TradeStation Help

Inserting a Strategy

A trading strategy can only be added to an active Chart Analysis window. You can apply one or more strategies to a Chart Analysis window at a time. If you add another strategy to a Chart Analysis window where there is already a strategy plotted, TradeStation executes the rules of the new strategy in tandem with any other applied strategies.

When you are working in a Chart Analysis window in which price data is plotted for multiple symbols, the trading strategies are always applied to the first symbol that was plotted in the Chart Analysis window (this symbol is referred to as Data1). The trading strategy can reference other symbols on the chart, but strategy orders will only be generated on Data1.

1. Activate a Chart Analysis window.
2. From the Menu Bar, click Insert > Strategy. The Insert Strategies dialog is displayed.
3. Select the strategy you want to insert into your chart.
   
   To select more than one strategy, you can hold down the CTRL key and click on each desired strategy. To select a number of strategies listed consecutively, hold the SHIFT key while you click the first and last item in the list.

4. Select the Prompt for Format check box to format the strategy. See Formatting a Strategy for more information.
5. Click OK when finished.

You are returned to the Chart Analysis window, and the strategy is displayed on the chart. For information on how to understand the on screen cues, see About a Strategy's Onscreen Cues.

For more information, see About the Strategy Performance Report (includes video).