Economic thesis
Understand why the rules exist and which conditions they are intended to respond to.
Data Room
The evidence.In one place.
Go from a strategy name to its economic thesis, construction, execution rules and research assumptions. The current documents live in your SquaredQ account.
Explore first. Trading begins only after you activate.
SquaredQ / Form & function
What to look for
Read the complete story.
Portfolio construction
Look through to component sleeves, underlying securities, weights, cash and exposure overlays.
Execution principles
Review timing, order assumptions, market sessions and broker-specific constraints.
Performance classification
Identify model, hypothetical or actual account figures. Check dates and calculation methods.
Risk and costs
Compare drawdowns and volatility alongside returns. Check fees, financing and slippage assumptions.
Document version
Retain the factsheet you reviewed and compare like-for-like versions when the research changes.
Open the source
Research deserves
more than a screenshot.
Sign in, select Data Room or open a strategy’s factsheet. Use the app’s PDF download to retain the document. Review its date and disclosures before relying on any metric.
Open the app
SquaredQ / Form & function
Questions, answered
A few things worth knowing.
Are a backtest and a live return the same thing?
No. A backtest models what a set of rules would have done on historical data. Live results reflect actual accounts, orders, fills and costs. Portfolio Studio produces hypothetical results. Neither backtests nor live historical results guarantee a future return.
Where can I find strategy factsheets?
Open the Data Room or the factsheet link for a strategy in the app. Factsheets explain the economic thesis, construction, execution approach and research metrics. Check the document date, methodology and disclosures before comparing figures.
Will every subscriber get the same result?
Subscribers to the same strategy receive the same current standardized targets. Account outcomes can still differ because of allocations, account size, existing holdings, broker permissions, rounding, market hours, risk settings, connectivity and execution prices.
The journal
Go a little deeper.
Read beyond the return.
A clear sequence for reading a strategy factsheet: thesis, construction, risk, execution and evidence.
Read the story
Evidence before a performance headline.
A guide to scope, dates, assumptions and independent verification when reviewing trading performance claims.
Read the story
A backtest is a starting point.
Learn the differences between modeled returns, hypothetical portfolios and actual brokerage-account performance.
Read the storyYour next step
Your next step is in the portal.
Create an account to explore detailed factsheets and choose a strategy subscription.