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Strategy

Last Update a month ago

What are Strategies? Creating a strategy Rules & rule groups Attaching a strategy to a trade Notes & Gallery

Notes & Gallery

Capture the context behind a strategy

Alex Bielow

Last Update a month ago

Beyond rules and numbers, a good strategy carries context: why it works, what it looks like, and the mistakes to avoid. That's what the "Notes" and "Gallery" tabs are for.

Notes

The "Notes" tab holds free-form, titled notes. Every new strategy comes with two ready to fill in:

  • "Strategy Description"
  • "How to Use"
Add more with "Add Note". Each note has its own title and a rich-text body, and saves automatically as you type ("Saving..." → "Saved"; if something fails you'll see "Couldn't save" with a "Retry" option).​

If no note is selected you'll see "Select a note or create a new one".

Note visibility in shared links

Each note has a visibility toggle:

  • "Visible in shared link" — people who open your shared strategy link can read this note.
  • "Hidden from shared link" — the note stays private to you.
💡 Keep your edge private: write your raw thoughts in a hidden note, and a clean explanation in a visible one. Only the visible notes travel when you share the strategy.​

Gallery

The "Gallery" tab is for annotated chart screenshots — A+ examples, mistakes and variations of the setup.

  • Click "Add image" to upload a screenshot (you'll see "Uploading..." while it processes).
  • Each image takes a short caption (up to 60 characters) and an optional description (up to 200 characters).
  • Click an image to open it full-size.
  • Remove an image with the delete button (you'll be asked to confirm).
When empty, the tab reads "No screenshots yet" with a prompt to "Add annotated chart screenshots to document A+ examples, mistakes, and variations of this strategy."​

💡 A gallery of your best and worst examples side by side is one of the fastest ways to train pattern recognition for a setup.
 
 

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