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Strategy Snapshot

Table of Contents

It’s the “Cliffnotes” version of your strategy

Each strategy template provides a quick reference for the construction and application of the strategy. The snapshot shows:

  • what the strategy outlook is on the color-coded range from ‘Very Bearish’, ‘Mildly Bearish’, ‘Neutral’, ‘Mildly Bullish’ or ‘Very Bullish’.
  • what effect ‘time decay’ and ‘volatility’ has on the strategy: ‘Increase’, ‘Neutral’ or ‘Decrease’.
  • debit or credit trade
  • risk & reward level
  • strategy structure
  • an overview summary of the strategy