Strategies page lists all the strategies created by the user so far.
Each listed strategy gives a summary of the respective strategy. On clicking an individual strategy it shows the list of all the scrips it was run on along with its backtest performance.
From the strategies page, each strategy can be either edited, copied, deleted or backtest details can be viewed. To see the strategy options, hover over the strategy you want to take action on, on the top right, the options will be visible.
To edit or modify the strategy edit option can be selected, in case you want to fine-tune it even more or change the parameters like Stop loss, take profit percentage or add additional entry or exit indicator. After editing the strategy its modified summary will be reflected immediately.
As the name suggests this option can be used to copy/fork the strategy.
In case you want to delete the strategy, this option can be used.
If any of the scrips of the strategy is live i.e. deployed live in the market, the strategy can neither be edited or deleted
This option takes you to the backtest page where complete details of individual scrip performance can be seen using this strategy.
Deploy allows users to take their strategies live in the stock market and get actionable alerts based on the entry and exit conditions in their strategy.
The deploy button is greyed out when no strategies are selected on backtest or strategies page. Once you select any strategy by clicking on the checkbox the deploy button turns Blue. This means you have selected one or more scrips and you are ready to deploy.
On clicking the "Deploy" button on either Backtest or strategies page, a popup is rendered with a summary of the user's strategy with the entry condition, exit condition and candle interval. The user should also select the field "strategy cycle", which determines the period for which the strategy will be live ( strategy cycle defines the loop of the strategy: Entry followed by the respective exit ) and our systems will track market movements. If "MIS" is selected, the strategy will be live for that single day. If the user selects "CNC/NRML", the order type will be CNC for equities and NRML for future contracts and the strategy will be live for the next 30 days (or until the strategy is stopped by the user or terminated due to some reason such as order rejection or user subscription expires).
For all strategies, you have already created, you can deploy directly from the strategies page without backtesting again. To do this you just need to go to the strategies page, search and then hover over the strategy and click on "view more" to see the historical backtested data. Then you need to click on "Deploy all", you will see the pre-deployment properties window in the strategies page. Finally, you can set a strategy cycle and then click on the "Take Live" button.