MAS Policy Wizard
MAS Policy Wizard—
Complete the investment questionnaire and quickly establish an exclusive strategy
Haven’t studied technical indicators? Can’t understand market trends? Can’t write programs? Beginners can also start quantitative trading
core function
Core function of strategy wizard
According to the reward objectives, risk appetite, and the current market conditions and commodity characteristics, generate appropriate trading strategies.
According to your investment preferences,Generate differentiation strategies for you to choose
Strategy Wizards evolve together with strategies to ensure that the strategies you store are out of date and monitor market adaptability at all times
Compare the strategy performance and risk of high, medium and low frequency trading, help you choose the appropriate investment strategy, and strictly control the number of execution times in the real market
Validate the profit and loss potential and risks of the new strategy through historical data, so that you can evaluate the winning rate, expectations and maximum pullback of the strategy before investing, and avoid relying on intuition or luck to bear unnecessary losses. Backtesting supports dynamic charts to help you test the stability and optimization direction of the strategy.
Investment objective analysis
AI multi-policy scheme generation
Strategic Health Monitoring
Transaction frequency analysis
Strategy history backtest validation
MAS Policy Wizard
Three steps to start trading
1. Register a Masquant account and select the usage plan
2. Fill out the Strategy Wizard questionnaire, download the policy transaction execution file of your choice
3. Connect to your broker’s MT5 account and start automated trading
1. Register a Masquant account and select the usage plan
2. Fill out the Strategy Wizard questionnaire, download the policy transaction execution file of your choice
3. Connect to your broker’s MT5 account and start automated trading
Verify each set of trading strategies in a way closer to the real market
Masquant backtest engine
Closer to the real market, verify each set of trading strategies
Masquant backtest engine
MasQuant has a built-in professional backtesting engine, which integrates historical data, real-time market conditions and simulated transactions, allowing you to complete the complete verification of the strategy through the process of approaching the real market before the strategy is deployed.
Masquant backtest engine
core function
Data source and security management
With compliance, information security and transparency as the core, Masquant creates an international quantitative trading platform that allows investors, strategy developers and trading teams and B2B partners to use it with peace of mind.
Support major major brokerages
European and Global Exchange Data Support
Masquant currently integrates financial market data with the MT5 environment.
Support major global brokerages
Support Brokerage
MASQUANT platform — support 90% of the world’s brokers
MasQuant platform —
Support 90% of brokers in the world
Support 90% of the world’s securities companies, and there are more lists that cannot be listed in all
Support products
Masquant platform supports CFD mainstream products
EURUSD
GBPUSD
audusd
usdcad
usdchf
nzdusd
EURGBP
xauusd
More products are expanding…
support market
Masquant platform
Support market type
Enterprise-level security mechanism
Adopt a high-standard enterprise-level information security mechanism, do not operate on behalf of, do not transmit sensitive data, do not access customer accounts, all transactions and operations are completed in your control.
System Compatibility Description
Currently only supported for Windows computers:MasQuant transaction-related functions currently mainly support Windows computers, including policy execution file download, MT5 connection, automatic transaction setting and policy execution and other functions.
If you need to use the following functions, use the Windows PC
To ensure strategy execution, MT5 connectivity, and automated trading run smoothly, we recommend installing, configuring, and operating on a Windows computer.
The MASQuant team will continue evaluating support for additional platforms — if macOS or other systems become supported in the future, we'll announce it separately.
The MASQuant team will continue evaluating support for additional platforms — if macOS or other systems become supported in the future, we'll announce it separately.
Currently not supported
Strategy Genie is built for traders just starting out with quantitative trading, who aren't yet familiar with technical indicators, or who'd rather not write trading logic from scratch.
Simply answer a questionnaire about your return goals, risk tolerance, and trading needs, and the system will help generate a strategy direction you can backtest and evaluate further.
Simply answer a questionnaire about your return goals, risk tolerance, and trading needs, and the system will help generate a strategy direction you can backtest and evaluate further.
The MasQuant team will continue to evaluate support for more platforms
Yes. Strategy Genie is specifically designed so that users without a programming background or familiarity with technical indicators can still start building a strategy direction, simply from a needs questionnaire.
Before going live, though, we still recommend reviewing the backtest report and risk metrics to confirm the strategy's performance matches your own risk tolerance.
