# Manage and delete strategies

> Find strategies in the list, the gallery and the map, compare up to 20 on one chart, delete one or many, restore from Trash within 30 days, and what a running deployment locks.

Source: https://orbitalaip.com/docs/backtesting/manage-and-delete-strategies

> [!IMPORTANT] Disclaimer
> Backtest results are hypothetical and do not predict future performance. Nothing here is investment advice: Orbital computes the rules you supplied and recommends nothing. Orbital is not a registered investment adviser or broker-dealer. Costs are as modelled by the chosen cost profile and may differ from live trading.

## Find a strategy

**Strategies** at [https://app.orbitalaip.com/backtesting](https://app.orbitalaip.com/backtesting) lists every strategy in the project. Filters sit above the list with their counts: **All**, **Paper**, **Tested** and **Draft**. A saved workflow whose graph qualifies is listed at once as a **Draft**; see [Backtesting](https://orbitalaip.com/docs/backtesting/overview#saving-a-strategy-enrols-it).

**Search strategies** ignores case and matches part of a name or of a row's second line, such as **Rules · Daily · SPY · 2020-01 → 2024-12**. Drafts are searched too.

## Gallery and map

**List** and **Gallery** pick the view. **Gallery** draws a card for each strategy that has run: its curve against the benchmark and three tiles, **Return**, **Max DD** and **Profitable trades**. Drafts are listed in one line under the cards. The card's menu is the row's, so **Delete…** stays reachable.

In the list view the strategy map, **Return per year against deepest drawdown**, sits above the rows, and **Map** hides or shows it. Each dot is a strategy's latest tested run, sized by trades; higher and further left is better. Click a dot to open the strategy.

## Compare strategies

**Compare** puts up to 20 strategies on one chart, rebased to 100 on the first day they all have data. Until a strategy has a completed run, **Compare** is dimmed and its tooltip reads **Test a strategy first**.

1. **Tick the strategies**
   
   In the **List** view, tick rows, or tick **Select every strategy on this page**. Opened with nothing ticked, **Compare** loads every strategy with a completed run, up to 20.

2. **Click Compare**
   
   It sits beside **Strategies** and in the selection tray. With more than 20 ticked the tray reads **Compare takes up to 20** instead, so clear some first.

3. **Adjust the chart**
   
   The **×** on a strategy's chip removes it, and **Add a strategy…** opens a picker. With two or more strategy lines, **Blend equally** adds an equal-weight mix rebalanced daily, a what-if rather than a strategy you have run.

The chart is **Growth of 100** with a **Drawdown** pane under it. The table shows each strategy's **Period of its run**, **Return**, **CAGR**, **Max DD**, **Sharpe** and **Trades**, and marks the best figure in each column. The Sharpe here is the raw figure; the [deflated Sharpe](https://orbitalaip.com/docs/backtesting/avoiding-overfitting#the-deflated-sharpe) is in the list's **Evidence** column. With two or more strategy lines, **Correlation of daily returns** follows: 0 means two strategies move independently, 1 that they move in lockstep.

## Delete one strategy

Deleting a strategy moves its workflow to Trash. The strategy and its runs go with it and come back with it.

1. **Open the row's menu**
   
   Hover the strategy in the list and open **More actions**.

2. **Click Delete…**
   
   The dialog is titled **Delete this strategy?** and reads **Its workflow moves to Trash. You can restore it for 30 days.** For a strategy that has run, it names its runs too.

3. **Confirm with Delete**
   
   A toast reads **1 strategy moved to Trash**. Click **Undo** on the toast to restore it at once.

The delete cancels a queued or running backtest of the strategy. It turns off any schedule, webhook or signal on the workflow, and they stay off after a restore, so turn each back on. A [forward test](https://orbitalaip.com/docs/glossary#forward-test) on the strategy is not updated while the strategy is in Trash.

Deleting the workflow from **Workflows** moves it to Trash the same way, with the same refusal for a deployed strategy, but does not cancel a backtest in flight.

## Delete several at once

1. **Tick the strategies**
   
   In the **List** view, tick rows, or tick **Select every strategy on this page**. Tick drafts in the drafts group at the foot, or all of them with **Select every draft**.

2. **Click Delete… in the tray**
   
   The dialog is titled, for example, **Delete 9 strategies?** and lists the first five names with their run counts.

3. **Confirm with Delete 9**
   
   The toast reads **9 strategies moved to Trash** with **Undo**.

A deployed strategy in the selection is left out before the dialog opens, and the dialog says so, for example **Not included: “Golden cross” is paper trading. Stop it first to delete it.** The toast counts any that were skipped, for example **1 not deleted: deployed.**

## Restore from Trash

Within 30 days, **Restore** on the workflow's row in **Settings** → **Trash** brings the strategy back to the list with its runs and versions; see [Restore an item](https://orbitalaip.com/docs/workspace-and-account/workspace-settings#restore-an-item).

## What a running deployment locks

A [deployment](https://orbitalaip.com/docs/glossary#deployment) that has not been stopped locks its strategy. A paused deployment, and one that needs attention or is stopping, counts as running.

**Delete…** is withheld from the row's menu while the strategy is deployed. The menu's foot says why, for example **Paper trading · stop it to delete it.** For an alert deployment it reads **Sending signals to alerts · stop them to delete it.** Stop a paper deployment in Trade, or use **Stop signals…** on the row. **Delete…** returns once the deployment has stopped; see [Manage a deployment](https://orbitalaip.com/docs/trade/manage-a-deployment#stop).

While a deployment runs the strategy, an agent's edits and program builds are refused, so it branches the strategy into a new draft instead; see [Branching a deployed strategy](https://orbitalaip.com/docs/agents/strategy-work#branching-a-deployed-strategy).

A person is not locked out of the workflow editor. Saving a new [version](https://orbitalaip.com/docs/glossary#version) never changes a running deployment, which keeps the version it was deployed with; see [Versions](https://orbitalaip.com/docs/backtesting/versions).

> [!NOTE]
> No Orbital AI connector tool deletes a strategy; delete it from the Strategies list. While a deployment runs a strategy, [update_strategy](https://orbitalaip.com/docs/claude-and-chatgpt/tools/update_strategy) and [build_program](https://orbitalaip.com/docs/claude-and-chatgpt/tools/build_program) are refused for it.

From Claude or ChatGPT

- "List my strategies and say which have never been run."
- "Which of my tested strategies has the best Sharpe, and over what period?"
