Strategies

Create the setups you trade, file every trade under one and compare their results.

A strategy is a setup you trade, like "Opening range breakout" or "VWAP reclaim". Every trade belongs to one, so you can see which setups make money and which ones cost you.

#Create a strategy

  1. In Journal, click New strategy (or press ⌘K and choose New strategy)
  2. Give it a name
  3. Write a short description: when you take it, what confirms the entry, where the stop goes
  4. Save

Seferu Intelligence reads the description when it analyzes your trades, so a clear description gives you better reviews.

#Compare your strategies

The Strategies table in the Journal shows, for each setup:

  • Win rate
  • Result
  • Expectancy, the average result per trade

Reports go further, with results by strategy, time of day, weekday, symbol, emotion and mistakes.

#Status

A strategy can be Active or Archived. Archive the setups you stopped trading to keep the list short without losing their history.

#Delete a strategy

Deleting can't be undone. The strategy's trades stay in the journal, without a strategy, and you can file them under another one.

#Playbook

Each strategy can have a playbook with markets, timeframe, entry, exit and risk rules, a checklist and example screenshots.

Write your playbook →

Not another trading tool. The foundation for everything around your trading.