What is the strategy checker?

The Strategy Checker is your trade-by-trade accountability system. Define your ideal trading rules as a checklist, then see which ones you consistently follow – and which you don’t.

Creating a Strategy

1. Go to Settings → Trading Tools & Strategies → My Strategies.
2. Click “Add New.”
3. Type a name and description for your strategy (e.g., “Gap and Go”) and optionally select a Setup to associate with it from the dropdown.
4. Click “+ New Category” to create your first rule category (e.g., “Entry Rules”).
5. Click “Add New Rule” to add rules under that category (e.g., “Strong volume”).
6. Create as many categories and rules as your strategy requires, then click “Done.”

Assigning a Strategy to Your Trades

1. Open a trade and go to its “Strategy” tab.
2. Click “Add Strategy” and select the appropriate strategy from the dropdown.
3. Check the box next to each rule you followed for that trade.

TraderSync will show a Compliance % indicating how many of the strategy’s rules you followed.