Using the Revamped Strategy Designer to Build and Compare Backtests
Summary
This product guide explains a redesigned strategy interface with two parts: a viewer for examining and comparing strategies, and a creator for configuring new tests. The viewer presents performance metrics, behavior over time, and individual trade details. In the creator, users select markets and an initial portfolio, choose a trading mode and strategy evaluators, configure the exchange and historical test window, and start a backtest. The tool may fetch needed market history, then saves completed runs for later review.
Strategies built in the designer remain separate from the bot’s live profile until the user converts one into a live profile. This separation allows a test strategy and an existing live strategy to use different markets and configurations. The guide describes interface capabilities and workflow rather than a trading method. It provides no performance examples or independent evidence that a strategy is profitable; backtest quality depends on the selected markets, configuration, historical data, and test period.
Key ideas
- The Strategy Designer separates strategy review and comparison from strategy creation.\nThe creation workflow configures markets, starting portfolio, trading mode, evaluators, exchange, and test window.\nBacktest runs are saved for later inspection, including summary metrics and trade details.\nDesigner strategies do not affect the live bot until converted into a live profile.\nThe guide describes product workflow and offers no evidence of strategy performance.
Tags
Full text
# Strategy Designer Revamp --- title: "strategy designer revamp" slug: "strategy-designer-revamp" date: "2024-01-01" --- --- title: Strategy Designer Revamp description: Enjoy the revamped Strategy Designer and created your best trading strategies strategy-designer-revamp 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 --- # Strategy Designer Revamp  ## A clear display of your backtesting runs 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](/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. ## The Strategy Viewer 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  ## The Strategy Creator 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. ## From backtesting to live trading 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. ## How to get the Strategy Designer ? The [Strategy Designer](/guides/octobot-usage/strategy-designer) is available to [OctoBot trading bots](https://www.octobot.cloud/trading-bot). **[Start your OctoBot trading bot](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.