Strategies & checklists

Define named strategies with execution settings, risk settings, and checklists, with auto-computed metrics.

A strategy is a named record that pairs your execution settings and risk settings with checklists across seven categories. Once trades are tagged to it, Trada auto-computes a set of metrics from those trades so you can see how the process is running.

Strategies are available on Starter and above. On Free and expired plans the strategies list shows for about two seconds, then a blur overlay appears with an upgrade prompt, and the Create control stays disabled with a tooltip. See Plans & pricing.

A strategy — its execution checklist and auto-computed metrics.

Set execution and risk settings

Every strategy carries two groups of settings. They document how you intend to trade the setup; they do not place or change any orders on your connected accounts.

Execution settings

Setting	Options
Higher Timeframe	15m, 30m, 1h, 4h, 8h, 1d, 1w, 1month
Entry Timeframe	30s, 1m, 5m, 15m, 30m, 1h
Session	Sydney, Tokyo, London, New York (times are UTC-based)
Symbols	Multi-select autocomplete from supported instruments

Risk settings

Setting	Options
Stop Loss	Fixed, Dynamic
Trail	Enable, Disable
Type of TP	Fixed, Fixed RR, Dynamic, Partial
Minimum RR	Numeric, decimals allowed

A strategy also has a Name (required, unique per account), an optional Summary (up to 120 characters), and an optional image (JPG or PNG, up to 1 MB).

Build checklists across seven categories

The strategy detail view holds a checklist split into seven categories. Each category takes up to 10 items, and each item is up to 200 characters.

Category	Tab filter it appears under
Pre-Market Routine	Pre-Market
Entry Rules (shown as Setups in some views)	Entry
Stop Loss Policy	Exit
Profit Taking Rules	Exit
Risk Management (shown as Master Risk in some views)	All
Mindset	Psychology
Drawdown Protocol	Psychology

The All tab shows every category. Use the other tabs — Pre-Market, Entry, Exit, Psychology — to narrow the view while you work.

Each checklist item has a checkbox you can tick as you complete it during prep. Checkbox states save immediately, independently of the Save button, and sync across your devices.

Read auto-computed metrics

Once trades are tagged to a strategy, Trada computes these figures from the tagged trades and shows them on the list and detail views. They summarise trades that have already been recorded; they are not forecasts.

Metric	What it reflects
P&L	Sum of P&L across tagged trades, in USD, signed
Total Trades	Count of tagged trades
Win Rate	Winning trades / total trades, to 1 decimal
Profit Factor	Gross profit / gross loss, to 2 decimals
Recent Trades	Last five tagged trades as W/L badges, with symbol and P&L on hover
Daily P&L	Last five days, drawn as an inline sparkline

With no tagged trades yet, P&L shows $0.00, Win Rate and Profit Factor show an em dash, no recent-trade badges appear, and the sparkline is flat. Formula definitions live in Formulas.

Create a strategy

1

Open the create flow

From the strategies list, use Create. The form opens at Create New Strategy with sensible defaults already filled in (Higher Timeframe 1h, Entry Timeframe 15m, Session London, Stop Loss Fixed, Trailing Disable, Take Profit Fixed RR, Minimum RR 1.5).

2

Fill in the details

Enter a unique Name, an optional Summary, and adjust the execution and risk settings. Add checklist items per category if you want them in place from the start; the checklist is optional at creation.

3

Save it

Use Create Strategy. The control stays disabled until a valid, unique name is present. On save you return to the list with the new strategy at the top.

Edit and save changes

1

Enter edit mode

On the strategy detail view, use Edit Strategy. Settings fields become editable and the checklist shows + Add and per-item delete controls.

2

Make your changes

Update settings, add or remove checklist items, or replace the image. The Save control stays disabled until a change is detected.

3

Save

Use Save. Trada validates the name is present and unique, the summary is within 120 characters, each checklist item is within 200 characters, and no category exceeds 10 items. On success you exit edit mode with a confirmation toast; on failure the specific issue is shown so you can correct and retry.

If you use Cancel or navigate away with unsaved changes, Trada asks you to confirm before discarding them.

Tag trades to a strategy

Trades are auto-synced from your connected accounts and cannot be added, edited, or deleted by hand. You associate a strategy with a trade while journaling it, not by entering the trade yourself. Open the Trade Journal Modal, then pick the strategy from the assignment dropdown under Trade Info & Strategy. Each trade can carry one strategy, and you can change it later by re-journaling the trade. Saving the trade triggers a background recalculation of that strategy's metrics.

Duplicate or delete strategies

Duplicate copies every field and checklist item into a new strategy named {Original Name} (Copy). No trade tags carry over, so the copy starts at zero trades.

Deleting a strategy is permanent and cannot be undone. Any trades tagged to it are unlinked and lose their strategy tracking; the trades themselves are unaffected. Bulk delete behaves the same way across every selected strategy. Trada asks you to confirm — and names how many trades will be unlinked — before deleting.

Related

• Journaling a trade — where you tag a trade to a strategy

• Period reviews — reflect on a day, week, or month

• Formulas — how Win Rate and Profit Factor are computed

• Plans & pricing — what each plan includes