All levelsLast verified Aug 23, 2026
Flow Editor mode guides
Follow a focused path for Tactical or Portfolio strategy design.
Use the guide that matches the permanent mode selected when the strategy was created.
Tactical
Build Tactical strategies for event-driven signals, alerts, orders, and position monitoring.
Portfolio
Build Portfolio strategies for scheduled universes, scoring, weights, constraints, and rebalancing.
If you have not created the strategy yet, read Tactical and Portfolio strategies before choosing.
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.
- Tactical and Portfolio strategiesChoose the strategy mode that matches the decisions your graph needs to make.