Rule summary
Buy 10% of the portfolio in SBUX whenever the portfolio holds no SBUX.
Buy 10% SBUX Position market value (SBUX) = Constant 0
Buy 10% of the portfolio in LULU whenever the portfolio holds no LULU.
Buy 10% LULU Position market value (LULU) = Constant 0
Buy 10% of the portfolio in TGT whenever the portfolio holds no TGT.
Buy 10% TGT Position market value (TGT) = Constant 0
Buy 10% of the portfolio in AAPL whenever the portfolio holds no AAPL.
Buy 10% AAPL Position market value (AAPL) = Constant 0
Buy 10% of the portfolio in DIS whenever the portfolio holds no DIS.
Buy 10% DIS Position market value (DIS) = Constant 0
Buy 10% of the portfolio in ETSY whenever the portfolio holds no ETSY.
Buy 10% ETSY Position market value (ETSY) = Constant 0
Buy 10% of the portfolio in NFLX whenever the portfolio holds no NFLX.
Buy 10% NFLX Position market value (NFLX) = Constant 0
Buy 10% of the portfolio in META whenever the portfolio holds no META.
Buy 10% META Position market value (META) = Constant 0
Buy 10% of the portfolio in ULTA whenever the portfolio holds no ULTA.
Buy 10% ULTA Position market value (ULTA) = Constant 0
Buy 10% of the portfolio in PINS whenever the portfolio holds no PINS.
Buy 10% PINS Position market value (PINS) = Constant 0
What this recipe does
Hold a list of companies that sell products that are popular amongst adult American women
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": "6aca340a344737988fc7b09f",
"name": "Buy 10% of the portfolio in SBUX whenever the portfolio holds no SBUX.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "SBUX",
"type": "Stock",
"symbol": "SBUX"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "SBUX"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": true,
"fieldType": "select",
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"Cryptocurrency"
],
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}
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]
},
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},
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"value": 0,
"form": {
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{
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},
"type": "Value",
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},
"name": "Position market value (SBUX) = Constant 0",
"_id": "6aca340ae13bb70a52bacbfd",
"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": "2026-10-10T12:48:10.911Z",
"action": {
"type": "Buy",
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},
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}
},
"orderExecution": {
"type": "Market"
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"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0a1",
"name": "Buy 10% of the portfolio in LULU whenever the portfolio holds no LULU.",
"userId": null,
"active": true,
"condition": {
"lhs": {
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"targetAssets": [
{
"name": "LULU",
"type": "Stock",
"symbol": "LULU"
}
],
"form": {
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{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
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"value": "LULU"
},
{
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"type": "PositionValue",
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"type": "Value",
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"name": "Position market value (LULU) = Constant 0",
"_id": "6aca340a1ab05cb09ec111b7",
"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": "2026-10-10T12:48:10.911Z",
"action": {
"type": "Buy",
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"type": "Stock",
"symbol": "LULU"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0a3",
"name": "Buy 10% of the portfolio in TGT whenever the portfolio holds no TGT.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [
{
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"name": "Position market value (TGT) = Constant 0",
"_id": "6aca340a0a33c0786668befe",
"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": "2026-10-10T12:48:10.911Z",
"action": {
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},
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}
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{
"_id": "6aca340a344737988fc7b0a5",
"name": "Buy 10% of the portfolio in AAPL whenever the portfolio holds no AAPL.",
"userId": null,
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"condition": {
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{
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],
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"name": "Position market value (AAPL) = Constant 0",
"_id": "6aca340a1e76dabe0594bfd6",
"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": "2026-10-10T12:48:10.912Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "AAPL",
"type": "Stock",
"symbol": "AAPL"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0a7",
"name": "Buy 10% of the portfolio in DIS whenever the portfolio holds no DIS.",
"userId": null,
"active": true,
"condition": {
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"compound": false,
"targetAssets": [
{
"name": "DIS",
"type": "Stock",
"symbol": "DIS"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
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"value": "DIS"
},
{
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"Cryptocurrency"
],
"value": "Stock"
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"type": "PositionValue",
"name": "Position market value (DIS)"
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]
},
"type": "Value",
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},
"name": "Position market value (DIS) = Constant 0",
"_id": "6aca340ad6edb04b8c4b19c3",
"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": "2026-10-10T12:48:10.912Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "DIS",
"type": "Stock",
"symbol": "DIS"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0a9",
