Rules & rule groups
Organise your rules into groups and make them context-aware
Alex Bielow
Last Update a month ago
Rules are the heart of a strategy. They turn a vague idea ("I trade breakouts") into a concrete checklist you can follow on every trade and measure yourself against.
You manage them on the strategy's "Rules" tab.
Groups
Rules live inside groups — think of groups as folders that keep related rules together. Every new strategy starts with two:
- Entry Criteria
- Exit Criteria
Rules
Inside a group, click "Add Rule". Each rule has:
- Title (required) — the rule itself, e.g. "Price closed above the 9 EMA". Placeholder: "Rule title..."
- Description (optional) — extra detail or context. Placeholder: "Add description (optional)..."
"Show when" — context-aware rules
Each rule has a "Show when" setting that controls when the rule appears:
- "Always" — the rule is always part of the checklist.
- "Winner" — show this rule when reviewing a winning trade.
- "Loser" — show this rule when reviewing a losing trade.
- "Breakeven" — show this rule on break-even trades.
Editing and deleting
- All edits save automatically ("Saving..." → "Saved").
- Deleting a group removes the group and all its rules — you'll be asked to confirm ("Delete this group?"). Deleting a single rule asks "Delete this rule?". Both actions can't be undone.
How this powers your stats
The rules you define here become a checklist on every trade you attach to the strategy. TradeTrack then reports, on the "Overview" tab, how often each rule was followed and whether following your rules improves your win rate — see Strategy statistics.
