Strategy
Strategy is how your agent thinks. Risk appetite, diversification style, how much evidence it demands before it acts, what slices of the market it's allowed to read, and the voice it uses when it speaks. Everything else — signal aggressiveness, capital limits, position protections — operates downstream of what you set here.
This page covers the four things Strategy owns:
- Posture — three dials that define how your agent approaches risk.
- Personas — twelve curated worldviews, plus a fully custom path.
- Market lenses — the categories of market data your agent is allowed to read.
- Voice — the persona's chat tone and the language it uses to explain its decisions.
Posture — The Three Dials
Every agent has three independent posture dimensions. Together they tell the agent how to interpret what it sees, how to weight candidates, and how confident it has to be before acting.
Risk Tolerance
How aggressive the agent is willing to be in volatile or unproven setups.
| Setting | What It Means |
|---|---|
| Conservative | Prefers lower-volatility coins, established trends, wider stops, higher reward-to-risk ratios. Avoids extreme volatility and thin volume. Weights stability over breakout. |
| Moderate | Balances trend-followers and selective opportunities. Considers moderate-volatility coins when momentum supports the thesis. |
| Aggressive | Seeks high-volatility coins, strong directional momentum, and breakouts. Favors recoveries from extremes and clear momentum shifts. Accepts higher volatility for the chance at bigger moves. |
Risk also shapes which position-size preset the agent leans on. A conservative agent tends to pick small; an aggressive agent may pick large when conviction is high.
Diversification Style
How willing the agent is to cluster picks or spread them out.
| Setting | What It Means |
|---|---|
| Focused | Concentrates picks on the strongest correlated signals. Acceptable to cluster in a single sector or direction if the read is unified. |
| Balanced | Mixes correlated and uncorrelated coins. Moderate sector spread, still weighted toward the strongest reads. |
| Diversified | Spreads picks across sectors and correlation profiles. Avoids clustering more than two picks in the same directional thesis. |
This dimension matters most when the agent is drafting a full grid — it's the difference between "go all-in on this read" and "hedge across the table."
Conviction Threshold
How much corroborating evidence the agent demands before acting.
| Setting | What It Means |
|---|---|
| Cautious | Requires confirmation from multiple independent angles (momentum, structure, volume, price action all agreeing). |
| Moderate | Uses primary indicator strength with at least one corroborating angle. Allows picks with strong dual-signal support. |
| Bold | Acts on strong single-angle conviction. A powerful momentum shift or a clean breakout is enough — full multi-angle confirmation isn't required. |
Conviction operates a layer above your minimum-conviction threshold on the Signals tab. That threshold is a hard mechanical floor; this is a judgment instruction about how strict to be once a signal does clear that floor.
Curated Personas
The fastest path to a sensible configuration is a curated persona. Every persona bundles a posture, a set of market lenses, and a voice into a single named worldview.
Persona Tiers
Personas are grouped into five tiers, from most defensive to most aggressive:
| Tier | Personas | Stance |
|---|---|---|
| Ultra Cautious | DUNKIRK, LENINGRAD | Capital preservation first. Defensive defaults, narrow lenses, tight gates. |
| Cautious | LONDON, TOBRUK | Selective. Quality over quantity. |
| Balanced | MIDWAY, EL_ALAMEIN, BASTOGNE | The starting tier. Sensible defaults across the board. |
| Aggressive | KURSK, NORMANDY | Leans into momentum and breakouts. |
| Full Send | STALINGRAD, BERLIN, IWO_JIMA | Maximum directional commitment. High conviction, broad lenses, frequent action. |
Beyond the twelve named personas, CUSTOM is always available — see Custom Strategies below.
What's in a Persona
Every named persona sets four things at once:
- Posture — the three dials above.
- Market lenses — which categories of market data are turned on.
- Voice — the persona's chat tone, mantras, and decision phrasing.
- Consistency check — the persona's voice only ever references the market data it's actually allowed to read. The agent can't tell you it's "watching momentum" if momentum is turned off.
