# AlgoPro EvoX

## AlgoPro EvoX — USER GUIDE

> **What it is:** AlgoPro EvoX is a TradingView **strategy engine** that turns many professional‑grade signals into one coherent, rules‑based workflow. It listens for multiple market conditions, counts **confluence**, runs your **entry filters**, sizes the order, manages **TP/SL and trailing**, applies **risk/session rules**, and (optionally) emits **automation‑ready alerts**. The same logic you backtest is the logic you can route to execution — transparent, modular, and consistent.

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#### Why EvoX is powerful (especially for **Futures** & **Prop‑Firm** trading)

* **Futures‑native precision** — tick‑based **TP/SL**, tick‑spaced **DCA**, contracts‑based sizing, and session‑aware flattening fit how index, energy, and rates futures actually trade.
* **Prop‑firm rule alignment** — built‑in **Daily Drawdown Limit**, **Daily Profit Target**, **Max Consecutive Losses**, **Win Halt**, **Time Filters**, and **Close All Trades at End of Session** help you stay inside evaluation rules and protect funded accounts — automatically.
* **Noise reduction via confluence** — you choose which signals count and how many must agree (**Signal Confluence**) within a bar window. This curbs single‑indicator false starts and adapts to different styles (breakout, trend, mean reversion).
* **Gatekeeping when it matters** — **Trend**, **Session VWAP**, **Volume**, **Range Breakout**, **MA**, and **RSI** filters ensure entries only happen in your preferred context.
* **Automation‑ready by design** — alerts use `{{strategy.order.alert_message}}` so your webhook receives consistent **Open/Close** payloads (with live quantity), whether you use preset JSON or your own message format.
* **Volatility‑aware controls** — **Enable Session Size Adjustment** can cut size or halt trading after outsized moves; **Trailing TP** and **Enable Trailing SL** adapt exits to changing pace.
* **Consistency across markets/timeframes** — one ruleset, many instruments. Futures benefit from the strict timing tools and tick logic; the framework remains consistent for indices, metals, energies, and micros.
* **Transparent & testable** — Strategy Tester shows exactly how rules behave. No black boxes; every control is visible in the Inputs panel and documented here.
* **Discipline support** — tools like **Win Halt** and **Wait X Candles Before Another Trade** rein in over‑trading; **Close on Opposite Signal** helps cut bias when conditions flip.

> **In one sentence:** EvoX gives you institutional‑style **consistency, control, and risk discipline** — the combination prop firms value most — while staying flexible enough to match your futures playbook.

*EvoX is a research and automation tool. Nothing here is financial advice; markets involve risk.*

***

### 1) How EvoX Operates

1. **Signal modules** generate long/short readiness (e.g., Divergence, Liquidity Grab, Squeeze Momentum).
2. **Confluence** counts how many enabled modules agree **within your “Wait X Candles for Confluence” window**. If the count meets **“Signal Confluence”** and the side is enabled, the setup qualifies.
3. **Signal Filters** must pass (MA/VWAP/Trend/Volume/Breakout/RSI).
4. **Entry & Sizing** uses your **“ORDER SIZE MANAGER”** settings.
5. **Position Management** uses **“TP/SL MANAGER”** (fixed and trailing logic) and optional DCA/Martingale.
6. **Risk & Session** rules can flatten/halt per **“RISK MANAGER”** and **“SESSION MANAGER”**.
7. **Alerts** send JSON/text via **“TRADE AUTOMATION COMMANDS”.**

***

### 2)  TRADE AUTOMATION COMMANDS

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**Purpose:** Decide what message gets sent when EvoX opens/closes a trade.

* **Use Preset JSON Alerts** — Default JSON alerts are set for TradersPost to Tradovate.\
  \
  &#x20;If ON, EvoX sends built‑in JSON for entries/exits:\
  • **Open Long** → `{ "ticker": "{{ticker}}", "action": "buy", "quantity": "{{strategy.order.contracts}}" }`\
  • **Open Short** → `{ "ticker": "{{ticker}}", "action": "sell", "quantity": "{{strategy.order.contracts}}" }`\
  • **Close Long / Close Short** → `{ "ticker": "{{ticker}}", "action": "exit" }`
* **Open Long Command / Open Short Command / Close Long Command / Close Short Command** — custom text you want sent instead of the presets.
* **How to deliver the message:** In your TradingView alert, set **Message** to `{{strategy.order.alert_message}}`. EvoX fills this with either the Preset JSON or your custom command for the event that fired.

**Events:** Open Long, Open Short, Close Long (flatten long), Close Short (flatten short). Quantity reflects the live **strategy order contracts** at the moment of trigger.

***

### 3)  ORDER SIZE MANAGER

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**Purpose:** Control how many contracts/shares the strategy orders.

