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Getting Started
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Strateda is an innovative no-code strategy backtesting platform that makes trading strategy testing accessible to everyone. Build and test well-known strategies like moving average crossovers, RSI signals, and multi-condition setups without any coding skills required. Our intuitive visual interface lets you configure complex strategies through simple controls, while our AI assistant can help translate your strategy ideas into testable configurations. Test your strategies instantly on years of high-resolution market data with cloud-powered simulations that handle large datasets efficiently. From simple EMA crossovers to sophisticated multi-indicator strategies with stop-loss conditions.​​​
Platform UI
The Strateda user interface consists of three major sections:
- Left panel: Stock selection, chatbot and account information
- Middle panel: Charts display area
- Right panel: Indicators and strategy configuration
At the top of both the left and right panels, users can navigate between different functions by clicking on the respective tab names. Historical data for stocks and futures, technical indicators, and strategy results are all displayed in the middle charts panel. Users can access their account information on the left side in the account tab.
Chart display area:
When users select an instrument, the platform displays the last year of daily candle data by default. Strateda supports drag-and-drop functionality within the chart area, allowing users to navigate and view additional historical data periods. Users can also zoom into any specific area of the chart based on their cursor position for detailed analysis.
The Strateda platform features numerous interactive elements designed to enhance user experience. We provide a comprehensive pre-trained AI assistant to help users with any questions about platform functionality. For detailed information about AI assistance capabilities, please refer to the Chatbot section.
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An overview of Strateda platform:
Historical Data
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Strateda provides comprehensive historical data for stocks and futures. The database covers 7 years of historical data from 2018, with 1-minute resolution that includes OHLC (Open, High, Low, Close) and BBO (Best Bid and Offer) spread data for each candle. Users can select from a total of 11 futures contracts and 80 stocks. The stocks which have been selected to Strateda database are leading stocks by market capitalisation and trading volume of all symbols (as of May 2025).
All instruments support multiple candle intervals: 1-minute, 5-minute, 15-minute, 30-minute, 1-hour, 4-hour, and 1-day. Users can switch between these candle intervals by using the dropdown list located at the top-right of the chart area.
Data Sources: High-quality market data sourced from professional-grade infrastructure via Databento.
- Stock data: 24-hour delayed data from Nasdaq TotalView-ITCH and NYSE data feeds
- Futures data: 24-hour delayed data CME Globex MDP 3.0 official protocol data
Available Futures Categories:
- Forex
- Indices
- Commodities
- Cryptocurrencies
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Watch list
The watch list function is available to all users allowing them to create a comprehensive overview of selected instruments.
Managing Your Watch List:
To add an instrument: Click "+" next to the search field
To remove an instrument: Click "-"
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Expert Advisor
Strateda provides downloadable Expert Advisor (EA) files that enable seamless integration between your Strateda strategies and MetaTrader 5 (MT5) platform. The Expert Advisor serves as a bridge, allowing you to execute your Strateda-configured strategies directly within your MT5 trading environment, whether for backtesting with MT5's market data or live trading execution.
Strateda's EA connects your MetaTrader 5 account to your Strateda strategy configurations, enabling automated strategy execution without manual intervention. All final trading decisions remain under your control, as the EA executes trades based on the strategies you have configured and activated within your Strateda account. Meanwhile, you are able to monitor all the trades in MT5 with full control.
Key Features
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Strategy Synchronization:
The EA automatically retrieves strategy configurations from your Strateda account and executes them within MT5 according to your defined parameters.
Dual Execution Modes:
Choose between backtesting mode (using MT5's historical data) or live trading mode (executing real trades through your broker account).
Server Location Selection:
Select between US East and EU Central backend servers based on your preference to optimize execution speed and reduce latency for live trading.
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Setting Up Your Expert Advisor
Step 1: Download the EA File
Navigate to your Strateda account dashboard and locate the Expert Advisor download section. Click "Download EA" to save the Strateda EA file to your computer. The file will be provided in .ex5 format, compatible with MetaTrader 5.
Step 2: Install EA in MetaTrader 5
Open your MetaTrader 5 platform and navigate to File - Open Data Folder. In the opened folder, locate the "MQL5" directory, then navigate to the "Experts" subfolder. Copy the downloaded Strateda EA file into this "Experts" folder. Restart your MetaTrader 5 platform to ensure the EA is properly loaded.
Step 3: Enable algo trading
In your MT5 settings, enable algo trading and add Strateda backend URLs (http://us.strateda.com or http://eu.strateda.com) to allow the EA to communicate with Strateda servers.
Step 4: Attach EA to Chart
In MetaTrader 5, open a chart for the instrument you wish to trade. From the Navigator panel, locate "Expert Advisors" and find the Strateda EA. Drag and drop the EA onto your desired chart. An EA configuration dialog will appear.
Step 5: Configure API Authentication EA Parameters
Get your API key within your Strateda account panel. Copy your unique API key to your EA settings in MetaTrader, which will be used to authenticate communication between the EA and your Strateda account. This API key is specific to your account and should be kept confidential.
