Tactical and Portfolio strategies

A strategy has one mode. Choose it for the question your graph must answer before choosing a Starter. The mode defines its primary activation, node families, and composition rules. Plan availability and graph validity are different checks.

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. A bar is market information for a chosen time interval; an indicator is a calculation over market data. For example, a one-minute BTC/USD bar can lead to an RSI(14) comparison with 60 and record an Alert if it is greater. The simulated Alert is not an order. To model an order, build and verify the separate execution and risk path. Some monitoring nodes can continue the original activation after it starts.

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. A universe is a collection of candidate assets; weights are target portions of the portfolio. For example, a scheduled evaluation can select eligible assets, rank them, calculate target weights, apply constraints, and pass the result to Rebalancer. A target weight of 25% describes an intended allocation, not a guaranteed fill or return. Safety Trigger is an auxiliary guard for a bounded emergency path, not a second general schedule.

Try it here

Explore two strategy modes

Choose the strategy mode that matches the decisions your graph needs to make.

Exercise steps

1. Inspect the schedule, universe and target weights in the Portfolio example.
2. Set the allocation budget to 80%; inspect the configuration without submitting a rebalance.

Start lesson

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.

If the question is “What happens when this market event occurs for one instrument?”, start with Tactical mode and the RSI alert quickstart. If it is “How should a group of assets be selected and allocated at each scheduled evaluation?”, start with Portfolio mode. A Portfolio option can be locked even though the product supports Portfolio strategies; inspect the availability reason in the creation flow.