Editing Openai/6936126b-3ed0-8003-aa64-374e59b4ad27 (section)

=== Assistant: Great — I can do that. ===
Great — I can do that. Tell me the idea and I’ll run a backtest over the last 5 years (up to today, 7 Dec 2025) using live historical data and return the results (returns, drawdown, charts, trades, and key stats).

To make the test accurate, please provide any of the items below you care about — if you don’t, I’ll use the defaults I list:

What I need (or defaults I’ll use)
# Which assets / tickers (e.g. AAPL, VWRL, BTC-USD, or “UK small caps” — exact tickers preferred). Default: S&P 500 ETF (SPY) if you give no tickers.
# Strategy rules (buy & hold, periodic rebalance, momentum screen, threshold-based buy/sell, fixed monthly contribution, equal-weight top-N, etc.). Default: buy & hold.
# Initial capital Default: £10,000.
# Rebalance / trade frequency (daily/weekly/monthly/quarterly/on-signal). Default: no rebalancing (buy & hold).
# Transaction costs / slippage (e.g. 0.1% per trade). Default: 0.1% per trade.
# Dividends — reinvest or ignore. Default: reinvest dividends (total return).
# Leverage / margin — allowed or not. Default: no leverage.
# Currency for reporting (GBP or USD). Default: GBP (I’ll convert using historical FX if needed).
# Any specific filters (min market cap, exclude certain sectors, avoid Ireland-domiciled ETFs, etc.). Default: none.

If you’re ready, just type your idea (example: “Buy top 5 Russell 2000 stocks by 12-month momentum, rebalance monthly, exclude ETFs domiciled in Ireland”) and I’ll run the backtest and return results (tables + charts + downloadable CSV of trades).