Text file (.txt)
A simple document you can create in any text editor.
Practical usage guide
Start Here
After Installation
Follow these steps to create a strategy file, connect an exchange, run a simulation, review safety checks, and understand your reports—no programming knowledge required.
This page is product usage explanation, not investment advice.
01 · Writing a strategy file
One Line at a Time
Is Enough
You do not need to write JSON. Write one rule per line in a text (.txt) or Markdown (.md) file, then import it into Strategy Builder. PTE turns it into a readable strategy draft and does not run it until you approve it.
Supported file types
Markdown file (.md)
A text document that supports simple headings and lists.
JSON file (.json)
A structured settings file. Beginners do not need to create one manually.
Supported expressions
These examples show the supported format. They are not trading recommendations.
Buy rule
Flags a buy candidate when the price crosses above the 200-day moving average.
BUY: PRICE cross_above MA(200)Sell rule
Flags a sell candidate when the price crosses below the 200-day moving average.
SELL: PRICE cross_below MA(200)Stop-loss
Applies a loss-limiting rule once the price falls 5% below your buy price.
STOP LOSS: 5%Profit target
Locks in gains once the price rises 10% above your buy price.
TAKE PROFIT: 10%Maximum amount per trade
Limits how much a single trade can use — for example, 100,000 KRW.
MAXIMUM TRADE EXPOSURE: 100000Wait time before re-checking
Waits 3,600 seconds (one hour) after a run before checking the same condition again.
COOLDOWN: 3600Maximum open positions
Limits how many positions you can hold at the same time to 1.
MAXIMUM HOLDINGS: 1No trade
Never creates any trade request under these conditions, regardless of the rules above.
NO TRADEIf a sentence is ambiguous or uses an unsupported expression, it never guesses — it asks a clarifying question instead. As long as even one question remains open, the strategy file is never created.
Templates you can try right away
Both of the following can be pasted in as-is and will produce a strategy file with no clarifying questions. Just change the numbers to your own criteria. A traditional grid bot that places orders across many price levels at once isn't supported yet — we don't say something is supported when it isn't.
Trend-following · moving-average cross
A basic form that buys when price crosses above the 200-day moving average, and sells when it crosses below.
BUY: PRICE cross_above MA(200) SELL: PRICE cross_below MA(200) STOP LOSS: 5% TAKE PROFIT: 10% MAXIMUM TRADE EXPOSURE: 100000 COOLDOWN: 3600
Mean-reversion · RSI oversold/overbought
Buys when RSI is low (oversold) and sells when it's high (overbought). Limits entry to once right after a sharp drop.
BUY: RSI(14) < 30 SELL: RSI(14) > 70 STOP LOSS: 4% TAKE PROFIT: 8% MAXIMUM TRADE EXPOSURE: 100000 COOLDOWN: 3600 MAXIMUM HOLDINGS: 1
02 · Connecting an exchange
Use Only the Exchange
Permissions You Need
For simulation and market monitoring, use read-only access. If live trading is enabled, grant only the minimum trading permission required and do not enable withdrawal access unless that feature is deliberately being configured. Connection details are stored in Windows secure storage on this PC.
After saving, pressing “Check connection” confirms the connection with a single read-only request such as a balance lookup. When you no longer need it, “Delete” removes it locally right away.
03 · Simulation and comparison run
Neither Mode Sends Real Orders.
They Are Used for Different Checks.
Simulation
Uses virtual funds to calculate simulated order fills and profit or loss. No real funds or real orders are used.
- Runs entirely on a virtual balance and virtual prices
- Can run even without an Upbit API key
- Available as soon as you have an approved strategy file
Comparison Run
Uses live market data to record whether an order would pass the approval checks. It sends no real orders and does not calculate simulated fills or profit and loss.
- Reads real prices and balance to judge, but never places an order
- Needs the API key saved and its connection confirmed first
- The last checkpoint before live trading
Both modes need an approved strategy selected before they can run. Until then, they're always locked.
