What Is a Strategy in RR Metrics?
A strategy is a named, documented trading approach that you can attach to individual trades. Think of it as a card in your playbook — each strategy has a name, a description of the rules, and a growing track record based on all the trades you've assigned to it.
Strategies differ from tags in that they're designed to capture your full trading methodology — the conditions, entry triggers, stop placement, and target logic — rather than just a short label. Over time, each strategy card becomes a data-driven record of how that approach performs in live markets.
Creating a Strategy
Go to the Strategy Page
Click Strategy in the sidebar. You'll see any existing strategies as cards, plus a button to add a new one.
Click "Add Strategy"
A form appears with fields for the strategy name and a description area where you write out the rules.
Name Your Strategy
Give it a clear, descriptive name. Examples: VWAP Reclaim Long, Opening Range Breakout, Supply Zone Fade, Gap Fill Short. The name is how you'll identify it when attaching to trades.
Write the Rules
In the description, document your entry conditions, where you place your stop, your target logic, and any filters (time of day, trend direction, volume, etc.). Be specific — this description becomes your objective reference when reviewing trades.
Save
Click Save. The strategy card appears on the Strategy page and is now available to select when logging trades.
Example Strategy Description
Conditions: Price is below VWAP at open, then reclaims VWAP within first 60 minutes on increasing volume. Market structure is bullish (higher lows on 5m).
Entry: On the first 5m candle that closes above VWAP.
Stop: Below the low of the reclaim candle or prior swing low, whichever is closer.
Target: Previous intraday high or 2:1 R minimum.
Filter: Do not take if within 15 minutes of a major economic release.
Attaching a Strategy to a Trade
When adding or editing a trade, a Strategy dropdown is available in the trade form. Select the strategy that best describes the setup you traded. A trade can be assigned to one strategy.
If a trade doesn't fit any of your defined strategies — perhaps it was an impulse trade or something outside your plan — leave the strategy field blank. Tracking unplanned trades separately is useful for seeing how much of your performance comes from your actual playbook versus off-plan decisions.
Reviewing Strategy Performance
Each strategy card on the Strategy page displays a live summary of its performance based on all trades assigned to it:
- Total trades assigned to this strategy
- Win rate across those trades
- Average P&L per trade
- Total P&L contribution
Click into a strategy card to see the full list of trades tagged to that strategy, which you can sort, filter, and review in sequence. This is where you identify whether your execution matches the strategy rules — a strategy with a strong theoretical edge but poor real results often points to execution problems rather than a bad setup.
Keeping Your Playbook Honest
A playbook is only useful if you assign trades accurately. Resist the temptation to retroactively assign a losing trade to a strategy it doesn't fit, or to leave good trades unassigned because they don't match your defined rules. The goal is an honest record.
Review your strategies monthly. Retire setups that have consistently negative performance. Refine rules for strategies that are profitable but have too much variance. Add new strategies as your style evolves.