What is a TAP rule?
Explicit Long and Short conditions using supported indicators, price logic and timeframes — without coding.
TAP Review · Multi-asset research · No trade execution
Build and review rule-based strategies with TAP
Define long and short conditions or start with a supported preset. TAP Review evaluates matches and exit assumptions on candles currently loaded in Chart; it does not execute trades or provide a complete historical backtest.
TAP in one minute
Create or adopt
Build your own rule set in Chart or start from a Strategy Library preset (57 supported presets).
TradeAnalyzer Live
A platform engine in Chart Strategy Library: run live-style research on loaded candles, review positions in replay, and enable it across your watchlist in one click.
Review on loaded candles
TAP Review evaluates matches and exit assumptions on the Chart candle window currently loaded — not a complete archived backtest.
Metrics & risk assumptions
Win rate, PnL, drawdown, MFE/MAE and configured exits (targets, stops, trailing) describe this review scope only.
Reuse in scans / alerts
Where supported, reuse TAP conditions in scanners and My-TAP alerts (browser dock while the tab stays open).
What is live today
TAP Review
LiveEnable TAP Review on Chart to simulate multi-target exits (TP1–TP3 allocation), trailing stop modes (Percent, ATR, Step), break-even and trail-TP semantics, same-bar exit priority, a single train/test holdout, and institutional purged walk-forward (Holdout / Rolling / Anchored / CPCV) on candles currently loaded — browser-local research, not Advanced Historical Backtesting and not a live trade signal.
TradeAnalyzer Live
LiveTradeAnalyzer’s platform research engine on the candles you already loaded in Chart. See how entries, risk management and exits would have played out — with replay, trade detail and watchlist apply. Research only; not trade execution and not a complete archived backtest.
Institutional Walk-Forward
LiveRun purged walk-forward on the candles loaded in Chart: Holdout, Rolling, Anchored and CPCV modes with efficiency gates. Computed in your browser — not on our servers, not a live long/short signal, and not a multi-year archived backtest. Stratum Discover never auto-feeds these checks.
Share Your TAP
LivePublish a public name and description on a share link. Rule logic remains sealed on the public page. After Apply, conditions load into Chart and My TAPs. Owners can edit public text and push rule updates to the same link.
Advanced Historical Backtesting
In developmentBroader archived history, full replay across deep datasets and additional validation metrics are in active development. Until release, use TAP Review and Institutional Walk-Forward on Chart for rule iteration on loaded market data.
TAP Risk Simulation on Loaded Chart Data
TAP Risk Simulation lets you review strategy ideas with configurable exits and explicit assumptions on the candles currently loaded in Chart — a more realistic research step between rule building and deeper validation.
Multi-target exits (TP1–TP3)
Allocate position size across up to three take-profit targets with optional TP2 and TP3. Partial exits reduce remaining size as each target fills. Simulation and performance metrics reflect the allocation model. The Chart overlay shows the primary TP and SL lines — separate TP2/TP3 overlay lines are not drawn; review multi-target behavior in the TAP performance bar.
Same-bar exit priority
When both Stop Loss and Take Profit could trigger within one OHLC candle, OHLC data alone cannot prove intrabar order. Choose SL First or TP First to set a deterministic assumption. SL First is the more conservative default because it assumes the adverse level was touched before the profit target.
Trailing Stop Loss modes
Trail the stop with Percentage, ATR or Step trailing modes. Percentage trails relative to price; ATR scales to volatility; Step moves the stop in discrete increments after favorable movement. These are user-facing trailing modes — not internal engine labels.
Break-even offset
Move the stop toward entry after favorable movement using a Percent or ATR offset. Break-even here means protecting open profit at a defined offset — not a guarantee of zero loss or a risk-free trade.
Trail Take Profit (TP+%)
Trail Take Profit uses TP+% semantics only: the profit target can ratchet higher (long) or lower (short) after price extends beyond the initial TP level. This is separate from Trailing Stop Loss modes and is not mixed with Percent, ATR or Step stop trailing.
Exit transparency
Review closed trades with exit price, MFE/MAE, holding time and PnL in the TAP performance bar. Replay can stop on TAP exit so you can inspect the bar where the simulation closed the position.
