Strategies and automation

Create, optimize and check a trading strategy

Start with a complete entry, exit and size. Choose a first rule preview, a recorded optimization example or a later-test plan.

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Recommended starting point

Create a strategy using technical indicators

Turn price, moving averages and oscillators into explicit trading rules, test variants and inspect recorded signals.

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Recommended starting point

Create a strategy with mixed indicators

Combine price trends and company metrics, define complementary exits and compare each component with the combined rule.

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Artificial Intelligence Revolution!

Buy stocks that are investing heavily in AI technology

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Browse all creators

Open the complete public collection. Browse each page and follow direct links to its records.

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Browse all marketplace collections

Open the complete public collection. Browse each page and follow direct links to its records.

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Browse all public portfolios

Open the complete public collection. Browse each page and follow direct links to its records.

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Build a strategy that combines several kinds of data

Build a strategy that combines several kinds of data step by step, worked through a real backtest against SPY: Cash generators in uptrends, gated by unemployment.

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Build a strategy with congressional disclosures

Build a congressional-disclosure strategy step by step, worked through a real backtest against SPY: Copy Nancy Pelosi's disclosed purchases.

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Build a strategy with economic data

Build a economic-data strategy step by step, worked through a real backtest against SPY: Unemployment regime: SPY or Treasuries.

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Build a strategy with fundamentals

Build a fundamentals strategy step by step, worked through a real backtest against SPY: Cheap S&P 500 cash generators.

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Build a strategy with technical indicators

Build a technical-indicator strategy step by step, worked through a real backtest against SPY: QQQ above its 200-day average, otherwise short-term Treasuries.

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Build a strategy with your own custom data

Build a custom-data strategy step by step, worked through a real backtest against SPY: Jobless claims regime: SPY or Treasuries.

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Create a strategy from congressional trading disclosures

Use publicly disclosed congressional purchases as a trading signal with explicit member, instrument and trailing-window scope.

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Create a strategy from insider trading disclosures

Build rules from disclosed insider purchases, specify officer or director scope and inspect the filing behind each signal.

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Create a strategy from institutional holdings

Use public Form 13F holdings changes, select manager scope and inspect successive disclosed quarters.

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Create a strategy using economic indicators

Use macroeconomic conditions in strategy rules, inspect units and releases, and compare fixed regime thresholds.

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Create a strategy using fundamental indicators

Build trading rules from reported company metrics, inspect the source period and test clear entry and exit conditions.

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Diverse Tech-Focused Portfolio

Hold a diverse set of tech stocks and ETFs, including the most popular cryptocurrencies

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Diversified Long-Term Strategy

Buy a diverse set of stocks and ETFs and hold them long-term

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Ethereum and Bitcoin Split

Buy ETH-USD daily with a rule requesting 40% of available buying power, and BTC-USD with a rule requesting 60%. These purchase sizes do not maintain 40/60 portfolio weights.

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Fundamentally strong Artificial Intelligence (AI) companies

Test a fixed basket of AVGO, MSFT, NVDA, CRM and META. Each saved buy rule checks that its named holding is empty and requests 20% of portfolio value.

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Get a weekly Aurora brief for your watchlist

Choose Friday watchlist research, check the saved schedule and keep urgent membership-change alerts separate from the weekly brief.

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Get alerts when your watchlist changes

Set up added and removed asset notifications, verify your saved preferences and inspect the source behind a watchlist update.

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Let the Cash Flow!

Hold a list of companies that had the highest increase in cash flow from 2016-2020

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Magnificent Seven equal-weight rebalance

Invest equally in the 'Magnificent Seven' tech leaders, rebalancing every 14 days to maintain equal weights. These companies are at the forefront of AI, cloud computing, and digital transformation.

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Move a tested strategy from paper trading to live trading

Deploy a saved paper portfolio, observe signals and orders, then review the exact broker target and automation settings before live trading.

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New-School MAANG Buy and Hold

FAANG: Buy the most popular tech stocks and hold them using 20% of your buying power

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Old-School FAANG Buy and Hold

FAANG (with Netflix): Buy the most original FAANG tech stocks and hold them using 20% of your buying power

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Preview a Berkshire holdings watchlist rule

Inspect Berkshire’s reported Apple holding, then review the same watchlist draft in Aurora. The recorded preview passed validation without creating a list.

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Preview an insider purchase watchlist rule

See a real validation result, then open the same draft in Aurora. This example selects positive officer or director purchases made public within 90 days.

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