Strategy Dashboard

Brief

The article explains how to work with strategies and alerts using the Strategy Dashboard window.

Details

Now all your running and paused strategies and alerts are shown in the Strategy Dashboard window. It is intended to provide information about currently used strategies and alerts as well as for quick access to all commands related to strategies and alerts.

Note that Strategy Dashboard window does not display Price Alert Signal and MARGINALERT signals.

For each strategy or alert, the Strategy Dashboard window displays the following:

• Whether a strategy or alert is running or paused.
• The name of a strategy or alert.
• The symbol of a strategy or alert
• The period of a strategy or alert
• The account on which a strategy is used (empty for an alert).
• Whether trading is allowed for a strategy (empty for an alert).

In the title tab of the Strategy Dashboard window, the number of strategies with allowed trading and the number of running strategies and alerts are provided.

Working with Strategy Dashboard

Using the Strategy Dashboard window, you can do the following:

• Add new strategies and alerts. Note that you can add a strategy or alert simultaneously to charts of various symbols.
• Pause and restart strategies and alerts.
• Stop running strategies and alerts.
• Open the ... Properties dialog box of a running strategy or alert.
• Backtest a strategy.
• Optimize a strategy.

The commands are available on the Strategy Dashboard window toolbar and context menu.

To add a new strategy or alert:

• Click New Strategy or Alert on the toolbar or the same command on the context menu of the Strategy Dashboard window. For details, see Add Strategy or Alert or Add a Strategy or Alert Simultaneously to Charts of Various Symbols.

To pause/restart a strategy or alert:

1. In the list of available strategies and alerts, click a strategy or alert of your choice.
2. Click Pause or Restart respectively on the toolbar or the same command on the context menu.

To change the parameters of a strategy or alert, do one of the following:

• Double-click a strategy or alert of your choice.
• Right-click a strategy or alert of your choice, and then click Change Strategy "Name", where "Name" is the name of the strategy or alert.

For details, see Change Strategy or Alert Parameters.

To stop a strategy or alert:

1. Click a strategy or alert of your choice.
2. Click Stop on the toolbar or the same command on the context menu.

To backtest or optimize a strategy:

• Click Backtest or Optimize respectively on the toolbar or the same command on the context menu.

Show/Hide Strategy Dashboard

By default, the Strategy Dashboard window is shown as soon as you start at least one strategy or alert. But you can always choose to show or hide the window in the following way:

• On the Alerts and Trading Automation menu, point to Strategy Dashboard and then click one of the following options: Show Always, Don't Show, or Show When Strategy Is Running.

Note that the Strategy Dashboard window is also shown in FXCM Trading Station by default and its showing can be set in the same way as in Marketscope from the Alerts and Trading Automation menu, by pointing to Strategy Dashboard and then choosing an option of your choice.

You can change the color and font options of the Strategy Dashboard window in Strategies Options of the Options dialog box.