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Using the Interface

This guide walks you through every feature of the Strategy Builder interface, from dragging indicators to configuring advanced parameters.

The Strategy Builder Layout​

Overview​

┌─────────────────────────────────────────────────────────────┐
│  Strategy Builder                                           │
├──────────────┬──────────────────────────────────────────────┤
│              │  Strategy Name: [________________]            │
│  INDICATORS  │  Description:   [________________]            │
│   LIBRARY    │                                               │
│              │  ┌─────────────────────────────────┐          │
│  Moving Avg  │  │   BUY CONDITIONS (ALL ▼)        │          │
│  - SMA       │  │                                 │          │
│  - EMA       │  │   [Condition 1] [Edit] [Remove]│          │
│  - WMA       │  │   [Condition 2] [Edit] [Remove]│          │
│              │  │   [+ Add Condition]             │          │
│  Momentum    │  └─────────────────────────────────┘          │
│  - RSI       │                                               │
│  - MACD      │  ┌─────────────────────────────────┐          │
│  - Stochastic│  │   SELL CONDITIONS (ALL ▼)       │          │
│  ...         │  │                                 │          │
│              │  │   [Condition 1] [Edit] [Remove]│          │
│  [Drag me!]  │  │   [+ Add Condition]             │          │
│              │  └─────────────────────────────────┘          │
│              │                                               │
│              │            [Save Strategy]                    │
└──────────────┴──────────────────────────────────────────────┘

Step-by-Step Walkthrough​

Step 1: Name Your Strategy​

Location: Top of the center panel

What to do:

  1. Click in the "Strategy Name" field
  2. Type a descriptive name (e.g., "RSI Mean Reversion", "Golden Cross Momentum")
  3. Optionally add a description explaining what the strategy does

Tips:

  • Use clear, descriptive names you'll recognize later
  • Include the main indicator or approach (e.g., "Bollinger Bounce Strategy")
  • Avoid generic names like "Strategy 1" or "Test"

Example Names:

  • ✅ "RSI 30/70 Oversold/Overbought"
  • ✅ "SMA 20 Golden Cross"
  • ✅ "Multi-Indicator Confirmation (RSI + BB + MFI)"
  • ❌ "My Strategy"
  • ❌ "Test 123"

Step 2: Add Buy Conditions​

You have two ways to add buy conditions:

Method 1: Click "Add Condition" Button​

  1. Click the "+ Add Condition" button in the buy conditions section
  2. A new condition appears with default settings (RSI < 30)
  3. Click the edit icon (pencil) to customize it
  4. The parameter modal opens (see Step 4)

Method 2: Drag from Indicators Library​

  1. Find an indicator in the left panel (e.g., "RSI")
  2. Click and hold on the indicator name
  3. Drag it over to the green buy conditions area
  4. Release (drop it)
  5. A new condition is automatically created with smart defaults

Smart Defaults for Buy Conditions:

When you drag an indicator, Kelor creates a sensible buy condition:

IndicatorDefault Buy Condition
RSIRSI less than 30 (oversold)
SMAPrice crosses above SMA (bullish cross)
EMAPrice crosses above EMA (bullish cross)
MACDMACD crosses above 0 (bullish)
Bollinger BandsPrice touches lower band (oversold)
PricePrice less than 50000 (support level)
OthersValue less than 50

These defaults make sense for buy signals but you can edit them immediately.

Step 3: Add Sell Conditions​

Same two methods as buy conditions, but in the red sell conditions area:

Method 1: Click "Add Condition"​

  1. Click "+ Add Condition" in the sell section
  2. New condition appears (default: RSI > 70)
  3. Click edit icon to customize

Method 2: Drag Indicator​

  1. Drag indicator from library
  2. Drop in red sell conditions area
  3. Auto-created with smart defaults

Smart Defaults for Sell Conditions:

IndicatorDefault Sell Condition
RSIRSI greater than 70 (overbought)
SMAPrice crosses below SMA (bearish cross)
EMAPrice crosses below EMA (bearish cross)
MACDMACD crosses below 0 (bearish)
Bollinger BandsPrice touches upper band (overbought)
PricePrice greater than 60000 (resistance level)
OthersValue greater than 50

Step 4: Configure Condition Parameters​

When you click the edit icon (pencil) on any condition, a modal window opens with detailed configuration options.

