# Custom Strategies

## Strategy Lab Overview

Build, test, and deploy custom strategies without coding.

**Access:** Strategy Lab in main navigation

## Building Your First Strategy

### Main Components

1. **Entry Conditions** - When to open positions, 2. **Exit Conditions** - When to close positions, 3. **Risk Management** - Position sizing and stops, 4. **Indicators** - Technical analysis tools

### Creating Entry Rules

**Logical operators:** AND (all must be true), OR (any triggers), NOT (inverse)

**Example entry:**

```
IF (Price crosses above 20 EMA)
AND (RSI < 70)
AND (Volume > Avg Volume × 1.5)
THEN Open Long Position
```

### Defining Exit Rules

**Exit types:** Take profit (price/%), stop loss (price/%), trailing stop, indicator-based, time-based

**Example exit:**

```
Exit Position IF:
- Take Profit: +3% from entry
- Stop Loss: -1.5% from entry
- OR RSI crosses below 30
```

## Custom Indicators

### Built-In Indicators by Category

| Category       | Indicators                                                 |
| -------------- | ---------------------------------------------------------- |
| **Trend**      | MA (SMA, EMA, WMA), MACD, Parabolic SAR, ADX               |
| **Momentum**   | RSI, Stochastic, Williams %R, Momentum                     |
| **Volatility** | Bollinger Bands, ATR, Keltner Channels, Standard Deviation |
| **Volume**     | Volume, OBV, VWAP, Accumulation/Distribution               |

### Indicator Configuration

**Each indicator has customizable parameters:** Moving Average: Period (20 default), Type (EMA/SMA/WMA), Data source (Close/Open/High/Low), RSI: Period (14 default), Overbought (70), Oversold (30)

### Combining Indicators

**Example sophisticated signal:**

```
Entry:
- 9 EMA crosses above 21 EMA
- AND MACD histogram positive
- AND Volume > 20-period average

Exit:
- Price touches upper Bollinger Band
- OR MACD bearish divergence
```

## Position Sizing

### Sizing Methods

| Method               | How It Works                             | Best For                 |
| -------------------- | ---------------------------------------- | ------------------------ |
| **Fixed Amount**     | Exact dollar amount per position         | Simple, predictable      |
| **% of Capital**     | X% of total account                      | Auto-adjusts with growth |
| **Volatility-Based** | Larger in low vol, smaller in high vol   | Market-adaptive          |
| **Risk-Based**       | Size to risk fixed amount per trade      | Professional approach    |
| **Kelly Criterion**  | Optimal sizing from win rate/risk-reward | Advanced users only      |

### Examples

## Risk Management Rules

### Stop Loss Configuration

**Types:** Fixed %, fixed $, ATR-based, support/resistance levels, indicator-based **Trailing stops:** Trail by %, trail by ATR, activate after profit threshold

### Take Profit Strategies

| Approach               | Method                                         |
| ---------------------- | ---------------------------------------------- |
| **Single Target**      | Close entire position at one price             |
| **Multiple Targets**   | 50% at +2%, 25% at +4%, 25% trail with 1% stop |
| **Risk/Reward Ratios** | Set TP as multiple of SL (e.g., 2:1 ratio)     |

## Backtesting Custom Strategies

### Configure Backtest

**Required:** Time period, trading pair, initial capital, commission/fees, slippage assumptions **Optional:** Market hours only, exclude volatile periods, max concurrent positions

### Key Metrics

**Visualization:** Equity curve, drawdown chart, trade distribution, monthly returns heatmap

### Optimization

**Parameter tuning:** Test ranges, find optimal values, avoid overfitting **Walk-forward analysis:** Test multiple periods, verify consistency, detect parameter drift

## Strategy Templates

### Quick Start Templates

| Template            | Entry                                                      | Exit                               | Position Size       |
| ------------------- | ---------------------------------------------------------- | ---------------------------------- | ------------------- |
| **Trend Following** | Price > 50 EMA AND 20 EMA > 50 EMA                         | Price < 20 EMA OR -2% stop         | 2% risk             |
| **Mean Reversion**  | Price < Lower BB AND RSI < 30                              | Price > Middle BB OR +3% profit    | Fixed $5,000        |
| **Breakout**        | Price > 20-day high AND Volume > 2x avg                    | Trailing 2x ATR OR -1.5% stop      | Volatility-adjusted |
| **Range Trading**   | Long at support + RSI < 35, Short at resistance + RSI > 65 | Middle of range OR opposite signal | 1.5% risk           |

## Advanced Features

### Multi-Timeframe Analysis

```
Daily: Trend direction (EMA)
4-Hour: Entry timing (RSI)
1-Hour: Exact entry (price action)
```

### Market Regime Detection

```
IF Trending (ADX > 25):
  Use trend-following rules
ELSE IF Ranging (ADX < 20):
  Use mean-reversion rules
```

### Custom Formulas

```
Custom Indicator = (Close - SMA(Close, 20)) / ATR(14)

IF Custom Indicator > 2:
  Strong bullish signal
```

## Deploying Your Strategy

### Pre-Deployment Checklist


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