Strategies
A strategy is a source of signals. It can be yours, fired by your own system, or one of Quanify's published strategies with its record on the card. Both route through exactly the same rails.
Creating your own
Press Create Strategy under Your Strategies in the Strategy Library. You get a webhook URL and a small set of controls, all of which you can change later from Edit Strategy.
| Setting | What it does |
|---|---|
| Strategy name | How it appears everywhere: the trader picker, your trader cards, the Home leaderboard. |
| Webhook password | Optional second credential the alert must carry alongside the URL token. Leave it blank to rely on the token alone. |
| Contract size | 0 means use the contracts value in the alert. Any other number overrides every incoming signal to exactly that size, before the account multiplier. |
| Description | Optional note to yourself. |
| Allow 2+ entries | Off by default. When it is off, a signal that would grow a position you already hold in the same direction is refused. Reducing is always allowed. Turn it on for strategies that deliberately build into a position. |
New strategies are created powered off. Nothing routes until you power the strategy on and arm a trader that points it at accounts. A powered-off strategy answers its webhook with an error rather than recording the signal, so TradingView will show the alert as failed; that is the intended signal that the strategy is off.
The controls on a strategy row
- Power: enable or disable the strategy. A disabled strategy refuses incoming signals no matter what is routed at it.
- Webhook Setup: the copy-ready URL and alert message. See Webhooks and alerts.
- Edit: the settings above.
- Rename: changes the label without touching routing.
- Delete: removes the strategy and the routing that used it. It does not close any position that strategy opened. If you are holding something you do not want, close it before you delete.
Published strategies
The published library carries the record rather than a headline number: net P&L, win rate, profit factor, max drawdown, Sharpe, Sortino, Calmar, recovery factor, the equity curve, the monthly P&L calendar and the full trade list. Open a card to see all of it; Analytics and metrics explains what each figure means.
Results on those cards are hypothetical: a backtest plus simulated forward-test fills recorded from the strategy's live signals, not real brokerage trades. They have inherent limitations, and no representation is made that any account will achieve similar results. Past performance is not indicative of future results.
Strategies are grouped by section, and because two strategies can share a name in different sections, the section is shown under the name everywhere a strategy appears: on the library, in the Add Trader picker, and on your trader cards.
Adding one
Open a card and press Add Strategy. From that moment it behaves exactly like a strategy you wrote yourself: you build a trader, choose accounts and multipliers, and power it on. Remove takes it back out. As with deleting your own strategy, removing does not close anything you are holding.
Access depends on your plan. Automation Ultimate can add every published strategy. Automation Pro has two picks: adding a strategy into a free slot always works and asks you to confirm first; removing or swapping a pick is locked for seven days after your last change, and the library shows the date it unlocks. Strategies you create yourself are never counted. See Plans and billing.
Open positions
The Strategy Library header carries an Open Positions strip: how many longs, shorts and open positions you hold across your accounts right now. It is a read-out, not a control surface. Closing a position is done from Home or Connections.
Live recording
A published strategy's signals are recorded from the moment they fire, whether or not they filled for you. That is what builds the forward record on the card over time, next to the historical backtest the strategy launched with. On the strategy page the two are shown together with the boundary marked, so you can always see where the backtest ends and live recording begins.
Library settings
Two switches sit under Strategy Library Settings, both marked Coming soon and not wired up: a hedge filter that would stop one strategy opening against another's position on the same account, and a portfolio mode that would run the strategies on an account as one book. Do not plan around either until the badge is gone.