How to update or remove a strategy in Profit

Strategy modules representing management, replacement and removal

Guide for the desktop platform. Feature names and availability depend on language, version and licence. Your custom robot files and rules remain private; these tutorials only cover general procedures.

Step by step

  1. Pause automation and check positions/orders first. Pausing, deleting a strategy and closing trades are different actions. Keep a private backup of file and inputs where your licence permits.

  2. Use Estratégias > Central de Estratégias > Minhas Estratégias to locate management controls. Updating depends on the delivery format: file import, NTSL source or licence. There is no universal update workflow.

  3. Verify the new version and inputs; reconfigure automation where necessary. Check effects on other automations before overwriting a shared strategy. Backtest and simulate before resuming.

  4. Delete local strategies only after reviewing execution dependencies and backups. Removing a strategy does not itself cancel a commercial subscription or close positions. Ask the supplier about licensed strategies.

Continue with related tutorials

Official documentation consulted

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