Parameter Modal Layout​

┌──────────────────────────────────────────┐
│  Edit Condition                       [X]│
├──────────────────────────────────────────┤
│                                          │
│  Indicator:    [RSI ▼]                   │
│                                          │
│  Operator:     [Less than (<) ▼]         │
│                                          │
│  Value:        [30____________]          │
│                                          │
│  ── Parameters ──────────────────        │
│                                          │
│  Period:       [14____________]          │
│                                          │
│         [Cancel]      [Update]           │
└──────────────────────────────────────────┘

What You Can Configure​

1. Indicator Selection

  • Dropdown menu with all available indicators
  • Change the indicator type (e.g., from RSI to MACD)
  • Parameters update automatically based on selection

2. Operator Selection

  • Choose how to compare the indicator value
  • Options depend on the indicator type:
    • Numeric operators: >, <, >=, <=, ==
    • Crossover operators: crosses above, crosses below
    • Special operators: touches upper band, touches lower band

3. Value (Threshold)

  • What to compare against
  • Can be:
    • A number (e.g., 30, 70, 0)
    • "price" (compare to current price)
    • Empty (for some special operators like "touches band")

4. Indicator-Specific Parameters

Each indicator has its own parameters you can adjust:

RSI:

  • Period (default: 14)

SMA / EMA / WMA:

  • Period (default: 14)

MACD:

  • Fast Period (default: 12)
  • Slow Period (default: 26)
  • Signal Period (default: 9)

Stochastic:

  • K Period (default: 14)
  • D Period (default: 3)

Bollinger Bands:

  • Period (default: 20)
  • Standard Deviation (default: 2)

ATR:

  • Period (default: 14)

Parabolic SAR:

  • AF Step (default: 0.02)
  • AF Max (default: 0.2)

CCI:

  • Period (default: 20)

ADX:

  • Period (default: 14)

MFI:

  • Period (default: 14)

Price:

  • Price threshold (default: 50000)

OBV, VWAP, Pivot Points:

  • No additional parameters

Step 5: Choose Condition Logic (ALL vs ANY)​

Location: Dropdown at the top-right of each condition section

Both buy and sell conditions have independent logic selectors.

ALL Logic (Default)​

Buy Condition 1: RSI < 30          ✓
      AND
Buy Condition 2: Price touches BB  ✓
      AND
Buy Condition 3: MFI < 20          ✓
      ↓
All three must be true → BUY signal fires

Use ALL when:

  • You want confirmation from multiple indicators
  • You want fewer, higher-quality signals
  • You're building a conservative strategy
  • You want to reduce false signals

ANY Logic​

Buy Condition 1: RSI < 30          ✓
      OR
Buy Condition 2: Price touches BB  ✗
      OR
Buy Condition 3: MFI < 20          ✗
      ↓
Any one true → BUY signal fires

Use ANY when:

  • You want more trading opportunities
  • You want multiple entry methods
  • You're building an aggressive strategy
  • Different conditions work in different market types

Important: Buy and sell can have different logic. You might use "ALL" for buy (conservative entries) but "ANY" for sell (multiple exit opportunities).

Step 6: Remove Conditions​

Don't need a condition anymore?

To remove:

  1. Find the condition you want to delete
  2. Click the trash/remove icon on the right side
  3. Condition is immediately removed

Note: You cannot save a strategy with zero buy conditions or zero sell conditions. You need at least one of each.

