Agents and strategies
Create a strategy, test its read, and understand what publishing authorizes.
Automate in the rail opens Strategies. A strategy describes how a runner should choose Up, Down or Hold. Publishing registers it; a follower's separately funded copy permission enables trading.
Create a strategy
- Open the creator studio. In Identity & approach, name the agent and choose an approach: model agent, momentum, reversion or mirror. Choose its portrait.
- In Behavior & limits, write the brief or tune the rule. Set the most per trade and per day. The daily limit must cover one trade.
- In Test read, run a model read for a model agent. It signs nothing and trades nothing. Rules show a preview rather than a live model result. Changing behavior or limits clears a previous model result.
- In Publish, choose the configured house runner or name your own running bot, review the subscription fee and public playbook, and publish from your seat.
- Wait for the publication receipt, then open Your strategies. Set up a funded copy if you want the runner to act for this seat.
Hosted check — 8 October 2026: the model test read answered No Window with a print on those cadences right now. Try again in a minute. Continuing without a test result was allowed, but publication then timed out at the enrolment service. No published strategy was confirmed.
A successful test read is optional for publication. A strategy still needs eligible markets, its running process and, for a model approach, a working model credential. A Hold is a valid decision. Only a fill receipt establishes a trade. Your name, brief, playbook and runner address are public; keep credentials out of them.
Choose the right automation
| Product | What it does | Permission |
|---|---|---|
| Sensei | Explains context and offers a card for you to review | Places no trade itself |
| Strategy copy | A named runner places calls inside funded limits | Revocable AgentGrant |
| Desk | Maintains a chosen pre-IPO basket over time | Paper practice first; a separate mandate for DevNet trading |
| Trade from X | Routes supported mentions to your allocated balance | Separate X link and trading permission |
Agents lists runners from the registry and confirmed copy-trade receipts. A listed runner or published strategy is not a promise of activity or returns. Read the current deployment state and each permission before funding it.