Strategies

Overview

Strategies define the logic for automated trading. They combine technical indicators with entry/exit rules to generate buy and sell signals.

Creating a Strategy

Create a strategy with base parameters:

curl -X POST https://api.cryptorobot.ai/strategies \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "BTC Momentum",
    "interval": "1m",
    "stoploss": -0.036,
    "exit_profit_only": true,
    "exit_profit_offset": 10,
    "exit_sell_signal": true
  }'

Response

{
  "_id": "684b2f...",
  "name": "BTC Momentum",
  "interval": "1m",
  "stoploss": -0.036,
  "exit_profit_only": true,
  "exit_profit_offset": 10,
  "exit_sell_signal": true,
  "configured": false,
  "createdAt": "2024-01-15T10:00:00.000Z",
  "updatedAt": "2024-01-15T10:00:00.000Z"
}

Templates

Templates provide pre-configured strategy types (e.g., BbandRsi, MacdCrossover). When you assign a templateId, the template’s values propagate to the strategy on the first patch only.

List Templates

curl https://api.cryptorobot.ai/strategies/templates \
  -H "Authorization: Bearer $TOKEN"

Response

{
  "data": [
    {
      "_id": "tmpl-1",
      "name": "Bollinger RSI",
      "type": "BbandRsi",
      "description": "Bollinger Band breakout with RSI confirmation",
      "values": {
        "stoploss": -0.077,
        "interval": "1m",
        "timeinforce": "GTC",
        "exit_profit_only": false,
        "exit_profit_offset": 20,
        "exit_sell_signal": false
      }
    }
  ]
}

Apply Template with Indicators

Patching with templateId + indicators generates the strategy file and sets configured: true:

curl -X PATCH https://api.cryptorobot.ai/strategies/684b2f... \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "templateId": "tmpl-1",
    "indicators": [
      {
        "_id": "ta.rsi",
        "alias": "rsi",
        "name": "RSI",
        "group": "Momentum Indicators",
        "description": "Relative Strength Index",
        "optInputs": [
          { "name": "optInTimePeriod", "displayName": "Time Period", "defaultValue": 14, "type": "integer_range" }
        ]
      },
      {
        "_id": "qtpylib.bb_upperband",
        "name": "Bollinger Band (High)",
        "group": "Bollinger Bands",
        "alias": "bb_upperband",
        "optInputs": []
      },
      {
        "_id": "qtpylib.bb_lowerband",
        "name": "Bollinger Band (Lower)",
        "group": "Bollinger Bands",
        "alias": "bb_lowerband",
        "optInputs": []
      }
    ]
  }'

Response

{
  "_id": "684b2f...",
  "name": "BTC Momentum",
  "interval": "1m",
  "stoploss": -0.077,
  "configured": true,
  "templateId": "tmpl-1",
  "file": { "id": "strategies/684b2f...py" },
  "strategies/indicators": [
    { "_id": "ta.rsi", "name": "RSI" },
    { "_id": "qtpylib.bb_upperband", "name": "Bollinger Band (High)" },
    { "_id": "qtpylib.bb_lowerband", "name": "Bollinger Band (Lower)" }
  ],
  "strategies/templates": {
    "_id": "tmpl-1",
    "name": "Bollinger RSI",
    "type": "BbandRsi"
  }
}

Once configured: true, subsequent patches will not re-apply template values. You can freely tune interval, stoploss, and other fields without overwrite.

Updating Parameters

After initial configuration, tune strategy parameters independently:

curl -X PATCH https://api.cryptorobot.ai/strategies/684b2f... \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "interval": "30m",
    "stoploss": -0.001,
    "exit_profit_offset": 12
  }'

Protections

Protections safeguard against rapid losses. Add them via patch:

curl -X PATCH https://api.cryptorobot.ai/strategies/684b2f... \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "protections": [
      { "enabled": true, "type": "coolDownPeriod", "method": "CooldownPeriod", "stop_duration_candles": 2 },
      { "enabled": true, "type": "maxDrawdown", "method": "MaxDrawdown", "stop_duration_candles": 4, "lookback_period_candles": 48, "trade_limit": 20, "max_allowed_drawdown": 0.2 },
      { "enabled": true, "type": "stoplossGuard", "method": "StoplossGuard", "stop_duration_candles": 2, "lookback_period_candles": 24, "trade_limit": 4, "only_per_pair": false },
      { "enabled": true, "type": "lowProfitPairs", "method": "LowProfitPairs", "stop_duration_candles": 60, "lookback_period_candles": 6, "trade_limit": 2, "required_profit": "2" }
    ]
  }'

Protection	Description
`CooldownPeriod`	Wait N candles after a trade before opening new ones
`MaxDrawdown`	Pause trading if drawdown exceeds threshold
`StoplossGuard`	Pause if too many stoplosses trigger in lookback period
`LowProfitPairs`	Stop trading pairs with low profit in recent candles

Backtesting

Test strategy performance against historical data. Requires data download first.

