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Getting Started with Strategies!

Create, customize, log missed trades, and track your trading edge with Strategies in TradeZella.

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Written by Team
Updated over a week ago

Create a Strategy within TradeZella to set the rules for your trading strategy and track what works!

Create Strategies

  • Input a Strategy Name and write a brief description.

  • Customize it with an icon or an image, and a color.

Add Strategy Rules

  • Create Trading Strategy Rules tailored to your trading style and strategy.

There’s no one-size-fits-all approach, so feel free to include anything that enhances your trading execution!

Here’s an example of some rule groups you could create.‍


Check this helpful article for detailed instructions on adding Strategy criteria and rules: What are Groups and Rules in Strategies.

Use a Strategy Template

Explore trader playbooks featured in Chart Fanatics' content from professional traders like Kane and Jade Cap. These strategy templates include their pre-configured trading rules, entry and exit criteria, and risk management parameters.

  • Navigate to the Strategy Templates page

  • Click the Plus button on the template you want to use

  • The template will automatically be added to your Strategies

Once added, you can use the template as-is or customize it to match your trading style.

For a detailed breakdown of each professional trader's strategy template, visit the Trading Strategies blog page.

View All Your Strategies in One Place

  • Track the number of trades that followed a specific strategy, along with trades that were “missed.”

  • View key metrics like Expectancy, Win Rate, and Profit Factor for each Strategy.

Log “Missed Trades”

Essentially, “missed trades” are trades that you were not able to take but that you found actually fit your strategy perfectly.

You may log a missed trade by typing in its symbol and entering the hypothetical date and time of execution.

This will also allow you to enter the price, commission, and fees.

Check this article on how to Log Missed Trades: How to Log Missed Trades.

Our intention is not to create FOMO but to help you log these trades in one place.

This will allow you to analyze price actions, how the price is formulated, and optimize your setup rules.

See In-depth Strategy Stats

  • Click on a Strategy for a detailed overview, including Strategy Rules, Executed Trades, Missed Trades, and Notes.

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Review Trade Stats

  • Select any trade from a Strategy to check how many rules were followed during the execution.

Share Strategies and View Others’ Strategies

We’re building a learning community within TradeZella, enabling you to share your Strategy with others, view other users’ Strategies, and learn from each other!

Check this helpful article for detailed instructions on how to share Strategies: How to share Strategies.

Join Discord

Join our growing community by sharing your Strategies and learning from others. We’re creating a space where traders can exchange strategies and grow together.

Check out some of our community Strategies to get started:

Finally, don’t forget to join our Discord server! It’s a great place to share strategies, ask questions, and connect with other traders. Here’s your invite link: https://discord.gg/QM3sVaNknd


Whether you’re just getting started or refining your strategy, TradeZella's Strategies feature is your go-to tool. Dive in, experiment, and see what works best for you. We can’t wait to see what you create!

If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!

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