Strategy Editor
Master the visual interface for building and managing your trading strategies.
Overview
The Strategy Editor is the heart of EdgeKeeper. It provides a drag-and-drop canvas where you define your trading logic by connecting various nodes. The interface is designed to be intuitive while offering powerful capabilities for complex strategy creation.
Key Areas:
- Canvas: The main workspace where you arrange and connect nodes.
- Node Palette: A sidebar containing all available nodes categorized by function.
- Configuration Panel: A context-sensitive panel for adjusting settings of the selected node.
- Toolbar: Controls for saving, backtesting, and managing strategy settings.
- Diagnostics: Real-time validation to catch errors before you run your strategy.
Node Palette
The Node Palette (left sidebar) organizes nodes into logical categories. Click or drag a node onto the canvas to add it to your strategy.
Data & Timeframe
Start your strategy with market data. The Fetch Data Price node is the entry point, usually connected to a Timeframe Selector.
Indicators
Technical indicators like RSI, MACD, Bollinger Bands, and Moving Averages. These process raw price data into trading signals.
Logic
Control flow nodes like IF Conditions, AND/OR gates, and Comparators to define complex decision rules.
Execution
The end of your logic chain. Buy and Sell nodes execute trades based on the signals they receive.
Canvas Operations
- Connecting:Click and drag from a node's handle (dot) to another node's handle to create a connection. Data flows from left to right.
- Configuring:Click any node to open its settings in the right sidebar. Here you can set parameters like RSI length, moving average type, etc.
- Navigation:Use the mouse wheel to zoom in/out. Click and drag on empty space to pan across the canvas.
Toolbar Actions
Save Strategy
Persists your strategy layout and configuration to the database.
Run Backtest
Triggers a simulation of your strategy against historical data. Opens the bottom panel to show progress and results.
Diagnostics & Constraints
EdgeKeeper constantly monitors your strategy for errors. The Diagnostics panel (bottom right) warns you about violated constraints.
Critical Node Constraints
To ensure your strategy runs correctly, adhere to these rules:
Dead Ends Forbidden
Every logic branch must eventually end in an Execution Node (Buy, Sell, or Close Position). You cannot leave a logic path "hanging".
Data Flow Start
The Fetch Data Price node must be the starting point and must be connected to a Timeframe Selector immediately.
No Cycles
You cannot create loops where a node's output feeds back into its own input chain. Data must flow linearly.
Required Inputs
Indicator nodes (e.g., RSI) require a valid source input (like "Close Price"). Logic nodes require comparison inputs.
- Disconnected Nodes: Nodes that aren't part of the logic flow.
- Invalid Configuration: Missing or incorrect parameters in node settings.
Tip:
You cannot run a backtest if there are critical errors in your strategy. Fix all red error indicators before proceeding.