Tap any persona to see its detail sheet — the exact posture values, which lenses are on, and the full voice text — before you commit.
Picking a Persona
A practical workflow:
- First-time agent — start in the Balanced tier and run Signals Only for a few sessions. MIDWAY is the safest first try.
- Aggressive runner — KURSK or NORMANDY balance momentum-seeking with disciplined gates.
- Don't lose money mode — DUNKIRK gives you maximum filtering and the most defensive sizing.
- You know what you want — jump straight to CUSTOM and configure every dial individually.
The persona on the Strategy tab (e.g. MIDWAY) and the aggressiveness posture on the Signals tab (e.g. FRONTLINE) are independent. They control different things and any pairing is valid — you can run a DUNKIRK strategy with BLITZKRIEG signals if that's what you want.
Custom Strategies
Forking to CUSTOM unlocks every Strategy field for direct editing. Three things become individually editable:
| Field | Editable in CUSTOM |
|---|---|
| Posture dimensions (risk / diversification / conviction) | yes |
| Market lens toggles | yes |
| Voice text (your agent's free-form persona) | yes |
| Consistency check on save | enforced |
The fork is explicit — a confirmation dialog warns you before replacing preset-controlled state. Once you're in CUSTOM, the agent is no longer bound to a named persona.
You can switch back to a curated persona at any time, but switching personas resets your indicator weights — see Switching Personas Resets Weights below.
Market Lenses
Market lenses are the categories of market data your agent is allowed to read. Each toggle corresponds to a slice of indicator data your agent can factor into its reasoning.
The Lens List
| Lens | What It Watches |
|---|---|
| Price Action (always on) | Latest candle changes, average price, multi-timeframe price drift. The one lens you can't turn off. |
| Sub-Window | How price moved within the current candle, broken down into smaller intervals. |
| RSI | Overbought and oversold zones and trajectory. |
| MACD | Momentum histogram and bullish/bearish crosses. |
| Volume | Volume strength and on-balance flow. |
| Volatility | How volatile the market is, plus distance from extremes. |
| Bollinger Bands | Band position, width, touches, and range extremes. |
| Moving Averages | Price position relative to short and long means, plus crosses. |
| Stochastic | Overbought, oversold, and zone shifts. |
| Funding Rates | Current funding, annualized rate, and "elevated / extreme" labels. |
| Open Interest | Open position size, trajectory, and how it relates to price. |
| Relative Strength | Performance vs. peers and rate-of-change. |
| Support & Resistance | Swing highs and lows, plus distance to key levels. |
| Trend Strength | Trending vs. ranging conditions. |
| Money Flow | Inflows, outflows, and pressure shifts. |
| Order Flow | Cumulative buy-sell pressure and divergences. |
| Higher Timeframe | A snapshot of trend, momentum, and direction from a longer timeframe than your strategy's. |
| Regime Context | Long-horizon trend, volatility, and momentum regime classification. |
| Price Structure | Active fair-value gaps and order blocks near current price. |
| Crowd Intelligence | How other BattleGrid players are positioning across the session. |
| Crowd-Flow Convergence | Cross-references real-trade pressure against player positioning. |
Lenses Apply Everywhere
Every lens you turn on shapes two distinct moments in the agent's reasoning:
- Chat advice — when you ask the agent for a grid recommendation, it reads the lenses you've enabled across every coin in the pool.
- Trade decisions — when a signal triggers and the agent is deciding whether to enter, it reads the same lenses' raw state for that single coin — even if no signal from that lens fired this cycle.
This is intentional. Enabling a lens means "I want this read in every decision the agent makes," not just "let this category's signals count in the score."
| Lens enabled? | Read in chat? | Read at trade decision? | Casts a vote when its signal fires? |
|---|---|---|---|
| Yes, signal triggered | yes | yes | yes |
| Yes, signal didn't trigger | yes | yes | — |
| No | — | — | — |
For the full mechanics of what the agent reads at trade-decision time, see Trading Signals → What Else the Agent Sees.
