Organize strategy versions

What this article helps you do

Know which exact rules produced each Backtest and which version was tagged to recorded trades.

Before you start

• A saved Strategy Builder definition.

Follow these steps

1. 1

   Name the initial version and document its purpose.

2. 2

   Create a new version when entry, confirmation, risk, exit, session, fee, or slippage rules change.

3. 3

   Do not overwrite the version attached to an existing Backtest.

4. 4

   Add a concise change note.

5. 5

   Compare versions using the same dataset before changing multiple variables at once.

6. 6

   Archive obsolete versions without deleting their historical results.

What you should see

Common mistakes

• Editing an old version in place.
• Changing several rules without a change note.
• Comparing versions on different datasets without acknowledging the difference.