Apply a strategy
To open the strategy dialog window, which allows you to apply self-programmed or 3rd party strategies to the chart:
  1. 1.
    Left-click on the
    icon within the chart toolbar.
  2. 2.
    Right-click in the charting area to bring up the chart context menu, then select Settings followed by the Strategies menu item.
Then the Strategies dialog window will be opened:
The dialog window consists of 3 sections:
  1. 1.
    List of available strategies
  2. 2.
    List of selected strategies
  3. 3.
    Strategies: Parameters box
The buttons inside the popup window have the following functions:
  • ОК: accepts all defined settings and closes the dialog window.
  • Apply: accepts all settings but does not close the dialog window.
  • Cancel: closes the dialog window without saving the changes.
Strategies can be started manually:
  • from the chart,
  • from the watch list (scanner),
  • from the list chart group and
  • within the Strategy Escort.

List of available strategies

The list of available strategies is located in the upper left corner of the Strategies window.
In order to quickly find your strategy, you can use the search function.
Double-clicking or right-clicking and selecting Add to Selected will add the selected strategy to the strategy list.
Please note that only one strategy can be running at a time.

List of selected strategies

This section displays all strategies currently running on the chart or just added from the list of available strategies.
Click the Remove button to delete a strategy from this list. Left clicking on a strategy will make it "active" in the parameters section and will allow you to modify parameters. Click on OK or Apply to save made changes for a strategy and apply it to the chart.

Parameters box

The parameter box on the right-hand side of the Parameters window displays the strategy-specific settings available for editing.
The following settings can be adjusted there:

General Settings:

  • Bars required: defines the number of periods after which the strategy will be calculated (adjusted). For example, SMA(20) requires at least 20 periods (bars) to correctly calculate the moving average and consequently formulate accurate conclusions for the strategy calculation. It is especially important for backtesting.
  • Calculate on bar close: if set to "false", the strategy will be calculated each time a tick occurs. If set to "true", TradersYard X will calculate the strategy each time a bar has been closed and the next tick is sent.
ATTENTION! The adjustment of a strategy can be quite complex. If your workspace contains too many strategies running at the same time with Calculate on bar close, set to "false", TradersYard X's performance may be negatively affected.
  • Caption: displays a strategy's technical description. You can change these settings if required. For example, to display a shorter name for the strategy (MMR instead of MakeMeRichStrategy) input the following information: MakeMeRichStrategy -> MMR.
  • InSeries: allows you to select data series for strategy calculation. The standard setting is "close", which means that the strategy will be calculated based on the closing prices of a specific period. Other available options are displayed below:

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List of selected strategies
Parameters box
General Settings: