Rule summary
Buy 30% of the available cash in SPY every trading day.
Buy SPY
Buy 20% of the available cash in QQQ every trading day.
Buy QQQ
Buy 15% of the available cash in META every trading day.
Buy META
Buy 15% of the available cash in MSFT every trading day.
Buy MSFT
Buy 7.5% of the available cash in LOW every trading day.
Buy LOW
Buy 7.5% of the available cash in COST every trading day.
Buy COST
Buy 5% of the available cash in ORCL every trading day.
Buy ORCL
What this recipe does
Buy a diverse set of stocks and ETFs and hold them long-term
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": "6aca33ecb0137be4feaadc7b",
"name": "Buy 30% of the available cash in SPY every trading day.",
"userId": null,
"active": true,
"condition": {
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},
"type": "Value",
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},
"rhs": {
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},
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"name": "always",
"_id": "6aca33ec7ec1785aced17135",
"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "SPY",
"type": "Stock",
"symbol": "SPY"
},
"amount": {
"type": "percent of buying power",
"amount": 30
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc7d",
"name": "Buy 20% of the available cash in QQQ every trading day.",
"userId": null,
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"_id": "6aca33ecb6506c837ab6cf49",
"comparison": "equal",
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"description": "Left-Hand indicator (comparator) Right-Hand Indicator",
"example": "If the Rate of Change of Apple's price is > the Value 0."
},
"createdAt": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "QQQ",
"type": "Stock",
"symbol": "QQQ"
},
"amount": {
"type": "percent of buying power",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc7f",
"name": "Buy 15% of the available cash in META every trading day.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [],
"value": 1,
"form": {
"fields": [
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},
"type": "Value",
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},
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"type": "Value",
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"name": "always",
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"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "META",
"type": "Stock",
"symbol": "META"
},
"amount": {
"type": "percent of buying power",
"amount": 15
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc81",
"name": "Buy 15% of the available cash in MSFT every trading day.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
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},
"type": "Value",
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},
"rhs": {
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},
"type": "Value",
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},
"name": "always",
"_id": "6aca33ece68ee507040e9d53",
"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "MSFT",
"type": "Stock",
"symbol": "MSFT"
},
"amount": {
"type": "percent of buying power",
"amount": 15
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc83",
"name": "Buy 7.5% of the available cash in LOW every trading day.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
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],
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]
},
"type": "Value",
"name": "Constant 1"
},
"rhs": {
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"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
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"label": "Value",
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],
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]
},
"type": "Value",
"name": "Constant 1"
},
"name": "always",
"_id": "6aca33ec89f7b4bcbfcc3530",
"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "LOW",
"type": "Stock",
"symbol": "LOW"
},
"amount": {
"type": "percent of buying power",
"amount": 7.5
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc85",
"name": "Buy 7.5% of the available cash in COST every trading day.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
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{
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],
"multiple": false,
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]
},
"type": "Value",
"name": "Constant 1"
},
"rhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
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"name": "value",
"label": "Value",
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],
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]
},
"type": "Value",
"name": "Constant 1"
},
"name": "always",
"_id": "6aca33ec7eef4906b7842368",
"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "COST",
"type": "Stock",
"symbol": "COST"
},
"amount": {
"type": "percent of buying power",
"amount": 7.5
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ecb0137be4feaadc87",
"name": "Buy 5% of the available cash in ORCL every trading day.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
"helperText": "Constant value",
"name": "value",
"label": "Value",
"required": true,
"fieldType": "number",
"value": 1,
"min": -100,
"max": 100,
"globalMin": -1000000,
"globalMax": 1000000,
"isInteger": false
}
],
"multiple": false,
"deletable": false
}
]
},
"type": "Value",
"name": "Constant 1"
},
"rhs": {
"compound": false,
"targetAssets": [],
"value": 1,
"form": {
"fields": [
{
"fields": [
{
"helperText": "Constant value",
"name": "value",
"label": "Value",
"required": true,
"fieldType": "number",
"value": 1,
"min": -100,
"max": 100,
"globalMin": -1000000,
"globalMax": 1000000,
"isInteger": false
}
],
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}
]
},
"type": "Value",
"name": "Constant 1"
},
"name": "always",
"_id": "6aca33ec75721fda24cf89e7",
"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": "2026-10-10T12:47:40.544Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ORCL",
"type": "Stock",
"symbol": "ORCL"
},
"amount": {
"type": "percent of buying power",
"amount": 5
}
},
"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.