04 · Approval and safety checks
When Something Is Unclear,
PTE Stops for Review
Reference Data Check Required
The reference data required for safe execution could not be verified.
Recover or verify the data, then run the safety check again.
Locked Until Recovery
Your records and the exchange's actual state don't match, so PTE stopped instead of guessing.
Review the difference yourself, decide which is correct, and try again.
Live Safety Check Required
A required check hasn't been completed before live trading can start.
Run the safety check from the Execution Center first.
- When you restart the appIt always starts locked, and compares local records against exchange state first.
- When records and actual state differIt doesn't automatically match one to the other — it waits for your confirmation.
- When you change the strategy fileIf the contents change, the approval is invalidated and needs to be reviewed and approved again.
- When the cause is unclearBot Doctor inspects your project settings and record files and shows possible issues by severity.
Uninstall through the uninstaller — your projects and records remain by default. Choose the option to also remove data if you want to erase everything completely.
It never checks for a new version automatically. It only sends a check request when you press “Check now” on the Product Information screen.
05 · Strategy guide
Not Sure What to Write?
The Guide Asks One Question at a Time
The guide does not make investment decisions for you. It asks about missing details—such as buy rules, sell rules, loss limits, and trade size—and organizes your answers into a strategy draft.
- When do you consider it a buy candidate?Answer 5 short questions in the Project screen — loss tolerance, exit behavior, no-trade conditions, and more — and they're organized into your philosophy, entry/exit criteria, and prohibited actions. You still need to press the save button for it to persist.
- How much per trade, and how much loss will you allow?Each of the philosophy/entry-exit/prohibited-actions/insight fields has a “View examples” button with sentences to start your thinking. They're not answers or recommendations, and don't include attributed quotes from named people.
- Where do you want to keep an idea that comes to mind?Freely collect investing philosophies, other people's advice, and your own thoughts in the Insights screen, with no forced categories. The “Copy to project” button moves one into your philosophy or prohibited-actions field, and even a deleted one can be restored from the trash within 30 days.
The guide's answers are never automatically fed into strategies or automated trading rules, and you shouldn't store API keys, passwords, or other secrets in them.
06 · Simulation results
What Can You Review
After a Simulation?
Run Status
See whether the simulation started, is running, or has ended.
Profit and Loss Summary
Review simulated gains and losses, fees, and the largest drawdown.
Performance Analysis
See which conditions helped and which ones may need further review.
Messaging Reports
Receive selected reports through Telegram or LINE after the connection has been configured.
- Pre-flight checkQuietly shows which of philosophy/entry-exit/prohibited-actions are still empty, plus one favorite insight. It's a non-blocking notice — you always choose whether to proceed anyway.
- Decision explanationsThe reference dashboard's decision log explains outcomes in sentences like “Your stop-loss condition was met, so the position was closed” — always describing which of your own configured rules fired.
Stuck?
Start Here When Something
Is Not Working
Is the button disabled?
The button you want to press appears greyed out and doesn't respond.
Most common cause — A required check or connection may not be complete, or you're in the read-only demo project where real actions are turned off.
Try this first — Read the message beside the button first, or hover over it to see the tooltip.
The demo project explicitly disables the real send/save buttons in code.
Strategy file won't import
Importing a file produces no rule candidates, or keeps showing clarifying questions.
Most common cause — A sentence may be ambiguous, or it may use an expression PTE doesn't support yet.
Try this first — Compare your wording against the list of supported expressions, and answer each clarifying question PTE asks.
The strategy file is never created while even one clarifying question is still open.
Exchange connection check fails
Pressing "Check connection" returns a failure message.
Most common cause — The key may not be active yet on the exchange side, a required permission may be off, or an IP restriction may be blocking it.
Try this first — Double-check the key's status and permissions on the exchange's own website, save again, and retry.
The check uses a single read-only request, such as a balance lookup.
Can't start a simulation
Pressing Run doesn't start the simulation.
Most common cause — No approved strategy is selected, or required fields are still empty in the pre-flight check.