Download Data

curl -X POST https://api.cryptorobot.ai/exchanges/download \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "exchangeId": "683a1f...",
    "overrides": {
      "timerange": "20240101-",
      "timeframes": ["5m"]
    }
  }'

Run Backtest

curl -X POST https://api.cryptorobot.ai/strategies/backtest \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "strategyId": "684b2f...",
    "traderId": "685c3a...",
    "exchangeId": "683a1f...",
    "overrides": {
      "max_open_trades": 10,
      "dry_run_wallet": 10000
    },
    "options": {
      "eps": true,
      "protections": true
    },
    "start": "20240101",
    "end": "20240115"
  }'

Response

{
  "_id": "bt-789",
  "strategyId": "684b2f...",
  "traderId": "685c3a...",
  "exchangeId": "683a1f...",
  "status": "SUCCEEDED",
  "results": {
    "total_trades": 87,
    "trade_count_long": 52,
    "trade_count_short": 35,
    "profit_total": 0.452,
    "profit_mean": 0.0052,
    "profit_median": 0.003,
    "total_volume": 150000,
    "avg_stake_amount": 1724,
    "best_pair": "ETH/USDT",
    "worst_pair": "DOGE/USDT",
    "results_per_pair": [...],
    "exit_reason_summary": [...],
    "locks": [...]
  },
  "took": 12500
}

Hyperparameter Optimization

Find optimal strategy parameters automatically:

curl -X POST https://api.cryptorobot.ai/strategies/hyperopt \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "strategyId": "684b2f...",
    "traderId": "685c3a...",
    "exchangeId": "683a1f...",
    "function": "OnlyProfitHyperOptLoss",
    "epochs": 500,
    "overrides": {
      "max_open_trades": 10,
      "dry_run_wallet": 10000
    },
    "options": {
      "eps": true,
      "protections": true
    },
    "days": 20
  }'

AI Generation

Generate a strategy from a natural language prompt:

curl -X POST https://api.cryptorobot.ai/strategies/generate \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "prompt": "Generate a momentum and mean-reversion strategy with 4+ distinct indicators",
    "context": "freqtrade strategy",
    "auto": {
      "hyperopt": {
        "enabled": true,
        "function": "OnlyProfitHyperOptLoss",
        "epochs": 500,
        "overrides": { "max_open_trades": 10, "dry_run_wallet": 10000 },
        "options": { "eps": true, "protections": true },
        "days": 20,
        "exchangeId": "683a1f...",
        "traderId": "685c3a..."
      }
    }
  }'

Response

{
  "_id": "gen-101",
  "prompt": "Generate a momentum and mean-reversion strategy with 4+ distinct indicators",
  "context": "freqtrade strategy",
  "status": "SUCCEEDED",
  "templateId": "tmpl-gen-1",
  "strategyId": "684c4b..."
}

Key Fields

Field	Type	Description
`name`	string	Strategy display name
`interval`	string	Candle timeframe: `1m`, `5m`, `15m`, `30m`, `1h`, `4h`, `1d`
`stoploss`	number	Stop-loss as negative decimal (e.g. `-0.036` = -3.6%)
`exit_profit_only`	boolean	Only exit on profit
`exit_profit_offset`	number	Minimum profit offset before allowing exit
`exit_sell_signal`	boolean	Allow exit on sell signal
`timeinforce`	string	Order time-in-force (e.g. `GTC`)
`templateId`	string	Applied template ID
`configured`	boolean	Whether strategy file has been generated
`indicators`	array	Technical indicators attached to the strategy
`protections`	array	Risk management protections
`file`	object	Generated strategy file reference

Getting Started

Authentication

Core Concepts

Overview

Creating a Strategy

Templates

List Templates

Apply Template with Indicators

Updating Parameters

Protections

Backtesting

Download Data

Run Backtest

Hyperparameter Optimization

AI Generation

Key Fields

​Overview

​Creating a Strategy

​Templates

​List Templates

​Apply Template with Indicators

​Updating Parameters

​Protections

​Backtesting

​Download Data

​Run Backtest

​Hyperparameter Optimization

​AI Generation

​Key Fields

Overview

Creating a Strategy

Templates

List Templates

Apply Template with Indicators

Updating Parameters

Protections

Backtesting

Download Data

Run Backtest

Hyperparameter Optimization

AI Generation

Key Fields