TradingView Strategy Settings

Modify strategy parameters on an already-open TradingView chart page via browser automation.

Prerequisites

• TradingView chart page must be open in the managed browser with a strategy loaded
• Use BrowserTool with action tabs to find the TradingView tab first

Core Workflow

1. Locate the TradingView Tab

BrowserTool action=tabs

Find the tab with "TradingView" in the title. If multiple tabs match, pick the one with a chart URL (tradingview.com/chart/). Focus it:

BrowserTool action=focus tabId=<id>

2. Take Page Snapshot

BrowserTool action=snapshot format=ai

Identify the strategy panel at the bottom of the chart. Look for the strategy name in the "Strategy Tester" panel area.

3. Open Strategy Settings Dialog

The settings gear icon is located near the strategy name in the Strategy Tester panel header, or on the strategy overlay on the chart itself. Locate it via the snapshot and click:

BrowserTool action=click ref=<gear-icon-ref>

Alternative approaches if gear icon is not visible:

• Double-click the strategy name on the chart overlay
• Right-click the strategy name → select "Settings..."
• Look for a "⚙" or settings icon adjacent to the strategy title in the Strategy Tester tab header

Wait for the dialog to appear:

BrowserTool action=wait type=text text="Inputs" timeout=5000

4. Navigate to the Correct Tab

The settings dialog has tabs: Inputs, Properties, Style, Visibility.

• Inputs tab: User-defined parameters (input.*() in Pine Script) — stop-loss, take-profit, period lengths, thresholds, etc.
• Properties tab: Strategy engine settings — initial capital, currency, order size, pyramiding, commission, slippage, margin, date range.
• Style tab: Visual appearance.
• Visibility tab: Timeframe visibility.

Parameter routing:

Click the appropriate tab:

BrowserTool action=click ref=<tab-ref>

5. Snapshot the Settings Panel

BrowserTool action=snapshot format=ai

This reveals all parameter names and their current values. The dialog content is organized by groups with input fields (number inputs, checkboxes, dropdowns, color pickers).

6. Locate the Target Parameter

For exact parameter names: Match directly against input labels in the snapshot.

For natural language: Map the user's description to the closest matching label. Common mappings:

If ambiguous, take a snapshot and present the available parameters to the user for confirmation before modifying.

7. Modify the Parameter Value

For number/text inputs — triple-click to select all, then type new value:

BrowserTool action=click ref=<input-ref> clickCount=3
BrowserTool action=type ref=<input-ref> text="<new-value>"

For checkboxes:

BrowserTool action=click ref=<checkbox-ref>

For dropdowns — click to open, then click the desired option:

BrowserTool action=click ref=<dropdown-ref>
BrowserTool action=snapshot format=ai
BrowserTool action=click ref=<option-ref>

8. Apply Changes

Click the "Ok" or "确定" button to apply and close the dialog:

BrowserTool action=click ref=<ok-button-ref>

Or click "Apply" / "应用" to apply without closing (useful for batch changes).

9. Verify

Take a snapshot or screenshot to confirm the strategy has recalculated with the new parameters:

BrowserTool action=screenshot

Batch Modifications

When the user requests multiple parameter changes at once:

1. Open settings dialog once
2. Modify each parameter sequentially (re-snapshot between changes if the dialog layout shifts)
3. Click "Ok" once at the end

Error Handling

• Dialog not opening: Try double-clicking the strategy name on chart, or use keyboard shortcut
• Parameter not found: Snapshot the full Inputs/Properties tabs and present available parameters to the user
• Value rejected: TradingView may enforce min/max ranges — report the constraint to the user
• Page loading: Use wait type=networkidle if the chart is still loading

Language Notes

• TradingView UI language depends on user settings — parameter labels may be in English or Chinese
• Always match against the actual labels shown in the snapshot, not assumed names
• The dialog buttons may show as "Ok"/"Cancel" or "确定"/"取消"