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Risk & Strategy

Master position sizing, stop-loss management, and trading strategies to protect your capital and maximize profitability across different market conditions.

13tutorials available

Tutorials in Risk & Strategy

13 tutorials
Risk & Strategy

How to Connect TradingView to Signal-Managed Exits

A step-by-step guide to wiring TradingView alerts to a RelayDesk bot with Signal-Managed Exits enabled: entry alert, partial exit, and full close, all using the same webhook URL.

intermediate
Risk & Strategy

What-If Simulation: Testing Parameter Changes Before You Make Them

Relay's What-If Simulation lets you model how different parameters would have affected your trades on historical data, before you change anything live. Learn how to set up a simulation and interpret the results.

intermediate
Risk & Strategy

How to Run a Weekly Review with Relay

Relay's Weekly Review mode compiles a comprehensive performance report across all your bots. Learn how to trigger it, read the output, and use it to inform your strategy decisions each week.

intermediate
Risk & Strategy

VIX Correlation: Reading Your Bot's Volatility Sensitivity

Relay's VIX Correlation mode maps your bot's performance against market volatility levels to show how your strategies behave across different environments. Learn how to read the analysis and use it to make smarter decisions about when to run your bots.

intermediate
Risk & Strategy

Trade Replay: Learning from Every Position, Bar by Bar

Relay's Trade Replay walks you through a closed trade's full lifecycle, entry, price action, and exit, bar by bar. Learn how to use it to understand what your bot did and why.

intermediate
Risk & Strategy

Using Streak Analysis to Understand Your Bot's Patterns

Relay's Streak Analysis examines winning and losing streaks in your bot's trade history. Learn what streaks actually tell you, how to read the analysis, and how to use it to make informed configuration decisions.

intermediate
Risk & Strategy

Setting Up a New Bot Through Relay's Guided Flow

Relay's New Bot Setup mode walks you through configuring a new trading bot conversationally, asking the right questions in sequence, validating your inputs, and helping you understand what each setting does before you commit to it.

intermediate
Risk & Strategy

Getting Started with Relay: Your First Conversation

Relay is RelayDesk's built-in AI trading assistant. This guide walks you through opening it, understanding the interface, and getting useful responses from your very first session.

intermediate
Risk & Strategy

Understanding Your Bot's Performance Through Equity Curve and P&L Distribution

Relay's Equity Curve and P&L Distribution modes give you two complementary views of how your bot is performing over time. Learn how to read each one and use them together to evaluate your strategy's consistency and risk profile.

intermediate
Risk & Strategy

Comparing Bot Configurations with Relay's Compare Bots Mode

Relay's Compare Bots mode puts your bots side by side, performance metrics and full configuration, in a single response. Learn how to read the output and know what to act on.

intermediate
Risk & Strategy

Using Bot Health Check to Audit Your Active Bots

Relay's Bot Health Check runs a diagnostic across your active bots, reviewing configuration validity, performance consistency, and any patterns that warrant attention. Learn how to run it and what to do with what it finds.

intermediate
Risk & Strategy

Bot Lifecycle Management Best Practices

How to manage drafts, active bots, and archived strategies in RelayDesk as your portfolio of automations grows.

intermediate
Risk & Strategy⏱️ 45 min

Risk Management Masterclass

Master the art of protecting your capital with advanced risk controls, position sizing, and kill switches.

intermediate

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