In addition to setting up your trading plan, you can also add your trading rules to follow. To arrive there, select Trading Plan from the portfolio tab. Once you arrive, your rules will be empty and waiting for you to begin building and editing it. Here is a screenshot of the page. It is similar to the trading plan because they are on the same page. Towards the middle and off to the right of the page you will find the link, click on New Trading Rule to begin building.
Build and customize your trading rules. Add a title and descriptions to your rule.
Once complete, save your work. This will prompt you back to the trading rule page where you can view your input. Repeat steps and add as many rules as you would like. Navigate away from this page by clicking on the portfolio tab or return to the trading plan page.
Return to your trading rules to add and edit.