11.1. Finding and Adopting
Open Plan → Community Ideas. Published strategies and rules are listed in two groups, Strategies and Rules, and a search box at the top finds them by name or tagline. Within a group, the ones members have applied most come first.
Each idea is a card with its name, its tagline and its version. Figure 11-1 shows Trail from the peak, one of this book's illustrative strategies from Chapter 10, published so we can follow it through. It is seen as another member would see it.
Strategies
Reading an Idea
Choose View & adopt to open the idea's page. For a strategy, the page shows:
- its name and tagline,
- Shared by and the author's name, when the author chose to be credited,
- any longer description the author gave,
- its rules, grouped into exit and entry, each as its condition and action,
- and what happens when no rule matches.
Read the rules themselves, more than the name or the tagline. The rules are exactly what the strategy will do; the name and tagline are only the author's summary of them.
Adopting a Copy
At the foot of the page, tick I understand these are not investment recommendations — I'm adding this at my own risk, then choose Add to my workspace. Tradestory adds your own copy of the strategy to your Playbook. The copy is yours to edit: change its numbers to your thresholds, drop a rule, add one. It does nothing until you apply it to positions, as in section 10.3.
Once you have adopted an idea, its card reads Adopted ✓, and opening it takes you to your copy. On your own published ideas, the card reads Yours.
Next, sharing your own.