6.1Create a setup

What is it? A setup describes a trading idea with rules, checklist, features and images.

What you get

• Guided editor that saves drafts
• Four neutral templates to start from
• The setup type sets its symbol everywhere in the app

How it works

1. Open “Setups” › “New setup”.
2. Optionally choose a template; enter a name and short description.
3. Choose the setup type (pullback, breakout, reversal …).
4. Go through rules, features, checklist and images, then save.

Good to know

• Setups have no colors, but a line symbol per type. Without a type it's derived from the name; “Choose a type” shows when that fails.
• Content changes automatically create a new version.

FAQ

Can I archive a setup?

Yes. Archived setups only appear where they're already assigned.

Related articles

• 6.2 Checklists and quality tiers
• 6.3 Entry mode