Node Types

Each node type in the strategy tree has a specific role. Node colors in the editor match these types.

Asset

Hold a specific ticker. Set the symbol (for example SPY, QQQ, AAPL). This is the most common leaf node.

If / Else

Branch the tree based on a condition. The THEN branch runs when the condition is true; ELSE runs when it is false.

Filter

Select assets from a pool. Add multiple Asset children, then sort or rank by an indicator to pick winners (for example, top 3 by RSI).

Scale

Adjust allocation based on a condition. IN branch applies when true; OUT branch applies when false.

Weight

Set relative weights between sibling nodes. Use to split capital across multiple assets or branches.

Group

Organize related nodes without changing logic. Useful for complex trees.

Reference

Reuse another part of the tree. Avoid duplicating the same logic in multiple places.

Common patterns

Simple hold

Asset (SPY)

Conditional switch

If / Else (RSI(14) < 30)
  THEN → Asset (QQQ)
  ELSE → Asset (SPY)

Filtered basket

Filter (top 3 by cumulative return, period 20)
  ├── Asset (AAPL)
  ├── Asset (MSFT)
  ├── Asset (GOOGL)
  └── ... more assets in pool

Weighted allocation

Weight
  ├── Asset (SPY) - 60%
  └── Asset (TLT) - 40%

Branch labels

If / Else nodes show THEN and ELSE labels. Scale nodes show IN and OUT. These match what you see in the editor.

Next step

Practice building in Tree Builder, then backtest your tree.