Reference

Strategy Templates

Start from a proven foundation. Templates give generated trading algorithms a clear shape: indicators, entry logic, exit logic, and risk assumptions.

Why templates matter

A template gives the AI agent a clear strategy shape so generated code is easier to inspect, compare, and backtest. Start from a template and then ask Finny to modify the logic, add filters, change symbols, or adjust risk controls.

Included templates

Templates are research starting points. They are not recommendations and should be validated before any broker-connected workflow.

Momentum

Trades based on rate-of-change. Enters positions when momentum indicators (RSI, ROC) confirm a sustained directional move.

Mean Reversion

Capitalizes on price returning to its historical average. Uses Bollinger Bands and z-score to identify overbought/oversold conditions.

Breakout

Detects when price breaks through key support or resistance with volume confirmation. Targets the start of new trends.

DCA (Dollar Cost Averaging)

Systematic time-based buying. Accumulates a position at regular intervals regardless of price, reducing volatility impact.

Golden Cross

Classic moving-average crossover. Enters long when the 50-day MA crosses above the 200-day MA; exits on the inverse (death cross).

Scalping

High-frequency, short-duration trades targeting small price movements. Uses tight stop-losses and rapid entry/exit signals.

Custom

Start with a blank canvas. Define your own entry/exit logic, indicators, and risk parameters from scratch with AI assistance.

Example prompt

Prompts work best when you specify market, timeframe, indicators, risk rules, and what should happen when a signal fails.

Build a momentum strategy for BTC/USD using RSI and trend confirmation.
Add a stop loss, a take-profit rule, and run it through a backtest.
Show me the generated Python before I run it.

Review generated code

After generation, inspect the Python source and use Finny's review workflow to look for edge cases, unsafe assumptions, and common trading mistakes.

/code
/review
/backtest