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 6-step builder form

The 6-Step Strategy Builder

Step 1: Basic Information

• Strategy Name - A descriptive name (e.g., "ICT Breaker Block Strategy")
• Description - Brief description of your strategy
• Color Tag - Color for visual identification in charts and lists
• Strategy Scope - Global (available for all accounts) or account-specific

Step 2: Risk Management Rules

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
• Position Sizing Rules - How you determine position size (text field)
• Additional Risk Rules - Any other risk management notes

Step 3: Exit Rules

Document how you exit trades:

• Take Profit Rules - When to take profits
• Stop Loss Rules - How you set stop losses
• Trailing Stop Rules - If and how you trail stops
• Time-Based Exits - Exit rules based on time

Step 4: Optimal Conditions

Define when your strategy works best:

• Market Conditions - Trending, ranging, volatile, etc.
• Best Trading Sessions - When to trade (e.g., London, New York)
• Symbols/Markets - Which instruments work best
• Avoid Conditions - When NOT to trade

Step 5: 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 6: 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: Global vs Account-Specific

• Global: Strategy is available for all your trading accounts. Use this for strategies you apply across different brokers.
• Account-Specific: Strategy only appears when that account is selected. Use this for broker-specific strategies.

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
4. Click Update Strategy to save

Deleting

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

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