Assigning Strategies

 
TradeLog allows a user to assign strategies used in trading. The user can then filter grid views and generate reports based on strategy.
 
TradeLog contains a default list of common strategies, and also allows user-defined strategies in Global Options (see Strategy Setup).
 
To assign one or more trade records to a strategy:
 
  1. Select each trade record to be assigned.
    See Selecting a Single Trade for Editing or Selecting Multiple Trades.
     
  2. Click Edit, Assign Strategy.
     
  3. Select the strategy used from the Select Strategy pop-up dialog.
     
  4. Click Assign to edit the trades, or click Cancel.
     
  5. If you select Assign, TradeLog will list the respective strategy name in the Strategy column.
 
Please see the Chart Report topic to learn how to report on strategy performance.