Strateva

Scope

Spot markets, and nothing built on derivatives.

The scope is narrow on purpose. A validation is only credible where the execution can be modelled honestly, and that is where this one stops.

What is covered

Three markets, all of them spot, all of them with execution that can be modelled without guessing.

  • Equities and ETFs, spot

    Listed shares and exchange-traded funds bought and sold outright. Single names, baskets and cross-sectional portfolios.

  • Crypto, spot

    Spot pairs on exchanges with usable historical depth. The asset is held outright — no margin and no synthetic exposure.

  • Currency pairs, spot

    Spot FX pairs. The exposure is the currency itself, not a leveraged wrapper around it.

What is not covered

These are out of scope today. It is a limit of what can be validated properly, not a judgement on the instruments.

  • Options
  • Futures
  • Perpetual swaps
  • CFDs
  • Leveraged tokens
  • Structured products

And, as a general rule: any strategy whose main exposure depends on derivatives, whatever the wrapper is called.

Derivative strategies live or die on things a returns series does not contain — the funding, the margin mechanics, the roll, the exercise assumptions, the path to a margin call. Validating them without modelling all of that would produce a confident number that means nothing, which is worse than no number.

What decides whether a specific strategy is accepted

Being in a covered market is necessary, not sufficient. Six things decide the rest, and they are checked before a price is quoted.

  • Data availability

    Whether the history the strategy needs exists, and whether it can be obtained in a form good enough to reason about.

  • Frequency

    Daily and intraday are both workable. The higher the frequency, the more of the result is decided by execution rather than by the signal.

  • Universe

    How the instrument set is defined, and whether it can be rebuilt as it stood at the time rather than as it stands today.

  • Benchmark

    Whether a fair like-for-like comparison exists. Without one, an improvement cannot be attributed to the strategy.

  • Execution complexity

    Whether the fills the strategy assumes are plausible at its size and speed, and whether the costs can be modelled with a real source.

  • Reproducible rules

    Whether the rules can be restated precisely enough that the same inputs produce the same decisions, every time.

What to send, and in what shape

Start by describing the rules in your own words. You do not need to convert anything, reformat anything or prepare a package before getting in touch.

The technical format is confirmed with you before the engagement is accepted — what is workable as delivered, what needs reconstruction, and what that changes about the scope and the price.

Automatic support for Pine Script, AI-generated code or rules given purely in natural language is not offered today. If that is what you have, say so: it may still be workable, and it will be answered honestly either way rather than accepted and discovered later.

Is your strategy a fit?

Compatibility is checked before anything is charged. Most of it you can judge yourself from this list.

What you can send for assessment

You can send code, Pine Script, a trade list or written systematic rules. First we check whether the material can be turned into a reproducible specification. If it is not compatible with the engine or with the current scope, you are not charged.

  • Python
  • Pine Script
  • AI-generated code
  • Trade logs
  • Written systematic rules

Being accepted for assessment is not the same as being compatible. The assessment is what establishes that, and it happens before any money changes hands.

A strategy is usually a fit if

  • The rules are systematic.
  • You can name the assets and the timeframe.
  • There is code, Pine Script, a trade list, or rules written precisely enough to be reproduced.
  • There is a backtest, or material that can be reproduced.
  • It is close to a shadow-trading decision.
  • Its main exposure is spot.

What gets caught before you are charged

  • Derivatives.
  • Discretionary rules that cannot be formalised.
  • Incompatible data.
  • Unsupported frequencies.
  • Multi-asset strategies that cannot be separated.
  • Insufficient material.

If the material is not compatible with the engine or with the current scope, you are not charged.

The compatibility check is a real review, not an automatic form. That is why the answer takes a little longer, and why it is worth something.

Have something that needs an independent check?

Describe the strategy, the backtest or the model. The scope and the price are confirmed with you before any work starts.

Request a validation

Nothing runs, and nothing is charged, before you approve the scope.

The information you submit will be used to assess your request. Read the privacy policy.