Strategy Tutorial

Build, backtest, analyze, and export a cross-sectional Strategy.

Strategy Building and Strategy Analysis are available to public users. The current public workflow builds cross-sectional strategies from eligible factors.

1. List Eligible Factors

/quandora:strategy-building list available factors

The first page shows eligible factors from three sources:

Source	Meaning
Official	Read-only product inventory
Mine	Your eligible Strategy factors
Shared	Factors admitted to your Strategy pool

The list is paginated and does not automatically load every page. Ask for the next page only when you need it.

2. Choose The Composition

A strategy uses between 1 and 20 eligible factors. You can use equal weights or provide explicit factor weights. Before submission, ask the agent to show the effective configuration.

The current public configuration can include:

Setting	Purpose
name	User-facing Strategy name
factor selection or weights	Eligible factors and their composition
ranking	Cross-sectional ranking rule
strategy type	Current cross-sectional strategy mode
start and end dates	Backtest window
initial cash	Starting simulated capital
maker and taker fee rates	Modeled fee assumptions
rebalance bars	Rebalance interval
attribution	Whether supported attribution output is requested

When ranking and strategy type are omitted, the current default is a neutral top/bottom 20% strategy. The contract returned in the current session remains the source of truth for supported fields and defaults.

Do not assume that public submission accepts a custom universe, entry/exit rules, liquidity filters, maximum drawdown limit, deployment target, or other fields that are not present in that contract.

3. Review And Submit

Use Quandora Strategy Building to combine the selected factors, show the exact
effective configuration, and ask me before submitting the backtest.

Check names, factors, weights, dates, capital, fees, ranking, and rebalance settings. Submission is a mutation and requires explicit confirmation.

4. Monitor The Same Run

The agent follows the returned run instead of submitting a duplicate. A terminal failure is immutable; retrying means creating a new run after an explicit request. A completed calculation and its Result Bundle may become ready at different times.

5. Analyze The Result

Use the read-only Strategy Analysis skill:

/quandora:strategy-analysis analyze my latest strategy result

Strategy Analysis pairs the canonical run configuration with retained artifacts and bounded numerical chart evidence. It can diagnose performance, risk, turnover, exposure, attribution, factor combination, and Paper readiness. It does not revise, rerun, export, or start Paper Trading.

Treat an ALL strategy scope as a combined scope that includes IS; it is not pure OOS evidence.

6. Export The Optional Result Bundle

Ask Strategy Building to export the exact completed run. In a writable host, the verified archive is saved as:

Quandora result/strategy/<strategy_slug>.zip

The ZIP is retained without automatic extraction or reconstruction. Its runtime manifest records included, pending, and omitted items.

7. Decide The Next Action

• Keep the result as historical evidence.
• Ask Strategy Analysis for one controlled composition or configuration experiment.
• Explicitly confirm a new Strategy Building run.
• If the source is eligible, separately confirm a simulated Paper run.

No analysis result automatically submits another backtest or starts Paper Trading.