Strategies
Trading Vault allows you to categorize your trades by strategy, making it easy to track the performance of different strategies over time. Set up strategies that make sense for your personal trading approach, and use them to analyze your results.
In Trading Vault, managing your strategies is made effortless. The Strategy Manager feature enables you to easily create, delete, rearrange, and customize your strategies. To establish a new strategy, simply hit the "New" button, 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 customize separate accounts to manage your trades with Trading Vault's Account Manager. Choose the base currency, default market, and risk percentage for each account, and track your transactions and account balances with ease. Try our paper trading account feature to test your strategies without risking real money.
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.