Choose the Best Strategies for You

What this helps you do

This guide helps you turn the Strategies tab into a filter for you, not just for the market. You’ll learn how to go from “wall of strategies” to a small, stable lineup that fits your timeframe, risk tolerance, and watchlists, without hopping to a new shiny thing every other day.

The idea is simple: use the Strategies tab to discover, inspect, and curate strategies, then let your Subscriptions list become your personal playbook.


Step 1: Decide what job your strategies should do

Before you touch a single filter, answer two questions:

  • What timeframe do you actually trade?
  • Which symbols matter most to you right now?
  • On the Strategies panel, choose:

  • The timeframe you trade from the timeframe dropdown, such as Daily.
  • The Stock filter setting that fits your goal:
  • Current Stock if you are focused on the symbol on your chart.
  • Current Watchlist if you have a defined universe you like to trade.
  • All Stocks if you are exploring broadly.
  • This keeps you from reviewing strategies you would never actually use.


    Step 2: Use Community view to find good candidates

    Start in Community mode so you can see the wider pool of strategies.

    Open Filter and:

  • Limit Status to “Starting” and “Active” when you want ideas that are actually in play.
  • Choose Type (Long or Short) to match your bias.
  • Optionally add simple performance rules, such as minimum batting average or a cap on average drawdown, if that aligns with your style.
  • Apply the filter, keep List view on, and sort by a stat that matters to you most, like Annual Return or Batting Avg.

    You now have a ranked list of strategies that at least vaguely fit your trading reality instead of a random buffet.


    Step 3: Inspect a strategy before you subscribe

    For each promising row, you want to answer three questions:

  • Does this behave the way I expect?
  • Can I live with the drawdowns?
  • Does it match how I like to trade?
  • Here is where the extra features kick in:

  • Use the More Actions menu next to Build Strategy to turn on Strategy Stats and Trade Highlights.
  • Click a strategy row to focus it, then look at the Profile radar and key stats in the Strategy Stats panel. If a stat is unfamiliar, keep the Strategy Stats Glossary open in another tab and use it as your dictionary.
  • With Trade Highlights on, check the chart shading to see where past trades started and ended. You are looking for trade behavior you can actually execute in real life, not just pretty numbers.
  • If something feels off, move on. If it looks promising, it’s a candidate.


    Step 4: Turn candidates into a personal lineup

    Once you have a few strategies you like, it is time to commit them to your working list without turning your account into a strategy zoo.

    Use the checkboxes at the left of the table:

  • Check one or more strategies that passed your inspection.
  • Use the bulk actions to subscribe and optionally assign tags such as “Core”, “Experimental”, or “Income”.
  • Then switch to Subscriptions mode.

    What you see here is your actual lineup. This is the list you will come back to regularly, so be a bit choosy. A small number of well understood strategies is usually more useful than twenty that you only half remember.


    Step 5: Match stats to your personality

    The Strategies tab is full of stats, but they all boil down to how “bumpy” and how “rewarding” a strategy is.

    Some quick patterns to look for:

  • If you like frequent feedback and smaller swings, prioritize higher Batting Avg and more modest Avg Drawdown.
  • If you are comfortable with being wrong more often but want bigger winners, focus more on Risk Reward and Avg Gain, and accept that the win rate might be lower.
  • Use the Profile radar chart as a snapshot of the strategy’s overall personality. Bigger shape usually means stronger scores across its dimensions.
  • For the precise definitions of each metric, lean on the Strategy Stats Glossary rather than guessing. The how-to here is not to memorize formulas, but to consistently choose stats that match your temperament.


    Step 6: Edit, clone, or leave it alone

    If you find a community strategy that is almost right, you can open it in the builder and adjust it.

  • Click the small arrow to the right of the strategy name to open it in Strategy Builder with all its studies and rules loaded.
  • Tweak entries, exits, or filters, then backtest again.
  • Save your version under your own nickname. It will appear as your strategy in the Strategies tab, while other members still see the original.
  • Use this sparingly. The goal is not to endlessly tinker, but to fix obvious mismatches, such as exits that do not line up with how you manage risk.


    Step 7: Maintain your lineup over time

    The Strategies tab is not a one-time decision. It is more like a garden.

    Every so often:

  • Review your Subscriptions list. Unsubscribe from strategies you no longer use.
  • Update tags to reflect which ones are really pulling their weight.
  • Adjust Columns from the More Actions menu if your priorities change, so the stats you actually care about stay in view.
  • This way, the Strategies tab becomes a living reflection of how you trade, not just a giant catalog.


    Used this guide to build your first lineup? Nice. The next time you log in, head straight to Subscriptions and you will have a curated list waiting for you instead of a blank slate.