Adding and managing strategies: Difference between revisions

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To add a strategy you need to press Add Strategy button an the bottom of the list in '''Strategies''' section and select the required strategy from the drop-down menu in the dialog window. For Lock strategies there is an option to create a single session (1 account) strategy.
To add a strategy you need to press Add Strategy button an the bottom of the list in '''Strategies''' section and select the required strategy from the drop-down menu in the dialog window. For Lock strategies there is an option to create a single session (1 account) strategy.
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After you selected strategy pressed OK pop-up window will appear offering to create a symbol list from template. If you accept it you will be able to select one of the available templates. Click the desired template to add it.
After you selected strategy pressed OK pop-up window will appear offering to create a symbol list from template. If you accept it you will be able to select one of the available templates. Click the desired template to add it.
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On the next step you will see strategy window that contains several buttons and tabs:
On the next step you will see strategy window that contains several buttons and tabs:
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: allows to automatically start the strategy on the software startup.
: allows to automatically start the strategy on the software startup.


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== Tabs ==
== Tabs ==
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: After creation strategy is added to the list of strategies in Strategies section that provides quick access to the most essential information about strategy and to Equity manager.
: After creation strategy is added to the list of strategies in Strategies section that provides quick access to the most essential information about strategy and to Equity manager.


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Here you can enable or disable strategy, check it's status, error notifications, number of open orders, configure equity manager, check current profit status, access to settings, stop, start, clone or remove it.
Here you can enable or disable strategy, check it's status, error notifications, number of open orders, configure equity manager, check current profit status, access to settings, stop, start, clone or remove it.

Latest revision as of 19:55, 21 October 2026

To add a strategy you need to press Add Strategy button an the bottom of the list in Strategies section and select the required strategy from the drop-down menu in the dialog window. For Lock strategies there is an option to create a single session (1 account) strategy.

After you selected strategy pressed OK pop-up window will appear offering to create a symbol list from template. If you accept it you will be able to select one of the available templates. Click the desired template to add it.

On the next step you will see strategy window that contains several buttons and tabs:

Buttons

Apply changes
allows to apply changes when parameters in Settings tab are modified
Run
starts strategy
Close All
allows to close all open position in one click.
Clear All
clears all orders and position from strategy memory.
View log
opens log window
Launch on startup
allows to automatically start the strategy on the software startup.

Tabs

Instruments and orders
contains trading instruments settings. Detailed description of the parameters can be found in corresponding strategy section of this manual.
Logs
opens strategy performance log.
Settings
contains global strategy settings. Detailed description of the parameters can be found in corresponding strategy section of this manual.
In the bottom half of the strategy window you can see orders section where you can find comprehensive information about open and closed orders.
Opened orders
contains list or open orders
Closed orders
contains list of closed orders.
After creation strategy is added to the list of strategies in Strategies section that provides quick access to the most essential information about strategy and to Equity manager.

Here you can enable or disable strategy, check it's status, error notifications, number of open orders, configure equity manager, check current profit status, access to settings, stop, start, clone or remove it.