Rules

Set the rules of your strategy

After selecting your assets and setting transaction fees, the next step is to establish the rules of your strategy, that is to explain how it works. These rules specify when to enter and when to exit the market, according to the conditions you will have defined.

Thanks to our "no code", you just need to formulate them in natural language in the text field provided for this purpose, and our artificial intelligence takes care of the rest.

This approach allows you to create your strategy with precision, speed and simplicity, without needing to code.

Writing the strategy rules

Distinction between trading and investing

To operate effectively, a trading strategy must always include entry and exit rules. These rules define precisely when to open and when to close a position, thus ensuring active and dynamic capital management.

On the other hand, an investment strategy can adopt a different approach. It can, as in trading, include entry and exit rules, but it can also define only entry rules if the goal is to gradually accumulate assets without planning systematic selling. In this case, the strategy is based on a medium- or long-term horizon, where positions can be held without a specific time limit.

This choice directly influences portfolio management and must be aligned with your market approach.