Strategy presets
ON THIS PAGE
Settings → Strategies includes the Strategy library: six ready-made strategy recipes, each a different blend of the four measures signals score: price strength (momentum), steadiness (low volatility), cheapness (value), profitability (quality). A preset is a complete strategy AND a behavior: some also carry a built-in stop-loss and a take-profit that trims winners into cash, so picking a strategy can change how the engine TRADES, not just how it ranks. One click on ＋ Add to your mix adds a preset to your strategy mix (the set of strategies your account runs at once, each trading its own share of your funds), and its card shows the factor mix, any built-in protection, and the backtest test-window length, so you can compare before you pick. A strategy already in your mix reads IN MIX with its current share.
Not sure which to pick? Find your fit… on the same page asks seven questions and suggests up to three presets with a split and automation rules, each with the answer that drove it; Apply recommendations adds them to your mix in one step and never removes a strategy. See Guided setup.
The catalog
| Preset | Character |
|---|---|
| Steady Harvest | Conservative: harvests gains into cash as they build (trims winners), with a tight stop-loss. Stays invested, never parks in cash |
| Steady Compounders | Conservative: calm, profitable compounders (low volatility + quality lead) |
| All-Weather Blend | Moderate: equal weights across all four factors |
| Trend Rider | Aggressive: leans hard on momentum; stronger in trends, harsher in reversals |
| Bargain Hunter | Moderate: value-led, hunting cheap, profitable stocks |
| Momentum × Quality | Aggressive: the classic pairing of the two |
In your mix, and tuned
Strategies you’ve added are marked IN MIX with their share of your funds; the split itself — and the cash reserve it leaves — is set on the Strategy allocations table. If you adjust a strategy under Advanced: per-strategy tuning (pick the strategy, then turn factors on or off or change their weights — see How signals are scored), its name reads (tuned) in the Strategy allocations table and the tuning picker, so you can tell at a glance that you’ve moved away from the preset’s defaults. (The library card keeps showing the preset’s original recipe.) Tuning stays with that strategy: each strategy in your mix keeps its own settings, and adding another preset never touches them.
A strategy’s built-in stop-loss and take-profit have no control on this page: they stay as the preset set them. A settings file carries them for each strategy in your mix, though, so restoring one brings them back, and an import can change them (its review shows each change before anything applies). Changing them that way doesn’t mark the strategy (tuned): that marker follows its factors, weights, and backtest window.
While automatic universe management is on, each card also names a published list (the shared list of symbols a strategy of that style trades). A card outside your mix says which list the strategy would follow if you added it; a card in your mix says which list it follows now — the same list its allocations row shows, with a “paused” note when that list’s agreement needs a fresh review, “inactive” while the strategy sits at 0% (a strategy with no share follows no list, whichever way the split is set), “on hold for live” on an account trading live (see automatic universe management), or “not following a list” when list updates are off for it.