TL;DR
Let the Cash Flow holds a fixed basket of GS, AAPL, AMZN, MSFT and GOOGL, buying a 20% portfolio allocation when each holding is absent. The archive contains 56 matching execution groups; all 32 with recorded paired baseline outcomes show a positive median return difference. The first March 2025 to March 2026 row returned 32.02% with 18.43% drawdown. Fees are unrecorded, repeated submissions are not independent experiments, and the recipe does not continuously rank companies by current cash flow.
An archived result to compare with your first test
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. Open the template
Select the library button, inspect the rules and choose Use template. Keep the original assets, conditions and action amounts.
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. 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. 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
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
32 of 56 execution groups have recorded paired baseline outcomes. 32 of those 32 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 22.85% over 2025-03-26 through 2026-03-27, with $10000.00 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
We matched this public template's complete ordered conditions and actions to the existing September archive. 56 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; AAPL, AMZN, GOOGL, GS, MSFT; 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
Showing 12 of 56 recorded values. The complete table is below.
Showing 12 of 56 recorded values. The complete table is below.
Showing 12 of 56 recorded values. The complete table is below.
Showing 12 of 56 recorded values. The complete table is below.
Inspect every archived period and input
Scroll sideways to compare all columns. Select a heading to sort.
| 2025-03-14 to 2026-03-15 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 32.02% / 32.02% to 32.02% | 1.05 | 18.43% | SPY / Unrecorded (0/1 records) |
| 2025-03-16 to 2026-03-17 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 32.12% / 32.12% to 32.12% | 1.05 | 18.43% | SPY / Unrecorded (0/1 records) |
| 2025-03-21 to 2026-03-22 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 31.47% / 31.47% to 31.47% | 1.03 | 18.41% | SPY / Unrecorded (0/1 records) |
| 2025-03-26 to 2026-03-27 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 2 | 22.85% / 22.85% to 22.85% | 0.76 | 18.25% | SPY / Unrecorded (0/2 records) |
| 2025-04-03 to 2026-04-04 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541 | 1 | 39.91% / 39.91% to 39.91% | 1.30 | 16.02% | SPY / Unrecorded (0/1 records) |
| 2025-04-09 to 2026-04-10 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568 | 1 | 62.45% / 62.45% to 62.45% | 2.01 | 15.77% | SPY / Unrecorded (0/1 records) |
| 2025-04-16 to 2026-04-17 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 56.53% / 56.53% to 56.53% | 2.18 | 15.94% | SPY / Unrecorded (0/1 records) |
| 2025-04-22 to 2026-04-23 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 63.61% / 63.61% to 63.61% | 2.41 | 16.01% | SPY / Unrecorded (0/1 records) |
| 2025-04-24 to 2026-04-25 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 57.27% / 57.27% to 57.27% | 2.24 | 16.00% | SPY / Unrecorded (0/1 records) |
| 2025-04-25 to 2026-04-26 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 51.96% / 51.96% to 51.96% | 2.09 | 15.93% | SPY / Unrecorded (0/1 records) |
| 2025-04-29 to 2026-04-30 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541 | 1 | 52.96% / 52.96% to 52.96% | 2.11 | 15.97% | SPY / Unrecorded (0/1 records) |
| 2025-05-03 to 2026-05-04 | $10000.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 55.46% / 55.46% to 55.46% | 2.23 | 15.78% | SPY / Unrecorded (0/1 records) |
| 2025-05-04 to 2026-05-05 | $330.21 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 54.49% / 54.49% to 54.49% | 2.18 | 15.78% | SPY / 27.76% (1/1 records) |
| 2025-05-08 to 2026-05-09 | $330.78 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 61.90% / 61.90% to 61.90% | 2.43 | 15.80% | SPY / Unrecorded (0/1 records) |
| 2025-05-09 to 2026-05-10 | $329.61 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 60.95% / 60.95% to 60.95% | 2.40 | 15.82% | SPY / Unrecorded (0/1 records) |
| 2025-05-10 to 2026-05-11 | $326.29 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | 54.16% / 54.16% to 54.16% | 2.25 | 15.84% | SPY / Unrecorded (0/1 records) |
| 2025-05-14 to 2026-05-15 | $325.45 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | 53.52% / 53.52% to 53.52% | 2.20 | 15.83% | SPY / Unrecorded (0/1 records) |
| 2025-05-16 to 2026-05-17 | $320.15 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.369999885559082 | 1 | 50.19% / 50.19% to 50.19% | 2.09 | 15.78% | SPY / Unrecorded (0/1 records) |
| 2025-05-22 to 2026-05-23 | $322.42 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.369999885559082 | 1 | 53.47% / 53.47% to 53.47% | 2.21 | 15.67% | SPY / Unrecorded (0/1 records) |
| 2025-05-25 to 2026-05-26 | $321.47 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568 | 1 | 53.11% / 53.11% to 53.11% | 2.22 | 15.66% | SPY / Unrecorded (0/1 records) |
