Every account carries one or more strategy types, such as Grid or Scalper, so you can see at a glance how a robot trades and filter your accounts by style. The tracker sets them from the closed trades; you can set your own instead.

Plan: every plan.

See an account's strategy type

1. Open the account.
2. In Account Info, read the Strategy row. auto beside the tag means the tracker detected it; auto · probable means the trades sit close to the line between two types.

How the types are detected

• Grid: several positions open at the same time on one symbol, or closed together as a basket.
• Martingale: like a grid, but the lot size grows by half or more as positions are added.
• Trend-Following: wins 45 % of trades or fewer, with average wins well above average losses.
• Scalper: one position at a time, held under 2 hours on average.
• Intraday: held under a day on average. Swing: held a day or longer.
• Breakout: never guessed. It comes from a list of known EAs or from your own tags.

Each robot on the account (each magic number and symbol with at least 5 closed trades) gets a type, so an account with two robots can carry two types.

Set your own types

1. In Account Info, click Edit.
2. Under Strategy Types, the detected tags have a dashed edge. Click any tag: the detected set becomes your own and that tag is added or removed.
3. Click more tags to add them, or click a highlighted tag to remove it.
4. Click Save.

Filter accounts by type

1. On the Overview, click Filters.
2. Under Strategy, click one or more types. Accounts with any of them stay in the list.

Good to know

• Your own tags always win over detected ones. To go back to detection, remove all your tags and save.
• Detected types are checked again once a day, so a new account gets its tag after its first trades are in.
• The Strategy filter is also on Strategy Performance and Capital Allocation.

Related guides

• Name the robot, set the account type and strategy tags
• Filter your accounts
• Compare one EA across brokers (Strategy Performance)