Fulfilling Your Strategy
Learn how to monitor, execute, and track your trading strategy using Kollit's comprehensive dashboard and tools.
1. Strategy Dashboard Overview
After creating a strategy, it appears on your Strategies tab. Each strategy card provides essential information for tracking your progress.
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Key Performance Metrics
- Current Average Execution Price:
The average price at which you've executed trades so far
- Target Execution Price:
The ideal average price you're aiming to achieve
- Next Action Price:
The price at which you should execute your next trade
Progress Indicators
- Progress Bar:
Visual representation of how much of the strategy you've completed
- Action Warnings:
Located in the bottom left, indicates missed actions or opportunities
Card Actions
- View Details Button:
Access comprehensive strategy information and tracking tools
- Menu Options:
Includes strategy deletion (note: this action is irreversible)
Important Notes About Warnings:
- • Hover over warnings to see detailed information about missed actions
- • A warning typically indicates you can still execute the action for potentially better outcomes
- • The price at the time of the warning may be more favorable than the original target
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2. Detailed Strategy View
The detailed view provides comprehensive tools and information for managing your strategy. Access it by clicking "View Details" on any strategy card.
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1. Scenario Progress Tracking
- Scenario Fulfillment:
Each scenario turns green when you've executed enough actions to fulfill its requirements
- Action Summaries:
Compare completed actions against scenario targets
2. Next Action Widget
- Target Information:
- Price target for next action
- Portion to trade (percentage)
- Specific amount to buy/sell (if resources were specified)
3. Resource Allocation Monitor
Only visible if resources were specified during strategy creation
- Resource Tracking:
- Amount of assets used so far
- Remaining resources available
- Percentage of total allocation utilized
4. Interactive Strategy Graph
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- Action Points:
Initially blank points that can be clicked to mark actions as completed
- Prediction Lines:
Vertical dashed lines representing your prediction price points:
- Baseline
- Pessimistic
- 50/50
- Optimistic
- Highly Unlikely
5. Scenario Browser
- Performance Tracking:
Monitor strategy performance across different market scenarios based on your prediction
3. Additional Features
Email Notifications
Enable email notifications to receive alerts when:
- Action price points are reached
- Important strategy milestones occur
Export Functionality
Export your strategy details to CSV format for:
- Offline analysis and tracking
- Custom modifications and calculations
- Record keeping and documentation
Best Practices
- Regular Monitoring
Check your strategy dashboard frequently to stay on top of market movements and required actions
- Update Progress Promptly
Mark completed actions immediately to maintain accurate tracking and avoid missing opportunities
- Pay Attention to Warnings
Review warning indicators regularly as they may signal better execution opportunities
- Enable Notifications
Set up email notifications to stay informed of action points and important updates
- Regular Scenario Review
Use the scenario browser frequently to understand how your strategy is performing against different market conditions
Next Steps
To make the most of your strategy:
- Follow Your Strategy
Track your progress by marking completed actions. With your strategy in place, you can trade confidently knowing exactly what steps to take at each price level.
- Export Your Strategy
Download your strategy details for offline reference and analysis