How do you switch between Guided mode and the Full editor?
You switch with one control on each side, and the switch takes effect immediately:
- Guided mode → Full editor — press Full edit in the walk-through's header. Its tooltip reads "Switch to full edit mode".
- Full editor → Guided mode — press Guided mode in the strategy's Settings header.
Both controls move you between two views of the same open strategy, and both surfaces read and write the same working copy, so nothing you have entered is discarded when you switch. What was unsaved before the switch is still unsaved after it — the switch is not a save.
A new strategy always starts in Guided mode: you pick its strategy type in the Create new dialog, and the walk-through opens on the first step that type requires. The Full editor becomes reachable once the strategy is saved — from Settings on the strategy's page, or with Full edit when you reopen it in Guided mode.
Which mode should you use: Guided mode or the Full editor?
Use Guided mode when you would rather be walked past every decision, and the Full editor when you already know which setting you want to change. The two differ in how much of the strategy is on screen at once — nothing else.
| Guided mode | Full editor | |
|---|---|---|
| What it shows | One step at a time, each titled as a task — Set up your strategy, Pick assets, Set risk conditions, Distribute capital, Define exit rules, Review & launch — with Back / Continue and a step counter. Only the steps the strategy type requires are on the rail. | The strategy's settings cards together on one page — Strategy type, Rebalance, Asset selection, Allocation, Risk, Position exits — each edited in place, in any order. |
| When to use it | A first build, or any change where the order of the decisions is itself the help. | Changing settings you can already name, especially two or three unrelated ones: you edit them on one page, save once, and re-run once. |
| Where you land from | Creating a strategy starts here; the Guided mode control reopens a saved one in it. | Settings on the strategy's page, or Full edit from inside Guided mode. |
The full step rail is described in Guided mode; what each card controls is described in Full editor and in Editing a strategy: the settings cards.
Limits and edge cases
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Guided mode is for single strategies only. A Combined strategy has no Guided mode control, and neither does a member strategy opened inside one — both are edited in the Full editor, which is also where the Combined's own allocation layer lives.
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Neither surface shows every setting unconditionally. A setting that is optional for the strategy type is offered under Optional add-ons on the Review & launch step in Guided mode, and as an Add chip in the Full editor; once you set it up it becomes a full step or a full card.
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A strategy that doesn't match its strategy type is gated. In Guided mode the gate blocks the step and states the fix: "Pick exactly 1 instrument." on a Single instrument strategy, "Pick 2 or more instruments." on Multiple instruments, "Add at least 1 screener." on Screener. Fix the selection, or take the dialog's Change strategy type action. In the Full editor the same requirement appears in the Strategy type card's confirmation, which lists what the new type requires before you confirm the switch.
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A Public strategy opens in either mode but cannot be saved from it. Save is disabled, and its tooltip reads:
Public strategies can't be saved. Use "Copy to Mine" to make an editable version.
Make your own copy first and edit that — see Mine / Public.
Related
To build a strategy from scratch, follow Create a strategy. To change one you already have, see Editing a strategy: the settings cards. To pick the shape that fits your idea, see Choosing a strategy type. To save and re-run after an edit, see Saving, running, and copying a strategy.
Terms on this page
GeneratedEvery defined term this page uses, matched against the corpus — including the alias forms the prose actually says.