Strategy performance
How to use this page
Section titled “How to use this page”Open Strategies, then select a strategy. Use the detail page to judge whether that setup deserves more size, fewer trades, or a rewrite of the rules.
Detail tabs
Section titled “Detail tabs”Performance metrics for trades linked to the strategy (net/gross style figures and other report-style stats for that subset). Compare these to your overall General report for the same date range.
When rules exist, Stats also shows:
- Overall adherence — average share of applicable rules checked on trades where you recorded checks
- Rule performance — per-rule follow rate, net P/L, win rate, and profit factor for trades where that rule was followed
Follow rate for each rule uses only closed trades where that rule applies (based on its Show when setting).
Trades
Section titled “Trades”List of trades assigned to the strategy. Open any trade for a full review, or assign / unlink trades when the set is incomplete.
Define and edit rule sections and points. In view mode, each point can show its follow rate from your checked trades. See Strategy rules for the full checklist workflow.
Keep strategy-level notes — thesis, rules updates, or review conclusions — separate from individual trade notes.
- Review stats after a meaningful sample size, not after two trades
- If a strategy underperforms, check Day and time and Tags for overlapping patterns
- Use per-rule follow rate to drop or refine rules that do not help your edge
- Keep descriptions up to date so future-you knows the intent of the setup