The Library

Everything we have put on the record.

Case studies, videos and documentation, in one place.

Case studies

Every study walks one asset through one strategy: the window, the trades it took, and what the rules produced against buying and holding.

How the algorithms work and how we think about the markets they trade.

1:13
Start with the idea
The evolution of investing
Buy and hold, then dollar-cost averaging, then agentic trading: automated execution that takes emotion out of the decision.
1:06
The idea, continued
Bogle, and the step after dollar-cost averaging
Jack Bogle's principles as the foundation, and why an algorithm buys more selectively than a schedule that buys at highs and lows alike.
1:39
What we cover
Why we expanded into equities and ETFs
The tools and the charting are asset-agnostic, and stocks and ETFs bring inversely correlated assets for hedging.
45:50
The long version
Symbol Palooza 2: Market Wave and Recipe Lab in volatile markets
A full webinar: case studies on BRR, MSTR and IREN, the Tastytrade integration, and the live strategies in Recipe Lab.
2:17
On risk
Why leverage is bad
Tillman Holloway on treasury companies that borrow to buy a volatile asset, the mNAV red flag, and buying with cash instead.

The written material lives on the documentation site.

The Library

Case studies, videos and documentation, in one place.

Every study walks one asset through one strategy: the window, the trades it took, and what the rules produced against buying and holding.

How the algorithms work and how we think about the markets they trade.

1:13
Start with the idea
The evolution of investing
Buy and hold, then dollar-cost averaging, then agentic trading: automated execution that takes emotion out of the decision.
1:06
The idea, continued
Bogle, and the step after dollar-cost averaging
Jack Bogle's principles as the foundation, and why an algorithm buys more selectively than a schedule that buys at highs and lows alike.
1:39
What we cover
Why we expanded into equities and ETFs
The tools and the charting are asset-agnostic, and stocks and ETFs bring inversely correlated assets for hedging.
45:50
The long version
Symbol Palooza 2: Market Wave and Recipe Lab in volatile markets
A full webinar: case studies on BRR, MSTR and IREN, the Tastytrade integration, and the live strategies in Recipe Lab.
2:17
On risk
Why leverage is bad
Tillman Holloway on treasury companies that borrow to buy a volatile asset, the mNAV red flag, and buying with cash instead.

The written material lives on the documentation site.