* **Order Size Mode** — choose **Equity**, **Contracts**, or **USD**.
* **Equity % of Account** — used when **Equity** is selected.
* **Base Contracts** — fixed count when **Contracts** is selected.
* **USD Size** — fixed notional when **USD** is selected.

*Notes:* Size mode applies to initial entries and DCA adds (within your DCA rules and caps). If you automate via webhooks, ensure your execution platform supports Equity%/USD semantics.

***

### 4)  SIGNAL SETUP

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**Purpose:** Turn sides on/off and define confluence strictness.

* **Enable Long / Enable Short** — master side toggles.
* **Signal Confluence** — how many enabled signals must agree to allow an entry.
* **Wait X Candles for Confluence** — the bar window in which those confirmations must occur.
* **Wait X Candles Before Another Trade** — cooldown after a trade closes.

(Confluence applies to **initial entries**. DCA can reuse this or run its own confluence; see DCA.)

***

### 5)  INCLUDE IN CONFLUENCE SIGNALS

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**Purpose:** Choose which modules contribute to the confluence count.

Toggle any of the following ON/OFF for inclusion:\
**Divergence • Liquidity Grab • Volume Exhaustion • Price Exhaustion • Stochastic • Average True Range • KDE RSI • Williams R% • WaveTrend • V3 Oscillator • Squeeze Momentum • MA Oscillator • Heikin Reversion • Linear Regression • Volume RSI • Awesome Oscillator • Volume Pressure**.

*How it counts:* When ON, a module adds a “green” toward **Signal Confluence** if its condition occurs within your **Wait X Candles for Confluence** window.

***

### 6)  SIGNAL FILTERS

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**Purpose:** Filters do **not** add to confluence; they are pass/fail conditions for entries (and the Primary DCA, where specified).

#### 6.1 **Filter by Volume**

* **Volume Length** — lookback for average volume.
* **Volume Multiplier** — required multiple of average volume.

#### 6.2 **Filter by Trend**

* **Close Trade on Trend Change** — if ON, close when price crosses the baseline.
* **Trend Length** — smoothing length for the internal baseline.

#### 6.3 **Filter by Session VWAP**

* **Close on VWAP Cross** — if ON, close when price crosses session VWAP against the position.

#### 6.4 **Filter by Range Breakout**

* **Breakout Sensitivity** — lower values accept weaker breakouts; uses an internal short window for detection.

#### 6.5 **MA Filter**

* **Filter by Moving Average** — enables the gate.
* **MA Timeframe / MA Length / MA Type (SMA/EMA)** — longs allowed only if price is **above** the MA; shorts only if **below**.

#### 6.6 **Filter by RSI**

* **RSI Length / RSI Oversold Level / RSI Overbought Level** — gate entries based on RSI extremes.

> **Note:** Signal Filters apply to **initial entries** and **Primary DCA**. **Custom DCA** uses its own confluence and ignores these filters unless you design it otherwise.

***

### 7)  DCA & MARTINGALE MANAGER

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#### 7.1 **ＤＣＡ ＭＡＮＡＧＥＲ** (add to an open position)

* **Enable DCA** — master toggle.
* **Use Primary Signal for DCA Orders** — reuses the main confluence/window.
* **Use Custom Signal for DCA Orders** — enables separate **Custom Confluence** with:\
  • **Custom Signal Confluence for DCA**\
  • **Wait X Candles for DCA Confluence Signals**
* **Tick Move Filter / Ticks Between Fills** — require a minimum adverse move before adding.
* **Bars Between Fills Filter / Bars Between Fills** — require elapsed bars between adds.
* **Enable Tick Move Auto‑DCA / DCA Trigger (Ticks)** — auto add after X ticks.
* **Enable Bar Count Auto‑DCA / DCA Trigger (Bars)** — auto add after X bars.
* **DCA Size Mode / DCA Size** — choose **Add** or **Multiply** and the increment.
* **Max DCA Orders / Max DCA Contracts** — hard caps on number of adds and total size from DCA.

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#### 7.2 **ＭＡＲＴＩＮＧＡＬＥ ＭＡＮＡＧＥＲ** (adjust next trade’s base size after a loss)

* **Enable Martingale** — master toggle.
* **Martingale Mode / Martingale Value** — **Add** or **Multiply** the base size for the next trade.
* **Max Martingale Add Contracts / Max Martingale Multiplier** — hard safety caps.

***

### 8)  TAKE PROFIT / STOP LOSS MANAGER

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#### 8.1 **Fixed TP/SL**

* **Enable TP / SL** — master toggle; **Show TP / Show SL** visualize zones.
* **Take Profit Style / Stop Loss Style** — **Ticks** or **Percent**.
* **TP (Ticks) / TP (%)** and **SL (Ticks) / SL (%)** — distances.
* **SL Anchor** — **Initial** (from first entry) or **Average** (updates with DCA).

