To create a new strategy in Capitalise AI, follow the steps below:
1
Create new strategy
Navigate to the right-hand menu and select Create New Strategy.
2
Define Entry & Exit Conditions
Capitalise AI allows you to define strategies using a set of predefined action keywords.
Write your entry condition using the available syntax.
If you're using Webhook (recommended for TechQuant users), use function sections like:
If Webhook triggers ...
3
Copy A strategy
To duplicate a strategy from another account:
Copy and paste the full entry and exit commands into the new strategy.
Example:
Entry condition:
if Webhook(31811436-9326-471d-90f5-ead0d96b5a5b) triggers buy 2,500 USD WORTH of SOXL
Exit condition:
if Webhook(91ab1d51-bc1d-452a-a976-392bc98154af) triggers close position
4
Run the Strategy
Once your entry and exit conditions are set:
Continue to the Test and Automate section.
Name your strategy.
Enable Run in Loop to allow it to continuously execute trades.
Set a hard stop loss if you need a fixed risk control.
5
Confirm Webhook IDs
There is a known issue where copying/pasting webhook commands may regenerate a new webhook ID.
To fix this:
Click the three-dot menu next to your strategy.
Choose Edit.
Re-paste your original Webhook commands.
Save changes.
Make sure the Webhook IDs are correct before running the strategy live.