| 2025-05-28 to 2026-05-29 | $320.15 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568 | 2 | 53.62% / 53.62% to 53.62% | 2.24 | 15.65% | SPY / Unrecorded (0/2 records) |
| 2025-05-29 to 2026-05-30 | $320.65 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404 | 1 | 53.24% / 53.24% to 53.24% | 2.22 | 15.66% | SPY / Unrecorded (0/1 records) |
| 2025-06-01 to 2026-06-02 | $312.32 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459 | 1 | 55.44% / 55.44% to 55.44% | 2.30 | 15.70% | SPY / Unrecorded (0/1 records) |
| 2025-06-06 to 2026-06-07 | $310.74 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623 | 1 | 47.71% / 47.71% to 47.71% | 1.99 | 15.68% | SPY / Unrecorded (0/1 records) |
| 2025-06-09 to 2026-06-10 | $310.37 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459 | 1 | 46.43% / 46.43% to 46.43% | 1.95 | 15.66% | SPY / Unrecorded (0/1 records) |
| 2025-06-12 to 2026-06-13 | $311.46 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.460000038146973 | 1 | 43.05% / 43.05% to 43.05% | 1.80 | 15.61% | SPY / 24.67% (1/1 records) |
| 2025-06-13 to 2026-06-14 | $311.85 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.449999809265137 | 1 | 44.24% / 44.24% to 44.24% | 1.85 | 15.65% | SPY / 24.98% (1/1 records) |
| 2025-06-16 to 2026-06-17 | $314.18 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623 | 1 | 46.80% / 46.80% to 46.80% | 1.94 | 15.61% | SPY / 26.79% (1/1 records) |
| 2025-06-21 to 2026-06-22 | $313.10 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918 | 1 | 46.84% / 46.84% to 46.84% | 1.94 | 15.73% | SPY / 26.67% (1/1 records) |
| 2025-06-22 to 2026-06-23 | $313.10 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918 | 1 | 46.84% / 46.84% to 46.84% | 1.94 | 15.73% | SPY / 26.67% (1/1 records) |
| 2025-06-23 to 2026-06-24 | $313.10 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918 | 1 | 43.46% / 43.46% to 43.46% | 1.80 | 15.73% | SPY / 26.11% (1/1 records) |
| 2025-06-26 to 2026-06-27 | $310.54 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.389999866485596 | 1 | 37.95% / 37.95% to 37.95% | 1.59 | 15.67% | SPY / 21.37% (1/1 records) |
| 2025-07-01 to 2026-07-02 | $320.48 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.400000095367432 | 2 | 31.04% / 31.04% to 31.04% | 1.32 | 15.67% | SPY / 19.23% (2/2 records) |
| 2025-07-05 to 2026-07-06 | $319.11 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 5 | 34.89% / 34.89% to 34.89% | 1.47 | 15.68% | SPY / 20.06% (5/5 records) |
| 2025-07-06 to 2026-07-07 | $319.11 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 3 | 34.89% / 34.89% to 34.89% | 1.47 | 15.68% | SPY / 20.06% (3/3 records) |
| 2025-07-07 to 2026-07-08 | $319.11 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | 36.80% / 36.80% to 36.80% | 1.53 | 15.68% | SPY / 20.92% (1/1 records) |
| 2025-07-08 to 2026-07-09 | $320.00 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | 36.75% / 36.75% to 36.75% | 1.53 | 15.67% | SPY / 20.62% (1/1 records) |
| 2025-07-15 to 2026-07-16 | $319.46 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 2 | 37.65% / 37.65% to 37.65% | 1.57 | 15.62% | SPY / 21.30% (2/2 records) |
| 2025-07-16 to 2026-07-17 | $319.64 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | 37.73% / 37.73% to 37.73% | 1.57 | 15.62% | SPY / 21.51% (1/1 records) |
| 2025-07-19 to 2026-07-20 | $319.33 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | 36.07% / 36.07% to 36.07% | 1.48 | 15.61% | SPY / 19.39% (1/1 records) |
| 2025-07-20 to 2026-07-21 | $319.33 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | 36.07% / 36.07% to 36.07% | 1.48 | 15.61% | SPY / 19.39% (1/1 records) |
| 2025-07-26 to 2026-07-27 | $317.49 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.400000095367432 | 1 | 28.10% / 28.10% to 28.10% | 1.16 | 15.55% | SPY / 16.92% (1/1 records) |
| 2025-07-27 to 2026-07-28 | $317.49 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.400000095367432 | 1 | 29.01% / 29.01% to 29.01% | 1.19 | 15.55% | SPY / 16.92% (1/1 records) |
| 2025-07-28 to 2026-07-29 | $317.49 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.400000095367432 | 1 | 30.33% / 30.33% to 30.33% | 1.24 | 15.55% | SPY / 17.24% (1/1 records) |
| 2025-07-31 to 2026-08-01 | $316.74 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 3 | 30.79% / 30.79% to 30.79% | 1.26 | 15.49% | SPY / 16.92% (3/3 records) |
| 2025-08-01 to 2026-08-02 | $318.44 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568 | 1 | 37.86% / 37.86% to 37.86% | 1.53 | 15.60% | SPY / 19.14% (1/1 records) |
| 2025-08-09 to 2026-08-10 | $316.75 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 35.47% / 35.47% to 35.47% | 1.43 | 15.62% | SPY / 22.28% (1/1 records) |
| 2025-08-12 to 2026-08-13 | $316.58 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 32.06% / 32.06% to 32.06% | 1.29 | 15.62% | SPY / 22.46% (1/1 records) |
| 2025-08-13 to 2026-08-14 | $314.89 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.289999961853027 | 1 | 30.99% / 30.99% to 30.99% | 1.25 | 15.63% | SPY / 21.59% (1/1 records) |
