TradePerformance

How do I import a template?

Open Strategy Templates, find one, and import it. It lands in My Playbook with its rules and checklist already filled in.

Step by step

  1. Click the Strategy Templates tab.
  2. Browse the categories. Each card shows the setup's name, direction, asset classes and a one-line description.
    the template library, with Import on each card and Imported on ones you have taken
    the template library, with Import on each card and Imported on ones you have taken
  3. Import the one you want. Its entry rules and checklist come with it.
  4. Switch to My Playbook — it is there as a card, and a template you have already taken is marked so you do not import it twice.
  5. Expand it and click Edit setup to make it yours. Most templates are worth narrowing to the instrument and session you actually trade.