Select a strategy
Once you decided on your investment strategy, it is time to create it and link it to your securities.
Curious about common strategies? Choose a strategy.
Managing strategy
When you are on the Manage Strategies page, click on the Add Strategy button.
In this screen, it is possible to create your own strategy (via + New strategy) or to choose a common strategy. Then choose a colour and icon and press Save.
Edit strategy
You can edit the strategy via the Edit button. This is visible when you move the mouse over the strategy line (on mobile you have to press the line).
Linking strategy to an effect
When you are on the Manage Strategies page, click on the Link Effects button to link all your effects to a strategy. It is also possible to adjust this per effect.
