Saved Strategies
For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending
.mdto page URLs; this page is available as Markdown.
Atlas lets you save any backtested strategy returned in chat to a dedicated dashboard, then re-checks each saved strategy weekly against the latest strategy database. Strategies that still pass the quality filters are tagged Current; those that drop out are tagged Deprecated.
How to save a strategy
- In an Atlas chat, ask for a strategy (see Your First Strategy Search and Prompting Tips).
- On any returned strategy card, click the star icon in the top corner.
- The strategy is added to your Saved Strategies dashboard with a snapshot of its metrics at save time.
A strategy is identified by its asset, timeframe, direction, and entry/exit conditions — not by how the prompt was worded. Re-saving the same setup (even if you asked for it differently) updates the existing entry instead of creating a duplicate.
The Saved Strategies dashboard
Open the dashboard from your account menu to see every strategy you've starred, most recently updated first. Each row shows:
- Asset, timeframe, and direction
- The entry/exit conditions
- Snapshotted metrics: Net Profit, Win Rate, Sharpe, Profit Factor, Max Drawdown, Total Trades, MCPT p-value, and Quality Tier
- The equity curve from the saved backtest
- A status badge: Current or Deprecated
Current vs Deprecated
| Status | What it means | Metrics behavior |
|---|---|---|
| Current | The exact set of trade conditions still appears in the latest weekly strategy database. | Metrics refresh to the latest values on every dashboard load. |
| Deprecated | The conditions are no longer present in the refreshed database. | Last-known snapshot preserved; metrics frozen at the point the strategy dropped out. |
A Deprecated tag means one of three things happened in the most recent weekly rebuild:
- The strategy's out-of-sample performance dropped below the quality thresholds.
- Its Monte Carlo permutation p-value no longer cleared the significance gate.
- The instrument/timeframe set was rebuilt and this specific condition combination didn't re-emerge in the top-ranked set.
A Deprecated flag is a signal to re-investigate, not a verdict that the idea is dead. The frozen snapshot is preserved as an audit log of why the strategy was once worth trading.
How re-validation works
The Atlas strategy database is rebuilt weekly (see Backtesting Configurations for the full pipeline). When you open the Saved Strategies dashboard, every saved strategy is re-checked against that latest build — no manual refresh required.
Re-validation is exact, not fuzzy: the same asset, timeframe, direction, and condition set must survive the same quality gates applied to every new candidate. Those gates include:
- The standard quality-score thresholds used for all strategies in the database.
- A Monte Carlo permutation test on log returns — if shuffling the return sequence destroys the edge, the strategy fails the gate.
If those gates fail in a given week, the strategy drops out of the rebuilt database and your saved entry flips to Deprecated.
What to do with a Deprecated strategy
- Ask Atlas for a variant. Loosening or tightening one condition often reproduces the edge.
- Check related instruments. Sometimes a single instrument dropped while the same condition set still works on related markets.
- Compare snapshot vs. recent performance. If Sharpe collapsed but drawdown didn't, regime shift is more likely than overfitting.
- Don't delete the entry. The frozen snapshot is its own audit log of why you stopped trading the setup.
What gets saved
| Field | Saved at first save | Refreshed when Current | Frozen when Deprecated |
|---|---|---|---|
| Asset, timeframe, direction | Yes | — | — |
| Entry/exit conditions | Yes | — | — |
| Net Profit | Yes | Yes | Yes (snapshot) |
| Win Rate | Yes | Yes | Yes (snapshot) |
| Sharpe | Yes | Yes | Yes (snapshot) |
| Profit Factor | Yes | Yes | Yes (snapshot) |
| Max Drawdown | Yes | Yes | Yes (snapshot) |
| Total Trades | Yes | Yes | Yes (snapshot) |
| MCPT p-value | Yes | Yes | Yes (snapshot) |
| Quality Tier | Yes | Yes | Yes (snapshot) |
| Equity Curve | Yes | Yes | Yes (snapshot) |