Choose your trading mode between "Backtesting" or “Live”.
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Connect to Alpaca
Strateda enables users to connect directly to their personal brokerage accounts for enhanced market data access. Currently, the platform provides seamless integration with the Alpaca Free Market Data API. Users can establish this connection through their account settings by providing their unique Alpaca API secret credentials.
Once the connection is successfully established, Alpaca stocks and cryptocurrency options will automatically appear in the dropdown menu within the stocks panel. Strateda currently supports comprehensive access to Alpaca US equities and cryptocurrencies across all platform functions, including advanced strategy backtesting capabilities.
Users can locate their API keys and secret credentials directly within their Alpaca account dashboard. Each user maintains their own individual API connection to access market data, ensuring data security and personalized access controls.​
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Technical Indicators
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Strateda provides access to more than 80 of the most popular technical indicators. The search bar at the top of the indicator list helps users quickly locate specific indicators by either their abbreviated name or full name.
After selecting an indicator, users can configure the corresponding parameters at the bottom of the panel. Multiple indicators can be added and displayed simultaneously on the chart.
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Strategy testing
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Strateda offers no-code strategy testing with customizable conditions. Users can configure strategies through a simple user interface consisting of input fields and selection elements. The platform supports defining multiple conditions for both entry and exit points.
The maximum testing capacity available to users is determined by their subscription plan, which specifies:
1. Maximum bars per simulation request
2. Maximum simulation requests per hour (SR)
For example, if a user has a subscription plan Plus with a 10,000 bars limit per SR, the backtesting results will only display the time window for 10,000 bars if the requested date range exceeds this limit.
For more details about data usage quotas, please refer to the Price Plan section.
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Default strategy
A very simple strategy using EMA crossover is pre-loaded on our platform. When users access the sample strategy, no usage of bars or SR are consumed. These strategies serve as an educational example to demonstrate how our platform's features work.
Please note that the template is not a trading recommendation and should not be used for actual trading without conducting your own research and making appropriate modifications.
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Customized Strategy
Users can design their own strategy conditions using our flexible strategy design panel. The strategy fields require users to input values or select options from dropdown lists. Below are explanations of key components:
Title | Content | Possible values |
|---|---|---|
Store All | Save multiple strategy as a list | - |
Store | Save single strategy | - |
Combine | Logic for condition combination | AND, OR |
Type | Signal generation type | Crossover, limit, etc... |
Commission | Broker commission fees | 0.05 |
Hours | Selectable trading hours | Time format: 08:00 |
Start, End | Start and end date of a strategy backtesting | Date format: 01.01.2025 |
Balance | Balance | 0-999999 |
PosSize% | Percentage of total balance | 0-1 |
Buy/Sell | Position type | Buy, Sell |
Interval | Candle size | H1,H4,D1 |
Symbol | Stock or Future symbol | Text |
Open signal
In the open signal section, users can set single or multiple conditions to trigger trades. The current condition types are:
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Crossover:
Each crossover contains two curves - indicator 1 and indicator 2. These curves can be technical indicators, price data, or any derivation from price or indicators. A signal is triggered whenever indicator 1 crosses above indicator 2. For example, a typical crossover strategy might use two EMA (Exponential Moving Average) indicators with fast and slow periods.
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Limit:
A signal is triggered whenever indicator 1 reaches the limit value, which is either set manually in the limit field or determined by indicator 2. Similar to crossover, these "indicators" can be technical indicators, price data, or derivations from prices or indicators.
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Close signal
In addition to the crossover and limit condition types available in the open signal section, users can also add take profit and/or stop loss parameters to the close signal conditions. These can be implemented either as standalone conditions or in parallel with other conditions.
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Strategy Backtesting
After configuring all desired conditions, click 'Run' to start the strategy backtesting on our cloud server. Click 'Stop' if you need to make adjustments or to conserve your request quota.
The request rate is determined by your subscription plan. When the computation is complete, the trades, equity curve, instrument price movements, and the selected strategy conditions will be displayed in the chart area:
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Store and load a customized strategy​
Users with a Plus plan can save and load customized strategies. The current strategy displayed in the chart area can be stored with all customized parameters, including open signal conditions, close signal conditions, position size, and other settings.
To save a strategy, users need to assign a unique name to it. The stored strategies are private and accessible only by the user who created them.
All saved strategies appear at the top of the strategy panel. By clicking on a strategy name, all strategy fields will be automatically populated with the parameters of the selected strategy.
List of strategies​
Strateda supports organizing multiple strategies as a portfolio. Whether you're applying the same strategy to different instruments or different strategies to a single instrument, you can save them together.
Using the "Store All" button, all active strategies in the view list are saved together as a portfolio under a user-defined name. The saved portfolio is private to your user account and will not be visible to other users.
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Example of creating customized strategy:
Let's walk through creating a basic EMA (Exponential Moving Average) crossover strategy to demonstrate how Strateda's backtesting works. This example will show you how to set up entry and exit conditions using our no-code interface.
