The Strategy panel identifies the strategy you are editing in Strategy Builder. In a normal editable strategy, it contains the Name and Description fields.
Give the strategy a useful identity
Use a name that lets you distinguish the strategy from its template and other variations. Use the description for its intended instruments, approach or the reason you created this version. This makes the library and later result reviews easier to navigate.
Availability of edits can depend on the strategy and its current state. If the application displays a restriction or confirmation, read that message before proceeding; a screenshot of an ordinary editable strategy does not describe every trading or licensing state.
Where email and trading controls moved
Older versions showed Daily Emails and related notification controls in this panel. For current notification setup, open Settings → Automation and use the trading-dashboard email option.
For live account deployment, funding and positions, use the Trading Dashboard. The Strategy panel is not a record of broker executions.
Continue configuring the strategy
Use Strategy Builder Overview for the rest of the workspace, or Managing Your Strategies to create a copy before experimenting.
