Research Document

The Research Document is an AI-generated report that describes your strategy's concept, methodology, and technical foundation in neutral, academic terms.

Unlike the AI Analysis Report (which examines performance), the Research Document focuses on the strategy itself — its design, indicators, logic, and theoretical basis. It's generated by Claude Opus 4.5 and uses neutral research terminology.

• Documentation — formal description of your strategy methodology
• Sharing — explain your approach to others without revealing exact parameters
• Education — understand the theory behind your chosen indicators
• Compliance — uses neutral research language (no buy/sell recommendations)

1. Open a completed backtest results page
2. Find the Research Document section
3. Click Generate Spec
4. Wait 30–60 seconds for the document to generate

The document typically covers:

• Strategy Overview — high-level description of the trading approach
• Indicator Analysis — detailed explanation of each indicator used, including mathematical formulas and typical behavior
• Condition Logic — how entry and exit conditions interact
• Risk Framework — description of risk management approach (SL, TP, position sizing)
• Market Context — what market conditions the strategy targets
• Technical Foundation — academic-style description of the underlying theory

| Aspect | Research Document | AI Analysis | |--------|------------------|-------------| | Focus | Strategy design & theory | Performance & results | | Tone | Academic, neutral | Analytical, practical | | Data used | Strategy config + indicator descriptions | Config + backtest metrics | | Mentions performance? | No | Yes | | Use case | Documentation, sharing | Optimization, learning |

The Research Document respects your backtest's visibility settings:

• Public backtests — anyone can view the document
• Private backtests — only you and users with access can view
• Confidential — document shows general methodology without exact parameters

The document uses research-oriented language:

• "The model enters a position" (not "buy" or "sell")
• "The configuration targets mean-reverting behavior" (not "this strategy makes money when...")
• "Risk parameters constrain downside exposure" (not "stop-loss protects your money")

This approach ensures regulatory compliance and avoids misleading language.

Disclaimer: Research Documents are for educational and documentation purposes only. They do not constitute trading advice.

• AI Analysis Report
• How AI Chat Works
• What AI Can & Cannot Do