Skip to main content

Editing a Strategy

Editing an existing strategy uses the same SMITH editor as creating one. You load a saved strategy, make changes, satisfy the checklist, and save.

1) Load a Strategy​

  1. Click Load Strategy in the sidebar.
  2. A panel opens showing your existing strategies as tiles.
  3. Click a tile to load that strategy into SMITH.

If you have unsaved changes from a previous session, SMITH will ask you to confirm before discarding them.

tip

To resume working on an unsaved strategy without loading a different one, click Continue Editing Strategy in the sidebar. This option only appears while unsaved changes exist.

2) Make Your Changes​

With the strategy loaded, you can modify anything in the editor:

  • Context (Symbol, Candle Length, Direction, SL/TP, Custom Variables, Indicators) via the Gear icon → Configure Context.
  • States — add, edit, delete, set the Initial State, drag to rearrange on the canvas.
  • Transitions — add or edit transitions between states.
  • Conditions & Actions — adjust the rules and effects on any transition.

3) Rename (Optional)​

To change the strategy's name, click the rename button in the editor header (next to the strategy name). Enter the new name and confirm.

4) Satisfy the Checklist​

Before saving, all Creation Checklist items must be satisfied:

  • Context Configured
  • At Least Two States Configured
  • Initial State Configured
  • All States Have Transitions

Once satisfied, the Create Strategy button becomes enabled. This button is used for both creating new strategies and saving edits to existing ones.

5) Save Options​

When you click Create Strategy and a strategy with the same name already exists, a confirmation dialog appears with two options:

OptionWhat It Does
OverwriteReplace the existing strategy with your edited version. The old configuration is completely replaced.
Save as CopyKeep the original strategy unchanged and save your edits as a new strategy under a different name. You'll be prompted to enter the new name.

6) Return to Dashboard​

After saving, SMITH closes and returns you to the Strategy Dashboard. The saved strategy appears as a tile.

Strategies may be Disabled after saving. Click the Power toggle on the tile to enable it and start processing events. See Enable & Disable for details.

Deleting a Strategy​

To delete a strategy, open the Load Strategy panel from the sidebar and click the trash icon on the tile of the strategy you want to remove.

warning

Deletion cannot be undone once confirmed.