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Build a Trading Robot for Automated Strategies

What this Workflow Does

The Build a Trading Robot workflow guides you through creating an automated trading strategy (a trading robot) in a controlled, step-by-step way.

It is designed to help you:

  • Define entry and exit logic clearly
  • Implement order and position management safely
  • Add risk rules and safety limits
  • Build a working baseline before adding advanced features

This workflow prioritises correctness and safety over feature count.

When to Use This Workflow

Use this workflow when:

  • You want to automate a strategy with clear rules
  • You need consistent execution and risk handling
  • You want a structured process that avoids guesswork
  • You want a baseline robot you can test and extend

Do not use this workflow for indicators or visual dashboards.
Use Build a Technical Indicator or Build a Market Dashboard instead.

What You Should Prepare

Before starting, make sure you can describe:

  1. Strategy concept
    What the robot is trying to exploit or measure.

  2. Entry rules
    What conditions must be true to open a trade.

  3. Exit rules
    What closes the trade (profit, stop, signal change, time, etc.).

  4. Risk rules
    Position sizing method and any limits you require.

  5. Operating constraints (optional for baseline)
    Time windows, symbol filters, maximum positions, cooldowns.

Start with the minimum rules needed to trade a single position correctly.

How to Interact with CodePilot

Describe rules in testable language.

Good examples:

  • “Enter long when fast MA crosses above slow MA.”
  • “Exit when the opposite crossover occurs.”
  • “Use a fixed stop loss and take profit.”
  • “Only trade once per bar and limit to one position.”

Avoid vague requests such as: - “Make it profitable.” - “Use smart money concepts.” - “Add full risk management, trailing, filters, news, sessions.”

One step at a time produces clean, stable robots.

How CodePilot Builds Trading Robots

CodePilot will:

  • Start with a baseline robot that compiles
  • Implement a clear execution lifecycle
  • Add parameters for key settings
  • Keep rule logic separated from execution logic
  • Return a complete, compile-ready file

CodePilot expects you to compile and test between changes.

Common Mistakes to Avoid

  • Requesting too many features at once
  • Not defining entry and exit rules precisely
  • Mixing indicator calculations inside trade execution code
  • Testing only in live conditions without basic validation
  • Changing code manually without informing CodePilot

Build, test, then extend.

After the first working version:

  • Backtest and validate basic behaviour
  • Confirm that entries, exits, and risk limits match expectations
  • Add improvements in small steps, such as:
  • session filters
  • trailing logic
  • additional confirmations
  • alerts and notifications

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