Question 1

Strategy Formalization

Accepted Answer

- Translate plain-language trading ideas into formal entry/exit conditions - Select appropriate indicators from 245+ available options - Set correct operators (greater than, less than, cross over, cross under, between) - Configure multi-timeframe conditions (e.g., trend on 4h, entry on 15m)

Question 2

Configuration Management

Accepted Answer

- Set instrument, timeframe, direction, and test period - Configure stop-loss, take-profit, and trailing stops - Set up position sizing (7 modes: fixed, % of account, ATR-based, Kelly, risk-based, recovery, fixed units) - Configure Grid/DCA entry with templates (conservative, moderate, aggressive, martingale) - Set commissions, slippage, and leverage

Question 3

Strategy Analysis

Accepted Answer

- Explain how specific indicators work - Suggest complementary indicator combinations - Warn about risky configurations (no stop-loss, extreme leverage, too few conditions) - Help interpret backtest results (via AI Analysis — Pro+)

Question 4

Data Awareness

Accepted Answer

- Knows which instruments are available and their data ranges - Knows which indicators work with which market types - Respects your subscription limits

Question 5

No Trading Recommendations

Accepted Answer

The AI will **never**: - Recommend buying or selling any asset - Predict market direction or price targets - Suggest "the best strategy" for making money - Promise specific returns or performance

Question 6

No External Data

Accepted Answer

- Cannot access real-time market data during the conversation - Cannot browse the internet or access external sources - Cannot see your trading account or portfolio

Question 7

No Cross-Backtest Memory

Accepted Answer

- Each backtest has its own conversation - AI does not remember strategies from other backtests - AI does not compare your strategies with each other

Question 8

No Execution

Accepted Answer

- Cannot execute trades on exchanges - Cannot connect to brokers or trading platforms - Only creates testable configurations within StratBase.ai

Question 9

Regulatory Compliance

Accepted Answer

StratBase.ai operates as a **research tool**, not an investment advisor. The AI: - Uses neutral research terminology - Does not make buy/sell/hold recommendations - Does not provide financial advice - Includes disclaimers on all analysis outputs This approach ensures compliance with financial regulations and protects users from misleading AI-generated content.

Question 10

AI Models Used

Accepted Answer

| Model | Purpose | Plan Required | |-------|---------|--------------| | Claude Sonnet 4 | Chat conversations, config updates | All plans | | Claude Opus 4.5 | Deep analysis reports, research documents | Pro+ | | Claude Haiku 4.5 | Translations, lightweight tasks | Internal |

Question 11

Tips for Working with AI

Accepted Answer

1. **Be direct** — "Add RSI(14) **Disclaimer:** StratBase.ai does not provide trading recommendations. AI only formalizes user ideas into testable configurations. Past performance does not guarantee future results.

Question 12