How to Use IQ Wizard
IQ Wizard is a guided, form-based way to build a trading strategy without starting from a backtest report. Instead of configuring a backtest and converting its report into a strategy (see How to Add a New Strategy), IQ Wizard walks you step by step through defining a strategy's timeframes, indicators, entry/exit signals, and risk management, then generates and trains the strategy directly from that configuration.
Accessing IQ Wizard
IQ Wizard lives under the IQ section of the left sidebar, alongside My Strategies. Click Add + to start a new strategy from scratch, or Templates to access templates you saved in the wizard that can be used to create strategies faster.(see IQ Wizard Templates).
Main Settings
The first step of the wizard configures the strategy's overall scope:
Field | Description |
|---|---|
Strategy Name | The name given to the strategy. |
Market / Market Type | The market (e.g. Crypto) and market type (Spot or Futures) the strategy trades in. |
Leverage | The leverage used by the strategy. Only relevant for Futures market type. |
Pair(s) | The trading pair(s) the strategy will use. |
Base Timeframe | The primary timeframe the strategy's entries, exits, and indicators are evaluated on. |
Helper Timeframe(s) | Additional, coarser or finer timeframes whose indicators can also be referenced when building signals — useful for multi-timeframe confirmation (e.g. confirming a 15m entry against a 4h trend). |
Train Time Range | The historical period used to train the strategy's AI models (if any). |
Backtest Time Range | The historical period used to backtest and evaluate the resulting strategy. |
A lightweight price chart is shown on this step so you can visually confirm your selected Train and Backtest windows before continuing.
Entries/Exits
This step is where you define when the strategy trades. Everything configured here is built from signals — the same concept used in Signal Maker and Signal Generator elsewhere in QuantiX; the wizard simply lets you create them inline instead of preparing them beforehand.
Sides: Long and Short
A strategy can trade two sides, each on its own tab:
Long — always available.
Short — available for Futures strategies only.
Entry and Exit orders
Each side has two boxes:
Box | Required? | What it does |
|---|---|---|
Entry | Yes | Opens a position on that side. |
Exit | No | Closes an open position on that side. |
An Entry is mandatory — a strategy with no entry can never open a position, so the wizard will not let you continue until at least one side has one.
An Exit signal is optional because a signal is not the only way out of a position: a Stop Loss or Take Profit order configured in Risk Management can close the position instead. That is why the two steps are related — you choose whether positions are closed by a signal, by a price level, or by both.
Creating signals
Use the Add+ button inside an Entry or Exit box to create a signal. You can add several signals to the same box — up to 10 AI signals and 10 Manual signals per box.
Once a box holds more than one signal, you need to tell the strategy how to combine them. There are two approaches, and they answer different questions.
AND/OR logic
This is the default. Each signal is joined to the next with an AND or an OR operator, exactly as in Signal Maker: AND requires both signals to be true, OR requires at least one. New signals are added with OR, and you can switch the operator between any two of them.
Use AND/OR when the relationship between your signals is specific — for example, "the trend filter must hold AND either momentum signal fires".
Use Threshold Logic
Turning the Use Threshold Logic switch on replaces the operators with a single count. Instead of describing how the signals relate to each other, you state how many of them must fire at the same time: a threshold of 2 in a box holding 5 signals means "any 2 of these 5". The field shows the pool size next to it, and the value cannot exceed the number of signals in the box. This is the same mechanism as the entry and exit thresholds in a backtest.
Use threshold logic when your signals are interchangeable evidence — a set of indicators that each independently suggest the same thing, and you want a vote rather than a specific combination. Raising the threshold makes entries and exits more conservative.
Signal creation modes
Clicking Add+ first asks you to pick how the signal will be built:
Mode | How the signal is produced |
|---|---|
AI | A machine learning model is trained to recognize the behaviour you are targeting, and its predictions become the signal. To learn more about AI Mode, read AI Mode. |
Manual | You build the signal logic yourself from technical indicators and Processing Functions. To learn more about Manual Mode, read Manual Mode. |
Risk Management
Risk Management defines how positions are closed on price and how they can be added to. All three settings are the same features used in a backtest, so this section covers how they appear in the wizard and links to the detailed explanations.
You first choose a Configuration Type: Separately applies your settings to the long and short sides independently, while Both applies one configuration to both sides.
Stop Loss
A Stop Loss closes a position once the price has moved against it by a defined amount, capping the loss on that trade. The wizard offers the same kinds as a backtest — Normal, Time-Dependant, Trailing, Dynamic and Conditional — with the same fields, including Offset for moving the stop as the trade goes in your favour.
See Stop Loss And Take Profit for each kind and its parameters.
Take Profit
A Take Profit closes a position once it has gained a defined amount, banking the profit rather than waiting for a signal. The same kinds are available, mirroring the stop-loss options.
See Normal Take Profit and the sections that follow it.
Pyramiding
Pyramiding means entering a position in several steps at different prices rather than all at once, which softens the cost of a badly timed entry. Turning it on exposes the same configuration as a backtest:
Pyramid Type: Signal Based Pyramiding adds a step when a new entry signal arrives; Average Reduction adds one whenever the average entry price has moved by a set percentage, independently of signals.
Pyramiding: the maximum number of extra steps allowed, optionally made conditional.
Pyramiding Size: Simple (every step the same size), Martingale (each step scaled by a multiplier) or Custom (you set each step).
Cooldowns: a percentage move and/or a number of candles required between steps, with Reference (Average, First or Last price) and Memory controlling how the percentage is measured.
See Pyramiding for the full behaviour of each parameter.
Money Management
Money Management decides how capital is allocated across the strategy's trades.
Money Management Strategy
Choose how position size responds to results:
Strategy | Behaviour |
|---|---|
Fixed | A constant position size per trade, unaffected by profits and losses. |
Compound | Profits are reinvested, so position size grows as the strategy gains. |
Borrow | Trades with borrowed funds, amplifying both gains and losses. |
These are the same three modes described in Money Management Strategies.
Mode
Mode sets whether capital is shared across pairs:
Portfolio: one pot of capital divided between all the strategy's pairs.
Single: each pair evaluated on its own.
Trading Fee
Fee (%) is the commission the exchange charges per executed trade. It is applied to every simulated trade so that results reflect trading costs rather than gross price movement. A realistic value matters, because a strategy that trades frequently can look profitable before fees and lose money after them.
Portfolio Shares
When Mode is Portfolio, you set each pair's share of the capital. A field appears per pair, pre-filled with an even split, and a donut chart shows the resulting allocation as you type.
Max Pairs Trade at Once
Max Pairs Trade at Once caps how many pairs the strategy may hold positions in simultaneously, which limits how far capital can be spread at any one moment. It applies to Portfolio mode.
Generating the Strategy
With Main Settings, Entries/Exits, Risk Management and Money Management complete, click Do Magic.
The wizard validates the whole configuration first — that every side with an entry has a way out, that no box exceeds its signal limits, and that your settings still match the timeframes chosen in Main Settings. It then queues the job: every AI signal's model is trained, every Manual signal and custom indicator is computed, and the strategy is assembled and backtested from your configuration.
When the job finishes, the finished strategy appears in the strategy table under My Strategies, exactly like a strategy built from a backtest report.