Strategy automation
What would your strategy do next?
Convert explicit trading conditions into an execution workflow you can inspect, pause and revise.
From written rules to working logic
We begin with the conditions you already use: market, timeframe, signal, order type, position size and exit. We map those conditions into configurable logic, then test how the workflow handles missing data, duplicate signals and rejected orders. A typical initial configuration takes two to four weeks after the rules and access requirements are agreed. You receive a documented rule specification, a configured workflow, test records and a handover session. This is implementation of your strategy, not investment advice.
Four decisions to make before implementation
Write each signal precisely
Specify the data source, timeframe and condition. Terms such as strong trend need a measurable definition before they can become code.
Define order behaviour
Decide what happens if an order is partly filled, rejected or delayed, rather than assuming every instruction completes normally.
Set pause conditions
Document the events that require a manual review, including missing prices, unusual volatility or repeated connection failures.
Assign a reviewer
Name the person who checks logs and alerts. Automation changes the work; it does not eliminate operational oversight.
A rule set translated into a workflow
A small trading desk using one clearly documented intraday strategy needs consistent signal handling across a limited group of instruments. We would review its written rules, identify ambiguous conditions and build a test configuration before discussing a live connection. The desk would examine sample order records and exception logs with us. Any move beyond testing would depend on its broker, account permissions and acceptance of the remaining market and operational risks.
- Scope
- One strategy and one broker connection
- Typical window
- Two to four weeks for initial configuration
- Delivered
- Rule specification, test logs and handover
What the workflow does not decide
The software follows defined conditions; it does not judge whether an asset is suitable, whether a market will move in your favour or whether your position size is appropriate for your circumstances. Historical tests cannot settle those questions either. You approve the rules, choose when to activate them and retain control of broker credentials. If your method depends mainly on discretionary judgement that cannot be stated clearly, a fully automated workflow may be the wrong tool.
Have a written strategy to review?
Send a short description of the rules and the broker interface you expect to use.
Describe your strategy