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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 to create strategies, backtest, and manage your portfolio

See AI Generation for in-app and MCP workflows.

The strategy tree

Section titled “The strategy tree”

Instead of a drag-and-drop canvas, Quantly uses a tree-based editor. You nest nodes to build logic. For example, reduce equity exposure when SPY is overbought on RSI:

If / Else (SPY RSI(14) > 70)
  THEN → Asset (SHV)
  ELSE → Asset (SPY)

When RSI rises above 70, the strategy shifts to a defensive asset. Otherwise it holds SPY.

Each node type has a specific role. See Node Types for details.

Strategy editor tabs

Section titled “Strategy editor tabs”

When you open a strategy, you see these tabs:

Tab Purpose
Performance Equity curve, key metrics, benchmark comparison
Risk Analysis Monte Carlo simulation and confidence bands
Tear Sheet Strategy vs benchmark report with PDF export

Organization

Section titled “Organization”

On the Strategies page you can:

  • Create new strategies
  • Organize strategies into folders
  • Copy existing strategies
  • Import strategies shared by others
  • See today’s change from the latest backtest holdings and live quotes
  • Spot a warning when the latest holdings include a delisted ticker

Validation

Section titled “Validation”

Before backtesting or deploying, Quantly validates your tree:

  • Required fields are set (tickers, conditions, weights)
  • Node structure is valid
  • Issues are highlighted inline in the builder

Fix validation errors before running a backtest or investing.

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”