Strategies¶

A strategy is the rulebook the bot follows: it looks at the price and your holdings and decides whether to buy, sell, or wait. You pick one strategy per profile. Three ship today, described below.

You choose the strategy per profile in the new-profile wizard. Seeded demo data, not a real account.

How every strategy decides, one price update at a time¶

Whenever a new price update for a coin arrives from Binance, the bot runs that coin through one decision cycle — a tick. A tick is the same shape no matter which strategy you chose:

flowchart TD
    Inputs["Gather inputs<br/>latest price, recent candles,<br/>your wallet, your settings"]:::io
    Rules["Run the strategy rules<br/>Trailing Trade, Momentum, or Rebalance"]:::core
    Decide{"Decision"}:::gate
    Buy["Place a buy order"]:::act
    Sell["Place a sell order"]:::act
    Wait["Do nothing this tick"]:::wait
    Save["Save what it did<br/>so a restart resumes cleanly"]:::io

    Inputs --> Rules --> Decide
    Decide -->|conditions to buy met| Buy
    Decide -->|conditions to sell met| Sell
    Decide -->|neither| Wait
    Buy --> Save
    Sell --> Save
    Wait --> Save

    classDef io fill:#2c3e50,color:#ffffff;
    classDef core fill:#1f6f43,color:#ffffff;
    classDef gate fill:#f0ad4e,color:#2c3e50;
    classDef act fill:#1f6f43,color:#ffffff;
    classDef wait fill:#ecf0f1,color:#2c3e50;

The strategy only ever decides. A separate part of the bot (the executor) places the order and makes sure it is never placed twice, even across a crash.

The three strategies at a glance¶

Strategy	What it does	Fits when you expect
Trailing Trade	Buys dips in steps, trails the sell up.	The price to swing up and down in a range.
Momentum	Buys a confirmed breakout, exits on a trailing stop.	A coin already moving up to keep rising.
Rebalance	Holds a basket at target proportions.	To hold a steady mix rather than time entries.

Trailing Trade¶

It does two things:

Trailing buy. As the price falls, it follows the price down and buys near the bottom of the fall rather than catching a falling knife. It can buy in several steps (a grid): a little at the first dip, more if it falls further, so your average cost improves the deeper it goes.
Trailing sell. Once you are holding, it follows the price up and sells when the price pulls back from a recent high — capturing more of a rise than a fixed target would.

It profits from repeated up-and-down movement in a ranging market. It does not profit from a sustained one-way trend.

Full page: Trailing Trade — how each tick decides, every config knob, worked examples, and internals.

Momentum¶

Momentum bets that a coin already moving up will keep moving up. It waits for a confirmed upward breakout, buys, and then rides the trend. It does not try to pick tops: it exits on a trailing stop (a line that follows the rise up) or when the trend flips (the fast average crosses back below the slow one), never at a fixed profit target.

Because it only enters on strength, it trades less often than Trailing Trade and can sit in cash for long stretches waiting for a breakout. To rank many coins rather than time one, see Rebalance's momentum weight mode.

Full page: Momentum — the EMA-cross entry, the trailing/cross-down exits, every config knob, and worked examples.

Rebalance¶

Rebalance ignores timing and instead holds a basket at target proportions. You set a target share per coin — for example 40% Bitcoin, 40% Ethereum. The shares need not add up to 100%; whatever is left over stays as cash. As prices drift, it sells what grew past its target and buys what fell below, mechanically selling high and buying low to restore the mix.

It has two modes:

Fixed weights — you set each coin's share directly.
Momentum weights — the coin list becomes a ranked universe; it holds the strongest few at equal weight and rotates as the ranking changes. This is cross-sectional momentum, and it reuses the rebalance engine.

Rebalance makes no market-timing calls. It only corrects drift across the basket periodically.

Full page: Rebalance — fixed vs momentum weights, drift thresholds, every config knob, and worked examples.

Matching a strategy to what you expect¶

Each strategy assumes a different market. Match the one whose assumption you hold for the coins you trade:

The price to swing up and down in a range → Trailing Trade.
A coin that is breaking out to keep rising → Momentum.
To hold a steady spread rather than time entries → Rebalance.

No strategy is safest in the abstract; each carries the risk of the market it is built for. You can change strategy later, and run different strategies in different profiles at the same time.

For developers¶

Strategies are plug-ins behind a single contract. Adding one is a new package plus a registry entry — never a change to the API or worker. See Strategy plugin contract.