How can I add a new plan?

To add a new plan, follow these steps:

1. Locate the “New Trading Plan” button. This button is typically found within the Trading Plan section of the platform.
2. Click on the “New Trading Plan” button. This action will initiate the process of creating a new plan.
3. A new popup window will appear. This window is where you will input the necessary details for your new plan.
4. In the “Plan Name” text field, enter a descriptive name for your plan. This name will help you easily identify the plan later.
5. Select a specific “Date Range” for your plan. This will define the timeframe that the plan will cover.
6. Choose the “Portfolio” that you want to associate with this plan. This will determine which assets or securities will be included in your analysis.
7. Click the “Save Changes” button. This action will save the basic details of your plan.
8. To add specific criteria to your plan, locate and click the “Add Criteria” button. This will allow you to define the specific rules or conditions that your plan will follow.
9. You will be presented with two options: “Trades to Focus” and “Trades to Avoid.” Select the appropriate option based on the criteria you want to add.
10. Once you have added your desired criteria, the graph will automatically update. This visual representation will show you how your plan aligns with your selected criteria and the historical data.

By following these steps, you will have successfully created a new trading plan and customized it to meet your specific investment goals.