Our Process

1

Discovery

Duration: 1–2 days

It starts with a free 30-minute call where we learn about your strategy at a high level. The goal is to determine scope, estimate effort, and provide a price estimate — not to gather detailed requirements.

What We Cover

• Your strategy concept and trading goals
• Target platform(s) and asset classes
• Complexity indicators and key requirements
• Timeline expectations

What You Get

• Honest assessment of feasibility
• Platform recommendation (if you’re undecided)
• Scope estimate and fixed-price quote
• NDA executed before any strategy details are shared

No obligation. No charge. If we’re not the right fit, we’ll tell you.

Specification

Duration: 2–5 days

Before writing a single line of code, we produce a detailed technical specification that you review and approve.

What the Spec Includes

• Complete trading rules: entry conditions, exit conditions, filters
• Position sizing and risk management logic
• Order types and execution behavior
• Edge cases and exception handling
• Backtesting methodology and parameter ranges
• Deliverables list and acceptance criteria
• Fixed price and timeline

Why This Matters

The spec is a contract between us. It eliminates “that’s not what I meant” moments. If your strategy logic has ambiguities (and it usually does), we find them here — not during development.

You approve the spec before work begins. No surprises.

2

3

Build

Duration: 1–4 weeks (varies by tier)

Development begins. We work in iterative cycles with regular check-ins so you’re never wondering what’s happening.

How We Work

• Version-controlled development (Git)
• Milestone-based progress updates
• Working builds available for review at each milestone
• Direct access to the developer building your system
• Questions answered within 24 hours (usually faster)

What’s Happening Under the Hood

• Core logic implementation
• Error handling and edge case coverage
• Code documentation as we go
• Unit testing for critical components

We don’t vanish for three weeks and reappear with a finished product. You see progress throughout.

Test

Duration: 3–7 days

Rigorous testing is what separates professional development from freelancer work. This isn’t optional — it’s built into every project.

Backtesting

• Historical performance across the specified time period
• Walk-forward analysis (Professional and Enterprise tiers)
• Parameter sensitivity analysis — how fragile are the results?
• Slippage and commission modeling
• Out-of-sample validation

Stress Testing

• Performance during market stress periods (2008, 2020, flash crashes)
• Behavior with degraded data or connectivity
• Edge case scenarios: gaps, halts, low liquidity

Documentation

• Full backtest report with methodology notes
• Known limitations clearly stated
• Recommended parameter ranges
• What the backtest does and doesn’t tell you

We deliver results honestly. If the strategy underperforms expectations, we discuss it — not bury it.

4

5

Deploy

Duration: 1–3 days (or ongoing for Enterprise)

Your system is built and tested. Now it goes live.

Delivery Package

• Full source code and compiled files
• Installation and configuration guide
• Backtest documentation
• Parameter reference

Live Deployment (included in Professional+, add-on for Starter)

• Platform/broker configuration
• VPS or server setup (if applicable)
• Initial live monitoring
• Verification that live behavior matches backtest expectations

Handoff

• Knowledge transfer call: we walk through the code, the logic, and the configuration
• Q&A on maintenance and modification
• 30-day bug-fix support begins (60 days for Enterprise)

You own everything. The code, the documentation, the methodology. No lock-in.