Explore the intended journey from a field of ideas to a coordinated portfolio. You decide what goes live.
Strategy research and testing are available. Automated portfolio assembly and Agent paper execution are still in development. This illustration does not run Agent jobs or place orders.
This illustration groups candidates into complementary sleeves. Automated portfolio assembly is still in development.
ILLUSTRATIVE WORKFLOW · NO BACKTESTS OR ORDERS EXECUTEDEvery stage moves the same strategy forward.
Nothing skips the record.
Say what you want to test in plain English. Your original idea stays attached to the strategy throughout its life.
A HYPOTHESIS, NOT A FORECASTBuy QQQ when it closes above its 50-day average. Go to cash below it. Check daily at close.
Turn the thesis into explicit entry, exit and timing conditions. Inspect the rules before you test them.
TYPED RULES · TRACEABLE LOGICTyped conditions. No hidden interpretation.
A strategy has a role, a weight and limits. Decide how it sits alongside the rest of your portfolio.
WEIGHTS · EXPOSURE · GUARDRAILSThree roles. One risk budget.
Look beyond a single backtest. Walk-forward and Monte Carlo test the assumptions before you take the next step.
BACKTEST · WALK-FORWARD · MONTE CARLOPassing a test cannot guarantee future performance.
Observe the strategy on live data without sending orders. Compare what happens with what the rules intended.
LIVE DATA · NO BROKER ORDERSDaily close received
16:00:01Entry condition evaluated
16:00:02Simulated position recorded
Review the evidence, the allocation and the controls. Only a human can authorize the move to real broker orders.
EXPLICIT HUMAN AUTHORIZATIONBuy QQQ when it closes above its 50-day average. Go to cash below it. Check daily at close.
TL-001 Same thesis. Same identifier. Every decision attached.
Five strong ideas can still make a fragile portfolio.
See what moves together. Find what is missing.
| Strategy | TR | MR | MO | DF | HG |
|---|---|---|---|---|---|
| TrendTR | 1.00 | 0.21 | 0.48 | 0.12 | -0.31 |
| Mean reversionMR | 0.21 | 1.00 | 0.18 | 0.09 | -0.12 |
| MomentumMO | 0.48 | 0.18 | 1.00 | 0.15 | -0.42 |
| DefensiveDF | 0.12 | 0.09 | 0.15 | 1.00 | 0.04 |
| HedgeHG | -0.31 | -0.12 | -0.42 | 0.04 | 1.00 |
Trend has its closest positive relationship with Momentum in this sample. Hedge moves in the opposite direction on average.
Explore portfolio toolsThis illustration shows the intended search, test and assembly workflow.
Portfolio assembly and Agent paper execution remain in development. Live authority stays with you.
Inspect the strategy evidence, paper behavior and portfolio limits before authorizing live trading.
Explore the platform first.
Agent research and testing are available. Portfolio assembly and Agent paper execution remain in development.