Want to grade a trade against your strategy’s rules? Assign the strategy to the trade, then tick each rule you followed to see your compliance score.
- Open the trade from the Trades page (click its row).
- Click the Strategy tab, then click Add Strategy.
- Pick a strategy from the list. Its rules appear as a checklist.
- Tick each rule you followed. The Compliance score updates as you go, and Check All ticks every rule in that one group (not the whole strategy).
- To take the strategy off the trade, click the trash can next to its name.
