A strategy in your library does nothing until it is on an account. You put it there from the account's own page.
How to do it
- Open Accounts and choose the account.
- On the strategy card, choose Assign a strategy.
- Pick the strategy, the version, and a profile if you use them.
- Wildflower shows you what would change before it saves anything. Read it, then confirm.
You can also use Switch strategy on the Running now tab of the Strategies page. It shows the same preview for the account you pick. If that account is trading, Wildflower asks you to pause it first.
Turn this into a Bot on a Backtest result opens this step for the version you tested.
The note on the confirm step is optional. Leave it empty and Wildflower records the change for you, or write down why you made it.
How you know it worked
The panel stays open and says Assigned, naming your strategy and your account. Under that it lists what to check: how many setups, which markets, the risk this account will trade at, and what happens to a session that is already running.
What it will risk
The risk per trade belongs to the account, not the strategy. Assigning never changes your account's risk. Say the strategy says $100 and your account says $150. The account trades $150, and every screen around the assign says $150.
If you set a step-down, the same line says what your next trade uses after a bad day. With made-up numbers, it reads like this: Risk per trade: $150. Risk steps down to $75 once the day is $300 down, and recovers if the day climbs back above that.
You change how much money is at risk on the Running now tab of the Strategies page, in dollars. Picking a strategy never changes it.
What the account keeps
The strategy brings the trading rules. The account keeps its own settings:
- Its mode, sessions, days and rest window
- Its daily stop and safety limits
- Its contract limits, including your firm's cap
- Its settings group and any exceptions you set
- Its sizing limits, which never loosen because the strategy did not mention them
- Its test settings: how a backtest models order delay, spread and slippage
One exception: if you tested the strategy in Backtest with extra ticks of slippage, those ticks come with it. The account's own backtests then use the same ticks, and the preview says so. They never change a real order. Switch to a strategy tested without them and they are removed, and the confirmation says so.
The confirmation names anything the account keeps, and anything it will lose. Nothing is removed without telling you.
Only from your own library
You can assign a strategy you built, imported, or copied from a share. Wildflower has no strategy of its own to put on any account, live or demo. There are no templates or starter strategies. What runs is always something you put together.
What can go wrong
- A draft will not assign. Fill in the required fields first.
- Wildflower cannot run part of your strategy. Before it saves anything, Wildflower checks it can run every part, for every strategy on the account. If it cannot, the preview stops and names the part.
- One setting with two different values. If a setting would end up saying two different things, the preview stops, names both, and changes nothing until they agree.
- Several accounts change at once. If the account shares a settings group with others, the card names them. Check the group before you change a number.