Strategies, Confluences & Exit Reasons

FTJ lets you categorize every trade with structured tags. The strategy you used, the confluences that supported your entry, and the reason you exited. This structured tagging is what powers the performance-by-strategy and performance-by-confluence analytics.

Navigate to Strategy in the sidebar to manage all three.

Strategies view

Tab Navigation

The Strategies view has three tabs:

  1. Strategies - Your trading setups and approaches.

  2. Confluences - The conditions/signals you check before entering.

  3. Exit Reasons - Why you closed a trade.

Strategies

A strategy represents a distinct trading approach or setup type. Examples include Trend Following, Breakout Trading, and Mean Reversion.

Pre-Seeded Strategies

If you’re starting fresh, you can populate a library of common strategies from the Settings view using the Seed Strategies & Exit Reasons action. This adds a set of well-known trading strategies (e.g. Trend Following, Breakout Trading, Mean Reversion). It also seeds a set of common exit reasons (see below).

You can edit or delete any of the seeded items and create your own alongside them.

Creating a Strategy

  1. Click + Add at the top of the strategy list.

  2. Fill in the Edit Strategy form on the right:

    • Name - A short, descriptive name (e.g. “London Breakout”).

    • Image - Optionally attach a representative chart image. Click the + area or drag and drop an image. Click to remove it.

    • Description - Explain the strategy’s rules, entry criteria, and expected conditions.

  3. Assign confluences to the strategy (see below).

  4. Click Save Strategy.

Deleting a Strategy

Select a strategy and click Delete at the bottom. If the strategy is assigned to any trades, you’ll need to remove it from those trades first.

Importing & Exporting

  • Import - Load strategies from a JSON file. This is useful for sharing strategy libraries between databases or team members.

  • Export - Save your strategies to a JSON file. The export includes names, descriptions, images, and confluence assignments.

Confluences

A confluence is a specific market condition, signal, or technical indicator that supports a trade entry. The idea is that the more confluences align, the higher your confidence in a trade.

Examples of confluences:

  • Support/Resistance Level

  • Volume Confirmation

  • MACD Bullish/Bearish Crossover

  • RSI Overbought/Oversold

  • Bollinger Band Squeeze

  • Break of Structure

  • Fibonacci Retracement Level

  • Moving Average Crossover

  • Multiple Timeframe Alignment

  • Trend Line Support/Resistance

Managing Confluences

  1. Click the Confluences tab.

  2. The left panel lists all confluences. Click one to select it.

  3. Edit the name, description, and optional image in the right panel.

  4. Click Save to persist changes.

To create a new confluence, click + Add and fill in the details.

Strategy-Confluence Relationships

Each strategy can have a set of “expected” confluences attached to it. When you assign a strategy to a trade, its confluences act as a checklist - a reminder of what conditions should be present.

To assign confluences to a strategy:

  1. Go to the Strategies tab.

  2. Select a strategy.

  3. In the Confluences section of the Edit Strategy form, click + Add Confluence.

  4. Select the relevant confluences from the picker.

Note

Strategy-level confluences are a template/checklist. When you tag a specific trade, you independently select which confluences were actually present for that trade.

Exit Reasons

Exit reasons categorize why you closed a trade. Structured exit reasons enable analytics on your exit behavior - for example, are your stopped-out trades performing worse than your manually managed exits?

Common exit reasons:

  • Hit Take Profit

  • Hit Stop Loss

  • Trailed Stop

  • Manual Exit (discretionary)

  • Time-Based Exit

  • News Event

  • Account Risk Limit

Managing Exit Reasons

  1. Click the Exit Reasons tab.

  2. Click + Add to create a new exit reason.

  3. Fill in the name, description, and optional image.

  4. Click Save.

When recording a trade, you select the exit reason from a dropdown on the Exit card.

Tip

Keep your exit reason library focused. Too many exit reasons dilute the analytical value. Aim for 5–10 well-defined categories that cover your actual exit behaviors.