TradeStation Help

Setting Strategy Properties

The properties of a strategy include pyramiding settings, entry limits, and back-testing settings. Pyramiding settings specify whether or not the strategy can make multiple trades in the same direction; entry limits allow you to control your exposure in the market; and back-testing settings allow you to specify the level to which to test your historical data. To learn more about the different strategy properties and how they affect the behavior of your strategy, see About Strategy Properties.

  1. From the Menu bar, click Format > Strategies. The Format Analysis Techniques & Strategies dialog is displayed.
  2. Select the strategy to set the properties for.
  3. Click Properties for All. The Strategy Properties for All Strategies on this Chart dialog is displayed.

    The chosen format for any strategy will be applied to all strategies that are contained in the same chart. By default, the properties of the first strategy applied to the chart are used until the user makes a specific change.
  1. Click the General tab to review or modify Currency, Costs/Capitalization, Back-testing resolution, Position limits (Pyramiding), and Trade Size property settings. For more details, see Strategy Properties for all Strategies on this Chart - General.
  2. Click the Backtesting tab to review or modify limit order fill assumptions. For more details, see Strategy Properties for all Strategies on this Chart - Backtesting. 
  3. Click the Automation tab to review or modify Strategy fill logic property settings. For more details, see Strategy Properties for all Strategies on this Chart - Automation.
  4. Click OK when finished