Golden Path Strategies Docs
Plain-language guides to the platform: reading a strategy card, building a portfolio, setting alerts, what each metric means and how the backtests are built.
Start here
- Welcome to Golden Path Strategies: What Golden Path Strategies is, who it's for, and how to find your way around in a few minutes.
- Free and paid access: Almost everything on Golden Path Strategies is open to anyone; a plan adds the most recent three months of data and the tools that work with them.
- Account, profile and settings: How signing in works, what your profile holds, and how to change the theme, send feedback, cancel, or download and delete your data.
- Your first ten minutes: A short guided tour: open a strategy, read what it's telling you, look at a ready-made portfolio, and, with a plan, make it your own.
- Keeping up with a strategy: Golden Path Strategies is a research tool and never trades. This page shows what keeping up with a strategy looks like, from a bar closing to the alert that reports it.
Strategies
- What a strategy does: A strategy is a fixed set of rules that decides, every five days, whether to hold one market or sit in cash. The app replays those rules on past prices and shows you what came of it.
- Browse the strategies: The Strategies page lists every published backtest, sorted into folders by market. Here's how to find your way through it without drowning in numbers.
- Read a strategy card: A card fits one strategy into a tile: what it trades, whether it's holding the market, a sketch of its recent decisions and twelve numbers that sum up its history.
- The strategy page: Click a strategy's name and you get the full picture: every buy and sell on the price chart, the account it produced against simply holding, thirteen numbers and the complete list of trades.
- Markets and asset classes: The Strategies page is sorted into folders by market. Here's what each one holds, why some markets have far less history than others, and how the same strategies are grouped into classes once you build a portfolio.
- Two-market strategies: A strategy named BTCUSD/SPX doesn't ask "is BTC rising?" but "is BTC doing better than the S&P 500?". The $ button lets you see the result two ways.
- DCA books: The strategies in the DCA folder don't go all-in or all-out. They hold a share of one pot in BTC (Bitcoin) and move that share up or down in steps.
- Choosing strategies to follow: There's no "best" strategy and no beginner badge on the Strategies page. What you can do is find a few whose past behaviour you understand and could live with, and compare them fairly.
Portfolios
- What a portfolio does: A portfolio puts several strategies into one simulated account and shows how the mix would have done together.
- Default portfolios to explore: The ready-made portfolios marked [GPS] range from a cautious gold-and-stocks blend to all-in crypto; here's what each one is for and how to pick a starting point.
- Create a portfolio and add strategies: Start an empty portfolio or copy a default one, then add, remove, rename and reorder until the mix is yours.
- Trade vs Signal: Every strategy on a board has one of two jobs, holding a share of the portfolio or steering rules, and where you add it decides which.
- How the simulated account moves: All strategies on a board share one example account that starts at 100; a handful of simple rules decide when the allocation shifts, and a six-step example shows them at work.
- Static mix and weights: The Weights panel splits the account into classes, each class into tickers, and each ticker into strategies; multiply the three and you get one strategy's share.
- Dynamic mix: rules: A rule lets one strategy's Long or Flat signal decide how the portfolio is split, so the mix changes by itself when the market does.
- Backtest fallback and late listings: Some markets only have prices from a later date; the Backtest fallback decides where their share of the portfolio waits until then.
- Reading the portfolio charts: Five chart tabs (Equity, Allocation, Current, Correlation and Trades) show how the example account grew, how its allocation shifted, and which trades it made.
- Examples: Three default portfolios worked through with real numbers from their Trades lists, so you can watch weights and rules turn into actual purchases.
- Why does my portfolio...: Short answers to the questions that come up most when a portfolio does something unexpected; almost always it's how the simulation works, not a bug.
Alerts
- Bookmarks: A bookmark pins a strategy or portfolio to the top of the lists you browse, so the few things you actually follow never get lost among the other 178.
- Alerts: An alert e-mails you when a strategy switches between Long and Flat or a portfolio's mix changes, so you don't have to check the site every few days; it never places a trade.
Metrics
- Metrics at a glance: Every card, strategy page and portfolio shows the same twelve or thirteen numbers; this page explains what each one says, which ones matter most, and why some of them look absurdly large.
- Return and CAGR: Return says how much the simulated account grew in total over the dates you're looking at; CAGR turns that into an average yearly rate, so a two-year window and a twelve-year window can be compared.
- Drawdown: Drawdown measures how far the account fell below its own previous high; Max DD is the deepest of those falls, and the best single answer to "how painful would this have been to hold?".
- Sharpe, Sortino, Omega and Calmar: These four ratios weigh what a strategy earned against how rough the ride was, so a steady climb scores higher than a wild one that ends in the same place.
- Trade statistics: Trade statistics look at a strategy's finished trades one by one, how many there were, how many made money, how the wins compared with the losses, and how much of the time the account held a position.
Methodology and trust
- How the backtests are built: Every result in the app is a backtest, a replay of fixed buy and sell rules on recorded prices. This page sets out exactly how that replay works, what it charges, and how it's kept up to date.
- Overfitting and how we test for it: Overfitting is when a strategy has been tuned so closely to past prices that it learned their noise instead of a real pattern. It's the main danger in any backtest. This page explains why, what we do to catch it, and what you can check yourself.
- Risks and what this is not: Everything in the app is a simulation of fixed rules on past prices; this page says plainly what that can't tell you, where it stops looking like real trading, and what Golden Path Strategies is not.