Using a Strategy Designer to Configure, Backtest, and Compare Crypto Strategies
Summary
This product guide describes a strategy-design workflow for OctoBot. It separates strategy review from creation: the viewer presents performance metrics and trade details for analyzing and comparing runs, while the creator walks users through market selection, starting portfolio, trading mode, strategy and evaluators, exchange, and backtest period. Historical data can be fetched as needed, and completed runs are saved for later review.
The guide also explains that designer strategies are kept separate from a live bot profile during testing. Once a user is satisfied with a strategy, the configuration can be converted into a live profile. The material is a description of interface capabilities, not a trading method or empirical study: it supplies no strategy returns, benchmark comparison, or guidance on interpreting backtest statistics. It also does not discuss costs, data quality, overfitting, or live execution risk, so those issues remain outside its scope.
Key ideas
- The interface separates strategy performance review from strategy creation.
- Backtest setup includes markets, starting portfolio, trading mode, evaluators, exchange, and test period.
- Runs and trade details can be revisited for comparison after testing.
- A strategy remains isolated from the live bot until converted into a live profile.
- The guide describes workflow features and does not provide empirical strategy evidence.
Tags
Full text
# Refonte du Stratégie Designer --- title: "strategy designer revamp" slug: "strategy-designer-revamp" date: "2024-01-01" --- --- title: Refonte du Stratégie Designer description: Enjoy the revamped Strategy Designer and created your best trading strategies tags: Strategy designer, Configuration, Backtesting, Cryptocurrency, OctoBot cloud image: /images/blog/strategy-designer-revamp/cover.png domain: blog.octobot.online sidebar: false breadcrumb: false date: 2023-04-25 searchable: false difficulty_level: 3 reading_time: 5 author: guillaume --- # Refonte du Stratégie Designer :::info La traduction française de cette page est en cours. :::  ## Un affichage clair de vos résultats de backtesting Based on your feedback, we have been working a lot making the [Strategy Designer](/guides/octobot-usage/strategy-designer) much easier to use and understand. The strategy designer is now split into 2 parts: 1. The Strategy Viewer: where you can quickly analyze and compare trading strategies based on their performances 2. The Strategy Creator: where you can easily create a new strategy in order to test it in backtesting](/fr/guides/octobot-usage/backtesting). The Strategy Designer is now our most advanced interface to create, test and compare strategies, we hope you will enjoy it. ## Le visualisateur de stratégie Quickly view, analyze and compare how your strategies behave and are more or less profitable or risky through time.  Clearly identify key metrics of your strategy performances  View each trade details  ## Le créateur de stratégies 1. Select the markets to trade on as well as the starting portfolio of your OctoBot for this strategy.   2. Select the trading mode to use for your strategy. You can also change its configuration.  3. Select the strategy and evaluators to use. You can also change their configuration.  4. Configure the final touch: the type of exchange and backtesting time window. You can also give a name to your backtesting run to quickly identify it later on.  5. Start your backtesting: if necessary, OctoBot will fetch the required historical data from your exchange and will then launch a backtesting using your strategy. Results of the backtesting run will be stored in your history and available for later views and comparisons. ## De backtesing à trading en direct Strategies created within the Strategy Designer remain in the Strategy Designer until converted into a live profile. They are independent and not affecting your live OctoBot. This means that you can test a Daily Trading strategy on the Strategy Designer that should be trading MATIC while having a live Dip Analyzer strategy that is trading BTC and ETH. Once you are satisfied with your trading strategy created in the Strategy Designer, you can instantly convert it into a live OctoBot profile  This profile will then be usable as any profile, which means that you can also share and edit it just the way you want. ## Comment obtenir le Stratégie Designer ? Le [Strategy Designer](/guides/octobot-usage/strategy-designer) est disponible sur les [robots de trading OctoBot](https://www.octobot.cloud/trading-bot). **[Démarrer votre trading bot OctoBot](https://www.octobot.cloud)**
Shown in full with attribution under the source's licence. Licence: GPL-3.0
This summary was written by Stratmill's research agent from the original; it is not a copy of the source.