infoOverview

The Strategy Builder is ManiBot's AI-powered strategy discovery and management platform. It helps you find trading strategies tailored to your risk profile, save your favorites, and deploy them directly to the Stock Scanner for real-time analysis.

What You Can Do

quizRisk Assessment

Take an AI-powered quiz to determine your trading risk profile and get personalized recommendations

lightbulbSmart Recommendations

Receive AI-curated strategy suggestions based on your goals, experience, and risk tolerance

bookmarkSave Strategies

Bookmark your favorite strategies and organize them for quick access

searchOne-Click Deploy

Launch saved strategies directly in the Scanner with a single click

screenshot

Strategy Builder Dashboard

Six powerful tabs: Quiz, Recommendations, Saved Strategies, Natural Language, Backtesting, and Deploy

tabNavigation Tabs

The Strategy Builder features six specialized tabs, each designed for a specific workflow:

quiz Risk Profile Quiz
lightbulb Recommendations
bookmark My Saved Strategies
auto_awesome Natural Language
timeline Backtesting Lab
rocket_launch Deploy

How to Navigate

  1. Click any tab to switch between different Strategy Builder features
  2. Each tab saves your progress automatically
  3. Badge indicators show the number of recommendations or saved strategies

quizRisk Profile Quiz

The Risk Profile Quiz is your starting point for personalized strategy discovery. Our AI analyzes your responses to recommend strategies that match your trading style.

Step-by-Step: Taking the Quiz

1Navigate to the Quiz Tab

Click the "Risk Profile Quiz" tab to begin

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Quiz Tab Interface

Clean, focused interface with progress tracking and clear question cards

2Answer Each Question

The quiz asks about your:

  • Trading Experience: Beginner, intermediate, or advanced
  • Risk Tolerance: Conservative, moderate, or aggressive
  • Time Horizon: Day trading, swing trading, or long-term investing
  • Capital Allocation: How much you're willing to risk per trade
  • Trading Goals: Income, growth, preservation, or speculation
  • Market Preferences: Trending vs. volatile markets
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Quiz Questions

Multiple-choice questions with clear explanations for each option

3Submit and Get Results

Click "Submit Quiz" to receive your personalized recommendations

tips_and_updatesPro Tip

Answer honestly based on your actual trading behavior, not your aspirations. The AI provides better recommendations when it understands your true risk profile.

What Happens Next

After submitting the quiz:

  1. The AI analyzes your responses in real-time
  2. You're automatically redirected to the Recommendations tab
  3. Personalized strategies appear with match scores showing how well they fit your profile
  4. A badge indicator shows the number of recommendations (typically 5-15 strategies)

lightbulbAI Recommendations

After completing the quiz, you'll receive AI-curated strategy recommendations tailored to your risk profile and trading goals.

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Recommendations Tab

Grid of strategy cards with match scores, descriptions, and quick-save buttons

Understanding Strategy Cards

Each recommendation card displays:

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Strategy Card Details

Example card showing match score, criteria, and action buttons

Actions You Can Take

bookmark_addSave Strategy

Click the bookmark icon to save the strategy to your favorites

infoView Details

Click the card to see complete strategy specifications and criteria

open_in_newDeploy to Scanner

Launch the strategy in the Stock Scanner immediately

check_circleBest Practice

Start by saving 3-5 strategies that have 85%+ match scores. Test each one in the Scanner with different market conditions to find your best performers.

bookmarkMy Saved Strategies

The Saved Strategies tab is your personal strategy library. Organize, manage, and quickly deploy your favorite strategies.

