Strategy Detail
Open a strategy overview from My Strategies by clicking its name. This page shows metadata and quick actions — not legs, conditions, or other strategy logic.
Navigation: Strategy Builder › My Strategies › click a strategy name
What you see
| Section | Details |
|---|---|
| Header | Strategy name, active/inactive status, version |
| Description | Formatted markdown with an edit icon (top-right) to update name, description, and tags; tags appear below the description without a separate label |
| Metadata cards | Instrument + type (adjacent), timeframe (with unit, e.g. 5 minutes, 1 hour), required margin, schedule, created/updated dates |
| Payoff graph | Show Payoff Graph loads a market premium snapshot (underlying spot + option LTPs at open time) and plots expiry P&L with green/red profit zones, max profit/loss, net premium, and breakevens. Option legs use actual premiums; Futures/Equity use linear P&L from the snapshot entry price. Spot can be adjusted for chart range; strikes and premiums stay frozen from the snapshot. |
| Actions (bottom) | Deploy, Backtest, Show Performance, Edit Strategy, Version History |
Required margin
If the strategy has no stored Required Margin, the page calculates it automatically (same engine as Strategy Builder), shows the result immediately, and saves it back to the strategy in the background. Estimated values show an Estimated tag and a short disclaimer.
Actions
| Button | Purpose |
|---|---|
| Deploy | Open Deploy Strategy for this strategy |
| Backtest | Run a Single Strategy backtest (strategy must be active) |
| Show Performance | Open Strategy Performance filtered to this strategy |
| Edit Strategy | Open Strategy Builder to change legs, conditions, and risk |
| Edit icon (header, top-right) | Update name, markdown description, and tags without opening the builder |
| Version History | View, compare, and restore previous saved versions |
On desktop, use the breadcrumb trail: Home › Strategy Builder › My Strategies › strategy name.
Edit Info (from list or detail page)
From My Strategies, use the row actions menu Edit Info (Name, Description, Tags). From the detail page, click Edit Info.
The description field uses the same Markdown editor as Strategy Builder save — toolbar for bold, italic, headings, bullet lists, and preview.