Start from a Template
Use Template gives you a working starting point in a few clicks. You pick whether you expect the market to rise, fall, or move sideways, choose one of a few common entry signals, and choose the trade to place. The template puts the strategy on the Canvas, where you can change anything.
When to use this​
Use a template when you know the kind of trade you want but don't want to build it node by node, or write a prompt for the AI Agent. The result is a normal strategy: edit its conditions, change the instrument, add filters, backtest it, and save it like any other.
Use a template​
-
In the Signals AI builder, click Use Template at the top right, next to Help Center.
-
Under Pick your market view, choose Bullish (expect price to move higher), Bearish (expect price to move lower), or Sideways (expect price to stay range-bound). Click Next.
-
Under Pick a prebuilt signal, choose when the strategy should enter. Click Next, or Back to change your market view.
-
Choose the trade the strategy should place when the signal fires, then finish the dialog.
The strategy appears on the Canvas with both entry and exit conditions, and the trade you picked is set up for it. Check both, then edit it as you would any strategy - see Building on the Canvas.
What each market view offers​
| Market view | Entry signals | Trades |
|---|---|---|
| Bullish | EMA 9 crosses above EMA 26 · RSI crosses above 30 · Close crosses above VWAP · Supertrend flips from red to green | Buy ATM Call · Sell ATM Put · Buy Future · Buy OTM1 Call |
| Bearish | EMA 9 crosses below EMA 26 · RSI crosses below 70 · Close crosses below VWAP · Supertrend flips from green to red | Buy ATM Put · Sell ATM Call · Sell Future · Buy OTM1 Put |
| Sideways | ADX(14) is below 20 · RSI(14) is above 40 and below 60 | Short Straddle · Short Strangle · Short Iron Fly · Short Iron Condor |
The Sideways trades are option-selling structures:
| Trade | Legs |
|---|---|
| Short Straddle | Sell an ATM straddle (ATM Call + ATM Put) |
| Short Strangle | Sell an OTM1 strangle (OTM1 Call + OTM1 Put) |
| Short Iron Fly | Sell an ATM straddle and buy an OTM2 strangle as protection |
| Short Iron Condor | Sell an OTM1 strangle and buy an OTM3 strangle as protection |
Selling options (Sell ATM Put, Sell ATM Call, Short Straddle, Short Strangle) carries large or unlimited risk if the market moves sharply against you. The Iron Fly and Iron Condor cap that risk with the bought legs. Check the margin needed and add a stop loss before you deploy.
A template is a starting point, not a recommendation. Run it through the Chart Preview and a backtest before you trade it.