Skip to main content
Every strategy is set up the same way. Learn these five steps once, then pick the strategy you want to learn first.
Before You Start
You need a funded source that holds the token: your Vault, a wallet or a group. See Fund Your Account.

1. Open Create Strategy

Open Create Strategy, or open a token from Discover and choose Set Strategy.
  • Chain: Solana, Robinhood and Ethereum up front, the rest under More.
  • Order Type: Buy or Sell. A strategy is funded from one side.
  • Strategy Method: Core (Volume, DCA, Trigger) or Expert (Ripple, RSI Oscillator, Volume Response), then the strategy.
  • Name: optional. Handy once you run many strategies.

2. Pick The Token And Size

Select the token and how much to trade. If more than one source holds it, pick the source. Then the counter asset you trade against: the chain’s native token or a stablecoin (see Swap Pairs).

3. Set The Main Settings

This step is different for every method: a strength for Volume, a schedule for DCA, triggers for Trigger, and so on. Each strategy page below explains its own settings.

4. Add Optional Parameters

For example a minimum market cap, below which it waits. Skip them to run on defaults.

5. Set Strategy

It starts right away, or at your scheduled start. Every trade is listed on the strategy with a link to the transaction. Find it on the Strategies page to pause, adjust or stop it.

Pick A Strategy To Learn More

Not sure where to start? Begin with a Core strategy.

Core

Volume

Trades into real market orders as they come in.

DCA

Equal slices on a fixed interval.

Trigger

Trades a share at each market cap level.

Expert

Ripple

A larger sell, then a smaller buy back.

RSI Oscillator

Buys oversold, sells overbought.

Volume Response

Answers other people’s trades.
Not Sure Which One?
How Strategies Work helps you pick by your goal.