Strategy & Templates

Predefined workflow patterns to help you build faster.
Use these structures as starting points, then adapt them to your own strategy.

Credentials securely store your API keys and external service integrations. Access them from the Credentials tab in the top navigation. All credentials are encrypted end-to-end.

Pattern 1 : Price Alert

Pattern 1 : Price Alert

Monitor an asset and send an alert when a threshold is crossed.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Alert me on Telegram when BTC goes above $100k, check every 15 minutes"
"Alert me on Telegram when BTC goes above $100k, check every 15 minutes"
"Alert me on Telegram when BTC goes above $100k, check every 15 minutes"

Flow

Start (schedule) → Price Data → Conditional → Telegram
Start (schedule) → Price Data → Conditional → Telegram
Start (schedule) → Price Data → Conditional → Telegram

Pattern 2: AI Analysis to Trade

Pattern 2: AI Analysis to Trade

Use AI to analyze market conditions and execute a trade based on its recommendation.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Analyze BTC price with Claude. If it recommends buy, execute a $100 market order on Alpaca."
"Analyze BTC price with Claude. If it recommends buy, execute a $100 market order on Alpaca."
"Analyze BTC price with Claude. If it recommends buy, execute a $100 market order on Alpaca."

Flow

Start → Price Data → LLM → Function (parse) → Conditional
→ Exchange Order

Pattern 3: Daily Portfolio Report

Pattern 3: Daily Portfolio Report

Monitor an asset and send an alert when a threshold is crossed.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Generate an automated daily summary of portfolio performance."

Flow

Start (daily 9am) → Portfolio Data → Chart Image → LLM → Discord

Pattern 4: DCA

Pattern 4: DCA

Automate dollar-cost averaging by purchasing fixed amounts at regular intervals.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Generate an automated daily summary of portfolio performance."

Flow

Start (weekly) → Price Data → Function (calc amount) → Exchange Order → Telegram

Pattern 5: Multi-Model Consensus

Pattern 5: Multi-Model Consensus

Automate dollar-cost averaging by purchasing fixed amounts at regular intervals.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Get BTC analysis from Claude, GPT, and DeepSeek, then have another Claude synthesize their recommendations."

Flow

Start → Data → [LLM-Claude, LLM-GPT, LLM-DeepSeek] → Function (aggregate) → LLM (synthesize)

Pattern 6: Risk Monitoring

Pattern 6: Risk Monitoring

Continuously monitor portfolio risk and alert when thresholds are exceeded.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Example prompt

"Get BTC analysis from Claude, GPT, and DeepSeek, then have another Claude synthesize their recommendations."

Flow

Start (every 30min) → Portfolio Data → Function (calc metrics) → Conditional → Telegram + Email

NickAI is the operating system for agentic trading. Build and deploy agents across markets — without writing code

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.

NickAI is the operating system for agentic trading. Build and deploy agents across markets — without writing code

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.

NickAI is the operating system for agentic trading. Build and deploy agents across markets — without writing code

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.