"name": "Buy 10% of the portfolio in ETSY whenever the portfolio holds no ETSY.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "ETSY",
"type": "Stock",
"symbol": "ETSY"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
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"value": "ETSY"
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{
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"label": "Asset Type",
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"fieldType": "select",
"values": [
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"Cryptocurrency"
],
"value": "Stock"
}
],
"multiple": true,
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]
},
"type": "PositionValue",
"name": "Position market value (ETSY)"
},
"rhs": {
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"targetAssets": [],
"value": 0,
"form": {
"fields": [
{
"fields": [
{
"helperText": "Constant value",
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"label": "Value",
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"fieldType": "number",
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"min": -100,
"max": 100,
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],
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}
]
},
"type": "Value",
"name": "Constant 0"
},
"name": "Position market value (ETSY) = Constant 0",
"_id": "6aca340aad319dbec5bbb76e",
"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": "2026-10-10T12:48:10.912Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ETSY",
"type": "Stock",
"symbol": "ETSY"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0ab",
"name": "Buy 10% of the portfolio in NFLX whenever the portfolio holds no NFLX.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "NFLX",
"type": "Stock",
"symbol": "NFLX"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "NFLX"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
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"fieldType": "select",
"values": [
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],
"value": "Stock"
}
],
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}
]
},
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"name": "Position market value (NFLX)"
},
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},
"type": "Value",
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"name": "Position market value (NFLX) = Constant 0",
"_id": "6aca340a021f8a194d683907",
"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": "2026-10-10T12:48:10.912Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "NFLX",
"type": "Stock",
"symbol": "NFLX"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0ad",
"name": "Buy 10% of the portfolio in META whenever the portfolio holds no META.",
"userId": null,
"active": true,
"condition": {
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"targetAssets": [
{
"name": "META",
"type": "Stock",
"symbol": "META"
}
],
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"value": "META"
},
{
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]
},
"type": "Value",
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},
"name": "Position market value (META) = Constant 0",
"_id": "6aca340a2e523561d6cebf27",
"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": "2026-10-10T12:48:10.913Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "META",
"type": "Stock",
"symbol": "META"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0af",
"name": "Buy 10% of the portfolio in ULTA whenever the portfolio holds no ULTA.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "ULTA",
"type": "Stock",
"symbol": "ULTA"
}
],
"form": {
"fields": [
{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
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"value": "ULTA"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": true,
"fieldType": "select",
"values": [
"Stock",
"Cryptocurrency"
],
"value": "Stock"
}
],
"multiple": true,
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}
]
},
"type": "PositionValue",
"name": "Position market value (ULTA)"
},
"rhs": {
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"targetAssets": [],
"value": 0,
"form": {
"fields": [
{
"fields": [
{
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],
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]
},
"type": "Value",
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},
"name": "Position market value (ULTA) = Constant 0",
"_id": "6aca340a8a104b8df7549178",
"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": "2026-10-10T12:48:10.913Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "ULTA",
"type": "Stock",
"symbol": "ULTA"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"orderExecution": {
"type": "Market"
},
"automaticOrderApproval": false
},
{
"_id": "6aca340a344737988fc7b0b1",
"name": "Buy 10% of the portfolio in PINS whenever the portfolio holds no PINS.",
"userId": null,
"active": true,
"condition": {
"lhs": {
"compound": false,
"targetAssets": [
{
"name": "PINS",
"type": "Stock",
"symbol": "PINS"
}
],
"form": {
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{
"fields": [
{
"helperText": "Ticker name (ex. SPY, BTC)",
"name": "targetAssets.name",
"label": "Asset Name",
"required": true,
"fieldType": "text",
"value": "PINS"
},
{
"helperText": "Ticker type (ex. Stock, Crypto)",
"name": "targetAssets.type",
"label": "Asset Type",
"required": true,
"fieldType": "select",
"values": [
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"Cryptocurrency"
],
"value": "Stock"
}
],
"multiple": true,
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]
},
"type": "PositionValue",
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},
"type": "Value",
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"name": "Position market value (PINS) = Constant 0",
"_id": "6aca340aeead7f17f28ec1fd",
"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": "2026-10-10T12:48:10.913Z",
"action": {
"type": "Buy",
"targetAsset": {
"name": "PINS",
"type": "Stock",
"symbol": "PINS"
},
"amount": {
"type": "percent of portfolio",
"amount": 10
}
},
"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.