builder_createStart a new strategy inside a research project, over one or more instruments.
Area
Strategy Builder
Group
Authoring
Access
Write
Risk
May change server state
Details
Full description
Details
Start a new strategy within a research project. Every strategy must belong to a project — call project_list to find one or project_create to start a new one, then pass its project_id here. Grouping strategies under a project keeps related work and its shared scratchpad discoverable across sessions.
symbols becomes the strategy's instruments. Pass a single-element list for a single-instrument leaf, or multiple elements for a basket that runs the same template across each instrument (a basket requires an allocation policy set via builder_set_allocation).
Returns a strategy_id used by every subsequent builder_* call.
Single-symbol
project = project_create(name="Mean reversion ideas")
builder_create(name="RSI 14 oversold", symbols=["SPY"], timeframe="1h", project_id=project.id)
Basket across instruments
builder_create(name="Mag7 trend", symbols=["AAPL", "MSFT", "GOOG"], timeframe="1d", project_id=project.id)
Capabilities
Bounded options and operating modes surfaced above the full JSON schema.
Timeframe options
timeframe
1m5m15m30m1h4h1dRequired Inputs
namestringShort strategy name, up to 5 words / 48 chars. Duplicate names in the same project are versioned automatically (e.g. 'RSI dip buy v2').project_idstringResearch project ID from project_create or project_list. REQUIRED — strategies cannot be created outside a project. If no project exists yet, call project_create first.symbolsarray<string>List of trading symbols persisted as Strategy.instruments. Single-instrument leaf: ['SPY']. Basket: ['AAPL', 'MSFT', 'GOOG'] — runs the same strategy template across each instrument; a basket (len >= 2) requires an allocation policy set via builder_set_allocation. 13 tickers name both an equity and a crypto pair (LTC, DASH, LINK, ...); those are rejected as ambiguous — say 'LTC-USD' for the crypto pair or 'EQ:LTC' for the equity. Must contain at least one symbol.timeframeenum: 1m, 5m, 15m, 30m, 1h, 4h, 1dCandle timeframe for strategy bars