Manage a strategy
Open a strategy you own to review performance and trading activity. The configuration view also lets you rename it, adjust its instructions, change who can access it, control recalibration, inspect errors, and restore earlier versions.
Open strategy settings
Section titled “Open strategy settings”From Portfolio, open the strategy, then use its configuration control. Depending on screen size, management actions may appear in the page actions menu.
From Portfolio, select the strategy, then open Configure from the strategy detail screen.
From Portfolio, select the strategy, then open its configuration screen from the strategy actions.
Recalibration modes
Section titled “Recalibration modes”| Mode | What it does |
|---|---|
| Automatic | Recalibr8 compares trading performance with market data and can update the strategy automatically once every 24 hours. |
| Informed | Recalibr8 notifies you when the strategy may need recalibration; you decide whether to apply changes. |
| Off | Recalibr8 does not automatically recalibrate the strategy. You update it yourself. |
Changing a mode affects future behavior. Review any generated update before relying on it, and continue monitoring the strategy after a change.
Change the strategy instructions
Section titled “Change the strategy instructions”- Open Update with Agents or the equivalent prompt editor.
- Describe the change precisely—for example, “add a 1% trailing stop-loss after the position gains 3%.”
- Choose whether to include recent orders as context, when that option is available.
- Submit the update. The strategy returns to a generation/coding state while Recalibr8 prepares a new version.
- Wait for its status notification before treating the update as active.
Configure access
Section titled “Configure access”- Private — only you can use the strategy.
- Gated — users need the gating code you define.
- Public — eligible users can discover the strategy in the Marketplace.
For Gated and Public strategies, you can define a subscription fee, participant cap, and AUM cap. A cap of zero may be treated as unset depending on the field.
Versions and errors
Section titled “Versions and errors”Each successful strategy update creates version history. You can restore an earlier version if a later change does not behave as intended. Restoring replaces the current code while preserving the version history.
The Errors section records generation or runtime errors. Where Fix with AI is available, review the error and proposed correction before applying it.
Delete a strategy
Section titled “Delete a strategy”Deletion is permanent. The app may provide notice to current subscribers before all copies are removed. Resolve active subscribers and export any information you need before confirming deletion.