Explore more topics
NexusTrade guide

Artificial Intelligence Revolution!

Buy stocks that are investing heavily in AI technology

Jump to a section

TL;DR

This AI template repeatedly buys seven fixed stocks with no sell rules; its purchase percentages use remaining buying power rather than target portfolio weights. A completed 2024 QuickTest returned 70.97% versus SPY's 25.30%, with larger drawdown of 23.49% versus 9.13%.

The separate archive contains 38 matching execution groups, only 14 with recorded paired baseline outcomes. Inspect dates and unrecorded costs before comparing them. Keep the original rules when testing a change, and follow orders and ending holdings rather than infer success from the template's name.

An actual NexusTrade historical test

Completed NexusTrade QuickTest with its historical chart, statistics and seven final positions
Actual product output captured October 10, 2026. Requested 2024 period, $10,000 starting capital. The statistics return and chart-window badge use different bases.
AI recipe and Hold SPY: 2024 QuickTest

Scale: 0 to 70.97 % · zero baseline

Return from initial capital

  • AI recipe+70.97%
  • Hold SPY+25.3%

Maximum drawdown

  • AI recipe+23.49%
  • Hold SPY+9.13%

January 1 through December 31, 2024; $10,000 initial capital. Return uses the statistics table’s initial-capital basis, not the first-visible-point chart badge. Preserve selected fee settings with any reproduction.

Show the table · 6 rows, 3 columns

Scroll sideways to compare all columns. Select a heading to sort.

Return70.97%25.30%
Sharpe ratio1.751.42
Sortino ratio2.381.90
Maximum drawdown23.49%9.13%
Total dividends$47.25$108.36
Dollars sold$0$0

This template completed a Day QuickTest on October 10, 2026, for January 1 through December 31, 2024, with $10,000 starting capital. The chart begins January 2 and uses the seven buy rules shown below.

The statistics table reports a 70.97% return against initial capital, compared with 25.30% for Hold SPY. The chart header shows 71.14% against its first visible series point. Those use different bases. The table comparison below uses the product's statistics values.

A useful first experiment

Start with $10,000.00 and the period 2025-03-16 through 2026-03-17. Keep the template unchanged for your first test.

  1. 1. Open the template

    Select the library button, inspect the rules and choose Use template. Keep the original assets, conditions and action amounts.

  2. 2. Set up one test

    Open the backtester, enter the dates and capital above, and save the interval, fees and benchmark you select alongside the result.

  3. 3. Read the completed result

    Compare return and drawdown with the benchmark, then inspect the orders and costs. If no orders occur, check the conditions and data coverage.

  4. 4. Try one change

    Keep your first configuration as a reference. Change one threshold or allocation and test a separate period before considering paper trading.

An archived result to compare with your first test

First recorded group: median return 39.94%, maximum drawdown 20.02%, SPY return unrecorded, from 1 submissions.
Returns use initial capital. Expand the archived inputs below to inspect the period, fees and benchmark.

Stored medians from the first archived setup. Expand its dates, capital, fees and benchmark below to compare the inputs with your own test.

What to learn from this recipe

Read the asset universe, entry conditions and purchase amounts in the rule summary. Keep the template unchanged at first so you can distinguish a configuration change from a change in the test period.

Explore the recorded comparisons

Inspect benchmark comparisons and drawdown periods

14 of 38 execution groups have recorded paired baseline outcomes. 9 of those 14 groups have a positive median return difference against their recorded baseline. Inspect each group's dates, assets and costs alongside those outcomes.

The lowest group median was 15.54% over 2025-06-30 through 2026-07-01, with $43.05 initial test capital. Inspect that period alongside the positive rows before choosing this template.

The table preserves the stored Sharpe values and records each group's risk-free input separately. Use those fields when comparing runs.

Existing backtests of these exact recorded rules

Recorded matching execution-group median returns with every period represented
One dot per matching recorded execution group. This is an outcome distribution, not an equity curve or a confidence interval.
Explore all archived periods and matching recorded setups

We matched this public template's complete ordered conditions and actions to the existing September archive. 38 recorded execution groups match its thresholds, indicator operands, assets and allocations. No new backtest was created for this page.

Every matching recorded period appears below, including losses. Each row groups repeated submissions with the same recorded dates, tickers, capital, fees, cadence, interval, baseline and risk-free input. Median outcomes and their range describe those submissions; repeated copies are not independent experiments.

The first group records Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891. Save your chosen settings alongside a new run, including any field shown as unrecorded in the archive.

To inspect your completed run, follow rule activation, order execution, fractional quantities and dividend entries in the events. Keep those settings with the result when comparing another version.

All recorded periods and execution inputs

Inspect every archived period and input

Returns use initial test capital and are not annualized. Compare the recorded periods, assets, capital and costs before choosing rows for your experiment. Baseline values appear where recorded; expand a completed run's trade events to inspect order counts and execution details.

Scroll sideways to compare all columns. Select a heading to sort.

