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Review & Save

Before saving, verify the Creation Checklist is fully satisfied:

  • Context Configured — symbol, candle length, direction, and SL/TP are set.
  • At Least Two States Configured — the strategy has two or more states.
  • Initial State Configured — one state is marked as the starting point.
  • All States Have Transitions — every state has at least one outgoing transition.

When all items are checked, the Create Strategy button becomes enabled.

Saving

  1. Click Create Strategy.
  2. SMITH closes and returns you to the Strategy Dashboard.
  3. Your new strategy appears as a tile on the dashboard.

All new strategies are Disabled by default. See Enable & Disable for how to make a strategy live.

tip

If your strategy uses Event triggers (the most common type), you will have already subscribed to a data stream during the design process — event triggers require selecting a stream. If your strategy only uses Always or After triggers, no data subscription is needed.