Once you spot a key setup on your chart, convert it instantly to preserve every detail. By turning a chart into a setup, you bring structure to your idea, save all unique drawings in a dedicated space, and link it directly to your trading strategy. Your setup is automatically pinned for quick access — both in the topbar and on your dashboard — so you never lose track of your trades in progress.
Once you spot a key setup on your chart, convert it instantly to preserve every detail. By turning a chart into a setup, you bring structure to your idea, save all unique drawings in a dedicated space, and link it directly to your trading strategy. Your setup is automatically pinned for quick access — both in the topbar and on your dashboard — so you never lose track of your trades in progress.
Once you spot a key setup on your chart, convert it instantly to preserve every detail. By turning a chart into a setup, you bring structure to your idea, save all unique drawings in a dedicated space, and link it directly to your trading strategy. Your setup is automatically pinned for quick access — both in the topbar and on your dashboard — so you never lose track of your trades in progress.
Step-by-Step Instructions
1. Open the Chart You Want to Convert: Begin by selecting a chart — for example, EUR/USD on the 15m timeframe. Make sure it reflects the technical setup or zone you want to work with.
2. Link an Approach to the Chart
In the right-hand panel, select or create a strategy and its approach (e.g., Breakout Strategy → Approach 1). This is essential, as every chart setup must belong to an approach. You can define or edit its description, tags, timeframes, and symbols as needed.
3. Switch to the 'Criteria' Tab
Click on the “Criteria” tab next to "Overview". If no criteria exist yet, the screen will show “No criteria found for this approach.”
4. Click “Convert Setup”
At the bottom of the right-hand panel, click the blue “Convert Setup” button. A confirmation modal will appear asking you to confirm this action.
5. Confirm the Conversion
Click “Confirm” in the modal. Your chart is now converted into a setup.
Step-by-Step Instructions
1. Open the Chart You Want to Convert: Begin by selecting a chart — for example, EUR/USD on the 15m timeframe. Make sure it reflects the technical setup or zone you want to work with.
2. Link an Approach to the Chart
In the right-hand panel, select or create a strategy and its approach (e.g., Breakout Strategy → Approach 1). This is essential, as every chart setup must belong to an approach. You can define or edit its description, tags, timeframes, and symbols as needed.
3. Switch to the 'Criteria' Tab
Click on the “Criteria” tab next to "Overview". If no criteria exist yet, the screen will show “No criteria found for this approach.”
4. Click “Convert Setup”
At the bottom of the right-hand panel, click the blue “Convert Setup” button. A confirmation modal will appear asking you to confirm this action.
5. Confirm the Conversion
Click “Confirm” in the modal. Your chart is now converted into a setup.
Step-by-Step Instructions
1. Open the Chart You Want to Convert: Begin by selecting a chart — for example, EUR/USD on the 15m timeframe. Make sure it reflects the technical setup or zone you want to work with.
2. Link an Approach to the Chart
In the right-hand panel, select or create a strategy and its approach (e.g., Breakout Strategy → Approach 1). This is essential, as every chart setup must belong to an approach. You can define or edit its description, tags, timeframes, and symbols as needed.
3. Switch to the 'Criteria' Tab
Click on the “Criteria” tab next to "Overview". If no criteria exist yet, the screen will show “No criteria found for this approach.”
4. Click “Convert Setup”
At the bottom of the right-hand panel, click the blue “Convert Setup” button. A confirmation modal will appear asking you to confirm this action.
5. Confirm the Conversion
Click “Confirm” in the modal. Your chart is now converted into a setup.
What Happens After Conversion?
Once confirmed, your chart is no longer just a canvas — it's now a setup. It’s pinned to your topbar for quick access, added to your dashboard for easy tracking, and linked to your strategy so you can test and refine it. Even better: the drawings on this chart are saved independently, so they won’t interfere with other setups or raw charts.
What Happens After Conversion?
Once confirmed, your chart is no longer just a canvas — it's now a setup. It’s pinned to your topbar for quick access, added to your dashboard for easy tracking, and linked to your strategy so you can test and refine it. Even better: the drawings on this chart are saved independently, so they won’t interfere with other setups or raw charts.
What Happens After Conversion?
Once confirmed, your chart is no longer just a canvas — it's now a setup. It’s pinned to your topbar for quick access, added to your dashboard for easy tracking, and linked to your strategy so you can test and refine it. Even better: the drawings on this chart are saved independently, so they won’t interfere with other setups or raw charts.
Keep setups seperated
Keep setups seperated
Keep setups seperated
One-click access to key trades and ideas
One-click access to key trades and ideas
One-click access to key trades and ideas
Consistent documentation and tracking
Consistent documentation and tracking
Consistent documentation and tracking
A/B testing through approach-linked setups
A/B testing through approach-linked setups
A/B testing through approach-linked setups
Last updated on
Feb,
22,
2025
Last updated on
Feb,
22,
2025
Last updated on
Feb,
22,
2025