2025-03-16 to 2026-03-17$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891139.94% / 39.94% to 39.94%1.0920.02%SPY / Unrecorded (0/1 records)
2025-03-21 to 2026-03-22$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055237.81% / 37.81% to 37.81%1.0420.11%SPY / Unrecorded (0/2 records)
2025-03-23 to 2026-03-24$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055133.79% / 33.79% to 33.79%0.9520.09%SPY / Unrecorded (0/1 records)
2025-03-26 to 2026-03-27$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055225.64% / 25.64% to 25.64%0.7519.31%SPY / Unrecorded (0/2 records)
2025-03-27 to 2026-03-28$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055126.94% / 26.94% to 26.94%0.7819.70%SPY / Unrecorded (0/1 records)
2025-04-03 to 2026-04-04$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541143.54% / 43.54% to 43.54%1.1919.96%SPY / Unrecorded (0/1 records)
2025-04-09 to 2026-04-10$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568158.76% / 58.76% to 58.76%1.5920.06%SPY / Unrecorded (0/1 records)
2025-04-15 to 2026-04-16$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055156.95% / 56.95% to 56.95%1.7420.13%SPY / Unrecorded (0/1 records)
2025-04-23 to 2026-04-24$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055160.44% / 60.44% to 60.44%1.8820.11%SPY / Unrecorded (0/1 records)
2025-04-25 to 2026-04-26$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377157.92% / 57.92% to 57.92%1.8220.22%SPY / Unrecorded (0/1 records)
2025-04-26 to 2026-04-27$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377354.67% / 54.67% to 54.67%1.7620.06%SPY / Unrecorded (0/3 records)
2025-04-29 to 2026-04-30$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541156.72% / 56.72% to 56.72%1.8020.03%SPY / Unrecorded (0/1 records)
2025-05-02 to 2026-05-03$10000.00Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055151.43% / 51.43% to 51.43%1.6919.80%SPY / Unrecorded (0/1 records)
2025-05-06 to 2026-05-07$47.76Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055157.63% / 57.63% to 57.63%1.8519.78%SPY / Unrecorded (0/1 records)
2025-05-09 to 2026-05-10$47.37Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891158.86% / 58.86% to 58.86%1.9019.44%SPY / Unrecorded (0/1 records)
2025-05-16 to 2026-05-17$41.29Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.369999885559082144.33% / 44.33% to 44.33%1.5219.55%SPY / Unrecorded (0/1 records)
2025-05-21 to 2026-05-22$41.68Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404144.02% / 44.02% to 44.02%1.5219.45%SPY / Unrecorded (0/1 records)
2025-05-27 to 2026-05-28$41.23Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568142.18% / 42.18% to 42.18%1.4719.61%SPY / Unrecorded (0/1 records)
2025-05-29 to 2026-05-30$40.57Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404238.56% / 38.56% to 38.56%1.3719.62%SPY / Unrecorded (0/2 records)
2025-06-01 to 2026-06-02$41.16Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459143.95% / 43.95% to 43.95%1.5319.53%SPY / Unrecorded (0/1 records)
2025-06-02 to 2026-06-03$41.16Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459141.85% / 41.85% to 41.85%1.4619.53%SPY / Unrecorded (0/1 records)
2025-06-03 to 2026-06-04$40.74Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623138.23% / 38.23% to 38.23%1.3519.44%SPY / Unrecorded (0/1 records)
2025-06-06 to 2026-06-07$40.04Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623133.47% / 33.47% to 33.47%1.1819.52%SPY / Unrecorded (0/1 records)
2025-06-07 to 2026-06-08$39.86Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459133.39% / 33.39% to 33.39%1.1819.64%SPY / Unrecorded (0/1 records)
2025-06-12 to 2026-06-13$41.05Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.460000038146973128.51% / 28.51% to 28.51%1.0119.60%SPY / 24.67% (1/1 records)
2025-06-13 to 2026-06-14$41.21Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.449999809265137129.88% / 29.88% to 29.88%1.0619.52%SPY / 24.98% (1/1 records)
2025-06-17 to 2026-06-18$42.37Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945127.26% / 27.26% to 27.26%0.9719.57%SPY / 24.50% (1/1 records)
2025-06-21 to 2026-06-22$41.02Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918132.13% / 32.13% to 32.13%1.1419.33%SPY / 26.67% (1/1 records)
2025-06-22 to 2026-06-23$41.02Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918128.63% / 28.63% to 28.63%1.0219.33%SPY / 26.27% (1/1 records)
2025-06-23 to 2026-06-24$41.02Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918128.76% / 28.76% to 28.76%1.0319.33%SPY / 26.11% (1/1 records)
2025-06-26 to 2026-06-27$40.82Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.389999866485596119.91% / 19.91% to 19.91%0.7219.35%SPY / 21.37% (1/1 records)
2025-06-30 to 2026-07-01$43.05Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109115.54% / 15.54% to 15.54%0.5619.50%SPY / 19.03% (1/1 records)
2025-06-30 to 2026-07-01$44.24Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109115.55% / 15.55% to 15.55%0.5619.50%SPY / 19.03% (1/1 records)
2025-07-02 to 2026-07-03$45.22Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109118.85% / 18.85% to 18.85%0.6819.47%SPY / 19.06% (1/1 records)
2025-07-03 to 2026-07-04$45.47Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945121.47% / 21.47% to 21.47%0.7719.50%SPY / 21.01% (1/1 records)
2025-07-05 to 2026-07-06$45.30Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945122.94% / 22.94% to 22.94%0.8219.55%SPY / 20.06% (1/1 records)
2025-07-14 to 2026-07-15$45.10Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945123.06% / 23.06% to 23.06%0.8219.54%SPY / 21.62% (1/1 records)
2025-08-29 to 2026-08-30$39.39Day/daily; equity; AVGO, CRM, GOOGL, META, MSFT, NVDA, TSLA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.230000019073486115.62% / 15.62% to 15.62%0.5520.13%SPY / 19.78% (1/1 records)

