Strategy Builder
Build rule-based allocations that switch between states using explicit conditions, signal logic, and trading-frequency assumptions.
Strategy Builder is for investors who want to model regime switching explicitly instead of hiding it inside narrative comments or spreadsheet tabs.
This page covers the configuration model: named allocation states, signal-driven transitions, and trading-frequency assumptions.
Tactical systems can look strong on a chart while depending on brittle rules, overfitted signals, or unrealistic trading cadence. The workflow is strongest when the signal layer is inspected first and the resulting strategy is verified across multiple contexts.
Use Strategy Builder after inspecting signals in Signal Analyzer. From there, move the resulting strategy into Portfolio Backtest or save it to your Workspace.
Does tactical allocation automatically mean more turnover?
Not always, but turnover risk is central. Trading frequency and trigger design can dominate the result, so review the operational assumptions in the docs before relying on a backtest.