| 2025-08-15 to 2026-08-16 | $314.83 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.300000190734863 | 1 | 29.53% / 29.53% to 29.53% | 1.20 | 15.62% | SPY / 21.15% (1/1 records) |
| 2025-08-16 to 2026-08-17 | $316.12 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 30.73% / 30.73% to 30.73% | 1.25 | 15.61% | SPY / 21.74% (1/1 records) |
| 2025-08-19 to 2026-08-20 | $316.37 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.300000190734863 | 1 | 31.19% / 31.19% to 31.19% | 1.26 | 15.61% | SPY / 20.30% (1/1 records) |
| 2025-08-20 to 2026-08-21 | $317.08 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.300000190734863 | 1 | 30.61% / 30.61% to 30.61% | 1.24 | 15.65% | SPY / 20.23% (1/1 records) |
| 2025-08-27 to 2026-08-28 | $312.39 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.260000228881836 | 1 | 31.09% / 31.09% to 31.09% | 1.27 | 15.65% | SPY / 19.81% (1/1 records) |
| 2025-08-28 to 2026-08-29 | $311.84 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.260000228881836 | 1 | 32.15% / 32.15% to 32.15% | 1.31 | 15.65% | SPY / 19.83% (1/1 records) |
| 2025-08-30 to 2026-08-31 | $302.28 | Day/daily; equity; AAPL, AMZN, GOOGL, GS, MSFT; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.199999809265137 | 2 | 33.40% / 33.40% to 33.40% | 1.37 | 15.67% | SPY / 21.66% (2/2 records) |
No matching rows. Clear the filter to see all records.
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.
Rule summary
Buy 20% of the portfolio in GS whenever the portfolio holds no GS.
Buy 20% GS Position market value (GS) = Constant 0
Buy 20% of the portfolio in AAPL whenever the portfolio holds no AAPL.
Buy 20% AAPL Position market value (AAPL) = Constant 0
Buy 20% of the portfolio in AMZN whenever the portfolio holds no AMZN.
Buy 20% AMZN Position market value (AMZN) = Constant 0
Buy 20% of the portfolio in MSFT whenever the portfolio holds no MSFT.
Buy 20% MSFT Position market value (MSFT) = Constant 0
Buy 20% of the portfolio in GOOGL whenever the portfolio holds no GOOGL.
Buy 20% GOOGL Position market value (GOOGL) = Constant 0
What this recipe does
Hold a list of companies that had the highest increase in cash flow from 2016-2020
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": "6acba50c8b26bd179f7bb9d8",
"name": "Buy 20% of the portfolio in GS whenever the portfolio holds no GS.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "GS",
"type": "Stock",
"symbol": "GS"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "GS"
},
{
"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 (GS)"
},
"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 (GS) = Constant 0",
"_id": "6acba50c25e1f7745c92f152",
"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": "2026-10-11T15:02:36.690Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "GS",
"type": "Stock",
"symbol": "GS"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bb9da",
"name": "Buy 20% of the portfolio in AAPL whenever the portfolio holds no AAPL.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "AAPL",
"type": "Stock",
"symbol": "AAPL"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "AAPL"
},
{
"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 (AAPL)"
},
"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 (AAPL) = Constant 0",
"_id": "6acba50cd35513ecb9e0f7c3",
"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": "2026-10-11T15:02:36.690Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "AAPL",
"type": "Stock",
"symbol": "AAPL"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bb9dc",
"name": "Buy 20% of the portfolio in AMZN whenever the portfolio holds no AMZN.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "AMZN",
"type": "Stock",
"symbol": "AMZN"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "AMZN"
},
{
"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 (AMZN)"
},
"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 (AMZN) = Constant 0",
"_id": "6acba50c0e8017dde4efebfe",
"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": "2026-10-11T15:02:36.690Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "AMZN",
"type": "Stock",
"symbol": "AMZN"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bb9de",
"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": "6acba50c2266bd66256a94db",
"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": "2026-10-11T15:02:36.690Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "MSFT",
"type": "Stock",
"symbol": "MSFT"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bb9e0",
"name": "Buy 20% of the portfolio in GOOGL whenever the portfolio holds no GOOGL.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "GOOGL",
"type": "Stock",
"symbol": "GOOGL"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "GOOGL"
},
{
"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 (GOOGL)"
},
"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 (GOOGL) = Constant 0",
"_id": "6acba50cd7d53f092c8f4724",
"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": "2026-10-11T15:02:36.690Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "GOOGL",
"type": "Stock",
"symbol": "GOOGL"
},
"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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