Custom crypto strategy on a broker platform
A rules-based trading strategy designed around your mandate, deployed on a platform we connect to your own broker or exchange accounts and monitor every day. You keep your accounts and your keys; we provide the rules, the software and the operating discipline.
- Built for
- Family offices, treasury teams, prop desks, experienced investors
- Custody
- Stays with you; trade-only API keys, withdrawals disabled
- Engagement
- Fixed-scope build, then a managed term
- Markets
- Spot and derivatives on major exchanges and regulated brokers
How an engagement runs
- Mandate and risk profileCapital, time horizon, drawdown tolerance, the asset universe you will and will not touch, and any jurisdictional constraints.
- Strategy designTrend-following, mean-reversion, grid and accumulation, or basis and funding-rate strategies, with position sizing and volatility targeting written as rules.
- Backtest and paper tradingWalk-forward testing with realistic fees and slippage, then a paper-trading period on live prices before any real order is placed.
- Broker and exchange integrationAPI connections to your accounts, with withdrawals disabled on every key.
- Go live with controlsExposure caps, daily-loss and maximum-drawdown halts, a kill switch you hold, and alerts to your phone.
- Reporting and reviewDaily P&L, monthly performance and risk reports, and a quarterly review where the strategy is kept, tuned or retired.
Platform features
- Multi-venue connectivitySpot and derivatives across several exchanges and brokers through one interface and one set of rules.
- Pre-trade risk engineEvery order is checked against exposure, concentration and loss limits before it leaves. Breaches halt trading.
- Execution toolsLimit ladders, TWAP, scheduled rebalancing and accumulation plans, with fee and slippage tracking per venue.
- Portfolio and performancePositions, net and gross exposure, realized and unrealized P&L, fees and drawdown against limits.
- Alerts and audit logEvery signal, order, fill and override is recorded. Alerts reach your phone the moment a limit is approached.
- Role-based accessOwner, a controller who can see everything and change nothing, and our operations team.
What you receive
- Strategy specificationA written document you own: rules, parameters and the reasoning behind them.
- Backtest and paper-trading reportEvery assumption stated, including the periods where the strategy struggled.
- Deployed platform instanceConnected to your accounts and configured to your limits.
- Operating runbookOutages, limit breaches, halts and restarts, and who does what.
- Monitoring and reportingDaily oversight for the agreed term, with monthly performance and risk reports.
- Quarterly strategy reviewKept, tuned or retired, based on live results.