AI Strategy Generation

Quantly can build a new strategy from a plain-language description using Generate with AI on the Strategies page.

You can still build strategies manually in the Tree Builder. AI generation is an alternative starting point - you can edit the resulting tree, backtest, and deploy like any other strategy.

To use an external AI assistant (for example Cursor), see MCP instead.

Generate in the app

1

Go to Strategies and click Generate with AI.

2

Describe the strategy you want in plain language (for example, “Create a buy and hold basket of popular semiconductor companies, focusing on NVDA”), or pick one of the examples.

3

Click Generate Strategy (or press Cmd/Ctrl + Enter). Quantly builds the tree, opens it in the editor as a new unsaved strategy, and runs a backtest automatically.

4

Review the result and click Create Strategy to save it. Nothing is saved until you do.

Each generation creates a new strategy. It does not change any strategy you already have. To refine the result, edit the tree directly in the editor: adjust nodes, change tickers, or add conditions before investing. See Backtesting and Invest and Deploy.

Tips for good prompts

• Name the tickers or theme you care about (for example “momentum on tech giants” or “defensive when SPY RSI is above 70”).
• Say whether you want a single stock, equal-weight basket, or a tilt toward one name.
• Mention indicators or conditions when you have them (RSI, moving averages, return thresholds).
• Start broad, then refine the generated tree in the editor.

Other ways to build strategies

Method	Best for
Tree builder	Hands-on control - add and configure nodes yourself
AI in the app	Quick starting point from a description (this page)
MCP	Cursor or another AI assistant with OAuth
REST API	Scripts and custom integrations with API keys

Next steps

• Tree Builder - edit and extend generated strategies
• Node Types - understand each node in the tree
• Your First Strategy - full walkthrough from build to deploy