---
title: Add Strategies and Inspect Positions
description: Find Add strategy, open strategy configuration and details, read data messages, inspect holdings, and use the Manage controls.
url: "https://portfolioboss.com/documentation/add-strategies-and-inspect-positions/"
updated: "2026-11-06"
category: "Chapter 10 - Trading Dashboard & APM"
---

# Add Strategies and Inspect Positions

**TRADING DASHBOARD & APM · 4 OF 8 · STRATEGY MANAGEMENT**

**See what is trading—and what each strategy holds.**

Use the strategy name for its configuration, and Strategy details for the trading record, allocation chart, and positions.

[← Trading Dashboard guide](https://portfolioboss.com/documentation/trading-dashboard-overview-apm/) · Use the overview to choose a different task.

 **On this page**

[Add a strategy](#add) · [Data messages](#data) · [Strategy details](#details) · [Positions](#positions) · [Manage controls](#manage)

## Add a strategy to the selected account

Select the account first, then click **Add strategy** above the Trading strategies panel. Follow the prompts for the strategy you want to assign. Dan already has his example strategy added; the Add strategy control is unavailable during this portion of the recording, so the selection dialog is not demonstrated.

[![Trading strategies panel with Add strategy, the underlined strategy name, and the data availability message highlighted.](https://portfolioboss.com/wp-content/uploads/2026/11/td-07-strategy-row.png)](https://portfolioboss.com/wp-content/uploads/2026/11/td-07-strategy-row.png)
The account can contain individual strategies, multi-strategies, or meta-strategies, subject to your licenses. **Click to enlarge.**

If Add strategy is unavailable, read any explanation shown by your version and confirm the account setup and your licensing. The recording does not establish a single cause for every disabled Add strategy button.

Click the **underlined strategy name** to open the strategy itself and review its full configuration. This is useful when you want to understand the rules and instruments behind the trading activity. See the existing [Multi-Strategy](https://portfolioboss.com/documentation/multi-strategy/) and [Meta-Strategy](https://portfolioboss.com/documentation/meta-strategy/) guides for how strategies can be combined.

## Read the message below the row

The line under a strategy can identify required data sources and when that data is expected to become available. In the Outlier example, Dan discusses alternative data in addition to ordinary price-and-volume history. The visible message lists CSI data and several ETF-provider TAP data sources.

Read the message as a status explanation. A strategy waiting for required data and an account disconnected from the broker are different conditions; the broker connection is shown in the Account panel.

## Open Strategy details

Click the strategy’s **allocation bar**, or scroll right to the **Manage** column and use its first, magnifying-glass-style control. The tooltip in the recording says it opens strategy details. This is separate from clicking the underlined strategy name to open its configuration.

[![Strategy details showing funding and trading statistics on the left, and a historical allocation chart with date-range handles on the right.](https://portfolioboss.com/wp-content/uploads/2026/11/td-08-strategy-details.png)](https://portfolioboss.com/wp-content/uploads/2026/11/td-08-strategy-details.png)
The chart uses Default positions, Cash equivalent positions, and Cash. Hover to read values for a particular date. **Click to enlarge.**

| Properties | What they help you inspect |
| --- | --- |
| Strategy and Type | Confirm which strategy you opened; Dan’s example is a Meta strategy. |
| Total funding, Deposits, Withdrawals | Understand the funds assigned over time before interpreting the change in value. |
| Total value, In market, In cash | See the current composition of the tracked strategy value. |
| Total gain, Realized, Unrealized | Separate the reported overall result from closed-position and still-open-position results. |
| First traded and Next open | See the trading start and the next displayed market-opening date. |

Drag the handles in the small strip below the chart to focus the visible date range. Use the chart’s **Export** control when you want its data. Changes in deposits or withdrawals are part of the funding history; they should not be mistaken for trading profits.

## Inspect the underlying positions

[![Positions table grouped by underlying strategy with symbols, shares, average price, commission, value, weight, unrealized P&L, and current action.](https://portfolioboss.com/wp-content/uploads/2026/11/td-09-position-details.png)](https://portfolioboss.com/wp-content/uploads/2026/11/td-09-position-details.png)
A meta-strategy’s holdings are grouped by the underlying strategies. Use the position table’s own Export control to export those records. **Click to enlarge.**

For each position, check the symbol and description, position type, days held, calculated and filled shares, average price, commission, value in market, weight, unrealized P&L, and the current action such as **Hold** or **Sell**. Use the horizontal and vertical scrollbars to reach the rest of the table.

A calculated quantity is not proof that the broker filled that quantity. Likewise, a current action describes the strategy’s instruction; use the Orders panel for execution status. For the broker’s actual holdings and their assignments, use [Show positions](https://portfolioboss.com/documentation/review-orders-and-reconcile-broker-positions/#reconcile).

Use the square at the top right of the details window to maximize it. Close the window with its X when you are finished. That window-close X is separate from the stop/remove control on the strategy row.

## Find the five Manage controls

[![Enlarged Manage toolbar showing strategy details, funding, trading settings, circular reset arrow, and final stop/remove X.](https://portfolioboss.com/wp-content/uploads/2026/11/td-10-manage-controls.png)](https://portfolioboss.com/wp-content/uploads/2026/11/td-10-manage-controls.png)
Scroll the strategy grid horizontally if the Manage column is off screen. **Click to enlarge.**

| From left to right | Use it for |
| --- | --- |
| Strategy details | The allocation chart, properties, and position table described above. |
| Funding | [Target percentages or manual strategy funding.](https://portfolioboss.com/documentation/manage-strategy-funding-and-rebalancing/) |
| Trading settings | [Entry and exit settings for this strategy.](https://portfolioboss.com/documentation/configure-trading-order-settings/) |
| Reset | [Read the Reset guidance before using it.](https://portfolioboss.com/documentation/reset-stop-trading-and-remove-a-strategy/#reset) |
| X / Stop-remove | [Begin the stop/remove workflow and follow its instructions for positions.](https://portfolioboss.com/documentation/reset-stop-trading-and-remove-a-strategy/#remove) |

 [← Previous: Monitor Account Value and Allocation](https://portfolioboss.com/documentation/monitor-account-value-and-allocation/)

[Next: Manage Strategy Funding and Rebalancing →](https://portfolioboss.com/documentation/manage-strategy-funding-and-rebalancing/)

Based on Dan’s November 6, 2026 walkthrough in Portfolio Boss Unite 6.0.0.71. Screenshots show an example account and historical values, not recommended allocations or expected returns. Brokerage account identifiers have been masked. Labels and available features can vary by version and license.