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Strategies Overview

A strategy in Quantly is a tree of nodes that defines what to hold and how to allocate capital across assets.

What makes up a strategy

Section titled “What makes up a strategy”

Every strategy includes:

Part Description
Name & description How you identify the strategy in your library
Tree The logic: assets, conditions, filters, and weights
Performance history Backtest results and live/paper execution metrics
Allocation Capital invested through Quantly (managed capital)

How you build strategies

Section titled “How you build strategies”

Three ways to create or update a strategy:

Method Best for
Tree builder Hands-on control - add and configure nodes yourself
AI in the app Describe what you want; Quantly generates the tree and runs a backtest
MCP Use Cursor or another AI assistant (OAuth)
REST API Scripts and custom integrations (API keys)

See AI Generation for in-app AI workflows.

The strategy tree

Section titled “The strategy tree”

Quantly uses a tree-based editor (not a free-form canvas). You nest nodes to express logic. See Tree Builder for workflows and Node Types for each node.

Editor tabs

Section titled “Editor tabs”

Each analysis view has its own page:

Tab Doc
Performance Performance Tab
Risk Analysis Risk Analysis
Tear Sheet Tear Sheet

Workflow: Backtesting → risk → tear sheet → Invest and Deploy.

Strategy library

Section titled “Strategy library”

Create, folder, import, and open strategies on the Strategy Library page.

Single and multi-asset

Section titled “Single and multi-asset”

Strategies can hold one or many assets. Use Filter nodes to select from a pool of tickers, or add multiple Asset nodes with Weight nodes to split allocation.

Learn more

Section titled “Learn more”