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Stories Overview

Last updated February 10, 2024

Stories are where all of your rules and logic for your trading is described, from testing conditions, to placing trades on accounts.  Think of Stories as a workflow with a set of rules you have defined.  This is the Story that your trade has to have in order to execute.  Stories do not always have to do with trades - you can also perform other trading related tasks.  

Within Stories you can:

  • Define rules and conditions
  • Get and set information about your accounts and balances.
  • Get and set variables for future analysis.
  • Execute other stories from within your story - branch off logic into other sub-stories.
  • Place trades and manage trades on your connected Broker Accounts. 
  • Refer to economic news and events.
  • Define strategies around managing your risk and sizing.

When a story is executed (we refer to this as a Story Run), it runs through its instructions with relation to its Context.  A Story Run always has access to its Context data - such as any data passed to it in a webhook (if triggered through a webhook for example), or any Strategy variables you might set.

When a Story runs, it will run through its Story Items sequentially based on the flows you design.

Story Items

Story Items are the basic building blocks of any actions your Strategies wish to execute.  There are many types of Story Items allowing you to build up simple or complex logic workflow very easily.

See full list of available  Story Items here. 

Condition Items

Conditions can be used with any Story Item that requires a condition to be set (eg If Then Else story item).

Available Condition Items

TradeStory provides a number of Condition items which you can use to set up advanced logic.

See full list of available  Condition Items here. 

Data Items

Data Items are components that allow Story Items to access certain data.  For example a data item might be a simple value, a value in a webhook, or even a variable that you set in your strategy.  It can even be a reference to trading and account data like account balance or number of trades taken.  A Data Item always resolves back to a value of some kind.

See full list of available  Data Items here. 

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