See what the market is doing before you write any rules

Why look at the market before building a strategy?

Because most strategies do not fail from a coding mistake. They fail because they were built for one kind of market and then run in a different one. Knowing what kind of market you are in comes first.

If a client opens a blank strategy form, they have to do two hard things at once: work out what they think, and write it down precisely. Those are separate jobs. These screens handle the first one, so the builder only has to handle the second.

For a broker, that also means fewer clients opening the strategy builder, staring at an empty form, and closing it again.

What each screen answers

Which screens a deployment includes depends on tenant configuration, permissions and available data.

How do the past-day comparisons work?

You pick what kind of day you want to match on, such as a jump in volatility, and the screen finds past sessions that fit. For each one it shows what happened the next day and how far price moved against you along the way.

Every match comes with a similarity score. That matters more than it sounds. If today does not really look like anything in the past, the screen says the matches are weak instead of showing them as if they were close. A tool that hides a weak match is worse than no tool.

The against-you number is there on purpose too. A good next-day result means very little if price first fell a long way before it recovered, and most people would have closed the trade before that happened.

These are past examples to look into. They are not predictions, and nothing here says today will do the same thing.

Do these screens tell a client what to trade?

No. They find things, rank things and add context. They do not choose entries, exits or position sizes, and none of it is advice.

This line matters because these are the screens most easily mistaken for tips. A highlighted instrument means the platform noticed something, nothing more. The decision, and the rules that carry it out, come from the person building the strategy.

What is the hard part of building this well?

Getting the data right, not drawing the picture. A heatmap built on old prices is worse than no heatmap, because it looks confident and is wrong.

So the platform checks how fresh the data is and shows you when it is not fresh. It also knows what time of day it is, because the same number means different things at the open and an hour before the close. Money is shown in rupees throughout, so nothing has to be converted in your head.

The other hard part is keeping instrument types apart. Cash, futures, options and currency products stay separate all the way through. Screens that flatten everything into a list of names produce research you cannot carry into an options strategy, because the exact contract has already been lost.

How does what you find here become a strategy?

The same way everything else does. An instrument you watchlisted, or an indicator your firm has approved, becomes an input to the strategy builder, and the strategy it produces goes through the same checks and the same broker approval as any other.

Research gets you further into the product. It does not get you around any of the checks. That is deliberate, and it is the same rule the custom indicators follow.