Strategy Builder

Design your strategy rules without losing the important assumptions.

A guided builder for equity, futures, options, multi-leg options, and MCX strategies. Define instruments, entries, exits, risk, broker data assumptions, and export settings before preparing a Python package export.

workspace/multi_leg_straddle.json
Build Steps
Market
Instruments
Broker config
Entry Rules
Exit Rules
Risk Controls
Package Export

Define Entry Conditions

Multi-leg Options
NIFTY 50
Condition Group 1
Time
>=
09:20:00
AND
NIFTY.VIX
<
22.0
StrategySchema.json
{
  "strategy_id": "strdl_nifty_920",
  "category": "multi_leg_options",
  "universe": {
    "segment": "F&O",
    "underlying": "NIFTY"
  },
  "entry_rules": [
    {
      "type": "time_based",
      "operator": ">=",
      "value": "09:20:00"
    },
    {
      "type": "data_point",
      "symbol": "INDIAVIX",
      "operator": "<",
      "value": 22.0
    }
  ],
  "exit_rules": null, // Needs confirmation
  "risk_limits": null  // Needs confirmation
}
Schema completeness: 82%
Risk rules need confirmation Broker checklist required
Live mode locked

Most strategy failures are not idea failures. They are missing-detail failures.

Entries are only one part of a usable strategy package. Stockey keeps assumption, risk, broker, data, and export details visible in the design process.

Instrument selection

Define the exact universe. Handles roll-overs, expiries, and corporate actions.

Entry logic

Time-based, indicator-based, or multi-condition triggers with explicit testing assumptions.

Exit logic

Target, trailing stop-loss, time-based exits, and dynamic condition reversals.

Risk controls

Max loss per day, max trades, drawdown limits, and position sizing rules.

Broker constraints

Broker documentation limits, user-confirmed permissions, data availability, and setup constraints.

Package output

Structured strategy records can move toward different self-hosted package options after testing and review.

One builder for multiple Indian market strategy types.

Equity Cash

Symbol: RELIANCE-EQ
Type: MIS / CNC

Futures

Contract: NIFTY FUT (Current)
Rollover: Auto

Options

Type: CE / PE
Strike: ATM + 100

Multi-leg Options

Sell CESell PE

MCX Futures

Commodity: CRUDEOIL
Session: Evening

Pine Script Import

Import: Review
Payload: JSON mapped

Multi-leg options need a leg-aware builder.

LegSideTypeStrikeExpiryLotsEntrySLExit
Leg 1SellCEATMCurrent Weekly1Market25%Market
Leg 2SellPEATMCurrent Weekly1Market25%Market
Hedge 1BuyCEATM + 500Current Weekly1Market-Market
Hedge 2BuyPEATM - 500Current Weekly1Market-Market

Strategy-level risk

Combined premium SL
Max loss MTM
Target MTM
Trailing SL

From idea to export-ready package.

Idea

Trading logic

Rules

Builder config

Structured record

StrategySchema

Historical Test

Broker data / CSV review

Export Planning

Dry-run-first package review

Runtime Handoff

User-controlled setup

Reviewed strategies can move toward structured package exports.

strategy_package/
config.json
requirements.txt
src/
strategy.py
main_backtest.py
main_fronttest.py
strategy.py
run.py

Package safeguards

  • DRY_RUN=true by default
  • Broker config examples included
  • Hardcoded risk limits from builder
  • Standardized logging included

AI helps clarify the strategy. Templates keep export boundaries visible.

Clarify rules

Create structured record

Prepare reviewed package files

AI does not recommend securities, promise outcomes, or bypass dry-run and review safeguards.

Planned exports stay dry-run-first; live use requires separate local review and user enablement.

Risk rules complete Broker checklist reviewed Historical testing reviewed
Read risk disclosure

Build the strategy before you export the package.

Use the guided builder to define the rules, constraints, risks, and package export flow before any user-controlled runtime.