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Strategy overview (single condition):
Open signal: Buy when EMA 20 crosses over EMA 80
Close signa: Sell when EMA 80 crosses over EMA 20
Step-by-Step Setup:
1. Select your instrument
Choose a stock from the left panel (e.g., Apple Inc.), the symbol of the stock (APPL) and data source are automatically populated in the strategy panel.
2. Select your desired interval for backtesting from a dropdown list
3. Configure open signal
Type: two EMA lines crossover with each other is certainly a "Crossover" type.
Indicator 1: EMA Exponential Moving Average
Timeperiod: 20
Indicator 1: EMA Exponential Moving Average
Timeperiod: 80
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4. Configure close signal
Type: Crossover
Indicator 1: EMA Exponential Moving Average
Timeperiod: 20
Indicator 1: EMA Exponential Moving Average
Timeperiod: 80
5. Configure the rest of the parameters
PosSize: 1
Balance: 10,000
Start: 01.01.2024
End: 06.03.2025
Hours: 08:00 to 18:00
Commission: 0.00
6. Click "Run" to execute the strategy.
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Strategy panel on the right side:​
This simple example demonstrates the core workflow of strategy creation in Strateda. Users can expand this by adding additional conditions, stop losses, or combining multiple indicators for more sophisticated strategies.
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Alternatively, you can leverage Strateda's AI assistant in strategy mode to quickly build customized strategies. To create the same strategy using natural language, simply activate strategy mode in the chatbot panel and enter a prompt such as: "Please create a strategy with EMA crossover 20/80 for open signal, and EMA crossover 80/20 for close signal." The AI will automatically populate the essential conditions in the strategy panel. Once you review and configure any remaining parameters, your customized strategy will be ready to execute.
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Strategy Optimization:
Strateda offers advanced strategy optimization capabilities that enable users to systematically enhance their trading strategies. For each parameter within strategy conditions, users can define optimization ranges rather than fixed values. For instance, when implementing an EMA crossover as an open signal, the time periods for both EMAs can be independently configured for optimization testing. The platform automatically tests multiple parameter combinations and optimizes the results based on user-selected performance indicators, allowing users to identify the most effective parameter sets for your strategies.
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Chatbot
Our pre-trained AI chatbot serves as an automatic assistant for users who have questions about the Strateda platform. Whether you need to know how to add strategy conditions, create a watch list, or understand what EMA is, our embedded AI chatbot on the left panel is ready to help.
The chatbot is available for users with a Plus or Pro plan. The "Start new chat" button clears the chat history and begins a new conversation.
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Strategy mode
Strateda provides an additional chat mode called “strategy mode”. By clicking the check box underneath the chatbot window, the AI assistant switches to a strategy prompt mode.
In Strategy Mode, users can describe their trading strategy concepts using natural language, and the AI assistant will automatically populate the corresponding fields and selections within the strategy configuration panel. This streamlined approach enables users to quickly translate their strategy ideas into executable backtesting parameters, making the strategy development process more intuitive and efficient.
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Example of strategy prompt with natural language:
1. Create a strategy with EMA crossover 20/80 for open signal, and EMA crossover 80/20 for close signal.
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2. Make a backtest that generates buy signals when RSI gets bigger than 30 (oversold) and sell signals when RSI gets lower than 70 (overbought), with a 14-period.
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3. Build for me a strategy with buy signal when the 30-period EMA crosses above the 50-period EMA, and sell when either my 4% take profit or my 2% stop loss hits.
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Price plan
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Strateda has currently free, plus and pro subscription plan. Each plan has different backtesting capacity. The testing capacity is measured by:
SR = Simulation Request
Bars = maximum number of candles per SR
Users can choose from three subscription plans we currently offer:
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Free Plan:
- Stock watch list
- Access to 7-year historical market data (stocks only)
- Strategy backtesting up to 4 SR per hour
- Max. 1 condition per customized open/close signal
- Customized strategy with max. 1000 bars
Plus Plan:
- Access to 7-year historical market data (stocks & futures)
- Strategy backtesting up to 15 SR per hour
- Max. 2 conditions per customized open/close signal
- Customized strategy with max. 3000 bars
- Store and compare multiple backtests
- Access to AI chatbot
- Parameter optimization
- MT5 EA connection for BACKTESTING
Pro Plan:
- Access to 7-year historical market data (stocks & futures)
- Strategy backtesting up to 30 SR per hour
- Max. 4 conditions per customized open/close signal
- Customized strategy with max. 10’000 bars
- Store and compare multiple backtests
- Access to AI chatbot
- Connection to Alpaca market data
- Parameter optimization
- MT5 EA connection for LIVE & BACKTESTING
- Number of LIVE strategies: 1
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Premium Plan:
- Access to 7-year historical market data (stocks & futures)
- Strategy backtesting up to 30 SR per hour
- Max. 4 conditions per customized open/close signal
- Customized strategy with max. 25’000 bars
- Store and compare multiple backtests
- Access to AI chatbot
- Parameter optimization
- Connection to Alpaca market data
- Walk forward optimization
- MT5 EA connection for LIVE & BACKTESTING
- Number of LIVE strategies: 2