Strategy Escort

Strategy Escort

The Strategy Escort allows you to start and manage your strategies independently from the charts. This enables the user to run several strategies simultaneously AgenaTrader is highly resource-efficient, meaning that your running strategies operate very efficiently. The active strategies can be reviewed and managed within the Strategy Escort.

The Strategy manager tab contains the following columns:

Column	Meaning
Name	Name of the strategy
Symbol	Instrument used for a strategy
Time frame	Time frame in which the strategy is running
Start Date&Time	Point in time at which the strategy was started
Status	Active: the strategy is running and currently attached to one or multiple charts. The strategy will not be closed even when the chart is closed. Background: the active strategy is not attached to any chart. This is a special feature of AgenaTrader that is not available in many other trading platforms.
Charts	The amount of charts on which a strategy is active. The background status always corresponds to 0 charts. The amount increases if you open an additional chart for the same instrument and time frame.
P&L	The Profit/Loss generated by the strategy so far
Analyzer Session	Select Analyzer session
Stop	Stop strategy

Right click on a row inside the strategy manager tab to open the context menu:

Right click on a row inside the Strategy manager tab to open the context menu:

• Open Chart: opens up a dialog window for opening a new chart

• Start strategy: allows to select and specify a strategy

Strategy parameters

Name	Meaning
Caption	Displays a strategy's technical description. You can change these settings if required. For example, to display a shorter name for the strategy (MMR instead of MakeMeRichStrategy) input the following information: MakeMeRichStrategy -> MMR.++
Required bars count	Defines the number of periods after which the strategy will be calculated (adjusted). For example, SMA requires at least 20 periods (bars) to correctly calculate the moving average and consequently formulate accurate conclusions for the strategy calculation. It is especially important for the backtesting.
Input Series	Allows you to select data series for strategy calculation. The standard setting is "close", which means that the strategy will be calculated based on the closing prices of a specific period.
Time-Frame	Set time frames for the strategy.
Session	This parameter allows user to select Analyzer Column session
Trading Options	If true, strategy will work for option trading
Close Trades on Stop	Means that strategy stop will close all running orders which are running under the strategy,
Is to recover	If true, strategies are saved, even if they do not have active trades or orders.
Log Orders	If true, all placed orders will be saved in the Log.
Time in force	Display how long order will be enabled in system unless it is executed (GTC - good till canceled; Day - enable for 1 day, GTD - good till date, IOC - immediate or cancel)

After clicking the Select button, the instrument or several instruments from the instrument list will be adopted by the Strategy Escort with the previously selected strategy.

• Stop: allows to stop (i.e. delete) one or several strategies, right click on the cell in the strategy manager tab and select the Stop option.

If a strategy is currently managing confirmed orders or running trades, the query box will ask you to confirm that you really wish to stop the chosen strategy.

• Show PL Percent: dosplays the profit / loss in the Strategy Escort in percent

• Export to MS Excel: allows to save the rows from the Strategy Escort in a CSV file

• Connect with Chart: activates the connection to a single chart or single chart group. Once activated, move the mouse to a single chart or single chart group. The mouse indicator will change to a rectangle with an arrow. Click in the charting area again to connect the rows of the Strategy Escort to the chart (single chart or single chart group).

To load the chart, left click on the appropriate instruments in the Strategy Escort.

The Strategy Escort shows two types of strategies:

• Fully automated programmed strategies: these strategies must be explicitly started or stopped for an instrument or multiple instruments (e.g. from the Chart or the Strategy Escort).

• Semi-automated AgenaTrader++ strategies: the entries of these strategies are handled discretionarily and are managed by the trade management.

Relationship between a list chart group and the Strategy Escort

(this pertains to semi-automated AT++ strategies)

The Analyzer Column column displays signals (signals are not strategies) that are driven by real-time events. If a signal-based AgenaTrader++ setup (necessary settings can be made in the Setup Builder is activated and executed, then the strategy takes over to control your position. If you click on an instrument from the list chart group when AgenaTrader++ is activated, then the corresponding row will be displayed in the Strategy Escort (though no trade will take place yet).

Once you have entered a position (for example, short EURCAD) then the strategy will become active and start to manage your position. If you continue clicking within the list chart group you will see that the strategy is activated to manage the opened position. This applies to currently active trades as well as confirmed orders (not proposal orders) in the chart. In these cases the strategy shifts to the strategy manager and receives the status "Background".

Relationship between a tab chart group and the Strategy Escort

(this pertains to semi-automated AT++ strategies)

If you want the strategy for one or all instruments in the tab chart group to start as soon as AgenaTrader++ is opened, check the Tab Chart Group Autosynchronization checkbox in the Global Configuration -> General -> Global Configuration: Chart. If the Tab Chart Group Autosynchronization is not selected, then AT++ must be manually opened/closed for every instrument (the same applies to single chart groups and single charts).