Strategy Management is your library of strategies and folders. Use it to find an existing strategy, open its builder, create a working copy or organize your research.
Read the strategy list
| Column | Use |
|---|---|
| Name | Identify and open a strategy. |
| Type | Distinguish Basic, Meta and Multi strategies. |
| Data Source | Identify the data source associated with the strategy. |
| Trading state | See its current trading-related status; use the dashboard for account-specific details. |
| Description | Read the strategy’s description. |
| Last modified | Find recent changes; scroll horizontally if this column is outside the visible area. |
The older Notifications column and per-strategy email workflow should not be used as the guide to current trading status. Notification setup now starts in Settings → Automation.
Find and organize your work
- Use the list’s search field to narrow the strategies shown. Clear the search to return to the full list.
- Use Show tree to display the folder hierarchy.
- Use the error-display control when you want to locate strategies that need attention.
- Use New → Folder to organize your work. The current command is Folder, even where older documentation says Group.
For a search across instruments, portfolios and strategies, use global search.
Open a strategy
Select the strategy and choose Backtest on the toolbar, or use Ctrl+B, to open Strategy Builder. Opening the builder is separate from starting a test.
For step-by-step creation, copy, backup and restore actions, continue to Managing Your Strategies. New users can begin with the Evo Engine Template quick start.
