Strategy templates
Every new account starts with these nine strategies, three per market, and the first of each market is active. They are written in the same rules you can edit: read them here, then backtest them on your own watchlist and change what does not fit. They are starting points, not recommendations.
Hong Kong
Balanced · active in a new account
Buys when RSI is below 40, PE below 20 and the price within 25% of its 52-week low; trims at a 20% gain and exits at an 18% loss.
Technical Trend
Buys an oversold stock (RSI below 35) on a day it rises more than 1.5%; adds on volume, trims when RSI passes 70 on heavy volume, and exits above RSI 80 or at a 15% loss.
Value Defense
Buys at a PE below 15 with a dividend yield above 4% near the 52-week low; trims at a 25% gain and exits at a 20% loss, a PE above 30 or a yield below 2%.
US
Balanced US · active in a new account
Buys when RSI is below 40, PE below 30 and the price within 25% of its 52-week low; trims at a 30% gain or RSI above 75, exits at a 20% loss or RSI above 80.
Growth US
Buys a pullback (RSI below 40) while the price is above its 200-day moving average; trims at a 20% gain or RSI above 75, exits at a 12% loss or a 40% gain.
Value US
Buys at a PE below 20 with a dividend yield above 2% near the 52-week low; trims at a 25% gain or a PE above 30, exits at an 18% loss or a yield below 1%.
China A-shares
Balanced CN · active in a new account
Buys when RSI is below 40, PE below 25 and the price within 25% of its 52-week low; trims at a 25% gain or RSI above 72, exits at an 18% loss or RSI above 80.
Technical Trend CN
Buys an oversold stock (RSI below 35) on twice its usual volume; adds on volume, trims above RSI 72 on heavy volume, and exits above RSI 82 or at a 15% loss.
Value Defense CN
Buys at a PE below 20 with a dividend yield above 2% near the 52-week low; trims at a 30% gain or RSI above 72, exits at a 20% loss or a PE above 40.
What each indicator in the rules means is in the glossary; how to change rules and backtest them is in the guides.