Strategies

Strategies shows your active dataset’s strategy library: how many strategies you have and how many qualified, how they’re spread across markets and styles, six top-five rankings, and a searchable table of every strategy. Everything here is read from your workspace’s current active dataset.

What you see

• Strategy Overview — headline counts for your active dataset, including how many strategies Qualified and Failed.
• Strategy Universe — distribution charts by market, direction, timeframe, behaviour and asset class.
• All Strategies — the full library, 25 rows per page, with search, filters, sorting and a Behaviour column. The eye icon opens that strategy’s Strategy Performance page.

Top-performer cards

Six cards each rank your top five strategies by one metric: SD Score, Return/DD, Profit Factor, Win Rate, Average Trades per Month and Stability. Each is a simple ranking by that single metric — appearing in a top five is not a recommendation, and SIPS never combines metrics into one overall strategy score. See Strategy Metrics Explained.

Qualified / Failed

Qualification checks every strategy against the Strategy rules in your Portfolio Settings — for example minimum PR Score, SD Score, Win %, Stability, Profit Factor and Return/DD, and whether long and short strategies are included. Qualified means a strategy passed every rule; Failed means it missed at least one. Only qualified strategies are used by Portfolio Builder.

Qualification runs automatically after each successful import, and again the next time you run Portfolio Builder if you have changed your Strategy rules. If no qualification result exists yet, the counts show “—” rather than a guess.

Adding to Custom Builder

Click the + on any library row or ranking card — or Add to Custom Builder on a strategy’s performance page — to add it to your Custom Builder basket. It turns into a green tick once added; click again to remove it. See Custom Builder. (The control is hidden if your plan doesn’t include Custom Builder.)