Example workflow · illustrative, not a customer case study
Backtest a rules-based investing strategy
The problem
An investor wants to test a simple rebalancing rule on historical data before committing money.
The workflow
- 1
Describe the strategy
Write the rules in plain language or the no-code editor.
- 2
Backtest
Run the backtest and review drawdowns and turnover, not just returns.
- 3
Decide
Decide yourself whether to automate; past performance does not predict future results.
👤 Human step
Expected outcome
A tested, documented strategy. This is an example workflow, not financial advice.
Qualitative. We do not publish time-saved or ROI figures until we have measured them.
The stack
Strategy building, backtesting and execution
Composer
Composer by SoFi
Build trading algorithms with AI, backtest and execute.
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