> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tqx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a strategy

> Turn a trading idea or existing code into a versioned Qube strategy.

Before you create a strategy, decide the market, instruments or universe, entry and exit signals, position sizing, trading frequency, and risk constraints.

## Choose an entry point

### Start in chat

Describe the trading idea in plain language. Include the market and instrument, the signal, position size, holding rule, and whether you want a backtest. Qube can generate market-specific code and save the first version.

### Start in the Strategy Library

Open the Strategy Library, choose **+ HK strategy** or **+ US strategy**, then edit the description, code, and backtest parameters on the detail page. Saving creates a version when the code or saved parameters change.

<Frame caption="Strategy Library with market filters, search, and new strategy actions">
  <img src="https://mintcdn.com/tqx/160nKvx-VCtYCUUR/images/strategy/strategy-library.png?fit=max&auto=format&n=160nKvx-VCtYCUUR&q=85&s=9d856f742490a728bbab0ea917a1625e" alt="Qube Strategy Library showing market filters, search, and a Hong Kong strategy card" width="3124" height="1971" data-path="images/strategy/strategy-library.png" />
</Frame>

### Start from a factor

From a factor analysis, ask Qube to turn the factor into a strategy. Qube first shows a proposal with the market and selection parameters. Confirm the proposal before the strategy is created. See [Turn a factor into a strategy](/research/strategy/factor-to-strategy).

## Create and review

<Steps>
  <Step title="Describe the trading logic">
    State what creates an entry, what creates an exit, how much to hold, and what should happen when data or liquidity is unavailable.
  </Step>

  <Step title="Check the generated strategy">
    Confirm the symbol format, market data source, frequency, order functions, and risk rules. Make sure the code does not use future data.
  </Step>

  <Step title="Save the version">
    Save after reviewing both code and backtest parameters. Qube records the code and parameters together so you can reproduce the run.
  </Step>

  <Step title="Run a backtest when ready">
    Use the saved version as the source for the run. Read the metrics, equity curve, trades, and log before changing the strategy.
  </Step>
</Steps>

<Warning>
  Creating a strategy does not prove that the strategy works. Treat the first version as a testable hypothesis and validate it with a backtest.
</Warning>