How can I create a new setup?

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Want to track a strategy, like your opening-range breakouts, separately? Create a setup, then use it to tag your trades.

  1. Click the Settings gear icon at the bottom left.
  2. In the left menu, under Trading Tools & Strategies, click Setups.
  3. Click Add New.
  4. Type the Setup Name and, if you like, pick a Color.
  5. Click Add New Setup. It appears in your list right away.

Rename a setup: click the pencil icon on its row, change the Setup Name in the Edit Setup window and click Save. This also fixes a spelling mistake.

Delete a setup: click the trash icon on its row and confirm with Delete. This cannot be undone.

Delete all setups at once: click the trash icon in the header of the setups table, above the row icons. The Delete All Setups window opens. Click Delete All to confirm. Be careful: this removes every setup and also takes them off every trade they are assigned to. This cannot be undone.

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