From a trading idea to a live portfolio

TL;DR

Follow the same GOOG trend strategy from a research brief to saved rules, historical tests, paper observation and a reviewed brokerage deployment. Each stage produces something different to inspect. Keep the rules fixed while observing paper trading, then review the live account and strategy changes in the app.

Follow the full journey

Step 1 of 6

Connect your AI client

Choose the tool you use to show its setup here, then continue down this guide.

What you should see

The result identifies Apple's company filing, filing date and source URL. The connection check makes no account changes.

Inspect the request

Use NexusTrade’s sec_edgar tool with action list_filings, ticker AAPL and limit 1. Report the company, filing form, filing date and source URL from the result. Use only this public read. Do not access portfolios, ingest filings, create resources or make changes. If the tool is unavailable, say so.

Step 2 of 6

Research the company

Build a dated GOOG brief from filings before writing a trading rule. Keep the source dates and missing fields with the brief.

What you should see

A company brief identifies the reporting period, units and original sources.

Inspect the request

Research GOOG using NexusTrade's current public filing and company tools. Show the latest available filing, reporting period, revenue, operating income and cash flow with source links and units. Explain missing or non-comparable values. Finish with a dated company brief. Keep this step research-only.

GOOG entry and exit rules in NexusTrade's actual strategy display — The strategy display renders the saved GOOG rules used in the historical example.

Step 3 of 6

Turn the idea into explicit rules

Buy whole GOOG shares with available buying power when its 50-day average is above its 200-day average and no GOOG is held. Close the holding below the opposite threshold. Equality takes no action.

What you should see

The preview shows both trend comparisons and holding guards. Saving returns your own draft ID.

Inspect the request

Use build_portfolio to preview the attached GOOG configuration. Show the entry, sizing, exit, valid and issues. After I approve these rules, save a new draft with create_portfolio and read it back. Keep its returned draft ID. Stop before submitting a test or deploying.

{
  "name": "Worked GOOG 50/200 long-term trend",
  "initialValue": 10000,
  "supportsFractionalShares": false,
  "supportsCrypto": false,
  "alertsEnabled": false,
  "dividendPolicy": "cash",
  "strategies": [
    {
      "name": "Enter GOOG above the long trend",
      "active": true,
      "automaticOrderApproval": false,
      "condition": {
        "type": "And",
        "conditions": [
          {
            "type": "Base",
            "lhs": {
              "type": "SimpleMovingAverage",
              "targetAsset": {
                "type": "Stock",
                "name": "GOOG",
                "symbol": "GOOG"
              },
              "window": {
                "length": 50,
                "interval": "Day"
              }
            },
            "comparison": "greaterThan",
            "rhs": {
              "type": "SimpleMovingAverage",
              "targetAsset": {
                "type": "Stock",
                "name": "GOOG",
                "symbol": "GOOG"
              },
              "window": {
                "length": 200,
                "interval": "Day"
              }
            }
          },
          {
            "type": "Base",
            "lhs": {
              "type": "PositionValue",
              "targetAssets": [
                {
                  "type": "Stock",
                  "name": "GOOG",
                  "symbol": "GOOG"
                }
              ]
            },
            "comparison": "equal",
            "rhs": {
              "type": "Value",
              "value": 0
            }
          }
        ]
      },
      "action": {
        "type": "Buy",
        "targetAsset": {
          "type": "Stock",
          "name": "GOOG",
          "symbol": "GOOG"
        },
        "amount": {
          "type": "percent of buying power",
          "amount": 100
        }
      },
      "orderExecution": {
        "type": "Market"
      }
    },
    {
      "name": "Exit GOOG below the long trend",
      "active": true,
      "automaticOrderApproval": false,
      "condition": {
        "type": "And",
        "conditions": [
          {
            "type": "Base",
            "lhs": {
              "type": "SimpleMovingAverage",
              "targetAsset": {
                "type": "Stock",
                "name": "GOOG",
                "symbol": "GOOG"
              },
              "window": {
                "length": 50,
                "interval": "Day"
              }
            },
            "comparison": "lessThan",
            "rhs": {
              "type": "SimpleMovingAverage",
              "targetAsset": {
                "type": "Stock",
                "name": "GOOG",
                "symbol": "GOOG"
              },
              "window": {
                "length": 200,
                "interval": "Day"
              }
            }
          },
          {
            "type": "Base",
            "lhs": {
              "type": "PositionValue",
              "targetAssets": [
                {
                  "type": "Stock",
                  "name": "GOOG",
                  "symbol": "GOOG"
                }
              ]
            },
            "comparison": "greaterThan",
            "rhs": {
              "type": "Value",
              "value": 0
            }
          }
        ]
      },
      "action": {
        "type": "Sell",
        "targetAsset": {
          "type": "Stock",
          "name": "GOOG",
          "symbol": "GOOG"
        },
        "amount": {
          "type": "percent of current positions",
          "amount": 100
        }
      },
      "orderExecution": {
        "type": "Market"
      }
    }
  ]
}

