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Tree Builder

The tree builder is where you define strategy logic by adding and configuring nodes.

You can also start from AI Generation - describe a strategy in the app or through MCP, then refine the tree here.

Strategy tree editor
Add nodes from the menu and configure each one in place.

Opening the builder

Section titled “Opening the builder”
1

Go to Strategies and open a strategy, or click New Strategy.

2

The tree view is the main editor. Use the + menu on any node to add child nodes.

Adding nodes

Section titled “Adding nodes”

Click + on a node to open the add menu. Available types:

  • Asset - hold a specific ticker
  • If / Else - branch based on a condition
  • Filter - select assets from a pool by sorting or ranking
  • Scale - adjust allocation based on a condition
  • Weight - set relative weights between siblings
  • Group - organize related nodes
  • Reference - reuse another branch of the tree

See Node Types for when to use each.

Configuring conditions

Section titled “Configuring conditions”

If / Else, Filter, and Scale nodes use conditions. A condition compares indicators or values:

  • Compare price to an indicator (for example, RSI below 30)
  • Compare indicators to each other (for example, SMA(20) above SMA(50))
  • Use logical groups (AND / OR) for complex rules

Indicators like SMA, EMA, and RSI support a period parameter. See the Indicators reference.

Dry run preview

Section titled “Dry run preview”

Before deploying, use Dry Run Preview to see what allocation the strategy would produce today. This helps verify logic without waiting for the next execution.

Tips

Section titled “Tips”
  • Start simple - a single Asset node is a valid strategy
  • Use If / Else for regime switching (risk-on vs risk-off)
  • Use Filter when you want to pick from many tickers (for example, top 3 by momentum)
  • Check validation messages before backtesting

Next steps

Section titled “Next steps”