Strategies navigation

TradeSocio NewUX Investor Experience

To review the list of available strategies click on the Strategies green button in the top left corner of the module.

The navigation panel will appear. You can drag the side of the panel to adjust the desired width for the best view.

Click to activate the desired strategy and open the performance module.

Filter Strategies

You can complete your search by filtering the list of strategies according to specific parameters.

For example you can look up for strategies that have return more than 200% Click on Advanced Filter, input the value and proceed to Filter. You can Reset parameters to remove the filter and start over or click Cancel to go back.

You can Pin any column in the table to the right or left.

You can use the additional filters to perform the search and sorting according to specific requirement.

If you know the name, account number or another parameter of the strategy, you can use the Search field. Start typing the desired value and the search will start automatically.

Favorite Strategies

You can add strategies of your choice to the Favorite list

Next time when you will access the module, all your favorite strategies will be moved to the top of the list and the top performing strategy will be open as a default.

Click on the name of each strategy will open a performance module with statistics calculated in the live time.