Strategy has four tabs, My Strategies, Optimize, Virtual Trade, and Live Trade
My strategies tab contains the list of all the strategies which are created and backtested by the user.
By clicking on a particular Strategy, User can have a summarized view of the selected strategy and its backtest result
By clicking on the selected Strategy, there are some quick action buttons, and users can View Strategy, Copy Strategy, Edit strategy and Delete strategy any particular algo trading strategy.
View Strategy: Under this the user can view have a script wise summarized view of the backtest result for selected strategy and if the user wants to have a detailed view. Then the user has to select the script and click on View Backtest quick action button. A detail result of the backtest will appear, For more detail please refer Understanding Backtest Insights results?
The user can also run Optimisation, Virtual Trade and also Live trade on the said strategy.
Copy Strategy: It will create as a new strategy and with all the parameters same as the existing strategy with New Strategy name.
Edit Strategy: By virtue of this the user can edit the parameters of the strategy framed by the user including its Stop Loss & Take Profit percentage etc.
Delete Strategy: You can delete the strategy using Delete Strategy quick action button. if the backtest result is not satisfactory or not giving expected returns. In case you want to delete the strategy which is running in live trade or virtual trade you need to first stop the strategy from Live Trade and Virtual Trade and then you can delete.
Optimise tab contains all the optimization results performed on specific script/instrument and particular strategies. After a user has tested their strategy across backtesting and is relatively confident of its working, the user can run the strategy on Optimization mode before deploying the strategy at Virtual Trade and Live Trade.
View Details: here the user can have a detailed result of the optimization of its strategy, for more detail please refer Understanding Backtest Insights results?
Change & Run: here the user can change the Range (Start % and End %) and interval of the Stop loss % and Take profit % to perform optimization again with different parameters.
Delete Optimized result: You can delete the optimization result, if the optimization result is not satisfactory or not giving expected returns.
Virtual Trade Tab
Once a user has tested its strategy across back testing and optimization and is relatively confident of its working, then the user can deploy the strategy on Virtual trade mode before allocating capital to it
View Details: By clicking on “View Details” quick action button, user can view the Virtual Trade result summary including Return, Ratios, Graphical representation and Transaction wise statement. For more detail please refer Understanding Backtest Insights results?
Stop: To stop the paper trade you can press the ‘Stop’ quick action button and from that moment no Virtual trade would be conducted for said strategy
Live Trade Tab
After a user has tested their strategy across backtesting, Optimization and virtual trading and is relatively confident of its working, the user can deploy the strategy on live trading mode by allotting the capital to it.
The Live Trade function allows users to take their strategy live in the stock market and get actionable alerts based on the entry and exit conditions in their strategy.
View Details: By clicking on “View Details” quick action buttons, user can view the Live Trade result summary including Return, Ratios, Graphical representation and Transaction wise statement. For more detail please refer Understanding Backtest Insights results?
Stop: To stop the live trade user has to press the ‘Stop’ quick action button and from that moment no Livetrade would be conducted for the strategy
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