Build strategy packages with risk gates, not hidden assumptions.
Stockey turns trading ideas into structured, testable, self-hosted packages with explicit risk rules, historical backtest review, dry-run defaults, and live-disabled safeguards.
Risk checklist
Strategy risk state
Live safety guard
Risk starts before code generation.
Stockey does not treat entry rules as a complete strategy. It asks for the missing risk, data, broker, and deployment details before a package is considered ready.
Explicit risk rules
Stop loss, target, time exit, sizing, exposure, and kill-switch rules are captured as structured fields.
Data limitations
Backtests are limited by broker-provided historical data or user-uploaded CSVs.
Broker constraints
Order types, data availability, static IP needs, and setup steps are surfaced before export.
AI review boundaries
AI explains assumptions and test results, but does not recommend securities or live trades.
Package safeguards
Generated packages include dry-run defaults, live guards, and risk acknowledgement checks.
User-controlled deployment
Live deployment happens outside Stockey, on infrastructure controlled by the user.
Every package moves through risk gates.
Each stage keeps strategy rules, risk controls, review steps, and package readiness visible before export.
strategy conditions are captured in StrategySchema
sizing, stop loss, exit, and exposure rules are explicit
results are based on available broker/CSV history
AI highlights weaknesses, data gaps, and improvement tests
package includes configs, disclosures, and safety guards
user controls final runtime and credentials
Risk assumptions become part of the StrategySchema.
{
"risk_controls": {
"stop_loss": "required",
"target_or_exit": "required",
"position_sizing": "required",
"max_daily_loss": "recommended",
"max_open_positions": "required",
"kill_switch": "recommended"
},
"execution_boundary": {
"stockey_order_execution": false,
"live_mode_default": "disabled",
"runtime": "self_hosted"
},
"data_boundary": {
"source": "broker_historical_or_csv",
"range": "available_data_only",
"missing_data": "reported"
}
}Contract checks
Backtests explain the past. They do not predict the future.
Stockey backtests strategy logic against historical data available from the user's broker connection or uploaded CSV. Results are used for review, not performance guarantees.
AI analysis side panel
Backtest analysis is educational and diagnostic. It is not investment advice and does not guarantee future results.
Live mode is disabled until the user enables it locally.
The exported package keeps runtime gates local, explicit, and user-controlled.
Required local acknowledgements
if DRY_RUN != false:
block_live_orders()
if LIVE_TRADING_ENABLED != true:
block_live_orders()
if RISK_ACKNOWLEDGED != true:
block_live_orders()
if broker_credentials_missing:
block_live_orders()AI can critique a strategy. It cannot approve a trade.
AI review stays diagnostic, bounded, and tied to the user's own strategy assumptions.
Assumption review
AI explains missing risk fields, ambiguous rules, unsupported logic, and data limitations.
Backtest analysis
AI summarizes drawdowns, trade distribution, stop-loss behavior, exposure, and weak points.
Experiment suggestions
AI suggests tests the user may choose to run, such as alternate exits, tighter risk limits, or different time windows.
Broker secrets stay outside the generated package.
The public product boundary keeps Stockey-side handling temporary and package credentials user-local.
Stockey side
- Temporary historical-data access only when user requests it
- No permanent broker-secret storage by default
- No Stockey-side order placement
- Secrets excluded from ZIP files
- Package includes .env.example placeholders
User side
- User enters broker credentials locally after export
- User controls static IP or VPS setup
- User controls final runtime
- User accepts broker/API responsibilities
- User monitors execution and logs
Every strategy shows a readiness state.
Readiness states make missing rules, review gates, package status, and deployment readiness visible.
Draft
Rules are incomplete.
Backtest Ready
Data source and core rules are ready for historical testing.
Review Required
Risk, data, or broker assumptions need user confirmation.
Package Ready
Strategy can be baked into an exportable package.
Deployment Ready
Self-hosted checklist is complete; live still disabled by default.
Treat risk as part of the strategy, not an afterthought.
Stockey helps you define risk rules, test assumptions, review limitations, and export packages with safety defaults before self-hosted deployment.