Tweaking Your Strategy

There is no separate risk-per-trade setting: what a losing trade costs follows from these two and the stop. With 100% of the account in a trade and a 3% stop, a stopped-out trade loses about 3% of the account; at 50% order size, about 1.5%.

Strategy Settings

Below Basics come the strategy's own settings, grouped by the job they do: Entry, Filter, Long exit or Short exit, Trailing stop or Stop loss, Take profit, and Time exit. Each group is named with what it uses, such as Entry MACD or Stop loss Percent, so the fields inside it keep short names: under Entry MACD, "Fast length" is the MACD fast length. Which groups appear depends on the strategy's rules, and this is not a comprehensive list of everything you might see. These are the ones that come up most often:

A rule that appears on both sides of a long-and-short strategy with the same value shows as one field and changes both sides together. Mirrored levels, such as an RSI buy level of 30 and a sell level of 70, stay as two fields in the same Entry group. When the two sides use different rules, they get their own groups: Long entry and Short entry. When both sides use the same rule with a different value, such as an RSI length of 14 for longs and 21 for shorts, the two fields read Length (long) and Length (short), and the chat's re-run note names them the same way.

Editing

Type a value, or use the − and + buttons beside it (hold to repeat). Click anywhere on a field's row to start typing. On a keyboard: ↑ and ↓ step the value, Shift or PageUp and PageDown step by more, Home and End jump to the limits, and Enter runs.

A changed field is highlighted and shows the value it opened with, struck through, next to the new one. Click that old value to put just that field back, or press Reset to put every field back to the run's own values.

If a value can't be run, the field says why ("Min 2", "Max 50", "Whole number" for a fraction where bars are counted, "Required" for an empty field) and Run Backtest stays disabled. When you leave the field, it moves to the nearest allowed value: an out-of-range number goes to the limit, a fraction in a field that counts bars rounds to a whole number, and an emptied field returns to the value it held before you started editing it. Pressing Enter on such a field corrects it instead of running, so a run never uses a number you have not seen. Run Backtest also stays disabled until at least one value differs from the original, and while another run is in progress.

Running

Press Run Backtest. A pill in the chat records what you changed ("TSLA · 1h RSI length 14 → 20 Re-run"), the tracker runs, and the result arrives as a new run in the panel. The original stays in the Strategy History dropdown, so you can flip between the two.

The new summary leads with the outcome of your change: "Your change moved net profit from +142% to +156%." A worse outcome is reported exactly like a better one. If you changed the commission or the order size, a note beneath says the two runs are not like-for-like and names both settings.

A re-run is a new run, not an overwrite. Press Favorite on whichever version you want to keep; a saved strategy is never changed by a later tweak.

A failed re-run shows an error card with a Retry that repeats the same attempt as a new run.

What Can't Be Tweaked

If the editor says "Some of this strategy's conditions were custom-built and can't be edited here", part of the strategy was written specially for a request and has no adjustable settings. A strategy with more than one filter exposes only the first. To change direction, swap an entry rule, or edit anything that is not in the editor, describe the strategy you want as a new request in the chat; include the market, timeframe, direction, entry, filters and exit so the new test uses exactly the idea you intend.

Trying Another Market

To keep the settings and change the market instead, use Portfolio Backtest in the actions row. Performance covers it.