Who should use the Financial Strategy Lab workflow?
Teams or solo builders working on finance tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
5-step pipeline — follow each step in order
1Setup · Step 1 of 5
Open task pagePortfolio Risk Audit
Analyze your current holdings for hidden risk concentration, sector overexposure, correlation between positions, and tax-loss harvesting opportunities.
Why this matters
Most investors discover their portfolio risk only during a downturn. AI surfaces concentration risks and diversification gaps before they become expensive surprises.
What you get
A clear portfolio health report identifying risk exposures, diversification opportunities, and estimated tax-saving moves.
2Input · Step 2 of 5
Open task pageStrategy Backtesting
Run your proposed investment strategy against 10–50 years of historical market data across thousands of scenarios to validate performance before committing capital.
Why this matters
Before betting real money on an investment thesis, test it. AI simulates how your strategy would have performed across different market cycles, including crashes and recoveries.
What you get
A statistical validation of your investment strategy showing expected returns, maximum drawdown, and risk-adjusted performance across historical market conditions.
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3Input · Step 3 of 5
Open task pageReal-Time Market Signals
Monitor AI-generated buy, sell, and hold signals based on technical pattern recognition, sentiment analysis, and macroeconomic data feeds.
Why this matters
Market timing is extremely difficult for humans monitoring a few assets manually. AI monitors thousands of instruments simultaneously and surfaces high-confidence signals when they appear.
What you get
Real-time alerts when the AI identifies high-confidence entry or exit signals, with a confidence score and suggested position size.
4Refine · Step 4 of 5
Open task pageInvestment Strategy Review
Review backtest results and live signal performance together to confirm the strategy behaves as expected before increasing position sizes.
Why this matters
Backtested results and live performance often diverge due to slippage, execution costs, and regime changes. A structured review reconciles expectations with reality before scaling.
What you get
A reviewed and validated investment approach with documented assumptions, known edge cases, and a clear position-sizing rule for live trading.
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5Deliver · Step 5 of 5
Open task pagePosition Sizing & Risk Management Plan
Define your position sizing rules, stop-loss levels, and portfolio allocation percentages based on your validated strategy — then document them in a structured playbook so every trade is executed consistently without emotional overrides.
Why this matters
Knowing your strategy is only half the job. Without written position sizing rules, traders override their own logic under pressure and take outsized risks. A documented risk management plan converts strategy into discipline.
What you get
A clear, shareable trade execution playbook with position sizing rules, stop-loss triggers, and allocation limits — so every future trade is a disciplined expression of your validated strategy, not an improvised guess.