> ## Documentation Index
> Fetch the complete documentation index at: https://docs.edgebook.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Strategies & Setups

> Organize your edge with hierarchical strategies and setups

## Overview

The Strategies & Setups system helps you organize your trading approach into a clear hierarchy. Define your strategies at the top level, then break them down into specific setups that you trade.

## Understanding the Hierarchy

```
Strategy (e.g., "Momentum Trading")
├── Setup 1 (e.g., "Opening Range Breakout")
├── Setup 2 (e.g., "Gap and Go")
└── Setup 3 (e.g., "VWAP Bounce")
```

### Strategies

High-level trading approaches that define your overall methodology.

**Examples:**

* Momentum Trading
* Mean Reversion
* Trend Following
* Swing Trading
* Options Strategies

### Setups

Specific, repeatable trade scenarios within a strategy.

**Examples:**

* Opening Range Breakout
* Bull Flag Continuation
* Double Bottom Reversal
* VWAP Bounce
* Earnings Breakout

## Creating Strategies

<Steps>
  <Step title="Navigate to Strategies">
    Click **Strategies** in the sidebar to open the Strategies view.
  </Step>

  <Step title="Add New Strategy">
    Click **+ New Strategy** to create a new strategy.
  </Step>

  <Step title="Fill in Details">
    Add a name and description for your strategy. Explain when and why you use this approach.
  </Step>

  <Step title="Save">
    Click Save to create the strategy.
  </Step>
</Steps>

## Adding Setups

Once you have a strategy, add setups to it:

1. Click on a strategy to expand it
2. Click **+ Add Setup**
3. Name the setup and describe its criteria
4. Add detailed notes about entry, exit, and management

## Setup Documentation

Each setup should include:

### Entry Criteria

* What conditions must be present?
* What confirms the setup?
* What invalidates it?

### Risk Management

* Where is the stop loss?
* How do you size the position?
* What's the maximum risk?

### Targets

* Where are profit targets?
* How do you trail stops?
* When do you take partial profits?

### Notes

* Edge explanation
* Best market conditions
* Common mistakes to avoid

<Tip>
  Use the rich text editor to create checklists in your setup notes. Check off criteria in real-time during trade evaluation.
</Tip>

## Linking Trades to Setups

When logging a trade, link it to a specific setup:

1. Open the trade detail or creation modal
2. Select a **Setup** from the dropdown
3. The trade is now associated with that setup

### Benefits of Linking

* Track performance by setup
* Review all trades for a specific setup
* Identify which setups perform best

## Setup Templates

Speed up setup creation with templates:

### Using Templates

1. When creating a new setup, click **Use Template**
2. Select from available templates
3. Customize the template content for your specific setup

### Default Template Sections

```markdown theme={null}
## Entry Criteria
- [ ] Criteria 1
- [ ] Criteria 2
- [ ] Criteria 3

## Entry Execution
- Entry type:
- Entry trigger:

## Stop Loss
- Initial stop:
- Stop placement logic:

## Targets
- Target 1:
- Target 2:
- Target 3:

## Position Sizing
- Risk per trade:
- Position size calculation:

## Notes
- Best conditions:
- Avoid when:
```

## Strategy Management

### Active/Inactive Status

Toggle strategies and setups active or inactive:

* **Active** - Appears in trade dropdowns
* **Inactive** - Hidden from dropdowns but preserved for historical reference

### Reordering

Drag and drop to reorder:

* Strategies in the list
* Setups within a strategy

### Editing

Click on any strategy or setup to edit:

* Update name and description
* Modify notes and criteria
* Change active status

## Performance Tracking

<Note>
  **Coming Soon:** Performance analytics by strategy and setup, including win rate, average P\&L, and best/worst performers.
</Note>

Track how each setup performs:

* Filter trades by setup to review results
* Compare performance across setups
* Identify your most profitable edges

## Best Practices

<AccordionGroup>
  <Accordion title="Start simple" icon="play">
    Begin with 2-3 strategies and 3-5 setups each. You can always add more as you develop your trading.
  </Accordion>

  <Accordion title="Be specific" icon="bullseye">
    Vague setups lead to inconsistent trading. Define exact criteria that leave no room for interpretation.
  </Accordion>

  <Accordion title="Review and refine" icon="magnifying-glass">
    Regularly review your setups. Remove ones that don't work. Improve ones that do. Add new discoveries.
  </Accordion>

  <Accordion title="Link every trade" icon="link">
    Always link trades to setups. Trades without a setup assignment often indicate undisciplined trading.
  </Accordion>
</AccordionGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Pattern Library" icon="shapes" href="/features/pattern-library">
    Link pattern examples to your setups.
  </Card>

  <Card title="Trade Journal" icon="book" href="/features/trade-journal">
    Document each trade's setup execution.
  </Card>
</CardGroup>


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