What is the strategy checker?

The Strategy Checker is your trade-by-trade accountability system: write your trading rules as a checklist, then grade every trade against it.

1. Click the Settings icon (gear) at the bottom of the left sidebar, then open My Strategies under Trading Tools & Strategies.
2. Click Add New.
3. Type a name for the strategy (up to 40 characters, for example “Gap and Go”). Optionally add a description, and pick a setup from the Setup list to link it to. Setups already used by another strategy are marked as taken.
4. Click Save & Continue.
5. Click New Category, name it (for example “Entry Rules”) and confirm.
6. Click Add New Rule, type the rule (for example “Strong volume”) and click Add Rule. Repeat for every rule, and add more categories if you need them.
7. Click Done. Your strategy now appears in the list.

To change a strategy later, click the pencil icon on its row. The bin icon deletes it after you confirm. To delete a rule category, open the strategy, click the category’s menu (⋮), choose Delete and confirm in the Delete Category window.

To grade a trade, open it, go to its Strategy tab, click Add Strategy, choose the strategy and tick each rule you followed. TraderSync then shows your compliance percentage, so you can see which rules you follow and which you skip.