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Strategies: tagging trades and reading per-strategy performance

Updated September 6, 2026

A strategy in Propfy is a label you attach to trades so you can ask which of your setups actually makes money. Performance, then Strategies.

Creating one

Press New strategy. Three fields: a name of up to 100 characters, an optional description of up to 500, and a colour from the swatch so it is recognisable at a glance.

There are no rules or conditions on a strategy. It does not filter anything or fire on anything. It is a label, and the honesty of your numbers depends entirely on tagging consistently.

Three ways a trade gets tagged

Open a trade in the Journal ledger and use the Strategy section in its drawer. That is the single-trade way.

Tick several rows in the ledger and use the tagging bar that appears at the bottom. That is the bulk way, and it tells you how many decisions and how many fills the write will cover before you commit to it.

Or set one strategy as your default, with the star on its row. Every new trade that arrives after that, from a sync or a CSV import, is tagged with it automatically. Tagging is opt-in, so with no default set nothing is tagged for you, and setting one never reaches back and tags your history.

A trade can carry more than one strategy tag.

Tagging follows the decision, not the fill

If you mirror a setup across several accounts, tagging any one of those fills tags all of them. A three-account mirror can never end up half-tagged, which would put the same setup on two different rows of this page and quietly wreck both.

Untagging works the same way, across the whole decision.

What the table shows

One row per strategy: name and colour, trades, win rate, profit factor, average P&L, whether it is your default, and the edit and archive actions.

Above it, three chips: how many active strategies you have, how many trades are tagged in total, and your best win rate.

Counts are decisions, money is money

The trades column, the win rate, the profit factor and the average P&L are all counted per decision, so mirroring one setup across six accounts does not report that strategy as having traded six times as often.

Total P&L is the exception and it is deliberate: every mirror is real money in a real account, so the dollars are summed as they happened.

Small samples are marked, not hidden

Under three tagged trades and the row carries a "low sample" tag beside the count. With no tagged trades the metrics render as dashes rather than as zeros.

A strategy needs at least five tagged trades before it can be called your best. Five is not a large sample, but it is the point below which the label is noise, and a two-trade strategy at 100 percent is not a finding.

Archiving

Archive a strategy you have stopped trading. Archiving hides it from the tagging pickers for new trades, but it never touches the tags already on your trades, so its history and its numbers survive intact. You can still remove it from a trade, and you can restore it later. An archived strategy cannot be your default.

Reading the page honestly

Profit factor shows an infinity symbol when a strategy has only ever won. That is not a result, it is a sample that has not met a loser yet.

The real use of this page is comparison, not celebration. Two strategies with similar win rates and very different average P&L are telling you which one you are cutting too early.

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Risk Disclosure

Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure

Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect trading results.

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