My Strategies
Published Jul 9, 2026 · Updated Oct 16, 2026
My strategies is where you manage every live and paper strategy you create: check overall returns and billing, filter the list, and open a strategy to handle positions and configuration. Go to Strategy → My strategies.
With no strategies yet, the list shows a New strategy button; signed out, it shows Sign in and Explore Leaderboard.
What is on the page?
| Area | What it shows | How to use it |
|---|---|---|
| Strategy overview | Live PnL, live equity, strategy activity (running / failed counts); a bottom row with membership, credits, billing, and live / paper quota | Click the failed count to filter failed strategies; click live PnL to sort by ROI |
| Title-row buttons | Timer icon (Auto-refresh switch), New strategy | Auto-refresh is off by default; when on, the list updates every minute |
| Toolbar | Search, Filters, performance window | The window changes card returns only, not the live totals in the overview |
| Strategy cards | Mode pill, strategy tag, name, status; ROI with a small curve, PnL, balance, drawdown | Click a card to open its detail page |
The overview totals ignore search, filters, and groups.
How do I filter and group?
Click Filters to expand these options. Active conditions stay visible as removable chips:
| Option | Values |
|---|---|
| Trading mode | All / Live / Paper |
| Runtime status | All statuses / Running / Failed / Stopped |
| Sort by | Status first (default) / Current-window ROI / Current equity / Recently updated / Created time |
| Group | All / your custom groups / Ungrouped |
The performance window sits at the right of the toolbar: 24H, 7D (default), 30D, 90D, 180D, 365D, or All. Reset filters clears search, mode, status, and group and restores the default sort; the performance window stays as it is.
Groups let you organize strategies by purpose. Choose Create group in the group dropdown, then use Move to group in a card’s more menu (⋯). Once custom groups exist, open View group summary from the group menu to compare returns per group.
Groups are stored in this browser. They do not follow you to another browser or survive clearing browser data. Deleting a group, or removing a strategy from one, never deletes the strategy itself.
What do the statuses mean?
| Status | Meaning | What to do |
|---|---|---|
| Running | Running normally | Nothing |
| Stopped | Stopped manually, or for a reason such as take profit or stop loss | Open the status tooltip for the reason; Start again when needed |
| Failed | Runtime error | Check the reason and follow Trader not starting |
The status tooltip shows the desired state, the runtime state, and a reason such as “Take profit triggered”, “Stop loss triggered”, or “Runtime failed”. “Restart required” means you need to start the strategy again.
What can I do from a card?
| Button | What it does |
|---|---|
| Copy | Opens the create page pre-filled with this strategy’s type and parameters, so you can build a new one (for example on a live trading account) |
| Edit | Opens “Edit strategy config” for strategy parameters and risk and execution settings |
| Start / Stop | Start shows a cost estimate first; Stop asks whether to keep or close positions |
| ⋯ more | Manual sync (some strategies), Move to group, Delete strategy |
How do I read the detail page?
Click any card to open its detail page. On a computer it is one long page; on a phone, switch with the Overview / Returns / Positions / Orders tabs at the top. From top to bottom:
- Runtime status card: name (rename it inline), strategy ID, Copy link, running time, annualized ROI, 24H trades, and every management button.
- Trader equity curve: switch the curve metric and pick 24H / 7D / 30D / 90D / 180D / 365D / ALL. Reset returns permanently clears the return history and resets the matching leaderboard data.
- Positions and strategy runtime: the open-position table, where you can Reduce or Close a single position. Below it is the strategy’s own runtime section: runtime metrics first (such as holdings, candidates, realized and live PnL), then one line listing your configured rules, then detail lists (for example, Smart DCA lists adds made per symbol). Copy strategies also show each signal source’s return curve and positions.
- Asset preference: each symbol’s share of closed positions.
- Orders & Events / Closed positions: filter by symbol and record type (Trades / Error events); click a symbol to see fills on a candle chart.
Management actions on the detail page
| Button | What it does |
|---|---|
| Strategy config | Opens “Edit strategy config” with Strategy params and Risk and execution tabs; Save config applies changes, and a stopped strategy can use Save and start |
| Notification config | Chooses this strategy’s notification channels and message types |
| Strategy history | Shows the full snapshot of every saved config and what changed from the previous version |
| Share | Builds a copyable performance card; the Share strategy details switch controls whether the leaderboard shows config, copy-trading details, positions, and order history |
| Auto-refresh | Refreshes the detail data on a timer |
| Trade existing positions only | Exchange copy strategies only: when on, it follows the leader only in symbols you already hold |
| Backtest this strategy / Copy | Starts a backtest experiment from the current parameters, or opens the create page to copy it as a new strategy |
| Start / restart / Stop | A restart resumes from the saved account snapshot and positions |
| Delete strategy | Available only when the strategy is stopped or failed |
Stop and close positions closes all of this strategy’s positions. With many positions this can take a few minutes, so confirm the result on the exchange. To end the run but keep positions, choose Stop and keep positions. A stopped strategy never restarts on its own; start it again yourself. Some strategies cannot close positions on stop, so the dialog only offers to keep them.
Delete strategy removes the strategy’s runtime records and binding and cannot be undone. If you only want it to stop trading, stopping is enough.
A running strategy cannot change its trading account. Stop it first, then switch in Strategy config. Switching clears the return curve and leaderboard return data, which restart from the new trading account.