Strategies

Strategies

The strategies page at /strategies is where you turn vague "this is how I trade" thinking into a written setup with rules. Each strategy holds its own notes (your playbook) and a list of rules (the constraints that actually define it). Once a strategy is linked to a trade, Tradeways checks the trade against those rules and tells you exactly where you stuck to the plan and where you didn't.

If rule compliance is the only thing you take from this page, that is the centerpiece. Most traders know what their strategy should look like; what they don't know is which trades broke it. That gap is what strategies fix.

Switching the active strategy

When you are on /strategies, the header shows a strategy switcher with the icon and name of the active strategy. Open it to pick from your starred strategies, or click Manage Strategies at the bottom of the dropdown to open the full strategies dialog.

If you have not starred anything yet, the dropdown points that out and the switcher acts as a shortcut to the manage dialog.

Creating and managing strategies

The Manage Strategies dialog is where you create, star, edit, and archive strategies. It lists everything in up to three groups:

• Favorites — the strategies you have starred. These also show up in the header switcher.
• All — every other strategy you have created.
• Locked — strategies that exceed your plan's limit. Read-only until you upgrade.

Hover any strategy to reveal the star, edit, and archive controls. A usage counter shows how many strategies you have used out of your plan's limit. The + button at the top creates a new one; if you have hit your plan limit, the button is disabled and the tooltip explains why.

To create a strategy:

Edit inline from the same dialog and click Save. To archive a strategy, click the archive icon on its row and confirm. Hold Shift while clicking to skip the confirmation. Archiving is reversible-ish: the strategy and its notes are moved to the archive, the strategy is cleared as the active strategy if it was selected, and it is removed as the default strategy on any accounts that used it.

Notes (your playbook)

The left side of the strategy page is a tabbed rich-text editor. Each tab is a separate note: think of them as pages in a binder for this strategy — entry checklist, screenshots of textbook setups, post-mortems, whatever you want.

• + in the tab bar adds a new note.
• Right-click a tab (or use its dropdown) to rename, reorder, or delete it.
• There is no limit on the number of notes per strategy.

Notes auto-save as you type. A status indicator in the tab bar shows the current save state.

Rules

The right side of the strategy page is where rules live. Rules are the constraints that turn a strategy from a vibe into something measurable. Click the + in the rules header to add one. Each strategy can hold up to 50 rules.

Rule categories

Rules are grouped into five categories so the list stays readable when you have a lot of them:

Rule scopes

Most rules need a scope so Tradeways knows what to count:

The available scopes depend on the rule type. "Must have stop-loss" is always per trade, while "Max trades" lets you pick.

Currency or native units

Performance rules involving P&L (daily, weekly, monthly limits and targets) support two units:

• Currency — the threshold in a specific currency, e.g. 500 USD.
• Native units — the threshold in the instrument's own units (ticks for futures, pips for forex, points for crypto and CFDs), pinned to one asset class. If your strategy spans multiple asset classes, the rule applies only to that class and a warning explains which trades will be excluded.

Enable, disable, delete

Disabled rules show an Inactive badge and are skipped during scoring. That's useful when you are A/B testing a rule without losing its configuration. Delete removes it for good; hold Shift to skip the confirmation.

Rule compliance: the part that actually moves your trading

The compliance score is the bottom of the rules panel. It is just:

rules passed / rules evaluated

Rules that come back as N/A (not enough data, not applicable to the trade) drop out of the denominator instead of counting as failures. The score is shown as a percentage with a traffic-light color:

Compliance shows up in three places:

• On the strategy page itself, in the rules panel summary. Expand it to see each rule's pass / fail / N/A.
• On the Dashboard, via the compliance widgets (score card, trend chart, heatmap).
• In the strategy widgets on the /strategies page.

The reason this matters: you almost never break your strategy by deciding to be reckless. You break it on the trade where you "just wanted to scalp something" at 4pm even though your plan ends at noon. Compliance puts a number on that.

