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    Battery Control Strategies

    Quick Reference

    Strategy Use Case Setup Required
    Self-Consumption Maximize solar usage, minimize grid power Setup guide ⚙️
    Dynamic Optimize for hourly energy prices Setup guide ⚙️
    Timed Fixed schedule charging/discharging Dashboard config only
    Charge Force charge from grid Dashboard config only
    Sell Discharge to grid for profit Dashboard config only
    Charge PV Charge only from solar surplus No setup needed
    Full Stop Disable all battery operations No setup needed

    Switch strategies anytime via the Home Assistant dashboard.

    Strategy Details

    Self-Consumption (mandatory)

    Uses a PID controller to maintain ~0W grid power by continuously adjusting battery charge/discharge. When solar production exceeds consumption, the battery charges. When consumption exceeds production, the battery discharges to cover the difference.

    Note: This core strategy is used internally by other strategies but can also be selected directly. It is thus mandatory to configure.

    ⚙️ Setup required: PID tuning for optimal performance. See Self-consumption Setup Guide.

    Flow: 02 strategy-self-consumption.json


    Dynamic (Price-based)

    Automatically selects strategies based on energy prices throughout the day. You can configure which strategy to use during cheapest hours, expensive hours, and regular periods.

    Ideal for: Dynamic/hourly energy contracts to maximize financial savings.

    ⚙️ Setup required: Cheapest Hours integration and energy supplier configuration. See Dynamic Strategy Setup Guide.

    Configurable strategy by period:

    Period Available Strategies Default
    Regular hours Charge PV, Self-consumption, Full stop Charge PV
    Cheapest hours Charge, Charge PV Charge
    Expensive hours Self-consumption, Sell Self-consumption

    Smart activation: Cheapest period only activates when tariff is below threshold. Expensive period only activates when price spread exceeds minimum price delta.

    Flow: 02 strategy-dynamic.json


    Timed Charging/Discharging

    Charge or discharge based on a fixed schedule. Configure time windows through the dashboard (e.g., charge during cheap night rates, discharge during expensive evening rates).

    Ideal for: Time-of-use tariffs and predictable daily routines.

    Flow: 02 strategy-timed.json


    Charge (from grid)

    Charges batteries from the grid. You can configure when to start and stop charging based on battery State of Charge (SoC) or Energy level (kWh).

    Power options:

    • Maximum power: Charges at full battery capacity for fastest charging
    • Regulated power: Uses PID-controller to charge at a controlled rate, useful to prevent overloading your grid connection. Require battery specific charging limits? Review the settings tab.

    Ideal for: Preparing for power outages or charging before expensive rate periods.

    🔧 Settings: video explainer charge settings (on YouTube)

    • This video is a bit dated, but gives an idea.

    Flow: 02 strategy-charge.json


    Sell (Discharge to grid)

    Discharges batteries to the grid for profit during high electricity prices. You can configure when to start and stop based on battery State of Charge (SoC) or Energy levels (kWh).

    Power options:

    • Maximum power: Discharges at full battery capacity for maximum export
    • Regulated power: Uses PID-controller to discharge at a controlled rate

    Ideal for: Selling stored energy during peak price periods or when compensated for grid export.

    Dashboard settings:

    • Stop discharge when: all have reached their minimum state of charge (SoC)
    • Stop discharge at: average SoC percentage over all batteries (per battery SoC limits are stil obeyed)
    • Stop discharge at: Energy kWh (avoid depleting battery completely)
    • Choose maximum or regulated power mode

    Flow: 02 strategy-sell.json


    Charge PV (Solar-Only)

    Charges batteries only from solar surplus. Never draws from grid for charging. PV stands for Photo Voltaic aka ‘solar panels’

    Ideal for: Maximizing free solar energy without grid charging costs.

    Flow: 02 strategy-charge-pv.json


    Full Stop

    Completely stops all battery operations.

    Ideal for: Maintenance, testing, or emergency situations.

    Flow: 02 strategy-full-stop.json

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