Concept: Strategy, Action, Condition

Strategy

A strategy is a user automation plan attached to one instrument and one execution context.

Main strategy properties:

• Type: DCA, POSITION_CLOSE, SCALP
• Status: RUNNING, PAUSE, COMPLETE
• Optional lift behavior
• Optional user confirmation requirement
• Generated order history references

Action

An action is a rule unit inside a strategy. It defines what to do and under which conditions.

Main action properties:

• Side (BUY or SELL)
• Pair and amount (or amount percentage)
• Condition list
• Enable/disable state
• Max generated orders and executed flag
• Optional "stop strategy on execution" behavior

Condition

Conditions are decision gates for action execution. Current condition families include:

• Price thresholds
• Strategy and currency change thresholds
• Change from ATH
• Position ROI conditions
• Order status and action execution conditions
• Time-based conditions (deltaDate)
• Indicator conditions (SMA, EMA)
• Halving-window conditions

Template-driven creation

Users can create strategies from templates:

• DCA template
• Scalp template (LONG/SHORT)
• Close position template

This keeps setup fast while preserving domain consistency.

Related:

• Transactions
• Create strategy workflow
• Glossary