Rule summary
A readable account of the configured conditions, order instructions and situations in which no action is taken.
Strategy automation
Turn written rules into a reviewable workflow
Define what triggers an order, what blocks it and when the system should stop.
What we configure
We map your documented entry, exit and timing conditions into a rule-based workflow. A typical setup takes one to three weeks, depending on rule complexity and the availability of a supported broker connection. We configure conditions, order instructions, logging and a test environment, then give you a settings summary and a walkthrough. You provide the strategy and review its suitability; we do not select assets or make discretionary trading decisions for your account.
From strategy notes to a tested configuration
Step 1
Share the conditions in plain language, including what should happen when data is missing or a signal arrives outside your chosen hours.
Step 2
We translate the conditions into settings and identify instructions that could be interpreted more than one way.
Step 3
Run the workflow in a test environment and examine the logged decisions against the original rules.
Step 4
Approve the configuration, review the pause procedure and decide whether you want to enable a broker connection.
When automation makes sense
This service fits a strategy with explicit conditions that you can describe and test. It is less suitable for decisions that depend mainly on judgement, changing news interpretation or instructions that cannot be expressed precisely. If your rules are still evolving, start with a small test configuration rather than treating an unfinished idea as ready for live orders. Automation can improve consistency of execution, but it cannot establish that the underlying strategy is sound.
What you receive
Test record
A reviewable log of test events, including signals that did not result in an order and the reason recorded.
Handover walkthrough
A guided review of settings, changes and the controls you need to pause or inspect the workflow.
Have a rule set ready to discuss?
Describe its logic without sending account credentials or sensitive financial details.
Describe your strategy