Strategy Management

Overview

The Strategy Management window is where you add, edit, and configure the settings for each of your automated strategies. You can set a strategy's name, the instrument it will trade, the quantity, and apply specific filters for news, holidays, and trading times.

You can open this window by clicking "Add Strategy" or "Edit" in the Account Configuration panel.

Security Note: Your strategy instructions, including the alert messages and webhook URL, are very sensitive. Do not share them with anyone. Treating them like a password will prevent others from placing unwanted trades on your account.

Adding a New Strategy

When you add a new strategy, a configuration window will open where you can set up its basic parameters.

• Strategy Name: Enter a name for your strategy.

  • Naming Rules: The name can only contain letters (A-Z) and numbers (0-9). Spaces and special characters (like - or _) are not allowed. For example, MyStrategy1 is valid, but My Strategy-1 is not.

• Instrument: Enter the trading symbol for your strategy.

  • Instrument Search: Lune Auto Trader has a built-in search feature. As you type, it will show a list of matching instruments available on your connected platform. You must select an instrument from this list.

  • Note: If an instrument does not appear in the search, it may not be available on your platform. Instrument names can also vary between platforms, so make sure you are using the correct one.

• Quantity: Set the number of contracts or shares you want to trade for each signal.

Strategy Settings and Filters

After setting the name, instrument, and quantity, you can apply specific rules and filters to each strategy. These settings override the main account settings.

Setting	Description
Allow Partial Exits	When a partial exit signal is received, this will close 50% of your current position. If your position size is too small to split, it will close the entire trade.
News Trading Filter	This filter pauses trading around news events you have scheduled in the News Events window. Exit Before News (minutes): Closes open trades a set number of minutes before a news event. Wait After News (minutes): Prevents new trades for a set number of minutes after a news event.
Holiday Filter	This filter stops the strategy from trading on any dates you have added to the
Time-Based Filter	This filter only allows the strategy to trade during a specific time range you set. Trading Start Time / End Time: Set the hours the strategy is active. Note: The times are based on your computer's local clock and use a 24-hour format (e.g., 09:30 for 9:30 AM, 16:00 for 4:00 PM).

Once you have filled in all the fields, click "Add Strategy" to save it.

Editing an Existing Strategy

You can edit a strategy's settings at any time by clicking the "Edit" button next to it in the Account Configuration panel. You can change any setting except for the strategy name, which cannot be changed after it's created.

Strategy Instructions

You can access a strategy's instructions at any time by clicking the "Instructions" button next to it in the Account Configuration panel. Each strategy configuration provides unique alert messages for different actions.

Alert Type	Description
Long Entry	Triggered when a long position should be opened
Short Entry	Triggered when a short position should be opened
Long Exit	Signals the closure of an open long trade
Short Exit	Signals the closure of an open short trade
Long Partial Exit	Closes part of a long position
Short Partial Exit	Closes part of a short position

These messages are automatically generated and are unique for each strategy you create. You must copy and paste them exactly as they appear into your TradingView alert settings.

Automate TradingView Strategies Guide

For a detailed guide on linking your TradingView strategies to Lune Auto Trader, please see our setup guide.

Automate TradingView Strategies Guide

Best Practices

• You can reuse the same strategy configuration on multiple accounts. Simply add a strategy with the same name to each account, and the same signals will be executed across all of them.

• Use unique alert messages for each strategy. Do not use the same alert message for two different strategies, as this will cause conflicts.

• If you change any settings for a TradingView Strategy, you must create a new alert in TradingView. The changes will not apply to an existing alert.

• Keep your webhook URL and alert messages private. Never share them in public forums or with anyone you don't trust.

• Monitor the execution logs in Lune Auto Trader to see the real-time status of your trades and make sure everything is running as expected.