For the complete documentation index, see llms.txt. This page is also available as Markdown.

Strategy Settings by Module

Strategy Setup
Backtester
Optimizer
Automation

Ticker

inherited from base backtest

Leg Structure

inherited from base backtest

Leg Quantities / Ratios

inherited from base backtest

Strike Selection Method

inherited from base backtest

Strike Selection Value

Child Leg Offset

Leg DTE

inherited from base backtest

Use Exact DTE

inherited from base backtest

Round Strikes to Nearest

inherited from base backtest

Funds & Allocation
Backtester
Optimizer
Automation

Starting Funds

Margin Allocation % Per Trade

select from margin (%), max capital ($), or max contracts (#)

Max Open Positions

inherited from base backtest

Prune Oldest Trades

inherited from base backtest

Max Contracts Per Trade

inherited from base backtest

select from margin (%), max capital ($), or max contracts (#)

Ignore Margin Requirements

inherited from base backtest

Max Allocation Amount Per Trade

inherited from base backtest

select from margin (%), max capital ($), or max contracts (#)

Entry Conditions
Backtester
Optimizer
Automation

Entry Time

one entry

Floating Entry

inherited from base backtest

Frequency

inherited from base backtest

Blackout Days

inherited from base backtest

VIX

value and unit

values only

value and unit

Technicals - RSI

Technicals - SMA

above/below only; no compare

Technicals - EMA

above/below only; no compare

Gaps

value and unit

values only

value and unit

Intraday Movement

value and unit

values only

value and unit

SqueezeMetrics DIX / GEX

inherited from base backtest

Opening Range Breakout

opening range end-time only

Min/Max Entry Premium

Min/Max Short/Long Ratio

Re-Enter Trades

inherited from base backtest

Profit & Loss (per leg group)
Backtester
Optimizer
Automation

Profit Target

value and unit

values only

value and unit

Stop Loss

value and unit

values only

value and unit

Per Leg Stop Loss

inherited from base backtest

Use 0-DTE Intra-Minute Stops

inherited from base backtest

Profit Actions

inherited from base backtest

Exit Conditions (per leg group)
Backtester
Optimizer
Automation

Early Exit Date

value and unit

values only

value and unit

Early Exit Time

Time Actions

inherited from base backtest

VIX

value and unit

values only

value and unit

Technicals - RSI

Technicals - SMA

above/below length; no SMA compare

Technicals - EMA

above/below length; no EMA compare

Underlying Price Movement

value and unit

values only

value and unit

Exit When OTM Short Put/Call within distance from underlying

value and unit

values only

value and unit

Position Delta

Leg Delta

Short/Long Ratio

Misc
Backtester
Optimizer
Automation

Fees & Commissions

inherited from base backtest

charged by broker/exchange

Slippage

inherited from base backtest

market dependent

Ignore Trades with Wide Bid-Ask Spread

inherited from base backtest

Cap Non-Opening Profits at Profit Target

inherited from base backtest

Require Two Consecutive Hits at Profit Target

inherited from base backtest

Cap Non-Opening Stop Outs at User-Defined Stop Amount

inherited from base backtest

Ignore Single Bar Stop Loss Breach

inherited from base backtest

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