The question to answer
Can someone else understand exactly what your rule observes and when it acts? The first objective is a clear specification, not a return target.
Prepare a small scope
Choose one asset type and observation frequency. Record the data source, permission to use it, currency, date range and missing values. A short constructed series is sufficient to check arithmetic, but cannot establish market performance.
Follow three steps
Write the signal in plain language; convert it into explicit conditions; walk through a few observations by hand. State the earliest executable time and one condition that would invalidate the idea. Then read the backtesting guide before running a historical experiment elsewhere.
Keep a useful output
Save one page containing the question, data fields, entry and exit rules, position constraint, cost assumption and open questions. Completion means the rules can be inspected; it does not mean they are ready for live trading.
Start the practical task
Use the research studio to document rules or inspect a suitable equity series. Review the input assumptions and export your work before leaving.
Open the workspace ↗Questions about this workflow?
For a content question or suggestion, describe your research objective, asset type, current stage and the step you need explained. Please do not send account credentials or trading keys.
info@aiquantbase.com ↗