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
- Click Load Strategy in the sidebar.
- A panel opens showing your existing strategies as tiles.
- 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.
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:
- Strategy configuration — open the Strategy Toolbar (gear icon) to manage states, transitions, custom variables, indicator events, guards, actions, data subscriptions, activation rules, trade plans, and alerts.
- States — add, edit, delete, set the Initial State, drag to rearrange on the canvas.
- Transitions — add or edit transitions between states.
- Guards & 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:
- Valid strategy name
- At Least Two States Configured
- Initial State Configured
- All States Have Transitions
- No Infinite Transition Loops
- Strategy Activation Valid
- Trigger Formats Current
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:
| Option | What It Does |
|---|---|
| Overwrite | Replace the existing strategy with your edited version. The old configuration is completely replaced. |
| Save as Copy | Keep 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.
Draft History
SMITH tracks every change you make to a strategy draft. Open the View Undo History panel from the Strategy Toolbar's Manage Draft section to browse the full history.
The history panel shows:
- A chronological list of changes with descriptions of what was modified.
- The current position marker showing where you are in the history.
- Undo / Redo buttons to step backward or forward one change at a time.
- Jump to state — click any history entry to restore the draft to that exact point.
History is preserved for the current editing session. When you close SMITH or load a different strategy, the history resets.
You can also use keyboard shortcuts for undo/redo: Ctrl+Z / Ctrl+Shift+Z (or Cmd equivalents on Mac) without opening the history panel.
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.
Deletion cannot be undone once confirmed.