TL;DR
This fixed ten stock consumer basket buys a 10% portfolio allocation whenever each named holding is absent. Its May 2015 to May 2026 archive row reports 328.37% total return with 54.11% drawdown, but fees and that row's SPY return are unrecorded. None of the 19 execution groups with paired baseline outcomes had a positive median return difference, and another recorded window lost 4.91%. Inspect the full dates, sizing and holdings rather than choosing the basket from its theme or longest favorable result.
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 $94.01 and the period 2015-05-09 through 2026-05-11. 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
Inspect the basket's named stocks and sizing rules. Read the recorded periods and drawdowns below, then follow the holdings that contributed to each result.
Explore the recorded comparisons
19 of 47 execution groups have recorded paired baseline outcomes. 0 of those 19 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 -4.91% over 2025-06-06 through 2026-06-07, with $333.27 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. 47 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, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 0.019999999552965164. 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 47 recorded values. The complete table is below.
Showing 12 of 47 recorded values. The complete table is below.
Showing 12 of 47 recorded values. The complete table is below.
Showing 12 of 47 recorded values. The complete table is below.
Inspect every archived period and input
Scroll sideways to compare all columns. Select a heading to sort.
| 2015-05-09 to 2026-05-11 | $94.01 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 0.019999999552965164 | 1 | 328.37% / 328.37% to 328.37% | 0.65 | 54.11% | SPY / Unrecorded (0/1 records) |
| 2015-05-10 to 2026-05-11 | $94.01 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 0.019999999552965164 | 1 | 328.37% / 328.37% to 328.37% | 0.65 | 54.11% | SPY / Unrecorded (0/1 records) |
| 2020-05-10 to 2026-05-11 | $70.55 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 0.119999997317791 | 1 | 71.87% / 71.87% to 71.87% | 0.48 | 47.38% | SPY / Unrecorded (0/1 records) |
| 2025-03-14 to 2026-03-15 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 3.00% / 3.00% to 3.00% | 0.08 | 19.05% | SPY / Unrecorded (0/1 records) |
| 2025-03-15 to 2026-03-16 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 1.27% / 1.27% to 1.27% | 0.01 | 19.09% | SPY / Unrecorded (0/1 records) |
| 2025-03-16 to 2026-03-17 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 1.19% / 1.19% to 1.19% | 0.01 | 19.09% | SPY / Unrecorded (0/1 records) |
| 2025-03-21 to 2026-03-22 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 1.62% / 1.62% to 1.62% | 0.03 | 19.08% | SPY / Unrecorded (0/1 records) |
| 2025-04-03 to 2026-04-04 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541 | 1 | 4.93% / 4.93% to 4.93% | 0.15 | 17.52% | SPY / Unrecorded (0/1 records) |
| 2025-04-09 to 2026-04-10 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.349999904632568 | 1 | 22.22% / 22.22% to 22.22% | 0.79 | 17.63% | SPY / Unrecorded (0/1 records) |
| 2025-04-14 to 2026-04-15 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 12.34% / 12.34% to 12.34% | 0.47 | 17.73% | SPY / Unrecorded (0/1 records) |
| 2025-04-18 to 2026-04-19 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 21.36% / 21.36% to 21.36% | 0.87 | 17.89% | SPY / Unrecorded (0/1 records) |
| 2025-04-23 to 2026-04-24 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 2 | 13.30% / 13.30% to 13.30% | 0.52 | 17.87% | SPY / Unrecorded (0/2 records) |
