Entry, exit, management, and risk in strategies
Four strategy types: entry, exit, trade management, and risk management. Link a strategy to every execution for the second dimension of Edge Discovery.
What is a trading strategy?
A trading strategy is a specific technique for entry, exit, trade management, or risk management that you link to individual executions.
Strategies combine with playbooks in a two-dimensional grade. Playbook is the setup. Strategy is how you executed it.
Built for execution
Four types, one system
Organize entry, exit, trade management, and risk techniques on a four-column board. Connect account-level rules to linked accounts, set trade-level risk limits, and link playbooks for the second dimension of Edge Discovery.
👆 Double Tap
Price tests same level twice and holds. Enter on third bounce with tight stop.
🚩 Flag Pattern
Consolidation after a strong move. Enter breakout of the flag with volume confirmation.
9️⃣ 9 EMA Bounce
Price pulls back to 9 EMA on intraday chart. Enter bounce with trend confirmation.
🐌 Momentum Slowing
Volume decreasing, candles getting smaller. Exit before reversal occurs.
📏 2x ATR
Take profit at two times Average True Range from entry. Aggressive target.
🔒 Move Stop to Breakeven
Once trade moves 1R in profit, move stop to entry price to eliminate risk.
🎲 Risk Multiple Exit
Take partial profit at 1R, 2R, 3R increments to lock in gains as trade moves.
⚠️ Max Pre-Trade Loss: $80
Do not enter a new trade if you are already down $80 or more on the day.
🔴 Max Daily Loss: $200
Stop trading for the day once net losses reach $200. No exceptions.
Four strategy types
Entry, exit, trade management, and risk management each get their own column. Search, filter, and add techniques without losing the structure.
Risk Rules
Template rules auto-check on trades.
Max Daily Loss
AccountAuto-detectMax daily loss: $200
Account risk rules
Connect risk management strategies to your linked accounts. Set rules like a max daily loss or position size cap that auto-check across every trade on that account.
Choose a template for automatic checks, or write a custom rule you will mark manually in trade review.
Scope
Trade-level
Per trade
Account-level
Linked accounts
Rule type
Limit maximum loss per individual trade.
Parameters
Maximum Risk Amount *
Preview
Max trade risk: $50
Trade-level risk
Add a per-trade rule like a max trade risk of $50. Template rules auto-check on every fill, custom ones you mark in review, so you can see whether you honored the limit you committed to.
Linked Playbooks
📊 High Relative Volume (RVOL)
Stocks trading well above average volume, a leading signal for major moves across all setup types.
📉 Gap and Fade
Low float stock gaps up 50–100%+ on weak or no catalyst. Short the fade for an all-day selloff.
Linked playbooks
Attach the playbooks a strategy runs on. The setup defines what to look for; the strategy defines how you executed it.
How can I help?
Coach on this strategy, review tagged trades, or draft updates into the editor.
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Playbook is the setup. Strategy is how you executed it.
The writing surface
Document the technique
Entry rules, exit logic, and risk notes in the same Notion-style editor used across Everedge. Tables, callouts, checklists, and links to playbooks and chart books.
The same premium editor behind your plans and playbooks, tuned for execution detail.
Select to format, or hand it to AI
Tighten entry wording, fix grammar, or expand a section without leaving your strategy.
The gap and go works best when volume confirms the break above premarket highs.
Every strategy connects
Link playbooks, chart books, and trading plans. Change a rule here and audit it everywhere.
🎯 Strategy
8 linked docs
Embed any document
Slash-insert a live link to a playbook, chart book, or trade write-up right inside your strategy.
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A strategy you actually want to refine.
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Link every technique to the trades that prove whether it works.