Create and manage strategies

Where: Journal → Strategies

Create a strategy

1. Click Strategies in the Journal panel.
2. Click Create Strategy.
3. Type a Name (at least 2 characters). Add a Description if you want.
4. Name at least one criterion. The weights must total 100%. See Criteria and score.
5. Click Create Strategy at the bottom of the dialog.

Edit, archive or delete a strategy

1. Hover a strategy card and click the ⋯ menu.
2. Choose Edit, Archive or Delete.
3. To delete, confirm with Delete strategy.
4. To see archived strategies, click Show / hide columns and turn on Show archived.
5. On an archived card, choose Restore in the ⋯ menu to make it active again.

If you are a mentor, the ⋯ menu also has Share with my students and Stop sharing. A shared strategy shows a Shared badge. If you have a mentor, strategies with 🎓 come from them and can't be edited. See Strategies from your mentor.

What's on the screen

1. Create Strategy: opens the editor for a new strategy and its criteria.
2. Boxes / Table: switch between cards and a table with one row per strategy.
3. Show / hide columns: pick the table columns and show archived strategies.
4. Mini equity curve: the running total in R (profit or loss divided by the risk you planned). Without a stop on any trade, it says "No defined risk".
5. ⋯ menu: edit, archive or delete the strategy.
6. $ / R: show every number in money or in R.

FAQ