---
title: Creating & Deploying Strategies
slug: creating-and-deploying-strategies
createdAt: 2025-05-19T03:35:40.237Z
---

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.

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## 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:

1. Click **Create New Strategy**
2. 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 |

1. Click **OK** to create your strategy container.

:::BlockQuote
💡 **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                   |

:::BlockQuote
🔁 **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**

:::BlockQuote
🧠 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 |

:::BlockQuote
🧩 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!