Edit a strategy's settings
You change an existing strategy on its Settings page — the keys in the strip at the top and the cards below them — then save it and run a new backtest.
Steps
- Open the strategy's Settings. Open Single in the sidebar, select the strategy, and open its Settings. If your preference under How you build strategies is Step by step, it opens in Step by step instead, which edits the same settings one chapter at a time; press See all at once there to reach this page, for this visit only.
- Change a key or a card. Pick a new Allocation method, for example, or another Rebalance interval — what each part controls is in The settings cards, one by one. The change applies to your working copy at once.
- Add an optional part if you need it. A part your strategy type does not require stays hidden until you add it: the strip offers it as a + key (Exits, or Rebalancing on a single instrument), and the row under the cards as an Add chip such as Risk.
- Save, then run. Select Save in the header. The same button then reads Backtest — select it. Until the new run finishes, the previous result shows as Needs re-run.
Done. The key or card you changed shows its new value, and the new backtest reflects it, CAGR included — what a run computes: What happens when you run a backtest?
The settings cards, one by one
A single strategy's Settings page holds three keys in the strip and up to three cards beneath it.
| Part | Where it sits | What it controls |
|---|---|---|
| Type | the strip, left | Which of the four strategy types the strategy is; the menu notes "Changing type is not a conversion: you will see what changes before it happens." — see Change a strategy's type. |
| Rebalance | the strip, right | How often, in months, the strategy resets its holdings to their target weights — see rebalance. |
| Exits | the strip, right | The take-profit and stop-loss levels applied to each position — see Set up position exits. |
| Asset selection | left column | The instruments the strategy may hold, named by you or picked by a screener — see Choose the instruments a strategy holds. |
| Risk | left column, once added | The market rule that switches the strategy to its Risk-Off allocation — see Set up a risk condition. |
| Allocation | right column | How capital is split across the instruments — see Choose an allocation method. |
Why can't I save my changes?
Because the strategy is Public. You can open a Public strategy's Settings and change what you see, but Save is disabled, and its tooltip reads "Public strategies can't be saved. Use "Copy to Mine" to make an editable version." Select Copy to Mine to add your own copy to your library, then edit and save the copy — see Save, run and copy a strategy.
UPDATED 2026-10-07REVIEWED 2026-10-07