Building Trading Strategies

Tradavity uses a 3-tier system to organize your trading strategies. This structure helps you categorize trades and analyze which setups perform best.

The 3-Tier System

Every strategy is organized into three levels:

Level	Description	Example
Strategy	Your overall trading approach or methodology	"ICT Concepts", "Price Action", "Breakout Trading"
Setups	Specific entry patterns within that strategy	"Fair Value Gap", "Order Block", "Liquidity Grab"
Confirmations	Checklist items that must be present before taking a trade	"Market Structure Break", "Volume Confirmation", "Time of Day"

Creating a Strategy

1. Go to Strategies in the sidebar
2. Click Create Strategy
3. Complete the 3-step builder

The 3-Step Strategy Builder

Step 1: Strategy Details

Step 1 covers every rule and descriptor for the strategy in one page, organized into collapsible sections so you only open what you need. When editing an existing strategy, every section starts collapsed.

Basic Information (always visible)

• Strategy Name — A descriptive name (e.g., "ICT Breaker Block Strategy"). Required.
• Description — Brief description of your strategy
• Color Tag — Color for visual identification in charts and lists
• Strategy Scope — Global (all accounts), a specific account, or a copy trading group. See Strategy Scope below.

Risk Management (collapsible)

Define your risk parameters (all optional):

• Risk Per Trade — As a percentage or fixed currency amount
• Max Trades Per Day — Maximum number of trades allowed daily
• Max Daily Loss — As a percentage or fixed currency amount
• Min R:R Target — Minimum risk-to-reward ratio required (e.g., 1.5)

Preferred Conditions (collapsible)

Define when your strategy works best using structured checkboxes:

• Preferred Directions — Long, Short, or both
• Preferred Market Types — Trending, Ranging, Breakout, Choppy
• Preferred Sessions — Asian, London, New York, Session Overlap
• Volatility Preference — No preference, Low, Medium, or High

These selections are automatically compared against your actual trade data. For example, if you check "London" and "New York" as preferred sessions but take a trade during the Asian session, the trade detail page will flag the mismatch.

Exit Rules (collapsible)

Define your exit preferences:

• Preferred Exit Types — Take Profit, Stop Loss, Trailing Stop, Partial / Scale Out, Breakeven, Time-Based, Manual
• Stop Loss Required — Toggle on if every trade should have a stop loss set
• Take Profit Required — Toggle on if every trade should have a take profit set

When enabled, the required toggles check whether your trades actually have SL/TP prices set.

Step 2: Entry Setups

Add specific entry patterns for this strategy. Examples:

• Fair Value Gap (FVG)
• Order Block
• Liquidity Grab
• Break of Structure
• Support/Resistance Bounce

For each setup, provide:

• Setup Name — Required
• Description — What to look for (optional)

Step 3: Confirmations

For each setup, add confirmation checklist items. These are conditions that must be present before taking a trade.

Example confirmations for an "Order Block" setup:

• Market Structure Break in direction of trade
• Order block at premium/discount zone
• No major news within 30 minutes
• Volume above average
• Time is during London or New York session

You can:

• Add confirmations to any setup
• Copy confirmations between setups
• Select multiple and paste to other setups
• Edit or delete confirmations anytime

Using Strategies in Trade Entry

When adding a trade (Step 3 of trade entry), you can:

1. Select your Strategy from the dropdown
2. Select the specific Setup you used
3. Rate your Trade Quality Grade (A+, A, B, C, F)

This links the trade to your strategy for performance analysis.

Strategy Scope

A strategy's scope controls which accounts it's available on. Set it in Step 1 of the builder. Three options:

• Global (all accounts) — Default. Strategy appears across every trading account and copy group, including in All Accounts mode where the strategy and setup pickers list everything you own. Use this for strategies you apply regardless of broker.
• Specific account — Strategy only appears when that account is selected. Use this for broker-specific or account-specific setups.
• Copy trading group — Strategy appears when any account in the group is selected, or when the group itself is selected. Useful when you run the same setup across several linked accounts but want the strategy isolated from the rest.

If you delete the copy group a strategy is scoped to, the scope clears automatically and the strategy reverts to Global.

Editing and Deleting Strategies

Editing

1. Click on a strategy card to view details
2. Click Edit Strategy
3. Navigate through the steps and make changes (all sections start collapsed by default for easier navigation)
4. Click Update Strategy to save

Setups and confirmations are displayed as card lists rather than tables, making them easier to scan and manage.

Deleting

1. Click on a strategy card
2. Click Delete Strategy
3. Confirm deletion

Strategy Compliance (Trade Detail)

When you view a trade that has a strategy assigned, the Trade Detail page automatically shows a Strategy Compliance section. This compares the trade's actual data against the rules you defined in the strategy builder.

What Gets Checked

Rule	Compares
Direction	Trade direction vs. preferred directions from Step 3
Market Type	Trade's market condition vs. preferred market types from Step 3
Session	Trade's session vs. preferred sessions from Step 3
Exit Type	Trade's exit type vs. preferred exit types from Step 4
Stop Loss Set	Whether a stop loss price exists (when required in Step 4)
Take Profit Set	Whether a take profit price exists (when required in Step 4)
Min R:R Met	Trade's realized R:R vs. minimum target from Step 2

Each check shows a green checkmark for pass or a red X for fail. Checks only appear when both the strategy rule and the corresponding trade data exist.

Strategy Limits

• FREE plan: 1 strategy
• PRO plan: Unlimited strategies

Best Practices

• Be specific with setups - Each setup should represent a distinct entry pattern
• Keep confirmations actionable - Items you can check yes/no before a trade
• Document your rules - Write out risk and exit rules for consistency
• Review regularly - Analyze which setups perform best and refine your strategies