Documentation

Saved & Deployed Strategies

Strategies move through several states in Astral. A strategy can be generated in chat, shown in code/backtest output, saved privately, published to Explore, deployed for alerts, or connected to broker workflows where supported.

Saved strategies

Saved strategies are your private reusable strategy assets. They can appear in:

  • Terminal strategies panel,
  • Dashboard strategy widgets,
  • strategy detail popups,
  • Explore saved library,
  • publish flows,
  • deploy flows.

Saved strategy surfaces can show metrics such as return, drawdown, win rate, trade count, Sharpe-like values, timestamps, equity curves, strategy code, and backtest context depending on the source.

Deployed strategies

Deployment means the strategy has been operationalized. Deployment mode matters.

Alert deployment

The strategy monitors conditions and sends notifications through a notification profile. This is usually the safer first operational step.

Broker-connected deployment

The strategy is associated with a connected broker account and may route trade instructions depending on account, broker, rollout, and deployment settings.

Strategy detail review

Before reusing or deploying a strategy, inspect:

  • strategy description,
  • code/rule logic,
  • asset class,
  • symbols and intervals,
  • performance metrics,
  • backtest date range,
  • trade count,
  • drawdown,
  • recent trade/order history where available,
  • notification profile,
  • broker/account compatibility.

Publishing strategies

Publishing makes a strategy available through Explore. Publishing flows can include generated descriptions, metadata, author details, card previews, saved-state validation, and public detail pages.

Publish only strategies you are comfortable sharing. A published strategy can be useful as a reusable idea even if it is not appropriate for live trading.

Copying or importing strategies

Strategies from Explore can be saved or copied into your own workflow. After copying, review the rules and run your own backtest. Do not assume copied strategy metrics will match your account, timeframe, broker, or execution assumptions.

Undeploying

Undeploying stops the Astral deployment. It does not necessarily close open broker positions. Review broker account state after any live deployment change.

Broker source of truth

For live accounts, your broker is the source of truth for balances, positions, fills, fees, restrictions, and order state. Astral strategy state is the source of truth for Astral-side deployment and monitoring configuration.