Strategy
Build, backtest, and deploy systematic trading strategies.
Strategy is where you go from idea to deployed system. It's the original TraderTape product and the most developed of the four.
What it does
- Visual + AI rule builder — compose strategies from 37 indicators (RSI, MACD, Bollinger, SuperTrend, ADX, Stochastic and more) with full parameter control. Or describe what you want in plain English and let the AI build the rules for you.
- 20-year backtester — historical composition for NIFTY 50 / 100 / NEXT 50 / Midcap 50 (survivorship-bias-free), realistic slippage, sector caps, capital constraints, concurrent position limits, volume filtering, gap-down exits.
- Paper + live deployment — validate forward with paper portfolios (no broker needed), or go live with broker-connected GTT execution. Daily scanner produces conviction-scored signals you approve before they hit your broker.
- Built-in models — five reference strategies (V0 Dart Monkey baseline, V1 Momentum, V2 Bull Breakout, V3 Dip Buyer, V4 Alpha Dip) that you can fork and tweak.
When to use it
- You want to design a rule-based trading system and validate it against history.
- You want to run a strategy live without writing any code.
- You want to paper-trade an idea before committing real capital.
- You want to test how different strategies would have performed on your actual capital over the last 6+ years.
When NOT to use it
- You trade discretionarily and don't want rules. Skip to Journal instead — analyse what's working and what isn't.
- You only care about your current portfolio. Go to Wealth.
Sub-pages
| Page | What's there |
|---|---|
| Strategies | Library of your strategies + built-in models. Create, fork, edit, share. |
| Backtest | Run historical simulations with full parameter control and per-trade output. |
| Backtest AI | Conversational interface — describe a strategy and iterate via chat. |
| Portfolios | Live deployment, signal approval, position tracking, GTT placement. |
Needs a broker?
For paper portfolios — no. Paper mode uses live market data and virtual capital; no broker session is required. This is the recommended starting point for any strategy.
For live portfolios — yes, but only at execution time:
- Signal generation runs without a broker (it's just indicator math on stored candles).
- Order placement requires an active broker session when you (or auto-place) approve a signal.
- If your broker session is expired, signals queue until you log back in — nothing is lost.
Next steps
- Build a strategy — the rule editor, indicator catalogue, DSL basics.
- Backtesting — how to interpret backtest output and avoid the common traps.
- Deploy a portfolio — paper vs live, signal lifecycle, auto-place.
- Paper trading — deeper dive on how paper mode actually works.
- Built-in models — the five reference strategies and when to use each.