ETF Strategy Platform
ETF analytics and strategy research for the Chinese market
Market data powers backtests for asset allocation, market timing and rotation, with reports and rebalancing alerts.
Development practice: AI agents assisted strategy research and product iteration, with particular attention to data definitions, backtest rules, and presentation of results.
Public-safe recreation of the supplied product screens · performance figures removedThe context
Connect data, strategy rules, historical validation and daily follow-up.
Strategy research spans data, rules, historical backtests, and ongoing monitoring. A shared platform makes the research process repeatable.
What we built
The product brings together allocation, timing, and rotation backtests, then connects results to reports and rebalancing alerts. The visual recreates the supplied mobile screens with performance figures removed.
Three modes for different strategy questions
Allocation studies weights and rebalancing; timing studies entry and exit rules; ETF rotation compares candidates and shifts holdings. They share a data and backtest flow while keeping each trading model explicit.
- Allocation and rebalancing
- Rule-based market timing
- ETF rotation among candidates
Allocation
Weights & rebalancing
Market timing
Entry and exit rules
ETF rotation
Compare candidates
From market data to a traceable signal
Historical quotes and trading calendars feed backtests that produce returns, risk, drawdown and rebalance records. Clear execution rules make results reproducible and comparable.
- Quotes and trading calendar
- Return, risk and drawdown analysis
- Signals and rebalance history
Results continue into reports and alerts
Strategy output powers reports and pre-rebalance or rebalance notifications. Data-readiness checks protect the timing of calculations and alerts; the admin console observes jobs and system health.
- Strategy reports and PDF
- Rebalance notifications
- Job health and data readiness
Strategy report
✓ Before-send check
PDF / reportThe showcase recreates the supplied mobile UI with performance figures removed. Process diagrams show no real returns and are not investment advice.
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