Creating & Deploying Strategies
Welcome to the core of Option Circle, strategy design and automation. This guide walks you through how to create a new strategy, deploy agents, and structure your automation workflow like a pro.
Creating & Customizing Strategies
To get started, build a strategy. Think of it as a container that organizes your capital, risk preferences, and execution rules.
✅ Steps to Create a New Strategy:
- Click Create New Strategy
- Fill out the strategy form:
Field | Description |
|---|---|
Strategy Name | A clear, descriptive title |
Strategy Description | What the strategy is designed to do |
Strategy Privacy | Set to Public (shareable) or Private |
Asset Class | Choose: stocks, options, ETFs, etc. |
Trading Risk Strategy | Conservative, Balanced, or Aggressive |
Risk Tolerance | Low, Medium, or High |
Tile Image | Pick from the library to represent it visually |
- Click OK to create your strategy container.
💡 Tip: A strategy is just a structure until you attach agents to run the actual trade logic.
⚙️ Creating & Deploying Agents
Once your strategy is ready, deploy one or more agents (bots) that execute your trading logic.
Step 1 – Create a New Agent
- Click + Create New > Create Agent
Step 2 – Build Your Workflow
Use the drag-and-drop builder to define automation steps.
Step Type | Function |
|---|---|
Time | Schedule actions (e.g., at open, every hour) |
Equity | Screen stocks or ETFs by signal or filter |
Loop | Run checks at regular intervals (e.g., every 5m) |
Decision | Add if/then branches for indicator logic |
Open/Close Position | Define entry and exit criteria |
🔁 Pro Tip: Loops are essential for intraday strategies. They help bots act in real time.
Step 3 – Configure Agent Details
Be sure to set the following fields before going live:
- Profile Name, Title, Description
- Initial Budget % of strategy capital
- Max Risk Per Trade (e.g., $500)
- Restrict Duplicate Trades (Yes/No)
- Max Simultaneous Trades
🧠 Use one agent for entries, another for exits. This keeps logic clean and debuggable.
🤖 Using Multiple Agents
You can use multiple agents per strategy to separate tasks and clarify logic.
Agent Role | Example Logic |
|---|---|
Entry Agent | Buy when RSI < 30 and MACD turns up |
Exit Agent | Sell at +20% profit or -10% stop-loss |
Hedging Agent | Buy SPY puts when portfolio delta > 500 |
🧩 This modular approach gives you better flexibility and debugging power.
You're now ready to build, launch, and scale your own intelligent trading system. Once you’re comfortable, check out the Marketplace to license proven strategies—or publish your own!