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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:
 
  • Select each trade record to be assigned.
     
  • Click Edit, Assign Strategy.
     
  • Select the strategy used from the Select Strategy pop-up dialog.
     
  • Click Assign to edit the trades, or click Cancel.
     
  • 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.