Strategies Manager
 

In Strategies Manager, you can create, edit, delete and organize the trading strategies. To access the Strategies Manager, click View->Strategies Manager ...:

 

Set Default Strategies
Add a New Category
Add a New Strategy
Delete a Strategy
Select Strategy for Data Row

 

Note: A category node is indicated by . A strategy node is indicated by .

 

Set Default Strategies

The user can set default strategies for instrument type CASH, FUT, OPT and STK. When the user selects an instrument for a data row, the system will automatically assign the default strategy to the data row based on the type of the instrument.

Right click on a strategy node, select Set as Default for:

A default strategy is indicated by one of the following icons:

- Default strategy for instrument type CASH (Currencies).

- Default strategy for instrument type FUT (Futures).

- Default strategy for instrument type OPT (Options).

- Default strategy for instrument type STK (Stocks).

 

Add a New Category

The user can create new categories to group and organize the strategies. Right click on a category node and select Add Category.

A category node with the name New Category will be created. Left click on the category node name and wait for a moment to edit the category name.

 

Add a New Strategy

The user can add new strategy. Right click on a category node and select Add Strategy.

A strategy node with the name New Strategy will be created under the category. Left click on the strategy node and wait for a moment to edit the strategy name.

 

Delete a Strategy

To delete a strategy, just right click on the strategy node and select Delete.

A strategy can not be deleted if it is still referenced by a data row.

 

Select Strategy for Data Row

Right click on a data row and select Select Strategy: