Adding a strategy to a chart
You can add a visualization of the settings that form your strategy to any chart in the same way as you would add a data point. Go to the Setup tab and select ‘Add data’. In the dialog that shows up, you can filter on strategies by clicking the ‘Strategies’ filter button in the top right:
The result shows up in your chart. When you highlight the strategy line in the Legend or Details view, period numbers will also show up:
Tip: using strategy charts on a dashboard
When you add your strategies and your strategy visualization to a dashboard, you can see if changes in settings result in the strategy you’re looking for right away:
You can recreate the image above by following these steps:
- Select an existing dashboard to add this data to or create a new one by selecting ‘Add dashboard’ from the action menu next to the ‘Edit dashboard’ button.
- When you’re on the dashboard that you want to add this information to, select ‘Edit dashboard’, ‘Add widget’ and ‘Chart’. Select a saved chart to which you’ve already added strategy lines or create a new one and strategy lines to it.
- Save the dashboard and navigate to the page with your strategy settings. Select ‘Add to dashboard’, unselect any items that are not useful to you and add the settings to the dashboard you’ve just created.
- Go back to your dashboard, select ‘Edit dashboard’ and modify and drag the widgets in a way that gives you a good overview for your screen size. Done!
Available strategies
The strategies that are used most often to visualize are now available. You can easily find an overview of the available strategies by clicking the ‘Strategies’ filter button in the top right after selecting ‘Add data’.
Required Connext version
Adding strategies to a chart requires Connext version 913 at minimum.