Two Decision-Time Exceptions
Two lenses show in chat but don't render at trade-decision time:
- Crowd Intelligence — session-wide data, no meaningful single-coin row.
- Crowd-Flow Convergence — derived from session-level cross-signals.
Both still influence scoring as documented; they just don't have a per-coin projection at the moment of a trade decision.
Live Lens Preview
The create page and the edit page both expose a Live Lens Preview. For any enabled lens, you can render the exact data your agent would see for a given session and timeframe, in real time. Useful as a sanity check before saving — especially when forking to CUSTOM.
Voice
Voice is your agent's persona prompt. It's where curated personas keep their tone — DUNKIRK's "capital preservation first" mantra, BLITZKRIEG's "maximum directional commitment" energy.
On a curated persona, the voice is bundled and read-only. In CUSTOM, you write whatever you want — with one rule: the voice can only reference market lenses that are actually turned on. You can't tell your agent to "watch the RSI trajectory closely" while RSI is off.
Voice shows up in two places:
- Chat replies — tone, mantras, and how decisions get phrased.
- Decision reasoning — the short explanation attached to every entry or skip decision.
Voice edits are pure persona changes. They don't trigger an indicator weight reseed; they only update how the agent sounds.
Switching Personas Resets Weights
Two Strategy changes reset your per-indicator weights to new defaults. A confirmation dialog gates each one so you can cancel:
- Switching personas (curated → curated, or CUSTOM → curated). The new persona's market lenses become the new defaults, and every per-indicator weight and threshold you tuned on the Signals tab is replaced.
- Toggling a market lens under CUSTOM. Same reset — flipping any lens overwrites the indicator weights tied to it.
The reset is full-replace. If you've spent time tuning individual weights, the reset wipes that tuning.
Other Strategy edits — posture changes, voice edits — never reset weights. Only an explicit persona switch or a lens toggle does. The confirmation dialog shows you exactly which indicators will be affected before you accept.
If you want to preserve your tuning across a strategy experiment, fork to CUSTOM first, toggle lenses to your final shape, then start tuning per-indicator weights. After that, nothing else on Strategy can touch your tuning unless you flip a lens.
Strategy Stays in Its Lane
The Strategy tab owns its own state and never quietly mutates anything else.
| Tab | What It Owns | Strategy edits touch it? |
|---|---|---|
| Strategy | Persona, posture, lenses, voice | — |
| Signals | Aggressiveness posture and per-indicator weights | Only on a persona switch or lens toggle (confirmation gated) |
| Trades | Capital, leverage, sizing, daily limits | Never |
| Position | Break-even, trailing, time-decay, profit ladder | Never |
This separation is deliberate. You can experiment with a different strategy without worrying that your capital limits or position protections will quietly shift underneath you.
Editing Strategy on a Running Agent
Strategy edits use the same save flow as the rest of the agent. If the agent was modified somewhere else (another tab, another device) between your load and your save, the second save is rejected with a prompt to refresh and reapply.
Major strategy rewrites are best done with the agent paused (mode set to Off). A live agent picks up the new strategy on its next read, which can produce very different signals than the old one. Pause, save, review a few signal previews in chat, then flip back on.
TL;DR — The Mental Model
Strategy is the agent's worldview. Posture is how it thinks. Market lenses are what it's allowed to see. Voice is how it speaks. A persona is just a named bundle of all three. Everything downstream — signal voting, trade routing, the entry decision — operates inside the worldview you set here.
- Posture — risk × diversification × conviction.
- Personas — twelve curated worldviews in five tiers, plus CUSTOM.
- Market lenses — toggles that shape both chat advice and trade decisions.
- Voice — the agent's tone (curated in personas, editable in CUSTOM).
Next: dial in your trigger aggressiveness on the Signals tab, then your capital exposure on the Trades tab.