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Strategy Forking

Forking creates an independent copy of a strategy with its own separate version chain. It's like git forking — the copy starts as identical but evolves independently.

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Strategy forking is available on the Pro and Enterprise plans.

When to Fork​

ScenarioUse Fork?
Making incremental improvementsNo — just save a new version
Trying a radically different approachYes
Sharing a strategy with a teammateYes
Creating a variant for a different marketYes
Preserving a working version before major changesYes

If your change is incremental and the existing strategy is the right baseline, save a new version instead — see the versioning guide for the full version lifecycle.

How to Fork​

Every version in the Version History can be forked independently, so you can branch from the latest version or from any prior checkpoint.

Expanded Version History drawer listing previous strategy versions with a Fork action button on each row, letting you branch from any point in the version chain

  1. Open the strategy you want to fork
  2. Expand the Version History panel and locate the version you want to fork from
  3. Click the Fork action on that version's row
  4. Enter a name for the forked strategy and pick the workspace it should land in
  5. Click Fork Strategy

The forked strategy appears in your Strategies list as a new, independent strategy. A fork is always created in your active organization.

Fork Behavior​

  • The fork starts as an exact copy of the selected source version (latest or any historical version)
  • It gets its own Version 1
  • It has its own independent version chain going forward
  • Changes to the fork do NOT affect the original
  • Changes to the original do NOT affect the fork
  • The fork maintains a reference to the source (forkedFrom field) for traceability

Backtests and Forks​

Backtests are version-specific and not copied when forking. The fork starts with no backtest history — run fresh backtests on your fork to establish its performance baseline. See running backtests for the full workflow.

Use Cases​

Market Variant​

Fork your BTC/USDT strategy to create a version optimized for ETH/USDT:

  • Original: Tuned for BTC's volatility characteristics
  • Fork: Adjusted indicator periods and thresholds for ETH

Long/Short Variant​

Fork your long-only strategy to create a long/short version:

  • Original: Long-only RSI strategy
  • Fork: Added short conditions with mirrored logic

Experimentation​

Fork before a major rewrite:

  • Original: Proven working strategy (keep as-is)
  • Fork: Experimental version with new indicator combination

Viewing Fork Lineage​

On any forked strategy, you can see:

  • The source strategy it was forked from
  • The version it was forked from
  • The fork date

This provides traceability and helps you understand the strategy's origin.

Deleting a Fork​

Deleting a fork does not affect the original strategy. They are completely independent after forking.

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