Identify the strategy and symbol

Backtest vs Alerts

In Backtest vs Alerts, the Strategy Properties step asks for two identifiers:

Field	What it controls
Strategy	Labels the comparison, saved snapshot, and AI context.
Symbol	Selects the instrument used for webhook orders and chart data, and labels imported rows.

Both values are required before the step is complete. They do not verify that the two datasets came from the same strategy; you still need to confirm that when reviewing the inputs.

If the alert source is Webhooks

The strategy field suggests names already found in your saved trade orders. You can select a suggestion or type a new name.

After you select or finish typing a strategy, the symbol field suggests symbols associated with it. If none are available, you can type the symbol. The symbol is normalized to uppercase.

Suggestions are not validation

A suggested name or symbol only means that value exists in your saved order history. Confirm that it belongs to the TradingView export and date range you intend to compare.

If the alert source is CSV Import

Enter a strategy name and symbol manually. Use a name that will make the saved snapshot recognizable, and use the instrument represented by both CSV files.

If the account already contains saved trade orders, the symbol field may offer those symbols as suggestions. You can still type another value.

Symbol format

Use the format expected by the connected market-data or order source. A webhook history may use a broker symbol such as AAPL, while another source may include an exchange-qualified identifier. Do not assume two visually similar formats will be treated as the same instrument.

When the formats differ:

1. inspect the symbol in the alert rows or saved orders;
2. inspect the instrument represented by the TradingView export; and
3. choose the value appropriate for the comparison and any chart-data request.

What is not available

The product does not currently expose a Strategy Properties CSV uploader. Strategy name and symbol are configured in the two visible fields. Older saved snapshots may still contain additional strategy properties, but a new comparison does not require them.

Before continuing

Confirm that:

• both fields are non-empty;
• the symbol matches the instrument in the backtest and alert data;
• the strategy name clearly distinguishes this configuration from other versions; and
• the selected date range contains the intended webhook orders when Webhooks is the source.

Then import the TradingView List of Trades CSV. For webhook payload fields, see the Webhook Payload Standard.