AI Strategy Pack User Guide
Written By Ehsaan XP
Last updated 3 months ago
โ ๏ธ Disclaimer: This guide is for educational and informational purposes only. It does not constitute financial advice, investment advice, or a recommendation to trade. All examples are based on historical backtests, which do not guarantee future results. Trading involves risk, and you are solely responsible for any decisions made using indicators, strategies, or strategy packs described here.
Brief Overview
Many traders experience this challenge:
โMy individual strategies look strong, but my account performance feels inconsistent.โ
This usually happens because strategies are run independently without coordination.
AI Strategy Pack introduces a portfolio layer above strategies โ allowing multiple systems to operate together under structured capital management rules.
Instead of managing strategies one by one, you manage a unified portfolio system.
Potential benefits include:
Smoother equity behavior
Controlled capital exposure
Improved diversification
Reduced allocation drift
Less manual intervention
Strategy Packs shift your thinking from single systems to coordinated portfolio design.
1. What Is a Strategy Pack?
A Strategy Pack is a curated group of trading strategies that operate together as one structured portfolio.
Each pack:
Combines multiple strategies
Assigns defined allocation weights
Applies portfolio-level capital coordination
Produces one unified performance outcome
The strategies maintain their individual logic, but capital deployment is coordinated at the pack level.
This structure is designed to reduce the risks that can arise when strategies unknowingly overlap or compete for capital.
2. When Should You Use a Strategy Pack?
A Strategy Pack may be appropriate if:
You want diversification across strategies
You care about risk-adjusted performance, not only profit
You prefer portfolio-level evaluation
You want structured capital allocation without manual recalculation
If you think in terms of systems and structure rather than isolated trades, Strategy Packs provide that framework.
3. Exploring a Strategy Pack
3.1 Pack Overview
Each pack displays high-level information to help you evaluate it quickly:
Risk Profile (Conservative / Moderate / Aggressive)
Indicates expected volatility characteristics.
Number of Strategies & Providers
Reflects diversification of trading logic.
Pack-Level Profit Factor
Measures historical profitability relative to losses.
Pack-level Sage Ratio (Calmar Ratio)
Indicates historical return efficiency relative to drawdown.
3.2 Understanding Historical Pack Performance (Backtesting)
Each Strategy Pack includes a dedicated backtest view designed to evaluate the portfolio as a single unit.
Click Backtest on the pack card.
A familiar modal opens with portfolio-level results.
The experience mirrors individual strategy backtesting โ but at the portfolio layer.
3.3 Backtest/Setup AI Pack Modal Structure
1) Pack Information โ What is this pack?
This section confirms:
Pack name
Description
Included strategy providers
It ensures you understand what the portfolio is built from before evaluating performance.
2) Pack Settings โ How is capital managed?
This section explains how capital behaves at the portfolio level.
Key concepts:
Max Allocation
Max Allocation defines how much capital the pack is permitted to operate with.
It establishes a capital boundary.
The pack operates strictly within that limit.
Capital outside the pack remains unaffected.
This ensures portfolio-level risk control.
Smart Rebalancing
Markets evolve. Strategy performance shifts over time.
Smart Rebalancing is a portfolio coordination mechanism that:
Monitors portfolio state
Maintains structural alignment with defined allocations
Adjusts future capital deployment dynamically
Helps moderate allocation drift
It operates at the capital management level โ not by modifying individual strategy logic.
The purpose is discipline and structural balance as trading conditions change.
No manual rebalancing is required from the user.
What Will Happen if Smart Rebalancing is OFF
When smart rebalancing is off, each strategy always uses its maximum cap (or free cap if there are open orders) โ the amount you allocated in your pack-level settings. All profits and losses are recorded in the general account and don't change the maximum amount allocated at the pack level.
3) Strategies Block โ Whatโs inside the pack?
Here you see every strategy included.
Strategies are grouped by indicator provider
Money Management Mode
Defines how much each strategy risks per trade, either a risk percentage, fixed lot size, or other available option.
Max Allocation per Strategy
Caps how much of the pack allocation a strategy can use.
4) Backtest Parameters โ Under what conditions was this tested?
Includes:
Date range
Leverage
Initial balance
Routing order
Price calculation method
Timeframe
Spread
Commission
4. Reading Strategy Pack Backtest Results
After running the backtest, youโre redirected to the Backtest Results page.
Pack-Level Performance Comes First
The backtest includes portfolio-level statistics such as:
Net Profit
Maximum Drawdown
Profit Factor
Risk-adjusted ratios
Trade statistics
These results reflect the combined performance of all strategies operating together under pack rules.
You evaluate the system as one coordinated entity โ not as isolated components.
Strategy Contribution to Pack Performance
Below the pack overview, you can see how each strategy contributed:
Individual PnL contribution
Relative impact on total performance
Periods of support vs drag
5. Setting Up and Activating a Strategy Pack
Once you trust the behavior, move to routing.
Once you decide to use a pack:
Select the broker account.
Confirm allocation settings.
Activate the pack.
After activation:
Strategies operate under pack-level capital rules.
Portfolio coordination applies automatically.
Individual strategies can still be viewed and managed.
The pack behaves as a structured system rather than a collection of unrelated strategies.
Managing an Active Pack
Inside your account, Strategy Packs appear as grouped systems.
You can:
Start or stop individual strategies
Adjust allocation weights
Enable or disable rebalancing
Run new backtests
Review portfolio-level metrics
Allocation totals must remain consistent before activation.
This preserves structural integrity of the system.
FAQ
Q: Can I backtest after activating a pack?
Yes. You can backtest individual strategies or the entire pack at any time.
Q: Does Smart Rebalancing guarantee lower drawdowns?
No. It is a risk-management mechanism, not a guarantee.
Q: Can I stop one strategy inside a running pack?
Yes, while the pack remains active.
Q: How does drawdown work in the pack?
For the drawdown/minimum PnL stuff, you can set limits at the broker account level, which applies to every strategy in the pack. Once it hits that limit, the strategies stop until the new period kicks in. You can also set individual limits inside each strategy. What's not available right now is a dedicated drawdown setting at the strategy pack level itself, but the broker account limit basically covers the whole pack anyway.
Q: What will happen if I allocate all the balance to the pack?
When you allocate all your capital to a strategy pack, it basically sets a max limit but doesn't actually lock up your margin. If there's free margin available, both the pack and your individual strategy can open positions at the same time.
If you want to keep them completely separate and avoid any overlap, you'd want to allocate less than 100% to the pack. That way you control exactly how much each one can use. Totally depends on how you want to manage your risk though.
Summary
AI Strategy Pack introduces institutional-style portfolio structuring into retail trading environments.
Instead of managing separate strategies manually, you operate within:
Defined allocation boundaries
Coordinated capital management
Dynamic portfolio structure
The goal is not complexity.
The goal is discipline, structure, and portfolio-level intelligence.