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NexusTrade guide

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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TL;DR

This is a fixed basket of AVGO, MSFT, NVDA, CRM and META, with 20% portfolio purchases when each named holding is empty. It does not refresh a profitability screen. Of 58 matching archived execution groups, 33 have paired baseline outcomes and only three had a positive median difference. The lowest median return was negative 7.15%. Preserve missing fee fields and overlapping, repeated tests when assessing the basket.

An archived result to compare with your first test

First recorded group: median return 18.77%, maximum drawdown 20.33%, 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.

A useful first experiment

Start with $10,000.00 and the period 2025-03-14 through 2026-03-15. 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.

What to learn from this recipe

Follow the five named-stock purchases and their empty-position checks. These saved rules use a fixed basket; they do not rerun a profitability or industry screen at each decision. The archived tests below measure this recorded basket.

Explore the recorded comparisons

33 of 58 execution groups have recorded paired baseline outcomes. 3 of those 33 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 -7.15% over 2025-06-29 through 2026-06-30, with $285.70 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. 58 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, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055. 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.

2025-03-14 to 2026-03-15$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055118.77% / 18.77% to 18.77%0.5720.33%SPY / Unrecorded (0/1 records)
2025-03-16 to 2026-03-17$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891120.21% / 20.21% to 20.21%0.6020.35%SPY / Unrecorded (0/1 records)
2025-03-19 to 2026-03-20$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055119.53% / 19.53% to 19.53%0.5920.42%SPY / Unrecorded (0/1 records)
2025-03-26 to 2026-03-27$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055111.35% / 11.35% to 11.35%0.3622.93%SPY / Unrecorded (0/1 records)
2025-04-03 to 2026-04-04$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541128.96% / 28.96% to 28.96%0.8225.17%SPY / Unrecorded (0/1 records)
2025-04-09 to 2026-04-10$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568141.27% / 41.27% to 41.27%1.1625.24%SPY / Unrecorded (0/1 records)
2025-04-21 to 2026-04-22$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891154.34% / 54.34% to 54.34%1.6325.25%SPY / Unrecorded (0/1 records)
2025-04-23 to 2026-04-24$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055145.94% / 45.94% to 45.94%1.4425.25%SPY / Unrecorded (0/1 records)
2025-04-24 to 2026-04-25$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377349.38% / 49.38% to 49.38%1.5325.25%SPY / Unrecorded (0/3 records)
2025-04-26 to 2026-04-27$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377141.26% / 41.26% to 41.26%1.3325.25%SPY / Unrecorded (0/1 records)
2025-04-27 to 2026-04-28$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377142.56% / 42.56% to 42.56%1.3625.25%SPY / Unrecorded (0/1 records)
2025-04-29 to 2026-04-30$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541240.84% / 40.84% to 40.84%1.3125.24%SPY / Unrecorded (0/2 records)
2025-04-30 to 2026-05-01$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541339.91% / 39.91% to 39.91%1.2825.20%SPY / Unrecorded (0/3 records)
2025-05-02 to 2026-05-03$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055129.44% / 29.44% to 29.44%1.0025.16%SPY / Unrecorded (0/1 records)
2025-05-03 to 2026-05-04$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055230.30% / 30.30% to 30.30%1.0325.13%SPY / Unrecorded (0/2 records)
2025-05-04 to 2026-05-05$10000.00Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055129.98% / 29.98% to 29.98%1.0225.13%SPY / Unrecorded (0/1 records)
2025-05-04 to 2026-05-05$299.85Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055229.98% / 29.98% to 29.98%1.0225.13%SPY / 27.76% (2/2 records)
2025-05-05 to 2026-05-06$299.85Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055130.64% / 30.64% to 30.64%1.0325.13%SPY / 29.74% (1/1 records)
2025-05-06 to 2026-05-07$300.50Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055233.81% / 33.81% to 33.81%1.1325.11%SPY / 32.64% (1/2 records)
2025-05-09 to 2026-05-10$298.03Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891129.74% / 29.74% to 29.74%1.0125.16%SPY / Unrecorded (0/1 records)
2025-05-14 to 2026-05-15$294.51Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109122.11% / 22.11% to 22.11%0.7725.27%SPY / Unrecorded (0/1 records)
2025-05-16 to 2026-05-17$290.86Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.369999885559082219.63% / 19.63% to 19.63%0.6925.31%SPY / Unrecorded (0/2 records)
2025-05-23 to 2026-05-24$292.07Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404120.82% / 20.82% to 20.82%0.7425.27%SPY / Unrecorded (0/1 records)
2025-05-28 to 2026-05-29$290.71Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568318.62% / 18.62% to 18.62%0.6625.29%SPY / Unrecorded (0/3 records)
2025-05-29 to 2026-05-30$290.50Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404219.59% / 19.59% to 19.59%0.7025.36%SPY / Unrecorded (0/2 records)
