Skip to main content

Trading Strategies

Trading Strategies is one of QuantPilot’s two core workflows. It is designed for building, reviewing, and iterating on strategy logic with the help of AI agents.

Trading Strategies workspace with agent chat and QuantScript editor open.

Trading Strategies workspace with the agent conversation and QuantScript editor visible.

What this workflow is for

Use Trading Strategies when you want to:

  • turn an idea into strategy logic

  • refine strategy behavior through conversation with the agent

  • validate and save strategy changes

  • work with versions instead of editing strategy logic blindly

Main parts of the workspace

The exact tab arrangement can vary, but the core experience centers on a few repeatable pieces:

  • Agent chat for discussing goals, requesting edits, and reviewing changes

  • QuantScript editor for the actual strategy logic

  • Version controls for switching and reviewing saved strategy states

Validation and saving

Validation and saving are central to this workflow.

  • Validate changes before treating them as ready.

  • Save working progress as the strategy evolves.

  • Use version selection to revisit earlier states when needed.

Version review and diff-based work

When the agent proposes changes, strategy work is not just about accepting text output. The workflow supports review-oriented iteration.

  • Compare changes before accepting them.

  • Keep a clear working version.

  • Use version history to revert your thinking process, not just the latest line edit.

QuantScript diff editor comparing the current working version with an agent-updated version.

Diff review view showing the current working version alongside the agent-updated version.

Did this answer your question?