Setting Up Your Trading Strategies

Creating and Managing Strategies

Organize your trades by strategy for better analysis.

What Are Strategies?

Strategies are categories for your trades based on:

• Trading methodology
• Setup type
• Market conditions
• Time frame

Creating a Strategy

1. Go to Settings → Strategies
2. Click Add Strategy
3. Enter details:
   • Name (e.g., "Breakout", "Gap Fill")
   • Description
   • Color for charts

Strategy Examples

Assigning Strategies to Trades

When entering a trade:

1. Open new trade form
2. Select strategy from dropdown
3. Save trade

Bulk update:

1. Select multiple trades
2. Click Bulk Edit
3. Choose strategy
4. Apply to all selected

Strategy Analytics

Once assigned, view:

• Per-strategy win rate
• Per-strategy P/L
• Per-strategy equity curve
• Strategy comparison table

Best Practices

1. Be specific - "Gap Up > 3%" not just "Gap"
2. Be consistent - Same setup = same strategy
3. Limit quantity - 5-10 strategies maximum
4. Review regularly - Retire non-performing strategies

Strategy Rules

Define rules for each strategy:

• Entry criteria
• Exit criteria
• Position sizing
• Risk parameters

Using Playbooks

For more detailed rules, use Playbooks:

1. Go to Dashboard → Playbooks
2. Create playbook for each strategy
3. Document complete trading plan
4. Link playbook to strategy