Rule specification
A readable record of the conditions the automation checks, including exclusions and the decisions that still require human review.
Strategy Automation
Can your trading rules be stated clearly?
Turn a documented set of decisions into software instructions you can review, test and pause.
From written rules to testable instructions
We translate a client's entry, exit, sizing and trading-window rules into a configured automation workflow. The method starts with a written rule specification, followed by implementation, test cases and a review of exception handling. A typical scoped setup takes several weeks, depending on complexity and broker access. At handover, the client receives the rule specification, configuration notes, test observations and instructions for pausing the workflow. We do not create a profitable strategy on a client's behalf.
How a strategy setup is built
Step 1
We record the proposed rules, instruments, trading hours and conditions that should prevent an order from being sent.
Step 2
We identify ambiguous decisions and agree how the software should handle missing data or conflicting signals.
Step 3
We configure the workflow and run test cases against the agreed rules before connecting an execution environment.
Step 4
We review logs and pause procedures with the client, then document what remains their responsibility.
What you receive at handover
Test observations
Examples showing how the configuration responds to expected signals, missing inputs and selected failure conditions.
Operating notes
Practical instructions for checking status, changing an approved setting and stopping automated instructions.
What the automation does not decide
The software follows the rules it is given; it does not judge whether a market is suitable, whether a strategy remains appropriate or whether the client can afford a loss. A change to trading rules should be documented and retested rather than made casually during live operation. Broker behaviour and market conditions can also differ from a test environment. If your approach cannot be expressed as consistent instructions, a discretionary trading process may be more appropriate than automation.
Discuss the rules you already use
Share a plain-language outline of your strategy so we can assess the implementation scope.
Ask about strategy setup