From academic paper to actionable strategy in six steps. Every strategy on this site goes through the same rigorous process.
Every strategy follows the same six-step process from research to implementation.
We read the academic papers
We start by identifying peer-reviewed research from top finance journals. These papers have survived rigorous scrutiny — methodology checks, data validation, and replication attempts. We focus on strategies with decades of out-of-sample evidence, not just in-sample backtests.
We decode academic jargon
Academic papers are written for other academics. We translate complex terminology, Greek symbols, and statistical concepts into language anyone can understand. The core idea of every strategy should be graspable in under a minute.
We highlight what matters
Not all math in a paper is essential for implementation. We identify the core formulas you actually need, explain what each variable means, and show worked examples with real numbers. Plain English first, then the technical notation.
We make it systematic
Vague guidance leads to inconsistent execution. We convert each strategy into explicit, unambiguous rules: when to enter, when to exit, how much to allocate, and when to rebalance. No judgment calls required.
We show you how to do it
Theory is useless without execution. We provide step-by-step guides that walk you through the entire process — from choosing your stock universe to placing trades. Practical tips, tool recommendations, and common pitfalls included.
We tell you what can go wrong
Every strategy has failure modes. We don't hide the downsides — we document them. Extended drawdowns, regime changes, capacity constraints, and transaction costs. You should know the risks before committing capital.
The same sections in the same order, so you always know where to find what you need.
Core idea, key takeaways, and historical performance summary
Original papers with links, key findings, and author citations
Plain English explanation followed by technical formulas
Entry, exit, sizing, and rebalancing criteria
Step-by-step guide with tips and tool recommendations
Failure modes, drawdowns, and limitations
What we require before documenting a strategy.
Must be published in a recognized journal or have significant academic citations.
Strategy must work across different time periods, not just the original study.
There must be a clear explanation of why the strategy works (risk premium, behavioral bias).
Strategy must be executable by individual investors with retail brokers and reasonable capital.
Every strategy follows this methodology. Pick one and see the structure yourself.