Step 7: Reorder Conditions (Visual Only)​

Conditions are displayed in the order you added them. Currently, you cannot manually reorder them by dragging.

Order doesn't affect logic:

  • For "ALL" logic, order doesn't matter (all must be true)
  • For "ANY" logic, order doesn't matter (first true condition triggers)

To change order: Delete and re-add conditions in desired sequence (or just ignore order as it's cosmetic).

Step 8: Save Your Strategy​

Location: Bottom of the center panel

To save:

  1. Make sure you have:
    • A strategy name ✓
    • At least one buy condition ✓
    • At least one sell condition ✓
  2. Click "Save Strategy"
  3. You'll be redirected to the strategy list page
  4. Your strategy is now saved and ready to use for backtesting or live trading

What happens when you save:

  • Strategy configuration is stored in the database
  • Strategy is immediately available for selection in backtesting
  • You can edit it later by reopening the strategy builder
  • You can create multiple strategies and compare their performance

Validation:

  • If you try to save without buy or sell conditions, you'll get an error
  • Make sure your conditions make logical sense before saving

Interface Tips & Tricks​

Tip 1: Start with Drag-and-Drop​

The fastest way to build a strategy:

  1. Drag RSI to buy conditions → instant oversold condition
  2. Drag RSI to sell conditions → instant overbought condition
  3. Click save → done!

You can refine parameters later.

Tip 2: Edit After Dragging​

Don't worry about perfect settings when dragging. Just drop the indicator, then:

  1. Click the edit icon
  2. Adjust the operator, value, and parameters
  3. Update

Tip 3: Duplicate Indicator, Different Settings​

You can use the same indicator multiple times with different parameters:

  • RSI < 30 (period 14) for oversold
  • RSI < 25 (period 7) for extremely oversold
  • Use "ANY" logic to buy on either condition

Tip 4: Mix and Match Indicator Types​

Combine different categories for robust strategies:

  • Momentum (RSI < 30) + Volatility (BB touches lower) = confirmed oversold
  • Trend (Price > SMA 50) + Momentum (MACD crosses above 0) = trend + momentum alignment

Tip 5: Use Descriptive Badge Names​

When you configure a condition, you might see a badge/label (like "Oversold", "Overbought"). These help you quickly identify what each condition does at a glance.

Tip 6: Test Frequently​

Don't build a 10-condition strategy all at once:

  1. Build a simple 1-condition strategy → Save → Backtest
  2. Add a second condition → Save → Backtest → Compare
  3. Add third condition if needed → Save → Backtest → Compare

This helps you understand which conditions actually improve performance.

Common Interface Questions​

Q: Can I edit a saved strategy?​

Yes! From the strategy list page, click on a strategy to open it in the builder. Make changes and save again.

Q: Can I copy/duplicate a strategy?​

Currently, you need to manually recreate it. Open the strategy, note the conditions, create a new strategy with similar settings.

Q: What if I accidentally remove a condition?​

Just add it back. Click "Add Condition" or drag the indicator again. Your other conditions are unaffected.

Q: Can I have different logic for buy vs sell?​

Yes! Buy conditions and sell conditions have independent logic selectors. You can use "ALL" for buy and "ANY" for sell, or vice versa.

Q: How many conditions can I add?​

There's no hard limit, but practically:

  • 1-3 conditions = simple, fast, more signals
  • 4-6 conditions = complex, slower, fewer signals
  • 7+ conditions = very restrictive, rare signals

Most successful strategies use 1-4 conditions per side (buy/sell).

Q: Can I preview the signals before saving?​

Not directly in the builder, but you can:

  1. Save the strategy
  2. Go to backtesting
  3. Run a backtest to see all signals on a chart
  4. Return to builder to refine if needed

What's Next?​

Now that you know how to use every part of the interface, let's look at real strategy examples from simple to advanced. You'll see exactly how to build profitable strategies step by step.

Ready to see the Strategy Builder in action? Let's build some strategies!