Try this first — Confirm the strategy is approved, and fill in any empty fields the pre-flight check lists.
Running requires an approved strategy file to be selected.
A safety lock is shown
The screen shows a lock notice and the run button is blocked.
Most common cause — You may have just restarted the app, or your records and the exchange's actual state were found to differ.
Try this first — Follow the on-screen instructions to verify or recover the reference data, then run the safety check again.
The app always starts locked, and never automatically picks one side when records and actual state disagree.
Telegram or LINE reports aren't arriving
The messaging connection is set up, but no report messages arrive.
Most common cause — The checkbox for that report type may be off, or you only added the report to the queue without pressing the actual send button.
Try this first — Check that the report type you want is enabled, then confirm you selected it in the queue and pressed the send button.
Adding to the queue and actually sending are two separate actions.
Can't restore a backup
Pressing Restore doesn't proceed, or shows an error.
Most common cause — The selected backup file may be corrupted or from an incompatible version, or its project name may conflict with an existing one.
Try this first — Use "Review Backup Contents" first, and check any conflicts it lists.
Restoring always creates a separate copy and never overwrites an existing project.
English and Korean text appear mixed
After switching languages, some screens still show text in the previous language.
Most common cause — The app wasn't restarted after the language switch.
Try this first — Restart the app as instructed right after switching languages.
A language switch only applies everywhere after a restart.
Glossary
New Term?
Find It Here
Search or open any term to see what it means and its official technical name.
PTE
A program that turns your investing principles into rules, and helps you simulate, verify, and run them.
Strategy
A set of rules for when to buy, when to sell, and how much risk to allow.
Buy
An order to purchase a coin or asset.
Sell
An order to sell a coin or asset you hold.
Moving Average
A line formed by connecting the average price over a set period. A 200-day moving average shows the average trend over the last 200 days.
Stop-Loss
A rule that closes a trade once a loss reaches a set level, before it grows larger.
View technical name: Stop-Loss
Profit Target
A rule that closes a trade once a profit reaches a set level, locking in the gain.
View technical name: Profit Target
Simulation
A practice mode that calculates orders and profit or loss using virtual funds. No real money moves.
View technical name: Simulation / PAPER
Comparison Run
A mode that watches live market data to check whether an order's conditions would be approved. It creates no real orders and no simulated fills.
View technical name: Comparison Run / SHADOW
Live Trading
Submits real orders to the exchange using real funds. Losses can occur.
View technical name: Live Trading / LIVE
Order Filled
The state where a buy or sell order has actually been completed on the exchange.
Trading Fee
The cost an exchange charges for processing an order.
Slippage
The difference between the price you expected and the price your order actually filled at.
View technical name: Slippage
API
The channel that lets PTE and the exchange exchange information with each other.
Exchange Connection Details
The secret connection values PTE needs to use the features you've allowed on your exchange account.
Read-Only Access
Lets PTE view market and account information, but not place orders or withdraw funds.
Trading Access
Lets PTE submit or cancel orders.
Withdrawal Access
A powerful permission that lets funds leave the exchange. Manage it separately and carefully.
Messaging Connection Details
The secret connection values PTE needs to send reports over Telegram or LINE.
Backup
Saving your current projects and records to a separate file so you can restore them later.
Restore
Loading your saved projects and records back from a backup file.
Support Diagnostic File
A file containing only the technical information needed to investigate a problem. It excludes secret connection details and your original files.
Safety Lock
A state that blocks execution because a required check hasn't finished, or because a risk was found.
Reference Data
The baseline information used to confirm your current strategy and settings haven't changed since approval.
Coordinated Universal Time (UTC)
The international time standard used so different regions can record time on the same basis.
View technical name: UTC
Text File
The simplest kind of document, one you can create in any plain text editor.
View technical name: .txt
Markdown File
A text document that supports simple formatting like headings and lists.
View technical name: .md
JSON
A structured format a program uses to store settings. Beginners don't need to write one by hand.
Next
Check the safety principles and risk disclosure too
See again what's not promised before execution, and when it stops.