Step 4 of 6

Inspect historical behavior

Read the losing window as well as the stronger ones. These windows have already been examined; freeze the candidate before choosing dates you have not used.

What you should see

A completed test returns its own ID, curve, drawdown and recorded statistics. Inspect the losing example below.

Inspect the request

Read the GOOG draft ID from the previous step. Prepare a daily backtest for August 15, 2024 through April 23, 2025 with $10,000, whole shares, cash dividends, SPY baseline and a 0.1% stock fee per fill. Show the request and estimated cost for approval before submitting it once. Retain the returned backtest ID, poll that same test until complete, and inspect its curve, drawdown and available order records. Preserve the rules.

Paper trading evaluation control in Deployment Center — The current paper controls are shown with example data. Your forward history starts when your own paper portfolio runs.

Step 5 of 6

Observe the same rules in paper trading

Create a separate paper portfolio from the reviewed GOOG draft. Record its start date and evaluation schedule. Review pending simulated orders, then follow holdings and dated values while keeping the rules fixed.

What you should see

The running paper portfolio has a separate ID, evaluation schedule and forward observation log.

Inspect the request

Read back the GOOG draft I reviewed. Prepare a separate paper-only deployment from that new chat draft with $10,000 starting capital. Show the plan for approval, then verify the resulting portfolio is paper and retain its running ID separately. Read its deployment timing, pending simulated orders and actual portfolio history. Keep brokerage accounts unchanged.

Port to Live shows the selected account, incoming GOOG rules and existing rule to disable — This current Port to Live screen uses an example Alpaca account. It shows the review before confirmation.

Step 6 of 6

Review the move to your broker

From the reviewed paper portfolio, open Deployment Center and select Port to Live. Compare the selected account, incoming rules and any existing rules that will be disabled. Confirmation enables the live target and activates the copied rules.

Follow the visual live-deployment guide

What you should see

The app shows the broker account and exact strategy changes before you confirm the move.

Read the four recorded historical tests

The same GOOG rules across four recorded windows

Scale: −70.86 to +70.86 % · zero baseline

2023-03-30 to 2023-12-06

Strategy return+26.23%

2023-12-07 to 2024-08-14

Strategy return+18.61%

2024-08-15 to 2025-04-23

Strategy return-6.01%

2025-04-24 to 2025-12-31

Strategy return+70.86%

These independent development tests each restart with $10,000, whole shares, cash dividends and 0.1% stock transaction fees. The third window lost 6.01%.

Show the table · 4 rows, 5 columns

Filter rows

Scroll sideways to compare all columns. Select a heading to sort.


2023-03-30	2023-12-06	26.23%	13.19%	0
2023-12-07	2024-08-14	18.61%	18.27%	0
2024-08-15	2025-04-23	-6.01%	21.46%	4
2025-04-24	2025-12-31	70.86%	8.67%	0

These windows have already been examined. Freeze the rules before testing dates you have not used.

Inspect the full GOOG example ↗

Keep the experiment together

Keep the company brief, saved rules, backtest ID, paper observation dates and live account review together. Paper positions, cash and performance history stay on the paper portfolio when you port its strategies.

Open your portfolios ↗Open order review ↗

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