Create Your First Strategy

The Strategy Vault lets you save your setups, entry requirements, rules and notes in one organised place. This makes it easier to review whether you followed your plan.

1. Open Strategy Vault from the app navigation.
2. Select Create Strategy.
3. Name the setup and describe the market conditions.
4. Add entry rules, invalidation points and management notes.
5. Save the strategy and link it to trades when logging or editing.