Before going live, though, we still recommend reviewing the backtest report and risk metrics to confirm the strategy's performance matches your own risk tolerance.
faq
Frequently Asked Questions
Strategic Wizard FAQ
Who is the strategy wizard suitable for?
Strategy Genie is designed for users who are new to quantitative trading, aren't yet familiar with technical indicators, or simply don't want to write trading logic from scratch.
You start by describing your return goals, risk tolerance, and trading needs in a short questionnaire, and the system helps generate a strategy direction you can then backtest and evaluate further.
You start by describing your return goals, risk tolerance, and trading needs in a short questionnaire, and the system helps generate a strategy direction you can then backtest and evaluate further.
After filling out the questionnaire, how will the strategy wizard generate the strategy?
Strategy Genie generates strategy options worth further evaluation based on the investment goals, risk preferences, market conditions, and instrument characteristics you provide.
Once generated, we recommend running a backtest first — reviewing win rate, returns, maximum drawdown, and risk behavior — before deciding whether to move on to simulated trading or deployment.
Once generated, we recommend running a backtest first — reviewing win rate, returns, maximum drawdown, and risk behavior — before deciding whether to move on to simulated trading or deployment.
I don't understand technical indicators, can I also use the strategy wizard?
Yes. A core design goal of Strategy Genie is to let users without a programming background, or who aren't familiar with technical indicators, still establish a strategy direction starting from the needs questionnaire.
That said, before any live deployment we still recommend reading the backtest report and risk metrics to confirm the strategy's behavior matches your own risk tolerance.
That said, before any live deployment we still recommend reading the backtest report and risk metrics to confirm the strategy's behavior matches your own risk tolerance.
What is Strategic Health Monitoring?
Strategy Health Monitoring helps you observe whether a strategy remains relevant as market conditions change.
It serves as a prompt for adjusting and reassessing your strategy — it does not guarantee that the strategy will maintain the same performance in future markets.
It serves as a prompt for adjusting and reassessing your strategy — it does not guarantee that the strategy will maintain the same performance in future markets.
Can the strategy generated by the strategy wizard be connected to the simulation or real disk from the backtest?
Yes — following the platform's supported workflow, you can complete strategy creation and backtesting first, then move into simulated trading; only once the results meet your needs would you evaluate deploying to a live trading environment.
This workflow reduces the gap between testing and deployment, though it does not eliminate market risk.
This workflow reduces the gap between testing and deployment, though it does not eliminate market risk.
Can I manage multiple groups of policies at the same time?
Strategy Genie supports cloud-based management of multiple strategies, making it easy to compare backtest results, risk profiles, and ongoing status across strategies.
For the exact number manageable, execution quotas, and feature limits, please refer to your current plan and product version.
For the exact number manageable, execution quotas, and feature limits, please refer to your current plan and product version.
How does the strategy wizard reduce the problem that the backtest looks good, but the real disk fails?
Strategy Genie uses backtesting, simulated trading, and Strategy Health Monitoring to help you check, before deployment, whether a strategy is overly dependent on specific historical data.
However, no backtest can guarantee future performance, so it still needs to be evaluated alongside risk-control settings and simulated testing.
However, no backtest can guarantee future performance, so it still needs to be evaluated alongside risk-control settings and simulated testing.
It is the first time to use the strategy wizard, how to start?
We recommend completing three steps first:
1. Register for a MASQuant account and choose a plan
2. Fill out the Strategy Genie questionnaire to get an evaluable strategy direction
3. Run backtests and simulated tests before deciding whether to connect an MT5 account for deployment
1. Register for a MASQuant account and choose a plan
2. Fill out the Strategy Genie questionnaire to get an evaluable strategy direction
3. Run backtests and simulated tests before deciding whether to connect an MT5 account for deployment
Do I have to have an MT5 account before using the policy wizard?
Not necessarily. If you're just building and backtesting strategies, you can start with a MASQuant account alone.
An available MT5 account is only needed once you're ready to deploy to a simulated or live trading environment, following the platform's setup process.
An available MT5 account is only needed once you're ready to deploy to a simulated or live trading environment, following the platform's setup process.
About the backtest engine
What is the Masquant backtest engine?
MASQuant's backtest architecture doesn't just simulate price — it also incorporates simulated order execution and fill flows, helping strategy tests more closely mirror real trading execution.
For the exact fill logic, latency, slippage, and market-friction factors supported, please refer to the product version and official technical documentation.