Train/Test Split (holdout validation)
Split loaded candles into a training segment and a single holdout test segment to compare in-sample and out-of-sample behavior on the same Chart scope. This is one holdout split. For multi-window purged validation, use Institutional Walk-Forward on the same loaded history.
Institutional Walk-Forward (purged)
Validate TAP rules with purged walk-forward modes — Holdout, Rolling, Anchored and CPCV — on candles currently loaded in Chart. Runs in your browser with efficiency gates (for example OOS/IS Sharpe). Still scoped to loaded history: not deep archive replay, not order routing, and not a live trade recommendation.
Replay: stop on TAP exit
During Chart replay, enable Stop on TAP Exit to pause when the simulation closes a trade. Use this to walk through entry, management and exit bars without treating replay as live execution.
Save, share and fork with risk settings
Supported risk settings — multi-target allocation, trailing modes, break-even, same-bar priority and train/test options — are preserved when you save a TAP, share a sealed link or fork from an existing setup.
Scope and limitations
TAP Risk Simulation runs on candles loaded in your Chart session. It is research-only: TradeAnalyzer.Pro does not route orders or execute trades. Advanced Historical Backtesting across deep archived datasets remains in development — use TAP Review on loaded data for current iteration.
Chart Strategy Library — 57 research presets
The Chart Strategy Library ships 57 ready-made TAP research presets. Each preset encodes closed-bar entry logic, risk defaults and market-scope hints. Open Chart / TAP to load a preset, review markers on loaded candles and refine parameters — educational research only, not trade execution or financial advice.
Entries are rising-edge / event-based on closed bars where the preset defines it.
EMA + ADX Trend
Trend stack EMA20>50>200 with ADX/DI filter and RSI bias. Entries fire on closed-bar rising edge only.
MACD + RSI Momentum
Strict MACD line/signal cross with RSI band filters — research on loaded Chart candles (no EMA50/200 bias in runtime).
Donchian Breakout
Prior-channel Donchian break with ATR floor and optional volume / EMA200 filters.
EMA Pullback
Pullback-to-reclaim of the fast EMA inside a higher-EMA trend stack with RSI confirmation.
BB + RSI Reversion
Mean reversion after Bollinger extremes with RSI confirmation and ADX cap (range regimes).
BB Squeeze Breakout
Breakout after Bollinger width compression (percentile squeeze) with optional volume filter.
MTF Confluence
Higher-timeframe EMA/ADX bias plus chart-timeframe MACD/RSI confirmation for multi-TF confluence.
VWAP Reclaim
Session/rolling VWAP reclaim with RSI bias and optional volume — strongest on crypto exchange volume.
Daily TS Momentum
Time-series momentum via lookback returns with volatility context. Chart-supported: 1d only; 4h experimental (confirm); 15m/1h unsupported.
Turtle 20/10
Classic Turtle System-1 style Donchian 20 entry / 10 exit channel research preset.
Turtle 55/20
Turtle System-2 style 55/20 channel breakout preset for slower trend participation.
Supertrend + ADX Continuation
Supertrend direction flip with ADX/DI confirmation and EMA200 bias — closed-bar continuation.
Z-Score Range Reversion
Fade extreme z-scores of close vs rolling mean when ADX stays capped (range).
Session VWAP Reversion
Fade stretched deviations from session VWAP with optional session-end force exit.
Opening Range Breakout
Break of the session opening range with ATR filter and optional retest / volume checks.
Flow-Confirmed Breakout
Donchian-style break confirmed by order-flow / CVD context where crypto flow data is available.
EMA Cross + ADX
Classic EMA20/50 cross with EMA200 filter and ADX/DI confirmation — additive to EMA stack trend.
BB Band Reclaim
Spec-B Bollinger reclaim: prior-bar Z+RSI setup, then close reclaim with ADX cap (≠ BB+RSI reversion).
Gold MTF Pullback
Gold-only (XAUUSD/GOLD): closed 4h EMA bias + LTF EMA20 reclaim; Chart Spec C exits; Scanner ATR-only.
