Strategy presets

4 min read · updated 2026-07-12

Settings → Strategies includes the preset catalog: 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. Selecting one makes it your active strategy (one click, done) and its card shows the factor mix, any built-in protection, and the backtest test-window length, so you can compare before you pick.

The catalog

PresetCharacter
Steady HarvestConservative: harvests gains into cash as they build (trims winners), with a tight stop-loss. Stays invested, never parks in cash
Steady CompoundersConservative: calm, profitable compounders (low volatility + quality lead)
All-Weather BlendModerate: equal weights across all four factors
Trend RiderAggressive: leans hard on momentum; stronger in trends, harsher in reversals
Bargain HunterModerate: value-led, hunting cheap, profitable stocks
Momentum × QualityAggressive: the classic pairing of the two

Selected, and tuned

The strategy you select is marked ACTIVE. If you then adjust it under Advanced: tune current strategy, turning factors on or off, or changing their weights (see How signals are scored), its card reads (tuned), so you can tell at a glance that you’ve moved away from the preset’s defaults. Your tuning stays with that strategy; switching to a different preset starts you fresh on its defaults.