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Monitoring and Analyzing a Strategy

Better understand the Strategy Page and how to track your live or historical strategies.

Josh avatar
Written by Josh
Updated over 2 weeks ago

To monitor any strategy, start by opening the Strategy Page - either (1) immediately after creating a new strategy or (2) by selecting a previously created one from your dashboard.

Let’s go through the Strategy Page section by section:


Part 1 – Strategy Summary

This top section provides a high-level overview of your strategy:

  1. Strategy Name & Timestamp – View and edit your strategy’s name and see when it was started.

  2. Status – Indicates whether your strategy is currently live or stopped.

  3. Mode – Shows whether the strategy is a one-time execution or set to loop continuously.

  4. Hit Count – Displays how many "hits" (successful executions) the strategy has completed if it's running in a loop.

  5. Total P/L – Shows the total profit or loss from all hits.

  6. Total Stop Loss – Lets you define a maximum loss for the overall strategy (explained here in more detail).

  7. Strategy Menu – Access a menu to stop, edit, clone, run live, loop, or share your strategy.


Part 2 – Entry/Exit Condition Widgets

This section visualizes the real-time performance of your strategy’s conditions. Each condition is shown as a separate widget, and its layout reflects the logic used.

For example, if you create a strategy with two conditions connected by AND, each widget will monitor one condition, and the strategy will only trigger when both widgets are activated.


Widgets update live based on market conditions.

  • Hover over each widget’s legend to view detailed terms.

This setup helps you easily monitor which part of your logic is already satisfied and what’s still pending.


Part 3 – Detailed Strategy Summary

This section offers a more in-depth analysis of your strategy’s performance.

  1. A candlestick chart showing the Profit/Loss of each hit.
    → Hover over each candlestick to get more data on individual executions.

2. View overall stats, including:

  • Total number of hits

  • Total P/L

  • Total ROI

3. Additional insights include:

  • Win/Loss ratio

  • Average Profit/Loss per hit

  • Total Profit/Loss

This helps you identify patterns, evaluate performance, and refine your strategy accordingly.


Part 4 – Strategy Timeline

Track all executed orders in the Strategy Timeline on the right-hand side of the page. Each execution is shown as a card, with a summary that includes:

  • Asset name

  • Order type

  • Direction (buy/sell)​

Each card displays 2–4 data sets, depending on the type of order:

1. Average (Avg.)

  • Value: The average execution price.

  • Bar: Reflects price movement relative to the average.
    Color shows favorability (green = in favor, red = against).
    Length indicates the largest price swing during the position’s lifetime.

2. Units

  • Value: Number of units ordered.

  • Bar: Shows how much has been executed out of the total order.

3. Limit Price (if applicable)

  • Value: The order’s limit price.

  • Bar: Distance between current price and the limit.
    Color: Green (eligible to execute), Red (not eligible).
    Length: Reflects the greatest distance reached.

4. Stop Price (if applicable)

  • Value: The order’s stop price.

  • Bar: Distance from the stop price.
    Color and length follow the same logic as the limit price bar.


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

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