| 2025-04-24 to 2026-04-25 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 15.47% / 15.47% to 15.47% | 0.62 | 17.92% | SPY / Unrecorded (0/1 records) |
| 2025-04-25 to 2026-04-26 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 12.60% / 12.60% to 12.60% | 0.49 | 17.74% | SPY / Unrecorded (0/1 records) |
| 2025-04-26 to 2026-04-27 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 11.65% / 11.65% to 11.65% | 0.45 | 17.78% | SPY / Unrecorded (0/1 records) |
| 2025-04-28 to 2026-04-29 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.320000171661377 | 1 | 10.67% / 10.67% to 10.67% | 0.40 | 17.78% | SPY / Unrecorded (0/1 records) |
| 2025-04-29 to 2026-04-30 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541 | 1 | 13.16% / 13.16% to 13.16% | 0.52 | 17.82% | SPY / Unrecorded (0/1 records) |
| 2025-04-30 to 2026-05-01 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.309999942779541 | 1 | 13.23% / 13.23% to 13.23% | 0.52 | 17.88% | SPY / Unrecorded (0/1 records) |
| 2025-05-04 to 2026-05-05 | $10000.00 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 10.12% / 10.12% to 10.12% | 0.38 | 17.73% | SPY / Unrecorded (0/1 records) |
| 2025-05-05 to 2026-05-06 | $336.56 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 2 | 10.92% / 10.92% to 10.92% | 0.41 | 17.73% | SPY / 29.74% (1/2 records) |
| 2025-05-06 to 2026-05-07 | $338.94 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | 13.22% / 13.22% to 13.22% | 0.52 | 17.40% | SPY / 32.64% (1/1 records) |
| 2025-05-08 to 2026-05-09 | $334.91 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.340000152587891 | 1 | 8.47% / 8.47% to 8.47% | 0.30 | 17.22% | SPY / Unrecorded (0/1 records) |
| 2025-05-10 to 2026-05-11 | $331.92 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | 3.58% / 3.58% to 3.58% | 0.05 | 16.85% | SPY / Unrecorded (0/1 records) |
| 2025-05-11 to 2026-05-12 | $331.92 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | 0.93% / 0.93% to 0.93% | -0.09 | 16.85% | SPY / Unrecorded (0/1 records) |
| 2025-05-14 to 2026-05-15 | $332.38 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 2 | 0.69% / 0.69% to 0.69% | -0.11 | 16.72% | SPY / Unrecorded (0/2 records) |
| 2025-05-29 to 2026-05-30 | $321.77 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.360000133514404 | 1 | 2.13% / 2.13% to 2.13% | -0.03 | 16.55% | SPY / Unrecorded (0/1 records) |
| 2025-05-31 to 2026-06-01 | $335.87 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459 | 1 | 1.87% / 1.87% to 1.87% | -0.05 | 16.49% | SPY / Unrecorded (0/1 records) |
| 2025-06-01 to 2026-06-02 | $335.87 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459 | 1 | 0.98% / 0.98% to 0.98% | -0.10 | 16.49% | SPY / Unrecorded (0/1 records) |
| 2025-06-02 to 2026-06-03 | $335.87 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.440000057220459 | 1 | 0.64% / 0.64% to 0.64% | -0.12 | 16.49% | SPY / Unrecorded (0/1 records) |
| 2025-06-06 to 2026-06-07 | $333.27 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623 | 1 | -4.91% / -4.91% to -4.91% | -0.45 | 15.96% | SPY / Unrecorded (0/1 records) |
| 2025-06-13 to 2026-06-14 | $329.87 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.449999809265137 | 1 | -2.97% / -2.97% to -2.97% | -0.33 | 16.41% | SPY / 24.98% (1/1 records) |
| 2025-06-14 to 2026-06-15 | $330.54 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623 | 1 | -2.47% / -2.47% to -2.47% | -0.30 | 16.33% | SPY / 25.30% (1/1 records) |
| 2025-06-15 to 2026-06-16 | $330.54 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.429999828338623 | 1 | -2.47% / -2.47% to -2.47% | -0.30 | 16.33% | SPY / 25.30% (1/1 records) |
| 2025-06-18 to 2026-06-19 | $330.92 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | -0.35% / -0.35% to -0.35% | -0.17 | 16.33% | SPY / 27.20% (1/1 records) |
