Rules

Define 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.

With our interface "no code", you only 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.

Drafting the strategy rules

Distinction between trading and investing

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

By contrast, 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 objective is to gradually accumulate assets without planning systematic sales. In that case, the strategy relies on a medium- to long-term horizon, where positions can be held without a specific time limitation.

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