Strategy Review Service

Transform your trading through professional analysis.

Why Get a Strategy Review?

Many traders spend months or years (and thousands in losses) trying to validate strategies through trial and error. A professional review can:

• Transform promising ideas into robust strategies
• Identify hidden assumptions before they cost you money
• Strengthen your position sizing and risk management
• Convert complex systems into tradeable approaches
• Fast-track your development as a systematic trader

What to Expect

Trading success requires both creativity and ruthless honesty. Whether you’ve developed a promising edge that needs refinement or a flawed strategy that needs fundamental rework, this review will give you a clear direction forward.

I’ll analyze your approach with the same rigour I apply to my own trading, providing:

• Unfiltered feedback about what works and what doesn’t
• Clear evidence supporting or challenging your edge
• Specific recommendations for improvement
• Practical ways to enhance promising elements
• Alternative approaches when needed

Sometimes, this means validating and strengthening your core ideas. Other times, it means identifying fatal flaws that no amount of optimization can fix. Either way, you’ll get clarity about your path forward.

What’s Included

Standard Review ($2,997)

• Deep dive analysis of your strategy and research
• Assessment of edge validity and robustness
• Comprehensive written report and research notebook with actionable recommendations
• 60-minute video consultation
• Recording of our discussion for future reference

Premium Review (Price on application)

Everything in the Standard Review, plus:

• 30 days of email support for follow-up questions and extended strategy refinement guidance
• Implementation support
  • Optimization of trading logic for transaction costs
  • Capacity analysis
  • Additional 60-minute follow-up consultation
• Priority booking

The Process

1. Submit your strategy documentation and research
2. I spend 3-4 hours analyzing your approach in detail
3. Deep-dive video consultation
4. Receive your comprehensive written report
5. (Premium) Follow-up support and refinement

Why Work With Me

Throughout my career, I’ve reviewed more trading strategies than I can count. I specialize in helping technical professionals transition from over-engineered systems to robust, profitable approaches.

Recent reviews have helped traders:

• Transform over-engineered systems into simple, robust approaches
• Uncover and validate hidden assumptions
• Redirect wasted effort from optimization to real edge development
• Save thousands by catching hidden transaction cost issues

Who This Is For

• Systematic traders seeking honest, professional validation
• Researchers wanting rigorous methodology feedback
• Traders ready to strengthen or rebuild their approach
• Those who value truth and improvement over comfort
• Anyone serious about developing a legitimate edge

Who This Is Not For

• Traders seeking “holy grail” systems
• Those unable to take honest feedback that contradicts existing beliefs
• Those unwilling to question their assumptions
• Anyone looking for guaranteed returns

Limited Availability

To ensure each review gets my full attention, I only take two to three clients per month.

Guarantee

If I can’t provide meaningful insights to improve your strategy or save you from a fundamental flaw, I’ll refund your investment in full.

Strategy Review Service – Scope

Please read the scope of services thoroughly to decide if this is for you.

What’s Included

The strategy review aims to assess the likelihood of your edge to make money. The review is focused on the research side rather than implementation and trading, although the written summary will include some implementation recommendations.

Initial Review

• Critical analysis of your strategy’s edge
• Assessment of edge validity and likelihood to succeed
• Evaluation of your research methodology, including feedback and improvement opportunities
• My own research and analysis of your strategy’s edge

Consultation (60 minutes)

• Detailed feedback presentation
• Discussion of findings
• Q&A session
• Specific recommendations
• Alternative approaches (if needed)

Written Summary

• Key findings document
• My research on your edge, presented as a Jupyter notebook
• Specific, prioritised action items
• Areas for further research, development, and/or refinement

What’s Not Included (Standard Review)

• Strategy coding or implementation
• Detailed backtest analysis
• Optimization of trading rules for transaction costs
• Capacity analysis
• Ongoing consulting
• Trading system development
• Data sourcing or cleaning
• Live trading support

Cost

The Standard Review costs $2,997.

The cost of the Premium Review depends on your strategy and requirements. We’ll provide a detailed quote upon receipt of your review request.

Process

1. Submit strategy review request via Google Form (no charge) – see below
2. We review your application and notify you of the outcome:
   • If we can’t help, we’ll tell you, and there is no fee (not every strategy is suitable for this review)
   • If we can help, you’ll get instructions for uploading research documents and data, and a payment link
3. We conduct the review
4. Schedule consultation call
5. Receive and discuss detailed feedback
6. Written summary provided

Timeframe

• Response to application: 2 business days
• Review: 1-2 weeks after acceptance
• Consultation scheduling: Within 1 week of review completion
• Written summary: Delivered within 48 hours of consultation