Assigning Strategies

TradeLog® allows a user to assign strategies used in trading. The user can then filter grid views and generate reports based on strategy.

TradeLog® contains a default list of common strategies, and also allows user-defined strategies in Global Options (see Strategy Setup).

To assign one or more trade records to a strategy:

1. Select each trade record to be assigned.

   See Selecting a Single Trade for Editing or Selecting Multiple Trades.

    

2. Click Edit, Assign Strategy.

    

3. Select the strategy used from the Select Strategy pop-up dialog.

    

4. Click Assign to edit the trades, or click Cancel.

    

5. If you select Assign, TradeLog® will list the respective strategy name in the Strategy column.

Please see the Chart Report topic to learn how to report on strategy performance.