How can I add a new plan?

You can create and manage customized trading plans using the Plan Builder feature.

Steps to add a new plan:

1. Navigate to Plan Builder from the left navigation menu.

2. Click the New plan + button located in the top-right corner.

3. In the modal that appears:

   • Accounts: (Optional) Select a specific account from the dropdown, or leave it blank to cover all accounts.

   • Plan name: Enter a title for your plan (up to 50 characters).

   • Your rules: Type your trading rules into the text area (one per line or free-form).

4. Click Create plan to save.

5. Your newly created plan will now be available in the plan selector dropdown at the top left of the screen.