Asset-selection modes

Easy and Pro are the two screening modes the three asset-selection modes are built on — underlying state, not a control you operate: no surface shows an Easy/Pro toggle. The mapping is exact: Basket is Easy applied to instruments you name, Screen is Easy applied to a screener, and Compose is Pro. That is why Pro-only settings survive a trip through Easy — they belong to the same strategy, just to controls Easy does not show — and why the confirmation you get when leaving Compose is titled Switch to Easy mode and still names both (what it keeps).

The card offers only the modes the strategy type supports — no greyed-out placeholder for the others.

Compose is therefore reachable from Full setup alone, and with it the Qualify and Reject screener pools: a Screener strategy that needs a rejecting pool becomes a Full setup one. Inside Basket, Single instrument is one slot whose Change replaces the instrument held, and the Basket's Filters strip exists only under Full setup.

Changing type is not how a saved strategy loses a mode. A strategy whose content needs a wider surface than its type offers — instruments and a screener together, a second qualifying screener, a rejecting pool — is read as the wider type, so the card still shows everything it holds. Nothing is trimmed to fit, and the widening never runs the other way: a Full setup strategy holding one instrument stays Full setup.

In Compose the basket is the working scope — the set of instruments the attached screeners are evaluated against. With instruments in the basket the screeners judge those instruments alone; with an empty basket each screener searches its own whole universe. It is the one mode where naming instruments and screening by rule are not alternatives: the basket bounds the search, and the screener pools decide who inside it is held.

Compose also groups the Selection rules beside the pools: Max positions, the cap on how many instruments are held at once; Max hold, how long a position may be held; and Reinvest delay, how long an instrument stays out of the strategy's choices after its position closes.

Take the same ten US large caps and build the same idea three ways.

• Basket — you add all ten by name. The strategy's universe is exactly those ten, every rebalance, whatever the market does.
• Screen — you name nothing and write one screener whose filters describe the ten. The strategy holds whatever matches at each rebalance: nine of them one quarter, thirteen names the next, because membership is recomputed rather than fixed.
• Compose — you put the ten in the basket and attach one screener to Qualify. The candidate set never grows beyond your ten, but only those that qualify at that rebalance are held — six of ten in a quiet quarter, all ten in a strong one.

Same idea, three answers to "what may this hold?": a fixed list, an open rule, and a rule applied inside a fixed list.