Fit a Strategy into Your Daily Routine

What this helps you do

This guide shows you how to use subscribed strategies and strategy alerts as part of a simple daily routine. It matters because a clear rhythm helps you avoid alert overload, focus on the trades that match your plan, and turn backtested ideas into decisions you can actually act on.


Start with a focused subscription list

Before thinking about routine, make sure your inputs are clean.

Open the Strategies area and switch to Subscriptions. Review the list and unsubscribe from any strategies you are no longer interested in, or that you know you will not realistically emulate. Rename the strategies you keep so the names clearly reflect the symbol and direction, for example “AAPL Swing Long PDC” or “QQQ Short Breakout.”

A smaller, well named list makes every later step easier, from reading alerts to managing positions.


Choose your daily check-in time

Strategy alerts are based on end of day data, so they are most useful when you review them on a consistent schedule.

Most traders either:

  • Check the Strategy Notification email and platform shortly before the close, so they can act the same day, or
  • Review alerts after the close and plan trades for the next session according to their own rules.
  • Pick the timing that fits your style and time zone, then treat it as your daily strategy review window.


    Read your Strategy Notification email with intention

    When your Strategy Notification email arrives, treat it as a checklist, not as a to-do list you must obey.

    Scan for three things:

  • Which symbols are mentioned. Focus first on symbols you are comfortable trading.
  • Which strategies are in Starting or Ending status. These are the ones where decisions are most likely.
  • Whether any alerts conflict. For example, two different strategies on the same stock firing in opposite directions.
  • If the email already feels noisy, it may be a sign you need to prune or rename your subscriptions. The example screenshots in How Strategy Alerts Work show the difference between a focused and an overloaded email.


    Example: working through a Strategy Notification email

    To see how this works in practice, imagine you receive a Strategy Notification email that looks like this:

  • AAPL – status: Ending, strategy: “Byron for Apple”
  • SPY – status: Starting, strategy: “Aaron’s Spy Money Maker”
  • QQQ – status: Starting, strategy: “Byron for QQQ”
  • Let us assume all three are long strategies that you previously evaluated and decided to use in your trading plan.

    A simple way to read that email:

  • AAPL is Ending, which means the strategy’s rules are closing a long trade.
  • SPY is Starting, which means the rules are opening a new long trade.
  • QQQ is Starting, which means the rules are opening a new long trade.
  • From there, click View next to any strategy you care about. That opens Wallstreet.io in a new tab with the strategy already loaded so you can check the chart, confirm the signal, and look at recent stats before you touch your broker account.

    This extra review step is your confirmation layer. The alert tells you what the rules are doing. Your routine decides whether you act on it.

    If you are ever unsure what Starting, Active, Ending or Inactive mean, see How Strategy Alerts Work.


    Review Starting strategies on the chart

    For each Starting alert you want to consider:

  • Open the strategy in the platform from the email link or from the Subscriptions view in the Strategies area.
  • Turn on Trade Highlights from the More actions menu so past trades show as green or red shading.
  • Activate the Crosshair and Heads-Up display on the chart.
  • Then ask yourself:

  • Does the current setup look similar to past profitable trades for this strategy?
  • Do the trade length and price swings fit my timeframe and risk tolerance?
  • Is there any major news or unusual volatility that would change how I treat this signal?
  • If everything lines up and the strategy fits your plan, you might choose to mirror the new trade with your broker. If not, you can mark it as “watch only” or skip it.

    Use the View Stats Panel any time you want to double-check recent performance or typical behavior before deciding.


    Manage Active and Ending strategies

    After you handle new Starting signals, look at your Active and Ending strategies.

    For Active strategies:

  • Check the chart to confirm the trade is still behaving the way you expect.
  • Decide whether you are comfortable continuing to hold any live position that came from this strategy.
  • For Ending strategies:

  • Treat the Ending alert as a prompt to review any matching open position.
  • Compare the alert with the current chart, your profit or loss, and your broader market view.
  • Some traders choose to close or reduce positions near the close when a strategy is Ending. Others scale out more gradually or keep part of the trade if it still fits their wider thesis. The important part is that you make a conscious decision instead of letting Ending alerts pile up unread.


    Do a weekly maintenance review

    Once a week, take a few minutes to tidy up your strategy workflow.

    From the Subscriptions view:

  • Remove strategies that you have not used or no longer trust.
  • Rename any strategies whose alerts still look confusing when you see them in the email.
  • Consider adding one or two new strategies that passed your evaluation process, rather than subscribing to many at once.
  • This light maintenance keeps your alert stream aligned with your current trading focus instead of your past curiosity.


    Keep your routine simple and repeatable

    The most effective routine is one you can follow even on busy days. A simple pattern could look like this:

  • Once per day, read your Strategy Notification email.
  • For a small number of strategies, open the chart, confirm context, and decide: act, watch, or skip.
  • Manage any existing trades tied to Active or Ending alerts according to your own plan.
  • Once a week, clean up your subscriptions.
  • You can always add more nuance over time, but starting with a straightforward rhythm will help you actually use the tools instead of feeling buried by them.

    Pair this guide with:

  • Subscribe to a Pre-Built Strategy, to keep your subscription list focused and well named.
  • How Strategy Alerts Work, to understand exactly what your notifications are telling you.
  • Evaluate a Strategy before Subscribing, to make sure only high quality ideas enter your daily routine.