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Confirming the Strategy

Learn how to review and confirm your trading strategy to ensure it’s set up correctly before running it.

Josh avatar
Written by Josh
Updated this week

Before your strategy is set in motion, we need to ensure everything is in place.

The final step to complete your strategy is confirmation. This step is essential to make sure the system fully understands your plan. Take the time to review your strategy details and double-check that everything is correct:

  1. The strategy as you wrote it.

  2. Conditions — they are already broken down into rules and actions.

  3. Execution mode — will your strategy run once, or in a loop? Remember, only strategies with valid conditions and an exit strategy can loop.

  4. Hit limits — set a limit number to stop the strategy automatically if the number is exceeded.

  5. Stop-loss — set a value/amount to automatically stop the strategy if the limit is reached.

  6. Strategy name — give your strategy a clear name for easy reference.

  7. Running mode — choose how to run your strategy:

    • Run Live

    • Simulate

    • Backtest

If anything seems off or unclear, simply click Back or navigate to the Entry Strategy/Exit Strategy tabs to make changes before moving forward.


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