2025-05-31 to 2026-06-01$290.94Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459221.73% / 21.73% to 21.73%0.7725.32%SPY / Unrecorded (0/2 records)
2025-06-06 to 2026-06-07$289.18Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.42999982833862328.31% / 8.31% to 8.31%0.2725.30%SPY / Unrecorded (0/2 records)
2025-06-08 to 2026-06-09$289.52Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.44000005722045928.74% / 8.74% to 8.74%0.2925.30%SPY / Unrecorded (0/2 records)
2025-06-09 to 2026-06-10$289.52Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.44000005722045928.85% / 8.85% to 8.85%0.2925.30%SPY / 24.02% (1/2 records)
2025-06-12 to 2026-06-13$293.03Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.46000003814697315.59% / 5.59% to 5.59%0.1725.29%SPY / 24.00% (1/1 records)
2025-06-13 to 2026-06-14$293.06Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.44999980926513725.27% / 5.27% to 5.27%0.1625.29%SPY / 24.98% (2/2 records)
2025-06-15 to 2026-06-16$293.16Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.42999982833862324.96% / 4.96% to 4.96%0.1425.30%SPY / 25.30% (2/2 records)
2025-06-16 to 2026-06-17$293.16Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.42999982833862317.99% / 7.99% to 7.99%0.2625.30%SPY / 26.79% (1/1 records)
2025-06-18 to 2026-06-19$291.37Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.42000007629394534.08% / 4.08% to 7.50%0.1125.30%SPY / 24.86% (3/3 records)
2025-06-19 to 2026-06-20$288.13Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38999986648559615.65% / 5.65% to 5.65%0.1725.31%SPY / 26.37% (1/1 records)
2025-06-20 to 2026-06-21$288.13Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38999986648559615.76% / 5.76% to 5.76%0.1825.31%SPY / 26.17% (1/1 records)
2025-06-21 to 2026-06-22$284.07Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38000011444091837.25% / 7.25% to 7.25%0.2425.31%SPY / 26.67% (3/3 records)
2025-06-22 to 2026-06-23$284.07Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38000011444091817.25% / 7.25% to 7.25%0.2425.31%SPY / 26.67% (1/1 records)
2025-06-23 to 2026-06-24$284.07Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38000011444091844.57% / 4.57% to 4.57%0.1325.31%SPY / 26.11% (4/4 records)
2025-06-24 to 2026-06-25$282.87Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.38000011444091821.78% / 1.78% to 1.78%0.0225.30%SPY / 24.17% (2/2 records)
2025-06-25 to 2026-06-26$283.55Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.3800001144409181-2.30% / -2.30% to -2.30%-0.1425.32%SPY / 21.59% (1/1 records)
2025-06-26 to 2026-06-27$283.65Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.3899998664855961-3.24% / -3.24% to -3.24%-0.1825.38%SPY / 21.37% (1/1 records)
2025-06-28 to 2026-06-29$282.62Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121091-5.68% / -5.68% to -5.68%-0.2925.38%SPY / 20.21% (1/1 records)
2025-06-29 to 2026-06-30$285.70Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121092-7.15% / -7.15% to -7.15%-0.3525.38%SPY / 19.51% (2/2 records)
2025-06-30 to 2026-07-01$285.70Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121093-7.06% / -7.06% to -7.06%-0.3525.38%SPY / 19.03% (3/3 records)
2025-06-30 to 2026-07-01$290.31Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121092-7.02% / -7.02% to -7.02%-0.3525.38%SPY / 19.03% (2/2 records)
2025-07-01 to 2026-07-02$290.53Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4000000953674322-6.40% / -6.40% to -6.40%-0.3225.37%SPY / 19.23% (2/2 records)
2025-07-02 to 2026-07-03$291.69Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121092-4.18% / -4.18% to -4.18%-0.2225.35%SPY / 19.06% (2/2 records)
2025-07-03 to 2026-07-04$294.15Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939452-3.94% / -3.94% to -3.94%-0.2125.40%SPY / 21.01% (2/2 records)
2025-07-04 to 2026-07-05$293.74Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939452-4.33% / -4.33% to -4.33%-0.2325.41%SPY / 20.06% (2/2 records)
2025-07-05 to 2026-07-06$293.74Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939453-4.33% / -4.33% to -4.33%-0.2325.41%SPY / 20.06% (3/3 records)
2025-07-06 to 2026-07-07$293.74Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939453-4.33% / -4.33% to -4.33%-0.2325.41%SPY / 20.06% (3/3 records)
2025-07-07 to 2026-07-08$293.74Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939452-2.90% / -2.90% to -2.90%-0.1725.41%SPY / 21.49% (2/2 records)
2025-07-08 to 2026-07-09$293.65Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4200000762939452-2.72% / -2.92% to -2.52%-0.1625.42%SPY / 20.96% (2/2 records)
2025-07-23 to 2026-07-24$293.59Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.4099998474121093-0.15% / -0.15% to -0.15%-0.0625.51%SPY / 19.30% (3/3 records)
2025-08-13 to 2026-08-14$291.50Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.28999996185302711.15% / 1.15% to 1.15%-0.0125.63%SPY / 20.75% (1/1 records)
2025-08-24 to 2026-08-25$289.55Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.28999996185302710.17% / 0.17% to 0.17%-0.0425.66%SPY / 19.85% (1/1 records)
2025-08-29 to 2026-08-30$288.48Day/daily; equity; AVGO, CRM, META, MSFT, NVDA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.23000001907348614.58% / 4.58% to 4.58%0.1425.69%SPY / 19.78% (1/1 records)

