Tactical and Portfolio strategies
Choose the strategy mode that matches the decisions your graph needs to make.
A strategy has one mode. The mode defines which activations, nodes, and composition rules are available.
Tactical strategies
Choose Tactical when the strategy responds to market events for an instrument. Typical graphs calculate an indicator, evaluate a condition, submit or cancel an order, monitor a position, or send an alert.
A Tactical strategy starts with one primary Event Trigger. Some monitoring nodes can emit additional outcomes after the path has started.
Portfolio strategies
Choose Portfolio when the strategy evaluates a collection of assets. Typical graphs start on a schedule, define and filter a Universe, calculate scores or weights, enforce constraints, and pass target weights to a Rebalancer.
A Portfolio strategy has one primary Schedule Trigger. It can also include Safety Trigger as an auxiliary guard for a bounded emergency path.
The mode is permanent
You choose the mode during creation, and you cannot change it later. This protects the meaning of existing nodes and connections. Create a new strategy when you need the other mode.
Plan availability is separate from graph validity. A Portfolio option can be locked even though the product supports Portfolio strategies.
Related documentation
- Build Tactical strategiesDesign an event-driven graph with one primary trigger, explicit control branches, and typed market data.
- Build Portfolio strategiesDesign a scheduled or safety-driven graph that selects assets, calculates weights, applies limits, and rebalances.
- Create a strategyChoose a permanent mode, enter the strategy identity, and select a compatible starting point.