Trading

Signals are computed on closed candles, not the live tick: this avoids reacting to noise that reverses before the candle closes. So a signal can lag the live price by design. The Market data line at the top of the spot page shows when the data used was retrieved. When a price source does not answer, the page uses its last prices, up to a day old, and a Prices line gives their time.

An entry signal opens when every required, active entry condition is met. An exit signal opens as soon as one required, active exit condition is met. An optional condition triggers nothing: at entry it is counted alongside the others, at exit it is ignored. A plan without a required entry condition opens no signal, and neither does a plan without a required exit condition, unless it is an accumulation plan, which never sells. The Conditions section states both rules above its lists.

Only when the signal rules change: the conditions, the plan type or the tiers. The next run of the engine then closes the plan's open signals, cancels their tiers, and opens them again under the new rules where their conditions are met. The other settings, such as the indicators shown, the capital flow or the risk limits, leave the signals as they are, and the save bar says before you save when the signals will restart. Moving an asset to another plan restarts its signals the same way.

The tradable positions you hold that have a price and market data, stablecoins and cash aside. A position without a price, as most deposit and liquidity tokens are, or without market data for its indicators, is not followed: no signal, no tier, and its panel on the spot page says why. Under Followed assets on the strategy page, it shows with its switch off and the reason under its symbol. Switching it on, or choosing a plan for it, makes it follow that plan; an asset you assigned to a plan follows it in any case.

The share of closed signal cycles in which the price reached at least one sell tier armed by the exit signal, with the count under the rate, for example 3 of 6 cycles. This describes signals, not your actual trades or net gain. Only the cycles opened under the current signal rules count: the date next to the card's title says since when, and earlier cycles stay in the Signal log.

Start with the four figures above the chart: the strategy's return, that of buying and holding over the same period, the gap between the two and the max drawdown. Efficiency, under the chart, gives the number of closed cycles and the simulated fees: few cycles provide little evidence, and the result then says so. The glossary explains the metrics; past results do not predict future ones.

Optional limits per plan, each in whole percents: maximum exposure per asset, maximum capital committed, and a portfolio stop-loss. The plan in brief shows them and the copilot reads them in its analysis; signals and the backtest do not apply them.

Simple DCA only provides buys. For exits, apply a template that includes them, such as Active accumulation with exit.

The totals count the positions of the table: the tradable ones you hold, stablecoins and cash aside. The total adds up those that have a price, and the realized P&L also counts the tradable positions you sold in full. When a token has no price available, it is left out of the total, which then shows ≈, and the ? next to its label counts the positions left out. When no position has a price, the total shows a dash, never zero. The unrealized P&L total adds up the positions that have both a price and a known cost: when others are missing, it shows ≈ with the count under it, for example 1 position counted out of 8, and when none qualifies it shows a dash. A token recorded with its contract address is priced by that address, the same way on every page. A price is also set aside, and the token counted among those without a price, when its source marks it as unreliable or when it is more than ten times above or below the price your wallet sync recorded in the last seven days: such a gap is a wrong quote, not a market move.

A tier is reached when the price crosses the level your plan set from the price of an open signal. The card lists each reached tier with its price and the amount your plan set for it, sales first; a purchase without an amount means the buy source is empty, or that the allocation reading is incomplete (a position without price, an account not read) and budgets are on hold, which the Buy budget card states. An asset whose cost is unknown is not evaluated: its tiers are not judged, and its next tier reads –. The card counts these followed positions and links to Transactions, where recording the purchase price completes the cost. It is a reading of your plan: Patrima places no orders, and doing nothing remains an option. In the positions table, a position's status comes from the recorded signal, the same one the Signal log uses, and the filters (Tiers reached, Signals, Waiting, No plan, No price) sort every position into one of them; No price gathers the positions without a plan or a price. The table opens sorted by value, largest first.

The status in the positions table comes from the recorded signal, the same one the Signal log keeps. The panel of a position also shows its conditions at the last market data reading, evaluated on closed candles, with their values in your language. Between two runs of the engine, every 15 minutes, the live reading can already differ from the recorded signal; the next run records the change. A position whose cost is unknown has no evaluated conditions.

The Signal log lists every event your trading plan recorded, newest first: an entry or exit signal that opens or closes, a tier reached, a tier cancelled. Each row gives the date and time in UTC, the asset, the event, the direction with its tier, and the detail: the signal price, the tier price, or why a signal closed, for example conditions not met for 4 days, or a new buying window for an accumulation plan. You can filter by event type and search an asset. The log stays readable without the Pro plan, because it holds your account's data; new signals are recorded with the Pro plan.

No. It monitors, signals and plans; execution stays with you, on your own exchange or wallet. This is a deliberate design choice, not a missing feature.