Details
Create New Strategy
Configure your trading bot strategy. Five steps: Portfolio › Market scope › Basics › Parameters › Confirm. The first two are M2 hard requirements — you cannot launch without them.
- 1 · Portfolio
- 2 · Market scope
- 3 · Basics
- 4 · Parameters
- 5 · Confirm
1 · Target portfolio M2 required
Portfolio is the unit of account. Strategies, positions, signals and risk all hang off the portfolio you pick here. One strategy = one portfolio at launch. Changing portfolio requires stop-and-relaunch.
Portfolio-layer guardrails (drawdown cap, daily-loss limit, cluster exposure caps) apply on top of the strategy-layer filters you set in step 4.
2 · Market scope M2 required
Which markets the strategy evaluates. Two modes ship in M2; filter-expression DSL is M3. See M2 scope › Market scope for the canonical rule.
Markets currently in scope: 14. Membership updates fire STRAT_MARKET_IN_SCOPE / STRAT_MARKET_OUT_OF_SCOPE.
3 · Basic information
Select categories first, then choose a compatible bot engine.
Navigate through markets, categories, subcategories, and tags.
Only bots compatible with your selected categories are shown. Bot must be at least demo-wired to be selectable.
Signal expiration time in seconds
Window the bot uses to analyze the market
Reason-code allowlist preview
These are the only codes envelopes from this strategy are allowed to emit. Picked automatically from the selected bot engine's spec. Anything else fails the lint at save.
STRAT_MAKER_QUOTE_INSIDE STRAT_MAKER_NO_EDGE DISC_HEADLINE_MATCH DISC_HEADLINE_NOISE RISK_KILLSWITCH_TRIPPED RISK_BOOK_STALE_15S RISK_EXPOSURE_CAP_HIT EXEC_ROUTE_CTFV2_ACCEPTED EXEC_SLIPPAGE_EXCEEDED
V2 enforcement
These are read-only assertions the system makes at save time.
| Exchange | CTFExchangeV2 | enforced |
| Signing scheme | EIP-712 v2 | enforced |
| Settlement asset | pUSD | enforced |
| Builder code | 0x… required | missing — fill on portfolio |
Promotion state preview
A new strategy always starts demo-wired. To promote, run a 24-hour shadow soak from the Pipeline.
demo-wired → shadow-ready → runtime-live → production-live