Strategy Hub

The Strategy Hub is your home base — the library where every imported strategy lives. From here you organize your collection and jump into any analysis tool with the right strategy pre-selected.

Where to find it: In the app sidebar, open Strategy Hub → Library. New strategies are added via Strategy Hub → Add Strategies (see the Import Guide).

The Strategy Table

Each row is one strategy, with sortable columns including CSI, Health, Profitability, Risk, Confidence, net profit, trade count, date range, symbol, and timeframe. An inline equity sparkline gives you a quick visual read of each strategy's curve.

• Sort by clicking any column header — sorting by CSI is the fastest way to rank your library by overall quality.
• Choose columns with the column picker — show only the metrics you care about. Your selection is remembered.
• Page size is also remembered between visits.
• Double-click a row to open that strategy's full Quality Report.

Finding Strategies: Search & Filters

The filter bar lets you narrow large libraries quickly:

• Text search on strategy name
• Symbol, asset type, and timeframe filters
• Date range filters
• Favorites filter — show only starred strategies
• Groups filter — show only strategies in selected groups
• AND/OR filter mode — require all filters to match (AND) or any of them (OR)

Select Filtered (N) selects exactly the rows currently matching your filters — useful for bulk actions on a filtered subset.

Groups & Favorites

Two ways to organize:

• Favorites — star individual strategies for quick access. Add or remove stars in bulk via Bulk Actions.
• Groups — named collections (e.g. "Live candidates", "NQ strategies", "Needs more data"). Click Manage Groups to create, rename, recolor, or delete groups. A strategy can belong to multiple groups.

Bulk Actions

Select one or more strategies (checkboxes, Select All, or Select Filtered), then open the Bulk Actions (N) menu:

Per-Strategy Menu

Each row has an actions menu (⋯) that deep-links into every analysis tool:

Sample Strategies

New accounts come pre-loaded with sample strategies so you can explore every feature before importing your own data. Samples are marked Sample · read-only — you can analyze them everywhere, but you can't edit, rename, or delete them. Once you import your own strategies, the samples simply sit alongside them.

Common Questions

Why do some strategies show "Insufficient Data" instead of scores? Scores require a minimum number of trades to be statistically meaningful. Import more history, or see the Confidence Score page for why this gate exists.

When should I use Recalculate? After the platform ships new or improved metrics, or if you edited trades with the spreadsheet editor and want everything recomputed.

Is there a limit on how many strategies I can store? Limits depend on your plan — see your Subscription page for current usage and limits.