Resolve a strategy's alerts

Each card shows at most one footer, for its most severe control. One to review carries Leave as is; a blocking one offers its fix — the Risk-Off card's Choose the Risk-Off, or, on a Free-plan strategy holding a screener, Remove the screener (or Change strategy type) beside Switch to Starter. A selection below what its type needs — Multiple instruments with one instrument — shows the popover's sentence, "Add at least 2 instruments before running this strategy.", and clears from footer, strip and popover together once you add it. Further controls sit behind a line such as "and 1 more control in this card". A control left as is leaves the card: it lives only in the strip's count and its popover, under Reviewed by you · {count}, with Reopen.

Leave as is acknowledges an alert to review and moves it into Reviewed by you · {count}: it changes nothing about the strategy, only records that you reviewed it. Reopen undoes it for one alert, Reopen all for every one. Leaving the last active one as is turns the strip grey, reading {count} reviewed — or All clear if nothing was ever left as is.

Every alert to review can be left as is; no blocking alert can. A left alert is stored on the strategy and never cleared automatically: if the condition returns later, it stays reviewed rather than reopening. On a Combined, leaving or reopening applies to the strategy you pressed it on alone; the same alert elsewhere keeps its own state.

The Backtest button keeps its face, with a red base. Beside it sits the reason, as a link to the fix: an alert's short title ("Nothing set for when the risk triggers"); with several, the first in the strip's order — Selection, then Allocation, then Risk; on a Combined, {strategy}: {reason}, with · +{count} for more; for a refusal that is not an alert — a missing instrument, an Incomplete Combined — its own sentence — see Why was my run refused?

A selection below its type's minimum also turns Selection red (Sub-strategies on a Combined) as one blocking item, so the strip never reads ready beside a refused Backtest. So does a Combined with more strategies switched on than your plan includes: "The Combined uses 6 sub-strategies, your plan includes 5. Switch off the extra sub-strategies or move to Ultimate.", or "The Starter plan does not include the Combined. Move to Advanced."

On the Single, Combined and Live lists the Controls column shows the same strip, grey on a row with nothing to decide and opening no popover of its own; hovering it reads {count} to review, {count} blocking or All clear (also for a row with only reviewed alerts). A Combined counts per member strategy: the same alert on two members counts two.

A row's detail panel adds a Controls section for your own strategies: the strip, each alert with Go → to its card and, if to review, Leave as is; a closed one reads Reviewed by you · {title} with Reopen. A Combined's blocked roster shows there in the run gate's sentence, and its Sub-strategies list shows, per member with something to decide, a mini strip, its most severe alert's title (· +{count} for more) and Open →. The Live To do list has its own Controls group — see Keep your live book in order. The Public board shows none of this.