Trading Strategy Builder — Turn Your Ideas into Rules

Chartamo's Strategy Builder lets you create rule-based trading strategies using technical indicators, price data, and logical conditions — no programming required. Define when you would enter a trade, attach your strategy to a challenge, and watch it react to historical market data.

if RSI(14) < 30
and EMA(20) > EMA(50)
then signal: Long

What Is a Trading Strategy in Chartamo?

A trading strategy is a clear, repeatable set of rules that tells you when to act. Chartamo helps you write those rules down and test them.

When you trade by feel, it is hard to know whether your approach actually works. A rule-based strategy turns your thinking into specific conditions — for example, "buy when the RSI drops below 30 and the price is above its 20-period moving average."

Chartamo Strategy Builder makes these rules explicit and testable. Instead of describing an idea in words, you assemble it from building blocks: indicators, price values, numbers, and comparisons. Once built, you can attach the strategy to a challenge and see how often its conditions would have triggered a Long or Short signal across real historical market data.

Strategy Builder is a practice and analysis tool — it does not trade automatically, does not use real money, and does not predict the market. Its purpose is to help you define your rules, test them, and learn from the results.

How Strategy Builder Works

You build strategies by connecting simple conditions together — like solving a puzzle, not writing code.

Choose Your Building Blocks

Start with price values (Open, High, Low, Close, Volume), a number, or a technical indicator like RSI, SMA, or the MACD Line.

Add a Comparison

Compare two values with an operator such as greater than (>), less than (<), equal to, or a crossover like crosses above.

Combine with AND / OR

Join multiple conditions with ALL (AND), ANY (OR), or NOT logic to express the exact rules you want to test.

Save and Attach to a Challenge

Give your strategy a name and save it. Attach it to any challenge, and Chartamo evaluates it candle by candle during the replay, showing a Long or Short signal when your rules are met.

Read a Condition, Piece by Piece

Indicator
RSI(14)
Parameter
14
Operator
<
Number
30

This condition reads: "the 14-period RSI is less than 30." You can compare indicators to numbers, to price, or to other indicators such as EMA(20) > EMA(50).

Combining Conditions with AND / OR

Most strategies are more than a single rule. Use AND and OR to combine conditions.

AND — Everything Must Be True

With ALL (AND), every condition must be satisfied at the same time before the strategy signals. The more conditions you add with AND, the stricter the rule becomes.

OR — At Least One Must Be True

With ANY (OR), the strategy signals as soon as at least one condition is true. This lets you capture multiple setups within a single strategy.

NOT — Invert a Condition

Use NOT to express "when this condition is not met," such as avoiding entries in a scenario you want to exclude.

Indicators You Can Use

Chartamo Strategy Builder supports a set of popular technical indicators, plus raw price and volume values.

SMA

The simple moving average smooths price over a set period. Use it to see the general direction of the market and identify possible support or resistance.

EMA

The exponential moving average weights recent prices more heavily. Use it to react faster to recent changes in direction than a simple average.

RSI

The Relative Strength Index measures momentum on a scale from 0 to 100. Use it to spot conditions that may be overbought or oversold.

MACD

MACD tracks the relationship between two moving averages and provides three outputs — the MACD Line, the Signal, and the Histogram — often used to detect momentum and direction changes.

ATR

The Average True Range measures how much an asset typically moves on a given candle. Use it to gauge volatility and gauge how large price swings might be.

ADX

The Average Directional Index measures the strength of a trend. Chartamo also exposes +DI and -DI, which compare upward and downward directional movement.

Bollinger Bands

Bollinger Bands measure volatility around a moving average and provide three outputs — Upper, Middle, and Lower — often used to see when price is unusually stretched.

Price & Volume

Use raw values directly, such as Open, High, Low, Close, or Volume, as the basis for any condition.

Real Strategy Examples

These are examples of what you can build. They are shown to explain the pattern, not because they are guaranteed to be profitable.

EMA(20) > EMA(50)

A trend-based condition: the shorter 20-period average is above the longer 50-period average, suggesting upward momentum.

RSI(14) > 50

A momentum condition: the 14-period RSI is above 50, indicating the market is holding above its recent average gain.

Close > EMA(20)

A price-versus-indicator condition: the closing price is above the 20-period moving average.

MACD Line(12,26,9) > MACD Signal(12,26,9)

An indicator-to-indicator comparison: the MACD Line is above its Signal line — a common way to express bullish momentum.

EMA(20) > EMA(50)

AND

RSI(14) > 50

AND

MACD Line(12,26,9) > MACD Signal(12,26,9)

A combined example: all three conditions must hold at the same time before the strategy produces a signal. Combining conditions with AND lets you test a more complete idea in one go.

Who Is Strategy Builder For?

Strategy Builder helps a wide range of users think more clearly about how they trade.

Beginners

Anyone learning how trading rules work. Building a simple strategy is a practical way to understand indicators and conditions.

Rule-Focused Traders

People who want to turn their own trading ideas into explicit, repeatable rules instead of relying on instinct.

Indicator Explorers

Users experimenting with technical indicators, comparing different combinations to see how they behave on historical data.

Idea Testers

Anyone who wants to evaluate an idea using real historical market situations before deciding whether it is worth keeping.

Rule Comparers

Users who want to set up different rule combinations and compare how each one performs across challenges.

Strategy Builder in the Chartamo Workflow

Strategy Builder fits naturally into Chartamo's overall practice loop.

🎯

Practice

Work through structured challenges on the trading simulator to build decision-making skills.

🧩

Build Rules

Turn the ideas you practice into explicit, rule-based strategies with Strategy Builder.

Test

Attach your strategy to a challenge and watch it react to historical market data during the replay.

📈

Analyze & Improve

Review your results, refine your rules with your trading journal and analytics, and iterate.

You can also explore the general Chartamo FAQ for answers about the platform as a whole.

Plans That Include Strategy Builder

Strategy Builder is a Pro and Omega feature.

Free & Starter

Strategy Builder is not included in the Free or Starter plans.

Pro

Includes Strategy Builder with 1 strategy you can save and use.

Omega

Includes Strategy Builder with up to 10 strategies.

Start Building — Choose a Plan

Strategy Builder FAQ