1. Start a conversation
Describe your trading idea in the chat input. You can be as specific or as broad as you like:
- "Build a momentum strategy on Nifty 50 stocks using RSI crossover"
- "I think banking sector will outperform in a rising rate environment"
- "Backtest a mean-reversion strategy on RELIANCE with Bollinger Bands"
- "Create an intraday options strategy on Bank Nifty using straddles"
2. Planning phase
The AI planner engages you in a short conversation to refine the idea. It can look up instruments, fetch live market quotes, and research sector data before building a strategy. For broad macro theses (e.g. "rate-sensitive sectors will rally"), it automatically decomposes your idea into multiple instrument-level strategies.
3. Execution phase
Once the plan is ready, the system hands off to the execution engine which backtests the strategy across historical data. You'll see real-time progress as each tool runs — data fetching, signal computation, backtesting, and result analysis.
4. Review and iterate
Results appear with equity curves, trade tables, and performance metrics (Sharpe, CAGR, max drawdown, win rate). Ask follow-up questions to tweak parameters, change instruments, or try different approaches — the AI retains context from your conversation and previous strategy results.