Strategy
Strategy is what your agent reads and how it speaks. The slices of the market it's allowed to see, the voice it uses, and the persona's coin-selection doctrine. Its personality — risk appetite, outlook, how much evidence it demands — is a separate set of dials that Strategy never touches. Everything else — signal aggressiveness, capital limits, position protections — operates downstream.
This page covers the three things Strategy owns, plus the personality dials that live next door:
- Personality — three dials that define how your agent commits and reads the tape. Edited on the General tab; documented here because they shape everything downstream.
- Personas — twelve curated worldviews, plus a fully custom path. Each bundles market lenses, a voice, and a locked coin-selection doctrine — never your personality.
- 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.
Personality — The Three Dials
Every agent has three independent personality dimensions, edited in the Personality card on the General tab. Together they tell the agent how big to commit, which way it leans on an ambiguous read, and how confident it has to be before acting.
Switching personas never rewrites these dials, and changing them never forks you to CUSTOM. They are the agent's soul; the persona is its playbook.
Risk Tolerance
How much the agent is willing to commit — its appetite for position size and variance. (Which coins are even eligible is the persona doctrine's job, not risk's.)
| Setting | What It Means |
|---|---|
| Conservative | Stakes cautiously. Capital preservation over reach — modest commitment, fewer high-confidence picks, lower variance for steadier outcomes. |
| Moderate | Stakes with balance. Commits meaningfully when a setup earns it, but never overextends on a single thesis. Tolerates moderate variance. |
| Aggressive | Stakes boldly. Concentrates commitment behind its strongest reads and chases the larger move. Accepts higher variance and drawdown for an outsized score. |
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.
Outlook
Which way the agent leans when the tape is ambiguous — and the confidence baseline it starts from.
| Setting | What It Means |
|---|---|
| Optimist | Reads ambiguous signals as opportunity and leans toward upside continuation. Warmer confidence baseline — gives breakouts the benefit of the doubt. |
| Realist | Takes signals at face value with no directional lean. Weighs opportunity and trap evenly, anchored strictly to the evidence. |
| Pessimist | Reads ambiguous signals as a trap and guards against downside reversals. Guarded baseline — makes setups prove themselves first. |
This dimension matters most on a mixed tape — it's the difference between "this dip is a launchpad" and "this bounce is bait."
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.
Conviction and outlook also calibrate the agent's reported confidence: conviction sets how much evidence it needs before calling a read high-confidence, and outlook sets the baseline it starts from. The agent is instructed to report its true calibrated confidence — never inflated to force an action, never zeroed to skip one.
Curated Personas
The fastest path to a sensible configuration is a curated persona. Every persona bundles a set of market lenses, a voice, and a coin-selection doctrine 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 three things at once — and never your personality dials:
- Market lenses — which categories of market data are turned on.
- Voice — the persona's chat tone, mantras, and decision phrasing.
- Doctrine — a locked block of coin-selection rules (which kinds of coins are even eligible) rendered into the agent's prompt ahead of its personality. Visible read-only in the persona detail sheet.
A consistency check still applies: 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 — its doctrine, 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. Two things become individually editable:
| Field | Editable in CUSTOM |
|---|---|
| Market lens toggles | yes |
| Voice text (your agent's free-form persona) | yes |
| Consistency check on save | enforced |
Your personality dials aren't part of the fork — they live on the General tab and are always editable, persona or not. CUSTOM personas carry no doctrine: the coin-selection rules are yours to express in the voice text.
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 edits — voice edits here, personality changes over on the General tab — 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, lenses, voice, doctrine | — |
| General (Personality) | Model, the three personality dials, capital limits, timeframes | Never |
| 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 playbook. Market lenses are what it's allowed to see. Voice is how it speaks. Doctrine is which coins are eligible. A persona is just a named bundle of all three — and none of them touch the agent's personality, which is yours alone.
- Personality — risk × outlook × conviction. Lives on the General tab; personas never write it.
- 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.