Measured Move Flag Continuation
Impulse + flag correction; closed-bar breakout projects measured-move continuation targets (hypothesis, not guarantee).
Break And Retest
Confirmed structure break, then retest reclaim in break direction — closed-bar Chart research preset.
RSI(2) Mean Reversion
Short-horizon Wilder RSI(2) extremes with optional MA regime filter — closed-bar mean reversion research.
RSI Trend Pullback
Trend-filtered RSI pullback: separate setup then recovery trigger on closed bars with EMA bias.
MACD Trend Continuation
MACD zero-line regime with histogram or signal-line continuation cross — closed-bar momentum research.
ADX DI Continuation
ADX strength with DI direction filter (ADX alone is never a long) — closed-bar trend continuation.
Keltner Breakout
Close breakout of EMA±ATR Keltner channel with optional prior-inside and ATR strength filters.
Squeeze Momentum
BB-inside-KC squeeze release with transparent momentum formula — closed-bar volatility research.
VWAP Mean Reversion
Session VWAP ATR-deviation fade (needs volume); Python may use rolling/prior-bar VWAP approx.
VWAP Trend Continuation
VWAP regime + slope with ATR pullback rejection; Python may use rolling/prior-bar VWAP approx.
Volume Confirmed Breakout
Donchian/structure breakout with relative volume confirmation — closed-bar Chart research.
OBV Confirmed Breakout
Price breakout confirmed by OBV slope and/or OBV breakout on closed bars.
Failed Breakout Reversal
Wick beyond structure then close reclaim — failed-breakout reversal research on closed bars.
Double Top Bottom
Confirmed-pivot double top/bottom with neckline close confirmation — closed-bar pattern research.
Head Shoulders
Confirmed-pivot H&S / inverse with linear neckline break — closed-bar Chart research preset.
Triangle Breakout
Ascending/descending/symmetrical triangle via OLS on confirmed pivots — closed-bar breakout.
Rectangle Breakout
Bounded range with touch/containment filters and optional retest — closed-bar breakout research.
Ichimoku Cloud Trend
Causal Ichimoku cloud (no future leakage); research defaults 9/26/52/26; Chikou not a default filter.
Stochastic Trend Pullback
EMA trend filter with Stochastic oversold/overbought recovery cross — not Stochastic alone.
CCI Hybrid
Explicit TREND_CONTINUATION or MEAN_REVERSION CCI mode — never silently mixed; closed-bar research.
ROC Momentum
Short-horizon ROC%/log momentum with optional acceleration and EMA filter (≠ daily TS momentum).
Pivot Point Breakout
Classic floor pivots from the completed prior session only — closed-bar breakout research.
S/R Break Reclaim
False break beyond confirmed pivot S/R then close reclaim (level SSOT ≠ Donchian failed-break).
Volatility Expansion
Range vs prior ATR expansion with separate directional break of prior HH/LL — closed-bar research.
Inside Bar Breakout
Mother/inside pattern then delayed breakout with expiration — closed-bar Chart research.
NR Compression Breakout
Narrow-range compression then breakout of NR high/low with explicit tie policy.
Price Channel Breakout
Channel breakout using HH/LL ± k·ATR (mathematically distinct from plain Donchian).
Linear Regression Channel
OLS bar-index regression channel with explicit TREND / BREAKOUT / MEAN_REVERSION modes.
Market Structure Trend
Confirmed pivot HH+HL / LL+LH structure with optional BOS trigger — closed-bar trend research.
Liquidity Sweep Reclaim
Multi-touch zone sweep and reclaim from OHLC (not order-book liquidity) — closed-bar research.
Swing Failure Pattern
Single confirmed swing pierce-and-fail with ATR penetration band (≠ multi-touch sweep).
Pinbar Rejection
Wick/body/close-location pin with explicit context filter — closed-bar rejection research.
Engulfing Context
Body or full-range engulfing with trend/EMA context — closed-bar Chart research preset.
Relative Strength Trend
Asset vs benchmark relative momentum; needs configured benchmark else NOT_AVAILABLE.
MTF Breakout Confirmation
Completed HTF breakout context with LTF confirmation and expiration — multi-TF closed-bar research.