Rule summary

  1. Buy 20% of the portfolio in AVGO whenever the portfolio holds no AVGO.

    Buy 20% AVGO Position market value (AVGO) = Constant 0

  2. Buy 20% of the portfolio in MSFT whenever the portfolio holds no MSFT.

    Buy 20% MSFT Position market value (MSFT) = Constant 0

  3. Buy 20% of the portfolio in NVDA whenever the portfolio holds no NVDA.

    Buy 20% NVDA Position market value (NVDA) = Constant 0

  4. Buy 20% of the portfolio in CRM whenever the portfolio holds no CRM.

    Buy 20% CRM Position market value (CRM) = Constant 0

  5. Buy 20% of the portfolio in META whenever the portfolio holds no META.

    Buy 20% META Position market value (META) = Constant 0

What this recipe does

The saved basket contains AVGO, MSFT, NVDA, CRM and META. Each rule requests a 20% purchase when that named holding is empty.

The earlier description named historical profitability and industry criteria. No dated selection receipt is supplied here, so use the named basket as the reproducible definition. A refreshed financial screen would be a separate strategy.

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": "6acba50c8b26bd179f7bbb3e",
    "name": "Buy 20% of the portfolio in AVGO whenever the portfolio holds no AVGO.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [
          {
            "name": "AVGO",
            "type": "Stock",
            "symbol": "AVGO"
          }
        ],
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Ticker name (ex. SPY, BTC)",
                  "name": "targetAssets.name",
                  "label": "Asset Name",
                  "required": true,
                  "fieldType": "text",
                  "value": "AVGO"
                },
                {
                  "helperText": "Ticker type (ex. Stock, Crypto)",
                  "name": "targetAssets.type",
                  "label": "Asset Type",
                  "required": true,
                  "fieldType": "select",
                  "values": [
                    "Stock",
                    "Cryptocurrency"
                  ],
                  "value": "Stock"
                }
              ],
              "multiple": true,
              "deletable": false
            }
          ]
        },
        "type": "PositionValue",
        "name": "Position market value (AVGO)"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 0,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 0,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 0"
      },
      "name": "Position market value (AVGO) = Constant 0",
      "_id": "6acba50c9f5f17bd065c3e3d",
      "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": "2026-10-11T15:02:36.751Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "AVGO",
        "type": "Stock",
        "symbol": "AVGO"
      },
      "amount": {
        "type": "percent of portfolio",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7bbb40",
    "name": "Buy 20% of the portfolio in MSFT whenever the portfolio holds no MSFT.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [
          {
            "name": "MSFT",
            "type": "Stock",
            "symbol": "MSFT"
          }
        ],
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Ticker name (ex. SPY, BTC)",
                  "name": "targetAssets.name",
                  "label": "Asset Name",
                  "required": true,
                  "fieldType": "text",
                  "value": "MSFT"
                },
                {
                  "helperText": "Ticker type (ex. Stock, Crypto)",
                  "name": "targetAssets.type",
                  "label": "Asset Type",
                  "required": true,
                  "fieldType": "select",
                  "values": [
                    "Stock",
                    "Cryptocurrency"
                  ],
                  "value": "Stock"
                }
              ],
              "multiple": true,
              "deletable": false
            }
          ]
        },
        "type": "PositionValue",
        "name": "Position market value (MSFT)"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 0,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 0,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 0"
      },
      "name": "Position market value (MSFT) = Constant 0",
      "_id": "6acba50c3632a57b155d49d4",
      "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": "2026-10-11T15:02:36.751Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "MSFT",
        "type": "Stock",
        "symbol": "MSFT"
      },
      "amount": {
        "type": "percent of portfolio",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7bbb42",
    "name": "Buy 20% of the portfolio in NVDA whenever the portfolio holds no NVDA.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [
          {
            "name": "NVDA",
            "type": "Stock",
            "symbol": "NVDA"
          }
        ],
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Ticker name (ex. SPY, BTC)",
                  "name": "targetAssets.name",
                  "label": "Asset Name",
                  "required": true,
                  "fieldType": "text",
                  "value": "NVDA"
                },
                {
                  "helperText": "Ticker type (ex. Stock, Crypto)",
                  "name": "targetAssets.type",
                  "label": "Asset Type",
                  "required": true,
                  "fieldType": "select",
