Rule summary
Buy 20% of the portfolio in GS whenever the portfolio holds no GS.
Buy 20% GS Position market value (GS) = Constant 0
Buy 20% of the portfolio in AAPL whenever the portfolio holds no AAPL.
Buy 20% AAPL Position market value (AAPL) = Constant 0
Buy 20% of the portfolio in AMZN whenever the portfolio holds no AMZN.
Buy 20% AMZN Position market value (AMZN) = Constant 0
Buy 20% of the portfolio in MSFT whenever the portfolio holds no MSFT.
Buy 20% MSFT Position market value (MSFT) = Constant 0
Buy 20% of the portfolio in GOOGL whenever the portfolio holds no GOOGL.
Buy 20% GOOGL Position market value (GOOGL) = Constant 0
What this recipe does
Hold a list of companies that had the highest increase in cash flow from 2016-2020
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": "6aca33ee7473bd0006ad06f2",
"name": "Buy 20% of the portfolio in GS whenever the portfolio holds no GS.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [
{
"name": "GS",
"type": "Stock",
"symbol": "GS"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "GS"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
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"fieldType": "select",
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],
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},
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},
"type": "Value",
"name": "Constant 0"
},
"name": "Position market value (GS) = Constant 0",
"_id": "6aca33ee1d22d5ca1831769b",
"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": "2026-10-10T12:47:42.496Z",
"action": {
"type": "Buy",
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},
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},
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"automaticOrderApproval": false
},
{
"_id": "6aca33ee7473bd0006ad06f4",
"name": "Buy 20% of the portfolio in AAPL whenever the portfolio holds no AAPL.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [
{
"name": "AAPL",
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}
],
"form": {
"fields": [
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"helperText": "Ticker name (ex. SPY, BTC)",
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"value": "AAPL"
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{
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"name": "Position market value (AAPL)"
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},
"type": "Value",
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"name": "Position market value (AAPL) = Constant 0",
"_id": "6aca33eeaa35611d0122ca58",
"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": "2026-10-10T12:47:42.496Z",
"action": {
"type": "Buy",
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},
"amount": {
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},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ee7473bd0006ad06f6",
"name": "Buy 20% of the portfolio in AMZN whenever the portfolio holds no AMZN.",
"userId": null,
"active": true,
"condition": {
"lhs": {
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"targetAssets": [
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"name": "AMZN",
"type": "Stock",
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{
"helperText": "Ticker type (ex. Stock, Crypto)",
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"type": "PositionValue",
"name": "Position market value (AMZN)"
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"rhs": {
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"form": {
"fields": [
{
"fields": [
{
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"name": "value",
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"type": "Value",
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"name": "Position market value (AMZN) = Constant 0",
"_id": "6aca33ee4e79e5b12dd8583a",
"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": "2026-10-10T12:47:42.497Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "AMZN",
"type": "Stock",
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},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
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},
{
"_id": "6aca33ee7473bd0006ad06f8",
"name": "Buy 20% of the portfolio in MSFT whenever the portfolio holds no MSFT.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [
{
"name": "MSFT",
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],
"form": {
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{
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"name": "targetAssets.name",
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"value": "MSFT"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
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"fieldType": "select",
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"Cryptocurrency"
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"value": "Stock"
}
],
"multiple": true,
"deletable": false
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},
"type": "PositionValue",
"name": "Position market value (MSFT)"
},
"rhs": {
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"value": 0,
"form": {
"fields": [
{
"fields": [
{
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"name": "value",
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],
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},
"type": "Value",
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"name": "Position market value (MSFT) = Constant 0",
"_id": "6aca33eed5e7a0d8890cc797",
"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": "2026-10-10T12:47:42.513Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "MSFT",
"type": "Stock",
"symbol": "MSFT"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca33ee7473bd0006ad06fa",
"name": "Buy 20% of the portfolio in GOOGL whenever the portfolio holds no GOOGL.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "GOOGL",
"type": "Stock",
"symbol": "GOOGL"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "GOOGL"
},
{
"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 (GOOGL)"
},
"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 (GOOGL) = Constant 0",
"_id": "6aca33eed8b2261dc31b3c50",
"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": "2026-10-10T12:47:42.514Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "GOOGL",
"type": "Stock",
"symbol": "GOOGL"
},
"amount": {
"type": "percent of portfolio",
"amount": 20
}
},
"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.