Strategy Details
Introduction
When you click on a strategy or hit the “View Details” button, you’ll land on a page that offers all the key information you need to fully understand the strategy. Let’s walk you through the different sections of the Strategy Details page so you can make the most informed decisions.
Heading Tags
At the top of the Strategy Details page, you’ll find a set of tags that provide essential information about the strategy at a glance. Here's what you can expect to see: (awkward)
- Strategy Name: For example, the strategy identifier might be
ABODSYR004
, with a human-readable name like "Stochastic Crossover." - Mode: Indicates how the strategy operates (e.g., intraday).
- Minimum Capital Required: The minimum investment needed to run this strategy.
- P&L Tracker: Represents whether your current Odyssey plan allows you to track profit and loss of a strategy.
- Execution Time: Represents the total execution time allowed by your current odyssey plan for Back Testing and Paper Trading combined.
- Instrument Tags: Trading Symbol of the Instrument.
- Active Plan: Currently active Odyssey plan of the user.
These tags give you a quick overview of the strategy's specifications without needing to dig deep into the details.
FAV (☆), SHARE, AND "ADD TO MY PORTFOLIO" Button
In this section, you can interact with the strategy in various ways:
- Favorite (☆): Add the strategy to your favorites for quick access later.
- Share: Share the strategy with others who might be interested in it.
- Add to Portfolio: You can add this strategy to your portfolio to keep it handy and track its performance directly from your portfolio page.
These options are designed to make managing your strategies simple and seamless.
Details Section
This section dives deeper into the finer details of the strategy. Let’s break it down step by step:
i) Tags
The tags here provide additional, in-depth information about the strategy, such as its core functionalities and categorizations.
ii) Description
In the Description area, you’ll find detailed explanations of various aspects of the strategy, including:
- Entry and Exit Conditions: These conditions define when the strategy enters and exits trades.
- Strategy Logic: This covers the underlying rules and logic that guide how the strategy functions.
- Key Parameters: A breakdown of the essential factors that are required for the strategy to run smoothly.
This section offers a comprehensive look into the strategy’s mechanics, helping you understand how it operates before deciding to implement it.
iii) Customization Options
If you’d like to personalize the strategy to better fit your specific needs, you can request customizations via the Request to Customize This Strategy button.
By default, strategies listed in the marketplace cannot be modified by users. However, using this option, you can request changes to suit your trading preferences. For example, you can adjust strategy parameters like risk tolerance, execution times, or trade volume.
When you click on the Request To Customise This Strategy button, a modal will open where you can choose from three support options to tailor the strategy to your needs:
1. Odyssey Customization: Want detailed changes? You can describe the specific modifications you’d like to make to the strategy parameters or logic. The more precise your description, the faster we can deliver the solution.
2. Odyssey Support: If you're facing a technical issue or need help with any aspect of the strategy, you can submit a support request. Enter your issue in the description box, and we’ll get back to you with a solution as soon as possible.
3. Phoenix Pro Build: Looking to build a custom strategy from scratch? This option allows you to submit your requirements, and our expert team will develop the strategy for you. Just provide a clear description of what you’re aiming for, and we’ll handle the rest. Be sure to review and agree to the terms before submission.
Each of these options is designed to provide maximum flexibility in how you engage with and customize your trading strategies.
Conclusion
This concludes our guide to the Strategy Details page. Now, you can explore all the sections with confidence and make the most out of each strategy available to you.