9. Managing Your Strategy Library

The Strategies view (accessible from the top navigation) shows all strategies you have saved or deployed. It is your permanent record of research sessions.

Saving a strategy

Strategies can be saved at any point after a backtest has run:

1. Click the Deploy tab in the results panel
2. Enter a name in the Strategy name field
3. Click Save to My Strategies

Saving does not deploy the strategy — it just stores it to your library with its backtest metrics. You can deploy it later from the Strategies view.

Reading strategy cards

Each saved strategy shows:

• Name and instrument/timeframe
• Win Rate, Expectancy, Trades, and Robustness Score
• A Live badge if the strategy is currently deployed, or a Saved badge if it is not
• Action buttons: Deploy, Stop (if live), and Delete

Deploying from the library

Click Deploy on any saved strategy to open the deploy modal and send it live. You do not need to re-run the backtest.

Stopping a live strategy

Click Stop on any live strategy to halt trading. The strategy will remain in your library as Saved. No open positions are closed automatically when you stop a strategy — you will need to manage any open positions manually in your broker platform.

Deleting a strategy

Click Delete to permanently remove a strategy from your library. If the strategy is currently deployed and live, stop it before deleting. Deletion cannot be undone.

Refreshing the list

The Strategies view does not auto-refresh. Click the ↻ Refresh button in the header to reload the latest status from the server.

Updated on: 24/04/2026