Explore the trades and ending holdings

The completed portfolio value was $17,096.90, with $47.25 cash and seven positions. Open the trade events to follow each purchase and the capital remaining afterward. This template has buy rules only; the run recorded no realized sell exits, win rate N/A and profit factor 0.00.

Follow the holdings around the largest drawdown, then compare that period with SPY. For your own test, save the selected dates, fees, dividend policy and benchmark alongside the result. Inspect order quantities, filled prices and costs before changing an allocation.

Rule summary

  1. Buy 5% of the available cash in CRM every trading day.

    Buy CRM

  2. Buy 5% of the available cash in AVGO every trading day.

    Buy AVGO

  3. Buy 15% of the available cash in META every trading day.

    Buy META

  4. Buy 15% of the available cash in TSLA every trading day.

    Buy TSLA

  5. Buy 20% of the available cash in NVDA every trading day.

    Buy NVDA

  6. Buy 20% of the available cash in MSFT every trading day.

    Buy MSFT

  7. Buy 20% of the available cash in GOOGL every trading day.

    Buy GOOGL

What this recipe does

Buy stocks that are investing heavily in AI technology

A percent of buying power uses the available buying power when that action runs. It is not a target weight in the whole portfolio. Check each condition and the evaluation interval: an Always condition can buy again on later evaluations while buying power remains.

This template fixes seven stocks: CRM, AVGO, META, TSLA, NVDA, MSFT and GOOGL. The library supplies this universe; it does not screen current financial reports or select the most searched stocks. Its buy rules have Always conditions and no sell rule. The percentages shown below describe individual purchases from buying power, rather than seven target portfolio weights.

Exact strategy rules

Inspect the saved rule definitions

These are the library's saved rule definitions. Open the recipe in the library to use it. Expand this record to inspect its conditions, assets, sizing and actions.

JSON
View complete record
[
  {
    "_id": "6acba50c8b26bd179f7baff2",
    "name": "Buy 5% of the available cash in CRM every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50c675da02232f83036",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "CRM",
        "type": "Stock",
        "symbol": "CRM"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 5
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baff4",
    "name": "Buy 5% of the available cash in AVGO every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50ca6b4c9290a2de4fe",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "AVGO",
        "type": "Stock",
        "symbol": "AVGO"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 5
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baff6",
    "name": "Buy 15% of the available cash in META every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50c850f947fef54ddf6",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "META",
        "type": "Stock",
        "symbol": "META"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 15
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baff8",
    "name": "Buy 15% of the available cash in TSLA every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50c58e19ef7ac1e68c4",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "TSLA",
        "type": "Stock",
        "symbol": "TSLA"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 15
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baffa",
    "name": "Buy 20% of the available cash in NVDA every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50c242b4de4b97af363",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "NVDA",
        "type": "Stock",
        "symbol": "NVDA"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baffc",
    "name": "Buy 20% of the available cash in MSFT every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50c9b1f29f20a601edf",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "MSFT",
        "type": "Stock",
        "symbol": "MSFT"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7baffe",
    "name": "Buy 20% of the available cash in GOOGL every trading day.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 1,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 1,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 1"
      },
      "name": "always",
      "_id": "6acba50cef1ad1f724b4942c",
      "comparison": "equal",
      "type": "Base",
      "description": "Left-Hand indicator (comparator) Right-Hand Indicator",
      "example": "If the Rate of Change of Apple's price is > the Value 0."
    },
    "createdAt": "2026-10-11T15:02:36.172Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "GOOGL",
        "type": "Stock",
        "symbol": "GOOGL"
      },
      "amount": {
        "type": "percent of buying power",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  }
]

Before testing

Read test settings and troubleshooting

Open this recipe using the button above and preview its rules. Choose Use template for a built-in entry, or Add to portfolio for a saved entry. Keep the original rules for your first test. Choose a historical period, starting capital, interval, fees and benchmark in the portfolio backtester. After completion, inspect its chart, trades and drawdown.

A completed test should show the selected period, orders and portfolio statistics. If it records no trades, inspect the entry conditions and selected assets before loosening rules. If market data is missing or the run fails, keep the error and fix the coverage issue before comparing results. Changing a threshold or allocation changes the strategy. Keep the original definition and compare changes on a separate period rather than selecting settings from one favorable result.

Discussion

Sign in or create a free account to join the discussion.

No comments yet.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.