Note: A merged group represents AND logic. All grouped conditions must be true.

Place blocks in the entry zone

At the bottom of the canvas you’ll see two zones:
  • Entry — defines when to open a position
  • Exit — defines when to close a position
Drag your block group into Entry. You need at least one entry condition before you can finalize.

Configure the entry action

  1. Click the entry action settings.
  2. Set your preferences:
    • Side — Long or Short
    • Position Size — how much capital to use
  3. Close the panel when you’re done.
Note: Exit conditions are optional. If you don’t set any, the strategy will close positions when a reverse signal fires.

Finalize the strategy

  1. Click Finalize.
  2. Traseq validates your version.
  3. The status changes from Draft to Ready — you can now run backtests.
Warning: A finalized version can’t be edited. If you need to make changes, create a new version.

Next steps