ATR Trailing Trend
Regime flip on Chandelier stops HH−k·ATR / LL+k·ATR (distinct from Supertrend HL2 bands).
Adaptive Regime Strategy
Causal ER+ADX regime router: trending EMA stack, mean-reverting bands, or no-trade.
ATR Volatility Breakout
Close breaks prior close ± k·ATR (causal); distinct from Donchian/Squeeze volatility envelope.
Open Chart / TAP Strategy Library
Separate from Chart presets: the Strategy Library Scanner shows live rising-edge shortlists and paper rankings from the same formula SSOT — research only; confirm structure on Chart.
Common Strategy Research Workflows
Each workflow describes a market condition to research, relevant technical dimensions and how TradeAnalyzer tools can support the hypothesis. None of these patterns imply guaranteed entries or outcomes.
Trend Strategy
Research directional bias when higher-timeframe structure aligns with Supertrend, EMA trend and ADX context, then refine timing on Chart with TAP.
Hypothesis invalidation: Higher-timeframe bias flips or ADX weakens while price expands against the reviewed trend structure.
Momentum Strategy
Screen RSI, TSI, MACD and momentum composites, then review continuation or exhaustion with multi-timeframe reads on Chart. Shortlist RSI/OBV divergences in the Divergence Scanner, confirm structure and indicator panes on Chart, then optionally encode related screening rules in filters or TAP. Do not treat scanner rows as entries.
Hypothesis invalidation: Momentum readings diverge from price or confirmation timeframes lose alignment.
Mean Reversion
Look for stretched RSI or Bollinger conditions in range environments, validate structure on Chart, and treat conflicting higher-timeframe trends as lower-confidence context.
Hypothesis invalidation: ADX rises and higher timeframes shift into trend regimes where range logic no longer applies.
Breakout Strategy
Combine volatility expansion, volume spike awareness and level breaks; add Order Flow context near key zones before treating a break as structurally relevant.
Hypothesis invalidation: Price fails to hold beyond the level and returns into the prior consolidation zone.
Multi-Timeframe Strategy
Align 15m–1d bias first, then build TAP rules that respect higher-timeframe structure when reviewing a hypothesis.
Hypothesis invalidation: Lower and higher timeframes conflict without a clear structural anchor.
Order Flow Strategy
Combine Chart depth/CVD/Footprint with Volume Profile and Liquidations Hub heatmap lite. Use Flow Rel/Bias/Score in Chart TAP, then optional Crypto Smart Filter universe scan on the same snapshot fields. Footprint History Lite = closed 1m bars (no tick archive / no L2 heatmap; no Forex Flow scan).
Hypothesis invalidation: Liquidity context at key zones contradicts the technical signal under review.
RSI + EMA Strategy
Pair momentum thresholds with EMA relation filters, shortlist in Indicator Filter, then review matching symbols on Chart with TAP.
Hypothesis invalidation: Price–EMA relationship changes or RSI thresholds no longer hold on the review timeframe.
Build a Strategy with TradeAnalyzer.Pro
Move from research hypothesis to monitored rule sets using the platform tools in sequence.
1
Filter
Express the hypothesis with Indicator Filter or Smart Indicator Filter to locate matching market states.
2
Chart
Open matching symbols in Chart for structure, timing, indicators and Order Flow context.
3
TAP
Convert the idea into explicit Long/Short conditions with AND/OR logic, optional Mirror Sides and TP/SL in % or ATR.
4
Review
Enable TAP Review, inspect markers, overlays and supported performance metrics on loaded candles.
5
Walk-Forward
Run institutional purged walk-forward modes on the same loaded history before trusting a setup.
6
Validate
Challenge the hypothesis with additional filter checks, pattern tools or multi-timeframe reads.
7
Monitor
Track relevant symbols in Watchlist & Alerts when conditions remain worth revisiting.
Indicator Filter vs Smart Indicator Filter for Strategy Research
Both filters identify matching market states. Choose based on whether all conditions share one timeframe or need independent timeframes per condition.
Indicator Filter
Use when multiple conditions are evaluated on the selected shared timeframe.