Linking strategies to trades

Rules can only be evaluated against trades that are linked to the strategy. There are four ways to make the link:

• From the Trade Log — click the strategy cell on any trade row and pick a strategy from the dropdown.
• From the Trade Detail page — assign or remove strategies in the header area.
• Bulk assign — link a strategy to every trade in an account in one go. Useful when you create a strategy retroactively.
• Default per account — in account settings, set a default strategy. New trades imported or created in that account get the link automatically, so you don't have to touch every trade.

Unlinking a strategy from a trade does not delete either. It only removes the association.

Reviewing trades against the plan

The review page at /review is the other half of strategies. It is built around one question: of the trades you took recently, which ones followed the plan and which ones didn't? You need at least one strategy with rules before review shows anything meaningful.

The page is built around three things that stay visible at the same time: your playbook on one side, the compliance breakdown and trade list in the middle, and the full details of whichever trade you are currently looking at on the other side. On smaller screens these stack vertically.

Filtering the trade set

A filter bar sits above the layout with two groups of toggle chips.

Time presets narrow the date range:

Ranges recalculate when the tab regains focus or every minute, so leaving the page open doesn't give you stale results.

Review status narrows by what you have already worked through:

• All — every trade in the time range
• Unreviewed — trades you have not yet marked as reviewed
• Reviewed — trades you have already marked as reviewed

Both selections persist across sessions.

Compliance summary

At the top of the middle column, an aggregate compliance score covers the trades currently visible. It recalculates whenever you change the time preset or the review-status filter. Rules are grouped by category with pass, fail, and N/A indicators next to each one.

If the active strategy has no rules yet, the card points you back to the strategy page to add some.

Trade list

Below the summary, a paginated list shows the trades that matched your filters. Each row gives you the basics at a quick scan:

• Symbol
• L (long, green) or S (short, red) direction badge
• Realized P&L, color-coded
• Close timestamp (or open timestamp if the trade is still open) on wider screens
• An amber dot on the left border if the trade has unchecked manual rules
• A green checkmark for reviewed trades, a gray circle for unreviewed ones

Click a row to select it. The row expands inline to show its compliance detail; click again to collapse. The list loads 50 trades at a time, with Load more at the bottom when there are more matches.

Working through a trade

The expanded compliance detail lists every rule for the active strategy, grouped by category:

• Manual rules have checkboxes you toggle to record whether you actually did the thing. Changes save immediately.
• Auto rules show a pass, fail, or N/A icon based on the trade data — these are not togglable.

Each row shows the rule label and, for non-trade-scoped rules, a scope badge (daily, weekly, monthly).

At the bottom of the expanded section:

• Mark as Reviewed stamps the trade with a reviewed timestamp; the row picks up the green checkmark.
• Mark as Unreviewed clears the stamp.

All of this is saved instantly. There is no separate "save changes" step.

Full trade detail alongside the rules

Selecting a trade also fills out a read-only detail view with everything you need to actually judge the trade without leaving the page:

To edit any of this, jump to the Trade Detail page.

Reviewing as a mentor

If a student has shared their account and strategies with you through Mentoring, you can open the review page in their context. Tradeways loads their strategies, notes, compliance results, and trades, with the obvious guardrails in place:

• The notes editor is read-only — you can read the student's playbook but not change it.
• Manual rule checkboxes are disabled — you can see what they checked but not toggle anything.
• Mark as Reviewed is hidden — only the student can mark their own trades.
• The trade detail view still works the same way, so you have the full picture while writing feedback.

If no strategies were shared, the page explains that there is nothing to review yet.

When you share strategies with a mentor

When you share strategies through Mentoring, your mentor sees the same notes and rules in read-only mode. They cannot edit, create, or archive anything. In their switcher, every shared strategy is listed (not just the ones you have starred), so they can flip between them while reviewing.

See also

• Dashboard — compliance widgets for strategy tracking
• Trade Log — assign strategies to trades via the strategy column
• Trade Detail — view and change linked strategies on a single trade
• Mentoring — share strategies with a mentor
• Tradeways Score — plan adherence in the Discipline pillar is driven by strategy links