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:
- Click the Deploy tab in the results panel
- Enter a name in the Strategy name field
- 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
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