Managing Your Strategies

Use Strategy Management to organize and maintain your strategy library. Begin with a copy of a supplied template when you want a guided starting point; use a new strategy when you need a blank configuration.

Create a folder or strategy

1. Open Strategy Management.
2. Choose New → Folder to add a folder, or New → Strategy to open the Add strategy dialog.
3. For a strategy, choose where it should be created, choose Basic, Meta or Multi, and enter a name.
4. Review the dialog, then click OK to create it. Use Cancel to leave without creating a strategy.

See Types of Strategy if you are unsure which type to choose. Every edition includes the Evo Engine Template; copying it is an accessible starting point for machine learning.

Copy and name a working strategy

1. Select the source strategy.
2. Choose Copy or press Ctrl+C.
3. Give the copy a name that explains its purpose. Review its description and settings in Strategy Builder.

The preference to open a strategy automatically after copying is in Settings → Miscellaneous. Copying does not mean you have deployed the copy to a broker account.

Back up and restore strategies

Use Backup to export the selected strategy or strategies, and Restore to import a saved strategy backup through the application’s dialog. Read the names and destination in the dialog before accepting it.

A strategy export is useful for moving or preserving specific strategies. It is separate from a master database backup, which protects the broader working database, including portfolios, accounts and tests.

Toolbar and keyboard reference