Saving & Loading Strategies
Save your builder setup as a reusable strategy, organize strategies into groups, and load them onto any asset.
Saving & Loading Strategies
Once you have built a strategy you like, you do not have to rebuild it from scratch every time you open a chart. Saving a strategy stores your entire builder configuration under a name you choose, and loading it brings everything back with one click -- on the same asset or a completely different one.
This turns a one-off backtest setup into a reusable template. The same saved strategy can be tested on a stock, a forex pair, and a crypto pair, which is one of the fastest ways to find out whether an idea works broadly or only on the chart it was designed on.
What Gets Saved
A saved strategy captures the full state of the strategy builder and its settings:
Conditions: all entry and exit conditions, their AND/OR logic and condition groups, and every stop-loss, take-profit, and trailing stop rule.
General settings: position type (long or short), condition fill timing, the selected timeframe, and your leverage selections.
Costs and analysis options: commission, spread, and slippage values, the return breakdown checkboxes, and Monte Carlo settings.
Saving a Strategy
On any asset's backtest page, the Save Strategy button sits below the Strategy Builder. Clicking it opens a dialog with a live preview of everything about to be saved, so you can double-check the conditions before committing.
Give the strategy a name (required) and, optionally, a description. A good description records the idea behind the strategy -- "buy pullbacks in an uptrend, exit on momentum loss" tells future-you far more than the condition list alone. You can also assign the strategy to one or more groups, or create a new group directly from the dialog.
If the builder currently has validation errors -- an incomplete condition, for example -- the dialog lists them and disables saving until they are fixed on the backtest page. Strategy names must be unique, so saving a second strategy under an existing name is rejected rather than silently overwriting the first.
Saving requires an account and a paid plan, and each plan includes a set number of strategy slots. The strategies page shows how many you have used.
Loading a Strategy
The Load Strategy button next to Save opens your library. Each entry shows the strategy's name, description, groups, a preview of its conditions, and when it was last updated. You can search by name, description, or the indicators the strategy uses -- typing "RSI" finds every strategy with an RSI condition -- and filter by group.
Clicking Load applies the entire saved configuration to the current backtest page: conditions, position type, timeframe, leverage, costs, and analysis options. The asset and date range stay as they are. From there you can run the backtest as-is or tweak the loaded setup first.
Organizing with Groups
Groups are labels for organizing your library -- "Trend Following", "Crypto", "Experiments", whatever fits how you work. A strategy can belong to several groups at once, so a breakout system tested on forex can sit in both a "Breakouts" group and a "Forex" group.
Groups exist to make retrieval fast: both the Load Strategy dialog and the My Strategies page can filter to a single group. You can create groups while saving a strategy or manage them -- create, rename via edit, delete, reorder -- from the My Strategies page. Deleting a group asks whether to also delete the strategies inside it or just remove the label. Like strategy slots, the number of groups you can create depends on your plan.
The My Strategies Page
The My Strategies page (the Strategies link in the sidebar) is the management view of the same library. Beyond the search and group filter, it is where the heavier housekeeping happens.
Editing
Editing opens the full strategy in a dialog where you can change the name, description, and groups -- and also the conditions and settings themselves. This is how you update the stored version of a strategy after refining it.
Using a Strategy on an Asset
The Use Strategy action flips the loading flow around: instead of starting from a chart and loading a strategy into it, you start from the strategy and pick the market (stocks, forex, or crypto) and symbol to test it on. Simula opens that asset's backtest page with the strategy already applied.
Bulk Management
Strategies can be selected individually or per page and deleted in bulk, and the list can be reordered by dragging when drag mode is enabled. Reordering is disabled while a search or group filter is active, since a filtered list has no unambiguous full ordering.
Common Mistakes
Saving Every Variant
It is tempting to save every parameter tweak as its own strategy. A library of thirty near-identical variants is harder to navigate than one well-named strategy per idea, and it quietly eats your strategy slots. Save the versions that represent genuinely different ideas, and use descriptions to record what changed between them. If you are trying to find the best parameter values for one idea, parameter optimization tests the whole range in a single run instead.
Reusing Cost Settings Across Markets
Because a saved strategy carries its commission, spread, and slippage values with it, a strategy saved on one market brings that market's cost assumptions to the next. Costs that are realistic for a major forex pair understate what you would pay trading a small-cap stock. When loading a strategy onto a different market, review the cost settings before running.
Where to Go Next
Comparing Strategies -- a saved library makes side-by-side evaluation practical; this article covers how to compare fairly.
Understanding the Interface -- a tour of the builder sections whose state gets saved.
Entry & Exit Conditions -- the core of what a strategy is.