FIA can modify the automation currently loaded on the Automate canvas. You can describe what needs to change instead of rebuilding the strategy from the beginning.

Changes made through FIA are reflected in the workflow and tracked through version history.

How to modify an automation

1. Open the automation you want to change.
2. Select Use FIA.
3. Describe the change in the FIA input.
4. Provide additional details if FIA asks for clarification.
5. Review the updated workflow on the canvas.
6. Continue refining it if required.
7. Validate the updated automation.
8. Backtest the revised strategy before deploying the new version.

You can request changes such as:

• Add a condition.
• Remove a condition.
• Change a trigger parameter.
• Replace a trigger.
• Change an action.
• Add or change an exit rule.
• Change a schedule.
• Add a risk condition.

For example:

“Add a portfolio P&L condition before the order is placed.”

How do I edit a specific part of a large workflow?

Use Select & edit when you want FIA to focus on a particular node or group of nodes.

Select & edit can be enabled from the available editing entry points in the Automate interface. Once the relevant node is selected, FIA receives that node as part of the editing context.

You can then describe the change you want without relying only on a broad description of where it should be applied.

What happens to the rest of the workflow?

FIA updates the existing automation rather than creating an unrelated workflow.

If a requested change affects another part of the strategy, the resulting workflow still needs to remain valid. For example, replacing a trigger can affect conditions or actions that depended on the original trigger.

Review the complete affected path after the modification.

Are FIA changes versioned?

Yes.

Changes to the automation logic create new versions, allowing you to inspect earlier states and restore one if required.

What If?

Last updated: 26 Aug 2026