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

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)

Step 3: Preferred Conditions

Define when your strategy works best using structured checkboxes:

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

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.

Step 4: Exit Strategy

Define your exit preferences:

• Preferred Exit Types - Select which exit methods you typically use: Take Profit, Stop Loss, Trailing Stop, Partial / Scale Out, Breakeven, Time-Based, Manual (checkboxes)
• 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 Stop Loss Required and Take Profit Required toggles will check whether your trades actually have SL/TP prices set.

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 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