Strategies

The Strategies page allows you to define and manage your trading strategies. Each strategy represents a distinct trading approach or setup that you use.

Managing Strategies

Creating a Strategy

1. Click Add Strategy
2. Enter the strategy name (e.g., “Breakout”, “Mean Reversion”, “Gap Fill”)
3. Click Save

Editing and Deleting

• Click the edit icon to rename a strategy
• Click the delete icon to remove a strategy (with confirmation)

Warning Deleting a strategy does not remove trades that reference it. Those trades will simply have no strategy assigned.

Strategy Analytics

Each strategy card displays real-time metrics:

• Trade Count — How many trades used this strategy
• Total P&L — Net profit/loss for trades using this strategy
• Win Rate — Percentage of winning trades with this strategy

These metrics help you quickly identify which strategies are working and which need adjustment.

Using Strategies

Strategies connect to several parts of TradeFlow:

• Trade Log — Select a strategy when adding or editing a trade. Filter the trade log by strategy.
• Dashboard — The “P&L by Strategy” bar chart visualizes performance across all strategies.
• Jesse AI — The AI coach factors strategy performance into its analysis and recommendations.
• Mentor Mode — Each student has their own independent set of strategies.

Data Storage

Strategies are stored in the strategies IndexedDB table:

Field	Description
id	Unique identifier (UUID)
name	Strategy display name