Strategies & Checklists

What Are Strategies?

A strategy in Pulsor is a structured set of trading rules — entry conditions, risk parameters, exit rules, and filters. Strategies help you trade consistently and give both you and the AI a framework to evaluate your execution.

Creating a Strategy

Manual Creation

Go to Strategies → New Strategy. You can start from scratch or use one of the quick templates. Strategy fields include:

• Name and description — what the strategy is and when it applies
• Setup type — the kind of trade setup this strategy targets
• Timeframes — which chart timeframes the strategy uses
• Sessions — which market sessions it applies to (Asian, London, New York)
• Market regime — trending, ranging, volatile, etc.
• Asset class and trading style — crypto, forex, scalping, swing, etc.
• Playbook — detailed entry/exit/risk rules as structured content
• Targets — target win rate percentage and target payoff ratio

AI Strategy Generation

Let Pulsor's AI analyze your trade history and generate a strategy based on your winning patterns:

1. Look for the AI Strategy Generator card on the Strategies page
2. The system checks your "AI readiness" — you need a minimum number of closed trades
3. AI reviews your trades and analytics data
4. It generates a structured strategy with rules based on what actually works for you
5. It also generates a pre-trade checklist automatically
6. Review the output and save — you can edit anything before applying

AI strategy generation requires a Pro or Premium plan and a meaningful trade history (30+ trades recommended).

Checklists

Every strategy can have a pre-trade checklist — a set of items you verify before entering any trade.

Why Checklists Work

Checklists remove emotion from trading decisions. Instead of asking "do I feel like this is a good trade?", you verify "does this trade meet all my criteria?"

Creating Checklists

When editing a strategy, add checklist items. You can also generate checklists with AI — either as part of the full strategy generation or separately for an existing strategy.

Using Checklists

When you create a trade and link it to a strategy (Step 2 of the trade wizard):

1. The checklist items appear
2. Mark each item as completed or not
3. Rate your overall alignment with the strategy
4. This data is recorded with the trade

Tracking Adherence

Pulsor tracks your checklist completion rate over time. The Plan Impact and Rule Adherence cards on the Metrics page show how adherence correlates with outcomes — typically, trades with full checklist completion significantly outperform those without.

Linking Trades to Strategies

When adding or editing a trade, select the strategies it belongs to. Linked trades:

• Show the strategy name in the trade list and detail view
• Include checklist completion and alignment data
• Feed into strategy-specific analytics

Strategy Analytics

For each strategy, Pulsor shows:

• Trade count — how many trades used this strategy
• Win rate — strategy-specific win rate
• Checklist adherence — how often you complete the full checklist
• Performance breakdown — detailed stats for trades linked to this strategy

Use these analytics to decide which strategies to keep, refine, or retire.