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Introduction to Phoenix Copilot

3 min read

If you have creative ideas in your mind and want to design an algotrading strategy, but you are new at coding, don't worry; we have got it covered using our Phoenix's Create Using AI feature which will help you to create trading strategies seamlessly.

Enter your Prompts

  1. On the left-hand side you can see the previous sessions and chat history
  2. Right below you will see a button for Prompts Library which has all the sample prompts that would generate wonderful strategies, you can pick any of them, if needed you can even tailor those prompts and use them.
  3. To start a new session, click on New Session
  4. Enter your prompt or select from the sample prompts or take one prompt from the Prompts Library
  5. Click on the send button to start generating

Note

Please Note, It takes some time to generate the strategy as it processes a lot of data, so please be patient

add-gen-ai-enter-prompt

Warning

Please Note Direct response code from gen-ai may not be 100% accurate, you will have to make sure that pythonic errors are not present. Also dont forget to configure your strategy parameters before executing the code.

Tip

Modify your code ? To know more on how to code trading strategies and understand their format, click here. We also have in detail explanation for regular strategies as well as options strategies.


Save your Strategy

  1. Once it gives you the strategy, you can ask it to make more changes as per your need or you can save it directly.
  2. To save, click in the top right corner of the code, you can even copy the code if you want.
  3. Once you save it, it will redirect you to a new page where you have save your strategy and update its configuration parameters from the parameter settings.
  4. All your saved strategies can be viewed in My Coded Strategies section in Phoenix. add-gen-ai-save-strategy

Tip

What's Next ? You can check out our strategy code structure and their respective formats for options and equity. Once you have verified that your strategy has no pythonic errors then you can move on to Configure and Execute your Strategy.