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Strategy Builder Overview

Purpose​

Strategy Builder helps users turn trading ideas into structured rules, assumptions, parameters, risk settings, and test-ready StrategySchema records.

Review posture

Builder output is an engineering artifact. It is not a recommendation to trade.

Typical flow​

  1. Name the strategy and market context.
  2. Define entry, exit, filter, and risk rules.
  3. Add parameters and assumptions.
  4. Prepare data needs.
  5. Run historical testing.
  6. Review reports and AI-assisted explanations.

Checklist​

  • Are all instruments and timeframes explicit?
  • Are costs and slippage assumptions documented?
  • Are risk limits written as rules?
  • Are edge cases listed before export?