Adding a new Strategy in Capitalise Ai

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.