| 2025-06-23 to 2026-06-24 | $330.85 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.380000114440918 | 1 | -2.83% / -2.83% to -2.83% | -0.31 | 16.46% | SPY / 26.11% (1/1 records) |
| 2025-06-28 to 2026-06-29 | $324.65 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | -1.69% / -1.69% to -1.69% | -0.24 | 16.34% | SPY / 20.21% (1/1 records) |
| 2025-06-29 to 2026-06-30 | $324.65 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | -1.78% / -1.78% to -1.78% | -0.24 | 16.34% | SPY / 19.51% (1/1 records) |
| 2025-06-30 to 2026-07-01 | $324.65 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.409999847412109 | 1 | -1.68% / -1.68% to -1.68% | -0.24 | 16.34% | SPY / 19.03% (1/1 records) |
| 2025-07-01 to 2026-07-02 | $325.43 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.400000095367432 | 1 | -1.55% / -1.55% to -1.55% | -0.23 | 16.44% | SPY / 19.23% (1/1 records) |
| 2025-07-03 to 2026-07-04 | $321.36 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | -3.84% / -3.84% to -3.84% | -0.36 | 16.66% | SPY / 21.01% (1/1 records) |
| 2025-07-04 to 2026-07-05 | $322.59 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | -3.43% / -3.43% to -3.43% | -0.34 | 16.63% | SPY / 20.06% (1/1 records) |
| 2025-07-06 to 2026-07-07 | $322.59 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 1 | -3.43% / -3.43% to -3.43% | -0.34 | 16.63% | SPY / 20.06% (1/1 records) |
| 2025-07-08 to 2026-07-09 | $323.21 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.420000076293945 | 2 | -2.98% / -2.99% to -2.97% | -0.31 | 16.57% | SPY / 20.96% (2/2 records) |
| 2025-08-15 to 2026-08-16 | $318.44 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.300000190734863 | 1 | -2.35% / -2.35% to -2.35% | -0.27 | 16.38% | SPY / 21.15% (1/1 records) |
| 2025-08-17 to 2026-08-18 | $312.19 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.329999923706055 | 1 | -1.45% / -1.45% to -1.45% | -0.22 | 16.19% | SPY / 21.74% (1/1 records) |
| 2025-08-29 to 2026-08-30 | $321.72 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.230000019073486 | 1 | 4.73% / 4.73% to 4.73% | 0.12 | 15.40% | SPY / 19.78% (1/1 records) |
| 2025-08-31 to 2026-09-01 | $322.66 | Day/daily; equity; AAPL, DIS, ETSY, LULU, META, NFLX, PINS, SBUX, TGT, ULTA; stock fee unrecorded; crypto fee unrecorded; recorded risk-free 4.199999809265137 | 1 | 7.12% / 7.12% to 7.12% | 0.25 | 15.42% | SPY / 21.66% (1/1 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 10% of the portfolio in SBUX whenever the portfolio holds no SBUX.
Buy 10% SBUX Position market value (SBUX) = Constant 0
Buy 10% of the portfolio in LULU whenever the portfolio holds no LULU.
Buy 10% LULU Position market value (LULU) = Constant 0
Buy 10% of the portfolio in TGT whenever the portfolio holds no TGT.
Buy 10% TGT Position market value (TGT) = Constant 0
Buy 10% of the portfolio in AAPL whenever the portfolio holds no AAPL.
Buy 10% AAPL Position market value (AAPL) = Constant 0
Buy 10% of the portfolio in DIS whenever the portfolio holds no DIS.
Buy 10% DIS Position market value (DIS) = Constant 0
Buy 10% of the portfolio in ETSY whenever the portfolio holds no ETSY.
Buy 10% ETSY Position market value (ETSY) = Constant 0
Buy 10% of the portfolio in NFLX whenever the portfolio holds no NFLX.
Buy 10% NFLX Position market value (NFLX) = Constant 0
Buy 10% of the portfolio in META whenever the portfolio holds no META.
Buy 10% META Position market value (META) = Constant 0
Buy 10% of the portfolio in ULTA whenever the portfolio holds no ULTA.
Buy 10% ULTA Position market value (ULTA) = Constant 0
Buy 10% of the portfolio in PINS whenever the portfolio holds no PINS.
