Catalogs and presets
Curated starting points for every strategy entity.
Using the catalogs
Every entity type has a catalog of presets, reachable from its create button or from Browse catalogs on Overview.
| Catalog | Categories |
|---|---|
| Rules | Risk, session, entry |
| Targets | Performance, risk, activity |
| Setups | Reversal, continuation, candlestick, breakout |
| Check-ins | Start of day, during trading, end of day, emotional regulation, general |
| Process | Pre-market, pre-trade, post-trade, session pack |
Presets are searchable by name, description, and category. Adding one creates a normal entity that you can then edit freely; there is no link back to the catalog and no update mechanism, so presets are a starting point rather than a subscription.
The assistant can also work from these catalogs. Ask it to suggest a starter set or to find the missing pieces in your plan, and it proposes presets as chips you add individually with Add. Nothing is added without you pressing the button.
Use presets for the parts of trading that are common to everyone (loss limits, session hours, review questions) and write your own for anything that is specific to how you actually trade.
