Skip to Main Content

Create, backtest & refine trading strategies

TrendSpider's advanced technology streamlines developing, testing, refining and launching custom rules-based trading strategies.

Let Sidekick build, test, and refine trading strategies for you, automatically.

  • Describe what you're looking for in your own words. Be as vague or specific as you like.
  • Sidekick tests multiple ideas in parallel, working in the background.
  • When an idea looks promising, Sidekick refines it and tests it again.
  • Every strategy is saved, including discarded versions.
  • You own the deterministic conditions it creates. Copy, modify, and reuse them anytime.
  • Test hundreds of strategies in the time it would take to test a few by hand.

Try any strategy, on any asset, using any timeframe - without risking your capital

  • Experiment with simple or complex trading rules. Use any combination of conditions you can dream up.
  • Build strategies using natural language or simple point-and-click menus. Or, optionally, build custom indicators for your strategies using JavaScript.
  • Bring the power of hindsight into your corner by optimizing your strategies with 50 years of historical data.
  • Explore how your strategy behaves in different market conditions. Use the trial-and-error method to experiment with it, without taking on any risk.

Backtest your strategy on up to 510 symbols at once with a single click

  • Create up to 500 mix-and-match combinations and run your backtest across all of them at once.
  • Combine any mixture of strategies, timeframes, depth settings and symbols into a single run.
  • Identify the combinations that your strategy would have performed well on in the past quickly.
  • Filter markets with low probability of success out of your trading universe.
  • Develop a strategy on a single strategy, then expand the test into a larger universe.
  • Visualize and compare results using intuitive scatterplot charts.

Backtest and refine custom strategies built around custom indicators written in JavaScript

  • Test custom indicators you build yourself or source from others in the Strategy Tester to see if they have edge.
  • Leverage custom variables in custom JavaScript indicators in your backtests to allow for quicker strategy iteration and better incremental performance improvements.
  • Build multi-conditioned strategies mixing custom indicators, price action, and even third-party custom market data.
  • Determine if your custom strategies are profitable, understand internal dynamics such as draw down, and refine them visually to maximize performance.

Readily assess the viability, potential and effectiveness of any strategy

  • No-go flags tell you if the strategy has no mathematical chance of being profitable in the long run.
  • Price behavior explorer shows you where to focus in order to improve the strategy.
  • Estimate the potential for improvement in any given strategy by learning from its PBE and KPIs.

Measure your probability of success and explore ways to improve it

  • Compare the performance of your trading rules against buy-and-hold and a randomized control.
  • Track standard KPIs, like Sharpe and Sortino ratios to see how tweaking your rules can impact the performance of your strategy.
  • Pay attention to red flags and green flags in your tabular data to see if the odds of success are in your favor or not.
  • Distinguish between conditions which enhance or detract from your returns.

Improve the accuracy and timing of your opening trades to eliminate poor entry points

  • Determine if you’re entering your trades too late, too early, or at the right times.
  • Eliminate unprofitable entries from your strategy by adding filtering conditions.
  • Understand what the likely trajectory of your trades will be after entry before you place them.

Reduce chances of losing money by optimizing your closing trade executions

  • Determine if you need a Stop Loss or Take Profit order, and if so, the optimal placement for them.
  • Keep an eye on overall performance ratios such as risk and reward ratios and win rate.
  • Optimize the performance of your strategy to maximize profits on winning trades while reducing pain on losing ones.

Control your reward-to-risk ratio, optimize your probability of winning

  • Understand what is the margin of safety for a given strategy.
  • See PBE to learn how you can trade Rr for Win% (or vice versa) for a given strategy.
  • See PBE to learn whether you can control your Rr better by exiting sooner.
  • Kill losers early using multiple tools. See PBE to learn which tool makes sense in your case.

Deploy your strategies as fully automated trading bots with confidence (no coding required)

  • Turn any strategy into a live Trading Bot with just a few clicks.
  • Bots can act as bi-directional, position-aware alerts, or can place trades on your behalf.
  • Reduce the emotional toll of trading by defining rules and following them automatically.

Let TrendSpider Sidekick AI help you analyze and improve your strategies

  • Review backtest results and suggest improvements using advanced AI.
  • Analyze entry and exit locations from chart using machine vision.
  • Identify errors, mistakes and misconfigurations.
  • Analyze price behavior and tabular data for you and create easy to understand summaries.
  • Designed to be on-demand support for strategy development and integrated directly into the Strategy Tester for easy access.

Import trading strategies from other TrendSpider users into your account

Build on the ideas of others. Import any strategy from the TrendSpider Trader’s Tool Store into your account. Then, tweak it, experiment with it, and make it your own.

See it in action: Creating and testing strategies

Visually develop, test, refine your own trading strategies

You used to have to be a computer science major to backtest strategies automatically. The process would involve writing code, running the test, then editing the code, and repeating - until you found something you like. No more. TrendSpider's Strategy Tester makes it easy to visually create and test strategies for anyone - even if you aren't a programmer.

Use hindsight to your advantage with 40+ years of market data

Go back in time and see what would have happened in the past if you traded a specific way WITHOUT risking a penny of your capital. Having significant historical data at your fingertips gives you an advantage few other traders have. Create, refine and compare different strategies to each other. Perfect your trading method before you risk your capital on it. It's never been easier.

Already have TrendSpider?

TrendSpider University

TrendSpider University

Become an TrendSpider Strategy Tester expert.
TrendSpider University
Strategy Tester Documentation

Strategy Tester Documentation

Read our archive of how-to articles to get quick answers to common questions about TrendSpider.
Strategy Tester Documentation, opens in a new window
Contact Support Team

Contact Support Team

TrendSpider support is here during NYSE market hours to assist you.
Contact Support Team

Frequently Asked Questions

Subscribe now to follow our last updates

Get free market analysis delivered to your inbox, every Sunday.

This site is protected by reCAPTCHA and the Google Privacy Policy and Google Terms of Service apply. Don't worry, we hate spam, too! See TrendSpider Privacy Policy for details.