Consulting
Consulting services
Turn your investing ideas into a robust, rules-based strategy — with someone next to you who actually lives and breathes it.
Whether you're just starting with systematic investing or you've already got a few broken backtests behind you, I help you go from vague ideas to a fully working, testable, and tradable system.
Not happy with your calls? Money back.
No questions asked.
Book a single call (1x)
Book a package (3x)
Going from idea to complete system
From “I think this should work…” to a concrete, rule-based strategy you can backtest, evaluate, and execute.
Converting ideas into rules
- ✓Define clear entry & exit rules
- ✓Translate concepts into factors and signals
- ✓Design dynamic weighting schemes (e.g. risk-based, regime-based, multi-factor)
Portfolio construction
- ✓Diversification across assets, regions, factors, or styles
- ✓Building dynamic multi-asset portfolios
- ✓Position sizing, rebalancing rules, constraints and risk limits
Backtest sanity checks & robustness
- ✓Detecting and avoiding overfitting
- ✓Sample splits, walk-forward testing, and out-of-sample checks
- ✓Stress-testing and “would I actually have traded this?” reality checks
Practical implementation & workflow
- ✓Choosing and wiring up data sources
- ✓Portfolio123 workflows (rules, ranking systems, simulations)
- ✓Python workflows (research notebooks, pipelines, automation)
- ✓Getting signals into your broker (routing, orders, and practical trade flow)