Your First Strategy

Pick a strategy

Aegis ships five built-in strategies from its quant engine:

• Momentum
• Breakout
• Trend Following
• Mean Reversion
• Ensemble — a weighted vote of the other four

Every strategy uses an ATR(14, 2x) stop and a 2:1 reward-to-risk target, with market-regime detection (trending up or down, ranging, breakout, high or low volatility) so it adapts to conditions. Start with one strategy and one symbol.

Set capital and a risk profile

1. Choose the strategy and the symbol you want it to trade.
2. Allocate the capital the strategy may use.
3. Pick a risk profile that sets how aggressively it sizes positions.

Set your limits

The deterministic risk engine enforces the guardrails you configure:

• Per-symbol limits — cap exposure to a single market.
• Portfolio limits — cap total exposure across everything.
• Reservations are atomic, and a kill switch can halt trading at any time.

Orders the strategy places (MARKET, LIMIT, STOP_MARKET, STOP_LIMIT) carry their entry, stop, and target so risk is defined before a trade is live.

Automation starts OFF

Automation is disabled by default — nothing trades until you opt in. Enabling automation is a sensitive action, so it requires a step-up wallet signature at that moment.

Start in Paper

Run your first strategy in PAPER mode — a simulated $10,000 account — to watch its behavior with zero risk before moving on. See Trading modes for the recommended progression.