Strategy Center Overview

The Strategy Center, which is accessible from any of the Strategy tools and the Charts, is the heart of the Strategy suite of tools. It is the window in which you can create, save, and manage all the strategies you use in the Strategy tools.

What is a Strategy?

A strategy consists of one or more indicators (such as a price crossover on Bollinger Bands®, SMA, Envelope, etc.) with an associated trade action (such as Long Entry, Short Exit, etc).

The information you get from each strategy depends on what tool you apply it in. For example, applying a strategy in the Strategy Tester or in a Chart will apply the strategy for a certain period of time going backwards to see how well the selected strategy would have performed historically for a stock or list of stocks.

Alternately, in the Strategy Ticker® and Strategy Matrix™, the strategies are applied to real-time data in order to flag occurrences of the selected strategy crossing whatever threshold is set by the strategy.

Using Strategies

You can apply strategies in several ways. Follow the links below to learn about each approach:

• Apply a built-in strategy
• Create a new strategy, either based on a built-in strategy or from scratch
• Edit a built-in or saved strategy and then apply it

To learn how to understand the results of running your strategies in any of the Strategy Tools, click on the specific tool name below:

• Strategy Tester
• Charts
• Strategy Matrix™
• Strategy Ticker™