Finding Better Exits

To optimize exit strategies for your portfolio or trading system, follow these steps:

Step 1: Navigate to Analysis Menu

Navigate to Analysis → Find better exits from the top menu.

Analysis menu navigation

Step 2: Select Account Actions File

Select a file containing account actions. This can be:

The file must follow the format described in the Importing from a File section.

Troubleshooting: Cash Error

Note: In case of a "Not enough cash to buy..." error, increase the initial Deposit amount in the file.

Step 3: Choose Result Scorer

Choose a Result Scorer to define the optimization objective for your exit strategy analysis.

Step 4: Start Analysis

Click Start to begin the exit strategy optimization process.

Step 5: Review Results

Review the results, including rule statistics and names, displayed in the table.

Analysis results table
× Enlarged view