Trading Strategies

Strategies let you group backtesting sessions under a name — “Opening Range Breakout”, “NQ Pullback”, “ORB v2” — so you can tell your approaches apart in the Session Library and compare their performance side by side in Analytics.

A strategy is simply a name plus an optional description. Assignment is always optional: sessions without one show as No strategy.

Note

Strategies apply to manual replay sessions only. Algo sessions from the Playground are tracked separately by their saved script.

Creating a strategy

1. Open Start Backtesting from the dashboard.
2. In the Strategy (optional) dropdown, pick ＋ Create new strategy…
3. Enter a name (required) and a description (optional), then click Create. The new strategy is selected automatically.

Strategy names must be unique (case-insensitive), and you can have up to 50 strategies.

Assigning sessions

• At session start — pick a strategy in the Start Backtesting dialog before launching the replay.
• Any time later — in the Session Library, every manual session row has a strategy dropdown. Change it to reassign, or set it back to No strategy. Older sessions created before this feature simply show No strategy until you assign them.

Filtering by strategy

Both the Session Library (dashboard) and Analytics have a strategy filter alongside the existing instrument and status filters. Pick a strategy to see only its sessions, or No strategy to find unassigned ones.

In Analytics, the strategy filter also scopes the summary metrics — win rate, P&L, profit factor, and the rest are computed over just that strategy’s sessions. Selecting a specific session always takes precedence over the filter.

Comparing strategies

The Strategy Performance table on the Analytics Overview tab shows every strategy with its session count, trade count, win rate, and total P&L — including a No strategy row for unassigned sessions. Use it to see at a glance which approach is actually working.

Renaming and deleting

Click Manage strategies next to the strategy filter in the Session Library to rename or delete strategies.

Deleting a strategy never deletes sessions or trades — its sessions just become No strategy again.

Testing tweaks

Trying a variation of an existing strategy — a different stop, a new entry filter? Create a separate strategy for it (for example “ORB v1” and “ORB v2”). Each tweak gets its own row in the Strategy Performance table, so comparing the tweak against the original is automatic.