Using the dashboard

Strategies tab

A strategy is your saved trading playbook. The Strategies tab lists yours and lets you make, edit, import, and share them.

The strategy editor with a title, who can see it, and the content in sections

What is in it

Field	What it does
Title	A short name for the playbook.
Who can see it	Private (only you) or Shared (others can import it).
Content	Your rules in your own words, split into sections.

Point to a strategy in Chat ("use my wheel strategy on MSFT") or point a workflow's Reasoning at it so its choices follow your rules. Discover shows shared strategies you can import.