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POST
Create a paper strategy

Authorizations

Authorization
string
header
required

Itoflow access token issued for the Itoflow API.

Body

application/json
constraints
object
required

Creation requires min_position_pct, max_position_pct, and max_positions. Other omitted fields use server defaults, including min_cash_pct=0.05, max_drawdown_pct=0.15, and stop_on_drawdown=true. The create response returns the effective values.

strategyContent
string
required
activateImmediately
boolean

Defaults to false. False creates an existing but paused strategy; executionStatus, not isActive, controls running.

allocationGuidance
object

Provide at least one market, asset class, sector, or included symbol here or through universe. Required to select a tradable scope even though this field is conditionally optional.

currency
string
description
string
initialCapital
name
string
portfolioId
string<uuid>
rules
object | null

On creation, omitted rebalance_frequency and rebalance_time_utc default to daily and 21:00 UTC. The create response returns the effective rules.

sourceChatId
string | null
universe
string[]

Included qualified symbols. At least one selector is required here or in allocationGuidance.

Response

Strategy created

createdAt
string
required
effectiveConstraints
object
required

All constraints applied at creation, including server defaults.

effectiveRules
object
required

Rules applied at creation, including default rebalance settings.

executionStatus
string
required
id
string<uuid>
required
isActive
boolean
required

True means the strategy exists and is not archived; inspect executionStatus to determine whether it runs.

name
string
required
portfolioId
string<uuid>
required