# Strategy Management - Save, Load, Rename, Delete Strategies

**Last Updated**: 2026-03-17
**Version**: 1.0.0

## How It Works

### Access Your Strategy Library

The strategy header component appears on all strategy-related pages, displaying your current active strategy name and providing quick access to management actions.

### Rename Your Strategy

Click directly on the strategy name in the header to edit it inline. Use descriptive names that indicate the market, timeframe, or approach for easy identification later.

### Save Strategy Configurations

Strategies auto-save as you modify workflow conditions and execution parameters. Manual save is also available to ensure your latest changes including generated code are persisted to the server.

### Load Existing Strategies

Browse your saved strategy list to load any previously created strategy. Loading restores the complete workflow configuration, execution parameters, and generated code from your last save.

### Delete Unwanted Strategies

Remove strategies you no longer need from your library through the strategy list. Deletion is permanent and removes all associated workflow data, backtest history, and generated code.

> Strategy management provides persistent storage for your trading configurations across sessions and devices via server-side storage

## Tips & Best Practices

- Adopt a consistent naming convention such as 'AAPL-Trend-Daily-v2' to quickly identify the target asset, strategy type, timeframe, and iteration version

- Create a new strategy copy before making significant changes to a working configuration — this preserves your proven baseline while you experiment with modifications

- Periodically review and clean up your strategy library by deleting failed experiments to keep your collection focused on viable and actively used strategies

## Frequently Asked Questions

### How does auto-save work and when does it trigger?

Auto-save triggers when you modify workflow conditions, change execution parameters, or navigate away from the strategy page. The system saves your current state to the server so your work is preserved even if you close the browser unexpectedly.

### Can I duplicate an existing strategy to create a variation?

Yes, load the strategy you want to duplicate, then rename it to a new name and save. This creates a separate copy with identical workflow conditions and parameters that you can modify independently from the original.

### Is there a limit to how many strategies I can save?

Strategy storage limits depend on your subscription tier. Free accounts have a limited number of saved strategies, while premium tiers offer expanded storage. Check your subscription details for the exact limit on your current plan.

### Can I share or export my strategies?

Currently, strategies are tied to your individual account and cannot be shared directly. You can export the generated Python code manually by copying it from the code viewer for use outside the platform.

## Important Notes

> Strategy deletion is permanent and cannot be undone. Always verify you are deleting the correct strategy. Past backtest performance of saved strategies does not guarantee future results.

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Source: https://stratcraft.ai/help/strategy-management/