Keywords and aliases

Look up a keyword's meaning and accepted spelling. Read strategy sections for complete forms and supported features for availability.

Read the spelling in context

A keyword is one part of a complete declaration. portfolio belongs after of in a money basis; per instrument describes scope. A size: risk 1% with stop 5% loss objective differs from the exposure caps declared in a top-level risk: section.

Aliases replace the documented phrase in the same position; they do not make arbitrary English valid. Use canonical spellings while learning and check the sizing grammar before combining optional phrases. Parentheses in function calls and colons on declarations still matter.

Sections

the top-level building blocks of a strategy

keyword	meaning	accepted aliases
allocate	divide a shared sizing budget into relative weights	None
define	a named custom indicator / formula / alpha (composition only)	None
entry	condition(s) to open a position	None
hold	Select and rebalance a target portfolio.	None
resize	daily or weekly size-only volatility resize of the existing book	None
run	the schedule (timeframe / cadence / session / trigger)	None
size	the position-sizing policy	None
stop	protective stop on the open position	None
symbol	trade one instrument	instrument
target	take-profit on the open position	None
trail	trailing stop on the open position	None
universe	A fixed list of eligible instruments.	assets, stocks

Actions

what to do with a position (entry/exit bodies)

keyword	meaning	accepted aliases
exit	close the open position entirely (full flatten)	close
long	take/keep a long position	buy, go long
short	take/keep a short position	go short, sell short

Entry modifiers

optional behaviour for an individual entry rule

keyword	meaning	accepted aliases
even if holding	allow another independent same-direction entry with its own protection and exit lifetime	None

Cadences (run:)

when the strategy evaluates

keyword	meaning	accepted aliases
at turn of month	Point-rebalance approximation; not a multi-day holding-window clock.	at month-turn
daily	daily bars	1d
each bar	evaluate every bar	every bar
monthly	rebalance monthly	every month
on earnings	Event schedule requiring a supported event feed.	at earnings
quarterly	rebalance quarterly	None
weekly	weekly cadence	1w

Hold selectors

how the target book is chosen (hold:)

keyword	meaning	accepted aliases
bottom	take the bottom slice	None
equal weight	equal-weight the universe	equally weighted
top	rank the universe by score; take the top slice	None
where	hold every name matching the condition (row-selector)	None

Slices

how much of a ranked universe to take

keyword	meaning	accepted aliases
decile	top/bottom decile	None
half	top/bottom half	None
quartile	top/bottom quartile	None
quintile	top/bottom quintile	None
third	top/bottom third	None

Sizing policies (size:)

how positions are sized

keyword	meaning	accepted aliases
inverse volatility	For allocate: inverse volatility over N bars, divide a shared objective by inverse volatility. Not a standalone size: policy.	inverse vol
risk	risk a % of the chosen basis per trade (with the stop)	None
vol target	scale to a target portfolio volatility	target vol

Sizing bases (size:)

which capital value a money budget uses

keyword	meaning	accepted aliases
capital	Starting-capital basis, capped by current strategy equity and a configured ceiling.	None
portfolio	Current marked strategy portfolio basis, subject to a configured capital ceiling.	None

Sizing scopes (size:)

how instruments share a money budget

keyword	meaning	accepted aliases
in total	one budget shared by the strategy	None
per instrument	an independent target for each instrument	None

Risk constraints (risk:)

portfolio-level limits

keyword	meaning	accepted aliases
gross	gross-exposure cap	None
max per instrument	per-position weight cap	None

Exit forms

time/condition exits

keyword	meaning	accepted aliases
after	time stop — close after N days/bars or at a later session clock	hold

Operators

logical/conditional operators usable in conditions

keyword	meaning	accepted aliases
and	logical and	None
crosses over	True only on the bar the first series crosses above the second; a crossing event, not a sustained comparison.	crosses
crosses under	True only on the bar the first series crosses below the second; a crossing event, not a sustained comparison.	None
if_else	element-wise conditional (the WorldQuant ternary)	None
not	logical not	None
opposite	Reverse supported directional comparisons and crosses; preserve thresholds and AND/OR. See the long/short guide for limits.	opposite of long, opposite of short
or	logical or	None

Trigger

keyword	meaning	accepted aliases
at	Exact-time condition in long at HH:MM / short at HH:MM.	None