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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.
How to get here
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), margin, schedule, created/updated dates |
| Payoff graph | Show Payoff Graph opens a payoff chart. Options use expiry intrinsic value; Futures use linear P&L (lots × lot size × price change); Equity uses linear P&L (shares × price change). Enter spot/entry price to plot. A warning states the chart is for demonstration with sample values and is not an actual payoff graph. |
| Actions (bottom) | Deploy, Backtest, Show Performance, Edit Strategy, Version History |
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.