Editing a Strategy

Once you’ve launched a strategy, you might realize that some adjustments are necessary. That’s where the Edit feature comes in!

To edit your strategy, simply navigate to the Strategy Menu and select the Edit option.

Your strategy will automatically populate in Edit Mode. In this mode, an indicator at the top of the screen will show that you're editing the strategy, along with the name of the strategy you're working on

You can proceed through the entry and exit strategy sections as usual, making any changes you wish.

Note: The only modification that cannot be made is changing whether or not you want an Exit Strategy. For instance, if you initially chose to skip the Exit Strategy, you won't be able to add one using the Edit feature. Similarly, if your original strategy had an Exit Strategy and you want to remove it, you won’t be able to do so. In this case, the "Skip The Exit Strategy" checkbox will appear, but it cannot be selected.

Once you’ve made your changes, click the Save Changes button on the confirmation page to finalize your edits.

After saving your changes, you will be returned to the Strategy page, where you can view the edit history on the right-hand side of the page.

If you make edits to the strategy before the entry occurs, the changes will take effect immediately.

However, if the entry has already taken place and the edits are not compatible with the existing entry strategy, the system will continue to seek the original exit conditions and will apply the edited strategy in the next cycle.

You can track the changes on the strategy page:

Note: All screenshots and examples are for technical demonstration purposes only. They should not be considered as recommendations for any specific trading strategy, nor do they constitute any form of advice. Please click here for further explanation