Rules-Based Plans
Build plans in
plain English.
No coding required. Describe a US equity or ETF plan and the engine generates the rules, backtests them, and deploys to your brokerage account — all from natural language.
Your plan idea
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
Key Features
Everything you need to go from idea to live trading.
Scroll to explore all features
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
How It Works
From idea to live trading in 4 simple steps.
Describe Your Idea
Say what you want in plain English. Mention your preferred indicators, entry/exit rules, risk tolerance, and target US equity or ETF.
"Buy QQQ when it reclaims its 50-day moving average and RSI turns up from oversold. Risk 2% per trade with a 3:1 reward ratio."
Your Rules Are Generated
The engine translates your description into a precise set of trading rules — complete with entry logic, exit conditions, position sizing, and guardrails.
Backtest Against Historical Data
Instantly test your plan against years of real market data. See total return, max drawdown, Sharpe ratio, win rate, and every individual trade.
Deploy or Optimize
Happy with the results? Deploy to live markets with one click. Want to keep iterating? Let the engine sweep your parameters automatically.
Fine-Tune by Conversation
Refine your plan by talking to it.
No settings panels. No parameter spreadsheets. Just say what to change — in plain English — and the rules update instantly. Iterate as many times as you want.
Adjust risk, entries, exits through conversation
Every rule change is explained — what changed, and why
Instantly re-backtests after each refinement
Unlimited iterations — keep tuning until it's right
The stop-loss is too wide. Tighten it to 3% and add a trailing stop.
Done. Stop-loss tightened from 5% to 3%, and I've added a 2% trailing stop that activates after +5% profit. Max drawdown improved from 12% to 8.4%.
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
Built-in Safety
Every plan ships with guardrails.
Define your risk limits upfront. The engine writes them directly into your plan’s rules. Guardrails reduce but cannot eliminate the risk of loss. Review the generated rules before you deploy — a plain-English description can be encoded more than one way.
Stop-loss and take-profit on every trade
Max daily and total drawdown limits
Position size and sector concentration limits
Paper trade any plan before going live
Exits during high volatility to help protect capital
Re-enters to catch the rebound as markets stabilize
Risk Controls
All configurable. Set once, enforced automatically.
Backtest Report
Illustrative example — not an actual backtest or an offered plan.
Total Trades
142
Win Rate
68%
Sharpe
2.1
Max DD
-12%
Avg Trade
+1.8%
Profit Factor
2.4
Backtesting
Test against years of data.
Every plan is backtested against real historical market data — spanning multiple market cycles, crashes, and rallies. Know exactly how your plan would have performed before risking a single dollar.
Years of historical US equity & ETF market data
Detailed trade-by-trade breakdown
Equity curve, drawdown chart, and risk metrics
Benchmark against SPY buy-and-hold
Export full backtest reports
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
Every Trade, Visualized
See exactly when your plan entered and exited — every trade on a price chart.
$418.20 → $452.50
$505.00 → $494.40
$488.00 → $548.50
$542.00 → Open
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
Metrics That Matter
We don't just build your plan — we give you the data to understand it.
Sharpe Ratio
2.0
Avg return ÷ spread. Both made +12%, but calm swings ±1% while wild swings ±4% — so calm scores 4× higher.
Sortino Ratio
3.1
Avg return ÷ loss spread. Big wins has tiny losses (0.7%) so it scores 3.1. Big losses has huge losses (2.7%) so it scores just 0.6.
Profit Factor
2.4
For every $1 lost, the plan earned $2.40 back. Above 1.5 means a consistent edge.
Biggest drop from peak
Max Drawdown
-12%
The worst dip from the highest point. Think of it as the scariest drop on a rollercoaster — then it went back up.
Win Rate
68%
Out of every 10 trades, about 7 made money. Like getting 7 green lights out of 10.
Avg R:R
2.3:1
For every $1 risked, the average win is $2.30. Even if you lose sometimes, the wins are bigger.
These numbers are made up to show how the tool looks. They are not a real backtest, not real trading, and not a plan we offer. Backtests have limits and cannot predict the future. You can lose money.
Share With Anyone
Share plans with friends, publish to the marketplace, or keep them private.
Share with Friends
Send a private link to friends or your trading group. They can see your plan and its backtest, and turn it on with one click.
Publish to Marketplace
Send your plan to us for review. If we approve it, you earn 70% of its one-time fee and 70% of the yearly fee on money invested in it. Earnings are not guaranteed. You still own it.
Keep It Private
Your plans are yours. Keep them completely private, run them on your own accounts, and never share your edge with anyone.
Plan Ideas
A few example prompts to get you started. Edit any of them to match your own goals.
“I want exposure to the clean & alternative energy sector across a mix of large-, mid-, and small-cap names. Move to cash when volatility spikes, then step back in as conditions settle. Aim for consistent returns with strong loss protection.”
Thematic · Clean Energy“Build me a diversified US technology basket spanning large- and mid-cap leaders. Step aside to cash when the market turns turbulent and re-enter once it stabilizes. Prioritize steady growth with downside protection.”
Thematic · Technology“Trend-follow SPY — go long the S&P 500 ETF when it closes above the 200-day moving average and add on pullbacks to the 50-day; move to cash below the 200-day. Cap the position at 60%, daily loss limit 2%, pause if drawdown exceeds 12%.”
US Equity ETF · Trend Following“Sector rotation across SPDR sector ETFs — each month hold the top 3 of XLK, XLF, XLE, XLV and XLY by 6-month momentum and rotate out the laggards. Equal weight, 2% daily loss limit.”
Sector ETFs · Momentum RotationReady to build your first plan?
Describe your trading idea in plain English. The engine handles the rest — from writing the rules to backtesting to live deployment.