Strategy Profiles, Rollbacks, and Performance Reviews
Presets Versus Custom Profiles
Lesson video coming soon
Use the written notes below to continue learning.
Objective
Learn to treat presets as structured starting points rather than shortcuts around testing.
Workflow
- Choose a preset that matches the user goal: protection, balance, speed, or paper trial.
- Review the settings the preset changes before enabling it.
- Clone the preset before modifying advanced parameters.
- Name custom profiles by purpose and date so the reason stays clear.
Operator Checklist
- The profile name explains the experiment.
- The original preset or baseline remains unchanged.
- Only necessary settings are adjusted.
- The profile has a planned review date.
Common Mistakes To Avoid
- Editing the only working profile directly.
- Using a fast preset on an account that needs capital protection.
- Naming profiles with vague labels like final or best.
Practice
Rename three example profiles so each name explains the goal, symbol group, and test date.