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Strategy Library

The Strategies page (Strategies in the nav) is where you manage your private strategy library before or after investing.

  • Create new strategies or import copies from Explore
  • Organize strategies into folders
  • Search and switch between list or grid view
  • Open the editor for any strategy
  • See today’s change on cards from latest backtest holdings and live quotes
  • See a warning when latest holdings include a delisted ticker

Before backtesting or deploying, Quantly validates the tree (required fields, structure, inline errors). Fix issues in the Tree Builder before you invest.