Buy 10% PINS Position market value (PINS) = Constant 0
What this recipe does
Hold a list of companies that sell products that are popular amongst adult American women
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": "6acba50c8b26bd179f7bbca4",
"name": "Buy 10% of the portfolio in SBUX whenever the portfolio holds no SBUX.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "SBUX",
"type": "Stock",
"symbol": "SBUX"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "SBUX"
},
{
"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 (SBUX)"
},
"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 (SBUX) = Constant 0",
"_id": "6acba50c1d4b646c33087e71",
"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": "2026-10-11T15:02:36.814Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "SBUX",
"type": "Stock",
"symbol": "SBUX"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbca6",
"name": "Buy 10% of the portfolio in LULU whenever the portfolio holds no LULU.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "LULU",
"type": "Stock",
"symbol": "LULU"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "LULU"
},
{
"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 (LULU)"
},
"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 (LULU) = Constant 0",
"_id": "6acba50c0580e12e57e02681",
"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": "2026-10-11T15:02:36.814Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "LULU",
"type": "Stock",
"symbol": "LULU"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbca8",
"name": "Buy 10% of the portfolio in TGT whenever the portfolio holds no TGT.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "TGT",
"type": "Stock",
"symbol": "TGT"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "TGT"
},
{
"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 (TGT)"
},
"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 (TGT) = Constant 0",
"_id": "6acba50cfac83d87301c13f0",
"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": "2026-10-11T15:02:36.814Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "TGT",
"type": "Stock",
"symbol": "TGT"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcaa",
"name": "Buy 10% 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",
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"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": "6acba50c53ccea3c0783b008",
"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": "2026-10-11T15:02:36.814Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "AAPL",
"type": "Stock",
"symbol": "AAPL"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcac",
"name": "Buy 10% of the portfolio in DIS whenever the portfolio holds no DIS.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "DIS",
"type": "Stock",
"symbol": "DIS"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "DIS"
},
{
"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 (DIS)"
},
"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 (DIS) = Constant 0",
"_id": "6acba50c5bb14eaea7547f18",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "DIS",
"type": "Stock",
"symbol": "DIS"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcae",
"name": "Buy 10% of the portfolio in ETSY whenever the portfolio holds no ETSY.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "ETSY",
"type": "Stock",
"symbol": "ETSY"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "ETSY"
},
{
"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 (ETSY)"
},
"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 (ETSY) = Constant 0",
"_id": "6acba50cb6affd415df04350",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ETSY",
"type": "Stock",
"symbol": "ETSY"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcb0",
"name": "Buy 10% of the portfolio in NFLX whenever the portfolio holds no NFLX.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "NFLX",
"type": "Stock",
"symbol": "NFLX"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "NFLX"
},
{
"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 (NFLX)"
},
"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 (NFLX) = Constant 0",
"_id": "6acba50c7856d7a1769a0112",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "NFLX",
"type": "Stock",
"symbol": "NFLX"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcb2",
"name": "Buy 10% 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": "6acba50c0e6d71e49d8d76c2",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "META",
"type": "Stock",
"symbol": "META"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcb4",
"name": "Buy 10% of the portfolio in ULTA whenever the portfolio holds no ULTA.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "ULTA",
"type": "Stock",
"symbol": "ULTA"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "ULTA"
},
{
"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 (ULTA)"
},
"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 (ULTA) = Constant 0",
"_id": "6acba50cda38c7b96b55d601",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ULTA",
"type": "Stock",
"symbol": "ULTA"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6acba50c8b26bd179f7bbcb6",
"name": "Buy 10% of the portfolio in PINS whenever the portfolio holds no PINS.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "PINS",
"type": "Stock",
"symbol": "PINS"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "PINS"
},
{
"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 (PINS)"
},
"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 (PINS) = Constant 0",
"_id": "6acba50cdfa2859bfb98ac47",
"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": "2026-10-11T15:02:36.815Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "PINS",
"type": "Stock",
"symbol": "PINS"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"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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