Overview

A strategy is a set of rules that define how to invest or trade: when to enter and when to exit a position, or how to allocate capital over time.

On Obside, you can create strategies for different styles :

• Trading strategy : active approach with precise entry and exit rules. Positions are managed dynamically to optimize returns.

• Investment strategy : a medium- or long-term approach, with positions held over time, aiming to grow capital progressively.

Once created, you can run your strategies, either:

• In real-time simulation mode.

• In live mode directly on your portfolio.