Build your own strategy in the Studio — then put a bot on it

Most trading tools hand you a fixed list of signals and hope you agree with them. Soar works the other way around. You start by defining what you want the engine to watch — the assets, the direction you have a view on, the timeframe you care about — and then the engine grades every setup that list produces against live technicals and risk rules. That definition is called a strategy, or a lens. The StrategyStudio is where you build your own.

What a strategy actually is

A strategy on Soar is three things: a set of assets, a direction for each one, and a set of timeframes. That's it. It can be a curated basket like Semiconductors or Crypto Majors, a public-record tracker like Congress trades or 13F whales, or something you assemble yourself. The Studio is the third path — a blank canvas where your market view becomes a working lens the engine can grade against.

Picking your assets and calling each one

Inside the Studio, you choose the assets you want in the lens — crypto, stocks, ETFs, or a mix. For each one you set a direction: long if you think it's building strength, short if you think it's rolling over. This per-asset control is the point. You're not forced into a blanket bullish or bearish stance across the whole list. You might be long the semis you believe in and short the names you don't, all in the same strategy.

• Pick the assets that fit your thesis — one, a handful, or a broad basket.

• Set each asset long or short so the engine only grades setups in the direction you want.

• Choose the timeframes that match how you trade — from short horizons to longer holds.

• Add a description and a curated logo so the strategy is clear when you or others read it.

Once the lens is defined, the engine does the hard part. It grades every setup your assets produce, attaches real levels — an entry, two targets, a stop, a plain-English thesis, and a conviction score — and only surfaces the ones that clear the bar. The best risk/reward, highest-conviction setups become Gold Picks.

You define the view. The engine grades the setups. A bot trades only the ones that pass — never the ones that don't.

Publishing it — and keeping it honest

When you're happy with your strategy, you can publish it to the community. Others can discover it, see its real track record before they add it, follow it, comment, and put it on a bot in a tap. That track record is realized, not backtested: a win is a banked target, a loss is a clean stop, and it only shows meaningful numbers once there are enough resolved trades. Below that threshold it honestly says it's still building a track record. Editing a published strategy bumps its version and change log — and it never silently redirects a bot someone is already running.

Putting a bot on it

A strategy on its own is just a view. The value shows up when you attach a bot. You set a risk profile — conservative, standard, aggressive, or custom — and the bot sizes each position accordingly, respects your concentration caps and max open positions, and only ever opens new positions from graded cards. It never touches what you already hold. Downside is protected by a broker-side stop; targets are monitored by Soar.

Your broker keys never touch Soar. They live only inside your own bot's runtime, so the bot signs its own orders and Soar can never move your funds. And you don't have to go live to learn — start the bot in paper mode, watch your strategy trade with simulated capital across real conditions, and flip it to live when you're ready.

If a blank canvas feels like a lot, the Copilot can walk you through it — describe the strategy you have in mind and it helps you shape the assets, directions, and timeframes, then deploy a bot when you're set. Build one, put it on a paper bot, and watch how your view actually trades.