Strategies
Strategies help connect your trade results back to the playbook behind them. Set up strategies that match your actual trading approach, then use them to filter trades, compare performance, and see which ideas are producing consistent results.
The Strategy Manager lets you create, delete, rearrange, and customize your strategies. To establish a new strategy, select "New", assign it a name and abbreviation, and use the text editor to document any relevant notes or criteria.
| Field | Description |
|---|---|
| Name | Name of your strategy. |
| Alt Name | This is an abbreviation of your strategy displayed in some parts of Trading Vault such as charts. It is limited to 5 characters. |
| Description | Outline your strategies criteria and add any important notes. |
Accounts
Create and manage trade accounts, understand the lifetime performance summary, track deposits and withdrawals, and review account balance history in Trading Vault.
Snapshot Slots
Learn how to use snapshot slots in Trading Vault to organize your trade snapshots and keep them easily accessible for analysis and review.