Rule summary
Buy 2.5% of the portfolio in ETH-USD (cryptocurrency) whenever the portfolio holds no ETH-USD (cryptocurrency).
Buy 2.5% ETH-USD Position market value (ETH-USD) = Constant 0
Buy 7.5% of the portfolio in BTC-USD (cryptocurrency) whenever the portfolio holds no BTC-USD (cryptocurrency).
Buy 7.5% BTC-USD Position market value (BTC-USD) = Constant 0
Buy 5% of the portfolio in TQQQ whenever the portfolio holds no TQQQ.
Buy 5% TQQQ Position market value (TQQQ) = Constant 0
Buy 35% of the portfolio in QQQ whenever the portfolio holds no QQQ.
Buy 35% QQQ Position market value (QQQ) = Constant 0
Buy 50% of the portfolio in SPY whenever the portfolio holds no SPY.
Buy 50% SPY Position market value (SPY) = Constant 0
What this recipe does
Hold a diverse set of tech stocks and ETFs, including the most popular cryptocurrencies
Exact strategy rules
These are the library's actual rule definitions. Conditions, assets, position sizing and order actions are shown together so the strategy can be inspected before it is copied.
json
[
{
"_id": "6aca33ed344737988fc7aea9",
"name": "Buy 2.5% of the portfolio in ETH-USD (cryptocurrency) whenever the portfolio holds no ETH-USD (cryptocurrency).",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "ETH-USD",
"symbol": "ETH-USD",
"type": "Cryptocurrency"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "ETH-USD"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": true,
"fieldType": "select",
"values": [
"Stock",
"Cryptocurrency"
],
"value": "Cryptocurrency"
}
],
"multiple": true,
"deletable": false
}
]
},
"type": "PositionValue",
"name": "Position market value (ETH-USD)"
},
"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 (ETH-USD) = Constant 0",
"_id": "6aca33ed020390894402edb8",
"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": "2026-10-10T12:47:41.976Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ETH-USD",
"symbol": "ETH-USD",
"type": "Cryptocurrency"
},
"amount": {
"type": "percent of portfolio",
"amount": 2.5
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ed344737988fc7aeab",
"name": "Buy 7.5% of the portfolio in BTC-USD (cryptocurrency) whenever the portfolio holds no BTC-USD (cryptocurrency).",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "BTC-USD",
"symbol": "BTC-USD",
"type": "Cryptocurrency"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "BTC-USD"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": true,
"fieldType": "select",
"values": [
"Stock",
"Cryptocurrency"
],
"value": "Cryptocurrency"
}
],
"multiple": true,
"deletable": false
}
]
},
"type": "PositionValue",
"name": "Position market value (BTC-USD)"
},
"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,
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}
]
},
"type": "Value",
"name": "Constant 0"
},
"name": "Position market value (BTC-USD) = Constant 0",
"_id": "6aca33edbefe27a34d98c803",
"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": "2026-10-10T12:47:41.976Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "BTC-USD",
"symbol": "BTC-USD",
"type": "Cryptocurrency"
},
"amount": {
"type": "percent of portfolio",
"amount": 7.5
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ed344737988fc7aead",
"name": "Buy 5% of the portfolio in TQQQ whenever the portfolio holds no TQQQ.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "TQQQ",
"type": "Stock",
"symbol": "TQQQ"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "TQQQ"
},
{
"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 (TQQQ)"
},
"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,
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]
},
"type": "Value",
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},
"name": "Position market value (TQQQ) = Constant 0",
"_id": "6aca33edb39e5fb5b86fcf6b",
"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": "2026-10-10T12:47:41.976Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "TQQQ",
"type": "Stock",
"symbol": "TQQQ"
},
"amount": {
"type": "percent of portfolio",
"amount": 5
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ed344737988fc7aeaf",
"name": "Buy 35% of the portfolio in QQQ whenever the portfolio holds no QQQ.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "QQQ",
"type": "Stock",
"symbol": "QQQ"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "QQQ"
},
{
"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 (QQQ)"
},
"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 (QQQ) = Constant 0",
"_id": "6aca33edb81f72a1c09dd36f",
"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": "2026-10-10T12:47:41.977Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "QQQ",
"type": "Stock",
"symbol": "QQQ"
},
"amount": {
"type": "percent of portfolio",
"amount": 35
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ed344737988fc7aeb1",
"name": "Buy 50% of the portfolio in SPY whenever the portfolio holds no SPY.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "SPY",
"type": "Stock",
"symbol": "SPY"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "SPY"
},
{
"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 (SPY)"
},
"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 (SPY) = Constant 0",
"_id": "6aca33ed91c60aa7bd6885a6",
"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": "2026-10-10T12:47:41.977Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "SPY",
"type": "Stock",
"symbol": "SPY"
},
"amount": {
"type": "percent of portfolio",
"amount": 50
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
}
]Before testing
Open the library, find this recipe by its title and preview the rules. Choose Use template for a built-in entry, or Add to portfolio for a saved entry. Review the copied rules and customize their thresholds and allocations before testing. Choose a historical period and starting capital in the portfolio backtester. Check trade count, drawdown, costs and a benchmark before enabling a paper portfolio. A recipe is a configuration, not a performance result.
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.