For the exact fill logic, latency, slippage, and market-friction factors supported, please refer to the product version and official technical documentation.
What is the difference between Masquant backtesting and general only looking at historical performance?
Backtest performance data currently available includes number of trades, profit/loss ratio, win rate, maximum drawdown, total return, annualized cumulative return, and Sharpe ratio.
For the exact fields displayed, please refer to the current version's page.
For the exact fields displayed, please refer to the current version's page.
Why do backtesting and real trading use a consistent transaction architecture?
A backtest report typically includes backtest data, performance metrics, risk metrics, charts, trade history, and a strategy summary.
This information helps you judge whether a strategy has long-term viability, rather than looking only at a single win or loss.
This information helps you judge whether a strategy has long-term viability, rather than looking only at a single win or loss.
Will the backtest engine simulate trading behavior?
Backtesting currently supports up to five years of historical data.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
What performance indicators can you see in the backtest?
Yes. Once a strategy is built, you can backtest it with historical data, then move into simulated trading for validation, and only then evaluate whether to deploy it to a live trading environment.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
What does the backtest report contain?
MASQuant designs backtesting, simulation, and live trading within a single unified framework, specifically to reduce the rewrite cost and process gaps as a strategy moves from testing to deployment.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
How long is the backtest of historical data supported?
At minimum, we recommend evaluating together: whether the backtest results are stable, whether the risk falls within an acceptable range, whether the instrument and market conditions match your expectations, whether your capital and risk tolerance are a good fit, and whether you're satisfied with the simulated-account test results.
If any of these remain unclear, we recommend holding off on live trading.
If any of these remain unclear, we recommend holding off on live trading.
Can the strategy be retested and optimized repeatedly?
Backtesting currently supports up to five years of historical data.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
The available historical data range depends on the current product version, instrument support, and data source. For the exact backtestable period, please refer to what's shown in the product.
Do I need to rewrite the transaction program from back-test to real deployment?
Yes. Once a strategy is built, you can backtest it with historical data, then move into simulated trading for validation, and only then evaluate whether to deploy it to a live trading environment.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
This creates an iterative strategy-development workflow, letting you repeatedly test, adjust, and compare different strategy versions.
How can I tell if a strategy is worth deploying?
MASQuant designs backtesting, simulation, and live trading within a single unified framework, specifically to reduce the rewrite cost and process gaps as a strategy moves from testing to deployment.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
The exact deployment method still depends on the product version, broker environment, and MT5 configuration.
How long is the backtest of historical data supported?
At minimum, we recommend evaluating together: whether the backtest results are stable, whether the risk falls within an acceptable range, whether the instrument and market conditions match your expectations, whether your capital and risk tolerance are a good fit, and whether you're satisfied with the simulated-account test results.
If any of these remain unclear, we recommend holding off on live trading.
If any of these remain unclear, we recommend holding off on live trading.
Can the strategy be retested and optimized repeatedly?
No, it does not. Historical performance, backtest data, and illustrative results are provided only to help you understand a strategy's logic and risk characteristics — they should not be taken as a guarantee of future performance.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
Do I need to rewrite the transaction program from back-test to real deployment?
Backtesting uses historical data to examine how a strategy would have performed under specific past conditions; simulated trading, by contrast, lets you get familiar with strategy execution and trading operations in an environment close to live markets.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
How can I tell if a strategy is worth deploying?
Please first check that your strategy conditions are complete, that the instrument and data range are supported, and that your parameter settings are reasonable.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.
Does the backtest results mean that the future will definitely make money?
No, it does not. Historical performance, backtest data, and illustrative results are provided only to help you understand a strategy's logic and risk characteristics — they should not be taken as a guarantee of future performance.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
Real markets remain subject to volatility, liquidity, slippage, broker execution conditions, and other factors beyond anyone's control.
What is the difference between backtesting and simulated trading?
Backtesting uses historical data to examine how a strategy would have performed under specific past conditions; simulated trading, by contrast, lets you get familiar with strategy execution and trading operations in an environment close to live markets.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
The recommended order is: backtest first, then simulate, and only then evaluate whether to move into live trading.
What should I do when I can't run the result in the backtest?
Please first check that your strategy conditions are complete, that the instrument and data range are supported, and that your parameter settings are reasonable.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.
If the product interface offers a clear or reset function, you can also reset your strategy conditions and try again. Contact support if needed.