Combine AND/OR conditions — for example trend strength, momentum and participation — all evaluated on the same 15m, 1h, 4h or 1d candle.
Example research logic: ADX, RSI and volume conditions all on 1h.
Smart Indicator Filter
Use when individual conditions require independent timeframes.
Assign a separate timeframe per condition — for example ADX on 4h, RSI on 1h and confirmation on 15m — within one scan.
Example research logic: ADX on 4h, RSI on 1h, momentum confirmation on 15m.
TAP Review vs Advanced Historical Backtesting
TAP Review evaluates rule behavior on Chart data currently loaded in your session. Advanced Historical Backtesting refers to deeper archived replay still in development.
| Capability | TAP Review | Advanced Historical Backtesting |
|---|---|---|
| Status | Live | In development |
| Loaded chart candles | Limited / current chart scope | In development |
| Rule markers | Live | In development |
| Long/Short review | Live | In development |
| TP/SL overlays | Live | In development |
| Equity curve | Live | In development |
| Win rate | Live | In development |
| Closed PnL | Live | In development |
| Trade-by-trade review | Live | In development |
| MFE / MAE | Live | In development |
| Historical depth | Limited / current chart scope | In development |
| Full replay | In development | In development |
| Archived datasets | In development | In development |
Filter → TAP Research Workflow
A single path from hypothesis to monitored rule sets.
1
Define the research hypothesis
State the market condition and indicators you want to test.
2
Scan with filters
Use Indicator Filter or Smart Indicator Filter to locate matching states.
3
Shortlist relevant symbols
Keep a focused list of matching candidates for deeper review.
4
Open Chart
Review structure, timing and Order Flow context for each symbol.
5
Build TAP conditions
Define Long/Short rules with AND/OR logic and optional Mirror Sides.
6
Review historical chart behavior
Enable TAP Review and inspect markers, overlays and supported metrics.
7
Validate
Cross-check with additional filters or multi-timeframe reads.
8
Monitor
Add relevant symbols to Watchlist & Alerts for follow-up.
Advanced workflow
Use TAP Conditions as a Market-Scan Template
A TAP rule set reviewed on Chart can become a template for broader scanning. Use filters to find other symbols in a similar state, then confirm each candidate on Chart again.
1
Capture the conditions
Note the indicator conditions and timeframes used in your TAP Long/Short rules.
2
Choose the filter type
Use Indicator Filter for shared-timeframe rules, or Smart Indicator Filter when each condition needs its own timeframe.
3
Scan and shortlist
Run the scan across crypto, forex or gold and keep a focused candidate list.
4
Confirm on Chart
Review matching symbols with TAP, markers, overlays and Order Flow context.
5
Monitor
Track survivors in Watchlist & Alerts when conditions stay relevant.
Strategy Filter Groups
Each group is explained once. Mix numeric, signal and relation conditions, then validate on Chart.
Numeric Conditions
Quantify momentum, trend strength and volatility before opening Chart.
- RSI
- TSI
- ADX
- RSI Avg
- RTA Avg
- Compare Avg
- ATR
- BB Width
- Z-Score
Signal Conditions
Identify crossover and regime signals in one scan.
- MACD
- Supertrend
- Bollinger
- EMA Trend
- VWAP
- Ichimoku
- Stochastic
- CCI
- Volume Spike
Relation Conditions
Review how price relates to key moving averages.
- Price vs EMA 9
- Price vs EMA 34
- Price vs EMA 50
- Price vs EMA 200
Product Workflow
One Research Workflow From Discovery to Alert
Screen → Analyze → Build → Review → Scan → Alert
One connected market path from screening to monitoring. Stratum Discover remains a separate participant-research entry — not a synonym for Screen.
1
Screen
Shortlist crypto, stock-linked, forex and commodity markets with screeners and dashboards.
2
Analyze
Open Chart for structure, indicators, drawings and order-flow context where supported.
3
Build
Define structured Long and Short TAP conditions without writing code.
4
Review
Review matches on candles currently loaded in Chart — educational TAP Review, not a full archived backtest.
5
Scan
Run technical filters or supported TAP conditions across the relevant market universe.
6
Alert
Monitor selected conditions in the browser dock while this tab stays open.