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Saved Strategies Dashboard

List view with search, filter, and bulk actions for managing your strategy collection

Managing Your Saved Strategies

Viewing Your Collection

Search and Filter

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Strategy Management Actions

Row actions: Deploy, Edit Notes, View Details, Remove from saved

Quick Actions

For each saved strategy, you can:

  1. Deploy to Scanner: Click the "Deploy" button to run the strategy immediately
  2. View Full Details: See complete criteria, parameters, and historical performance
  3. Add Personal Notes: Annotate strategies with your observations and results
  4. Remove from Saved: Delete strategies you no longer use
tips_and_updatesOrganization Tip

Use personal notes to track which strategies work best in different market conditions. For example: "Works great in trending markets" or "Best for high volatility days".

open_in_newScanner Integration

One of the most powerful features of Strategy Builder is seamless integration with the Stock Scanner. Deploy strategies with a single click.

How One-Click Deploy Works

1Select a Strategy

From Recommendations or Saved Strategies, find the strategy you want to run

2Click "Deploy to Scanner"

Click the deploy button on any strategy card

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Deploy Button Location

Highlighted deploy button on strategy card with Scanner icon

3Auto-Navigation to Scanner

You're automatically redirected to the Scanner page

4Strategy Auto-Loaded

The Scanner automatically:

  • Selects the strategy in the dropdown
  • Loads all criteria and filters
  • Initiates the scan across 3,830+ stocks
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Scanner with Loaded Strategy

Stock Scanner showing the selected strategy with results and matching stocks

5View Results

Review matching stocks, sorted by signal strength and relevance

Scanner Quick-Select Section

The Stock Scanner also features a "My Saved Strategies" quick-select section that displays your most frequently used strategies for instant deployment.

check_circleWorkflow Efficiency

This integration eliminates manual filter configuration. Instead of setting up 10+ criteria manually, deploy a saved strategy in one click and start analyzing results immediately.

auto_awesomeNatural Language Search (Coming Soon)

The Natural Language tab will allow you to describe strategies in plain English and have AI find matching strategies or create new ones.

How It Will Work

infoFeature Status

This feature is currently in development. Check back soon for updates!

timelineBacktesting Lab

The Backtesting Lab enables you to test strategies against historical data to evaluate performance before risking real capital.

Key Features

rocket_launchAccess Backtesting Lab

Click "Backtesting Lab" in the navigation sidebar to start testing your strategies. Upload historical data and run simulations to optimize your trading approach.

helpFrequently Asked Questions

How many strategies should I save?

Start with 3-5 strategies that match your risk profile. Test each one over 2-4 weeks to understand how they perform in different market conditions. Gradually expand your collection as you gain experience.

Can I create custom strategies?

Currently, you can save and deploy from our 115+ pre-built strategies. Custom strategy creation is planned for a future release. In the meantime, the Natural Language feature will help you find strategies that match your specific criteria.

Do saved strategies expire?

No, saved strategies remain in your library indefinitely until you remove them. Strategies are automatically updated if we improve their criteria or add new features.

Can I share strategies with other users?

Strategy sharing is not currently available but is planned for a future community features update. For now, strategies are private to your account.

What's the difference between Strategy Builder and Scanner?

Strategy Builder is for discovery and management. Use it to find strategies that match your profile, save favorites, and organize your trading approach. Stock Scanner is for execution. Use it to run strategies against live market data and find actual trading opportunities. They work together seamlessly.

How accurate are the match scores?

Match scores are calculated based on your quiz responses and each strategy's risk profile, time horizon, and complexity. Scores above 85% indicate strong alignment. However, always test strategies in real market conditions to verify they match your actual trading style.

Can I retake the quiz?

Yes, you can retake the Risk Profile Quiz at any time. Your new results will update your recommendations. This is useful if your trading goals or risk tolerance changes over time.

What if I don't like any recommendations?

Try retaking the quiz with different responses, or browse all 115+ strategies in the Scanner to find ones that interest you. You can save any strategy from the Scanner to your Strategy Builder collection.

schoolBest Practices

For Beginners

For Intermediate Traders

For Advanced Traders

tips_and_updatesPro Trader Tip

The most successful traders use 3-5 core strategies consistently rather than constantly switching. Master your favorites, understand their strengths and weaknesses, and deploy them with discipline.

linkRelated Resources

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