Evaluate
Clarify the client's need, the strategy, and the measures that will establish a useful result.
01
Strategy consulting
InStat Research works with small private companies, family offices, and institutional clients to navigate financial-market complexity with confidence. The approach brings market knowledge, technical analysis, backtesting automation, and portfolio optimization into a tailored plan.
02
Software development
Custom development turns trading concepts into functional, testable, scalable systems. Work includes backtesting, optimization, and live strategy implementation using platforms such as AmiBroker and Python, along with robust optimization frameworks for market conditions and risk profiles.
03
Backtesting & optimization
Research is validated through historical testing, parameter analysis, and sensitivity studies so a strategy can be assessed before it becomes part of a live workflow.
04
Trade automation
InStat Research builds workflow automation that can update data and strategies, create trade lists, and support the implementation of trades for day-trading or end-of-day processes.
05
Cloud & infrastructure
Cloud services provide 24-hour access, weekly checks for data accuracy and file integrity, and remote access from anywhere. InStat Research sets up a scalable AWS virtual machine, maintains AmiBroker and related software, and supports system uptime and data accuracy.
06
Retainer support
Retainer clients receive an ongoing, prioritized relationship for consulting, development, research, troubleshooting, and implementation. Agreements can support multiple projects, evolving strategy needs, and access to secure AWS-based infrastructure.
How work moves forward
A practical delivery method
Develop & test
Structure the code, evaluate it continuously, and refine it through testing and additional development.
Deliver & support
Deliver usable code and establish the operational support needed to maintain and evolve it.
InStat Code Development
From strategy evaluation to delivery
Evaluation
Define the strategy
InStat Research begins with an evaluation of the client's need and the strategy that will be used for the project.
Code development
Structure, evaluate, test, deliver
Code development begins with the initial structuring of the code. A collaborative Agile Development Method supports continuous code evaluation, testing, and additional development before final delivery. AmiBroker facilitates most development steps.
- Initial code development
- Code evaluation
- Code testing
- Delivering code
Retainer services
All-inclusive, priority access
Retainer clients receive priority access to developers and cost-efficient support for multiple services, including automated workflows, custom code, and complex project development.
- Multiple services
- Automated design
- Custom workflows
- Complex project development
InStat Production
Turn developed strategies into a working process
InStat Research services can update databases and strategies, create lists of trades, and support trade implementation for day-trading or end-of-day workflows. Twenty-plus years of trading and strategy-development experience informs every stage, from model development to practical operation.
JavaScript workflows
Update database
Maintain the data a strategy relies on.
Update strategy
Run the current rules and research process.
Create trade lists
Prepare reviewable, actionable trade lists.
Implement trades
Support the chosen execution workflow.
AmiBrokerExcelCloud services
Consulting, software development, cloud services, file-integrity validation, and retainer support can work together to facilitate an efficient financial process.