Strategies and AI research¶
The strategy center manages templates, user strategies, versions, and AI research artifacts. A research objective, strategy code, and backtest result form an auditable research record; they are not an automated trading instruction.
How to use it¶
- Create, edit, copy, or select templates in Research → Strategies.
- Use AI Chat for knowledge questions, strategy ideation, Backtrader draft generation, or strategy review.
- Generate research objective opens a dialog: keep the default template or ask the configured model to improve its wording. If the model is unavailable, the default remains and the reason is shown.
- Choosing a different research profile and running AI research creates corresponding new output. The page updates as the run proceeds instead of reusing a stale result.
- Add a reviewed strategy to a research workspace for backtests and follow-up validation.
Backtrader coding convention¶
Keep a price series in a custom property, for example:
self.close() is Backtrader’s close-position method. Never write self.close = ... or otherwise assign to it. The sandbox rejects overrides of trading methods so generated strategies do not lose close-order behavior and corrupt trade statistics.
Review checklist¶
- State the instrument, timeframe, costs, sizing, and stop assumptions.
- Verify that code uses allowed APIs and does not overwrite order/close methods.
- Confirm the date range, adjustment/contract rules, and data-preflight result.
- Read trade count, equity curve, drawdown, and robustness results—not only one return metric.
- Require human approval before entering a trading workspace.