                  "values": [
                    "Stock",
                    "Cryptocurrency"
                  ],
                  "value": "Stock"
                }
              ],
              "multiple": true,
              "deletable": false
            }
          ]
        },
        "type": "PositionValue",
        "name": "Position market value (NVDA)"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 0,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 0,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 0"
      },
      "name": "Position market value (NVDA) = Constant 0",
      "_id": "6acba50c6c9317110fb3e323",
      "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": "2026-10-11T15:02:36.751Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "NVDA",
        "type": "Stock",
        "symbol": "NVDA"
      },
      "amount": {
        "type": "percent of portfolio",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7bbb44",
    "name": "Buy 20% of the portfolio in CRM whenever the portfolio holds no CRM.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [
          {
            "name": "CRM",
            "type": "Stock",
            "symbol": "CRM"
          }
        ],
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Ticker name (ex. SPY, BTC)",
                  "name": "targetAssets.name",
                  "label": "Asset Name",
                  "required": true,
                  "fieldType": "text",
                  "value": "CRM"
                },
                {
                  "helperText": "Ticker type (ex. Stock, Crypto)",
                  "name": "targetAssets.type",
                  "label": "Asset Type",
                  "required": true,
                  "fieldType": "select",
                  "values": [
                    "Stock",
                    "Cryptocurrency"
                  ],
                  "value": "Stock"
                }
              ],
              "multiple": true,
              "deletable": false
            }
          ]
        },
        "type": "PositionValue",
        "name": "Position market value (CRM)"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 0,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 0,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 0"
      },
      "name": "Position market value (CRM) = Constant 0",
      "_id": "6acba50c6fd8b5d0237372f7",
      "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": "2026-10-11T15:02:36.751Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "CRM",
        "type": "Stock",
        "symbol": "CRM"
      },
      "amount": {
        "type": "percent of portfolio",
        "amount": 20
      }
    },
    "orderExecution": {
      "type": "Market"
    },
    "automaticOrderApproval": false
  },
  {
    "_id": "6acba50c8b26bd179f7bbb46",
    "name": "Buy 20% of the portfolio in META whenever the portfolio holds no META.",
    "userId": null,
    "active": true,
    "condition": {
      "lhs": {
        "compound": false,
        "targetAssets": [
          {
            "name": "META",
            "type": "Stock",
            "symbol": "META"
          }
        ],
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Ticker name (ex. SPY, BTC)",
                  "name": "targetAssets.name",
                  "label": "Asset Name",
                  "required": true,
                  "fieldType": "text",
                  "value": "META"
                },
                {
                  "helperText": "Ticker type (ex. Stock, Crypto)",
                  "name": "targetAssets.type",
                  "label": "Asset Type",
                  "required": true,
                  "fieldType": "select",
                  "values": [
                    "Stock",
                    "Cryptocurrency"
                  ],
                  "value": "Stock"
                }
              ],
              "multiple": true,
              "deletable": false
            }
          ]
        },
        "type": "PositionValue",
        "name": "Position market value (META)"
      },
      "rhs": {
        "compound": false,
        "targetAssets": [],
        "value": 0,
        "form": {
          "fields": [
            {
              "fields": [
                {
                  "helperText": "Constant value",
                  "name": "value",
                  "label": "Value",
                  "required": true,
                  "fieldType": "number",
                  "value": 0,
                  "min": -100,
                  "max": 100,
                  "globalMin": -1000000,
                  "globalMax": 1000000,
                  "isInteger": false
                }
              ],
              "multiple": false,
              "deletable": false
            }
          ]
        },
        "type": "Value",
        "name": "Constant 0"
      },
      "name": "Position market value (META) = Constant 0",
      "_id": "6acba50c455e2cdff5c0461d",
      "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": "2026-10-11T15:02:36.751Z",
    "action": {
      "type": "Buy",
      "targetAsset": {
        "name": "META",
        "type": "Stock",
        "symbol": "META"
      },
      "amount": {
        "type": "percent of portfolio",
        "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.

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Aurora · AI research assistant

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