#### 8.2 **Trailing TP**

* **Enable Trailing TP / Trail Speed (Ticks Per Bar)** — speed of TP trailing toward price.
* **Trail Style** — **Trail to Entry** (stops at break‑even) or **Constant Trail** (can trail past entry).
* **Trail Anchor** — **Entry Price** or **Avg Price**.
* **Enable Trailing After TP Hit / Trail Distance After TP Hit (Ticks)** — switch to a trailing stop once initial TP is hit.

#### 8.3 **Enable Trailing SL** (High/Low)

* **Trail SL Lookback** — swing lookback.
* **Trail SL Speed** — decrement speed toward swings.

#### 8.4 **Additional Exit Controls**

* **Close on Opposite Signal** — exit if the opposite side later qualifies.
* **Close on Trend Change** — from **Filter by Trend**.
* **Close on VWAP Cross** — from **Filter by Session VWAP**.

***

### 9)  SESSION MANAGER

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* **Close All Trades at End of Session** — set **Session End Hour / Minute**.
* **Enable Time Filter** — restrict trading to **Start Hour / Minute** through **End Hour / Minute**.

***

### 10)  RISK MANAGER

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* **Close on Opposite Signal** — optional safety exit.
* **Enable Daily Drawdown Limit / Max Daily Drawdown ($)** — flatten & halt for the day on breach.
* **Enable Daily Profit Target / Daily Profit Target ($)** — secure gains; halt for the day.
* **Enable Max Consecutive Losses / Max Consecutive Losses** — stop after N losses.
* **Enable Win Halt / Stop Daily Trading if Win in this Period** — if any win occurs within the window, halt new entries for that session.

***

### 11)  VOLATILITY SIZE ADJUST

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* **Enable Session Size Adjustment** — monitor a **Session Window** for outsized moves.
* **Price Move Threshold (%) / Move Within X Bars** — if exceeded, trigger the action.
* **Contracts After Threshold** — reduce position size after trigger.
* **Halt Trading & Close All on Threshold** — optional immediate flatten + halt.

***

***

### 12) Interactions & Precedence

* **Filters first:** If a filter fails, no entry even if **Signal Confluence** is met.
* **Primary vs Custom DCA:** Filters apply to initial entries and **Use Primary Signal for DCA Orders**; **Use Custom Signal for DCA Orders** runs off its own confluence and does not use the filters listed under **► ＳＩＧＮＡＬ ＦＩＬＴＥＲＳ ◄**.
* **Opposite‑Signal exits:** If **Close on Opposite Signal** is ON, qualifying opposite confluence can exit early.
* **Trailing logic:** **Trail to Entry** stops at break‑even; **Constant Trail** can pass through entry. **Enable Trailing SL** follows recent swings.
* **Caps always enforced:** **Max DCA Orders / Max DCA Contracts** and Martingale caps are hard limits.
* **Cooldown honored:** No new trades until **Wait X Candles Before Another Trade** completes.
* **Session End honored:** **Close All Trades at End of Session** flattens at the time you set.

***

### 13) Backtesting & Alerts (What you’ll see)

* **Strategy Tester** shows performance metrics and a trade list reflecting TP/SL, trailing, DCA adds, and any risk/session exits.
* **Alert message token:** use `{{strategy.order.alert_message}}` in TradingView alerts so the correct JSON/custom command is sent for Open/Close events with live quantity.

***

### 14) Integration Notes

* Preset JSON payloads contain `ticker`, `action` (`buy`/`sell`/`exit`), and `quantity` from the current strategy order.
* If you use **Open/Close Command** fields, those strings are sent instead of the presets.
* Create only the alerts you intend to automate; ensure your receiving endpoint handles duplicates idempotently.

***

### 15) Limitations & Considerations

* **Symbol/quantity mapping** must match your broker/automation platform.
* **Equity / USD modes** require platform support; otherwise prefer **Contracts** for automation.
* **MA Filter** computes on the **MA Timeframe** you select; behavior depends on bar closes.
* **Market quality** matters (thin volume can affect signals).
* **Chart time zone** controls Session times.

***

### 16) Glossary (UI‑aligned)

* **Signal Confluence** — number of enabled signals that must agree within **Wait X Candles for Confluence**.
* **Signal Filters** — pass/fail requirements for entries (and Primary DCA).
* **DCA** — adds to an open position using **ＤＣＡ ＭＡＮＡＧＥＲ** rules.
* **Martingale** — adjusts the **next** trade’s base size using **ＭＡＲＴＩＮＧＡＬＥ ＭＡＮＡＧＥＲ**.
* **TP/SL** — Take‑Profit / Stop‑Loss distances and anchors in **ＴＰ ／ ＳＬ ＭＡＮＡＧＥＲ**.
* **Trail to Entry / Constant Trail** — TP trailing behaviors.
* **Enable Trailing SL** — swing‑based SL tracking.
* **Cooldown** — **Wait X Candles Before Another Trade**.

***
