User Guide


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.