FAQ
What is TAP?
TAP (TradeAnalyzer Performance Engine) lets you define Long/Short rule conditions without code, review markers on Chart and inspect supported performance metrics through TAP Review.
What is TradeAnalyzer Live?
TradeAnalyzer Live is the platform research engine inside Chart. It reviews how a live-style approach would have behaved on candles currently loaded — entries, risk and exits — then lets you replay trades and apply the engine to your watchlist. It does not execute orders or replace TAP rule building; it complements TAP Review and the Strategy Library.
What is the difference between TAP Review and historical backtesting?
TAP Review evaluates rules against candles currently loaded in Chart. Advanced Historical Backtesting — broader archived replay and deeper metrics — is still in development.
What is the Chart Strategy Library?
A set of 57 built-in TAP research presets (trend, momentum, breakout, mean reversion, multi-timeframe, VWAP and flow-confirmed ideas). Load them in Chart, review with TAP Review on candles currently loaded, then save, share or fork. They are research templates — not signals to buy or sell automatically.
Can I build strategies without coding?
Yes. TAP, Indicator Filter and Smart Indicator Filter use visual condition builders. You define rules, review chart behavior and refine setups without writing code.
What is the difference between Indicator Filter and Smart Indicator Filter?
Indicator Filter evaluates all conditions on one shared timeframe. Smart Indicator Filter assigns an independent timeframe to each condition within one scan.
Can TAP rules be used across crypto, stocks, forex and commodities?
Yes. The TAP workflow is consistent across supported markets — adjust symbols, timeframes and risk parameters to each market context.
What does Mirror Sides mean?
When Mirror Sides is enabled, Long and Short conditions remain inverted counterparts. Turn it off to edit each side independently.
Does TradeAnalyzer.Pro execute trades?
No. TradeAnalyzer.Pro is a research platform. It does not route orders or execute trades on your behalf.
Are strategy results or LONG/SHORT outputs recommendations?
No. Outputs are analytical and educational research signals. They are not financial advice or trade recommendations.
What is Share Your TAP?
Share Your TAP publishes a public name and description on a share link while keeping rule logic sealed on the page. Apply loads conditions into Chart and My TAPs.
Are shared TAP rules visible to other users?
Public share pages show metadata, not the full internal rule list. Shared TAPs use sealed rule presentation; Apply brings conditions into the viewer's Chart workspace.
Does TAP support multiple take-profit targets?
Yes. TP1–TP3 with allocation percentages and partial exits are simulated in TAP Review. The Chart overlay shows primary TP/SL; TP2/TP3 are reviewed in the performance bar, not as separate overlay lines.
What happens when SL and TP hit the same candle?
OHLC cannot prove which level triggered first intrabar. Choose SL First or TP First for a deterministic assumption. SL First is more conservative.
Which trailing stop modes are available?
Percentage, ATR and Step trailing for Stop Loss during TAP simulation.
How does break-even work in TAP?
After favorable movement, move the stop toward entry with a Percent or ATR offset. This protects open profit at a defined level — not a risk-free trade.
Is Train/Test the same as walk-forward validation?
No. Train/Test is a single holdout split on loaded candles. Institutional Walk-Forward is a separate Chart tool with purged Holdout, Rolling, Anchored and CPCV modes on the same loaded history — browser-local, with efficiency gates. Neither is Advanced Historical Backtesting or a live trade signal.
Does TAP include walk-forward?
Yes. Institutional purged walk-forward runs in Chart on candles currently loaded (Holdout / Rolling / Anchored / CPCV). It is research-only, not deep archive replay and not order execution.
Does TAP execute trades?
No. TAP Review simulates rule behavior on loaded Chart data for research. TradeAnalyzer.Pro does not execute orders.
Is TAP Review full historical backtesting?
No. TAP Review and Walk-Forward evaluate rules on candles loaded in Chart. Advanced Historical Backtesting across deep archived datasets is in development.
Important Risk Disclosure
Strategy examples and TAP outputs are provided for analytical and educational research. Historical chart behavior and performance metrics do not guarantee future outcomes. Nothing on this platform is financial advice.