Creating a Trading Strategy

Design, define and document a complete rules-based trading strategy from scratch.

✦ Smart · AI Teacher
4.6 ★★★★ (720 reviews) 4 310 students
by David Okafor · 🌐 English · Advanced · Updated 07/2026
✦ IA

A smart course, not just a video

This course is enhanced by Margin School AI: a teacher that supports you from start to finish.

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On-demand AI teacherA question? The AI answers and re-explains differently.
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Auto-corrected quizzesCheck your understanding lesson by lesson.
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Summaries & flashcardsAuto-generated to revise faster.
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Adaptive pathPace and explanations adjust to you.

What you'll learn

  • Turn an idea into precise rules
  • Define entries, exits and filters
  • Specify risk and position sizing
  • Document your strategy clearly
  • Prepare it for backtesting

Curriculum

3 sections • 9 lectures • 1h 33 min total

What is a trading edge? Free preview 9:00
Discretionary vs systematic Free preview 10:00
Finding an idea 9:00
Entry conditions 13:00
Exit and stop rules 12:00
Filters and context 10:00
Risk and sizing rules 11:00
Writing the strategy doc 10:00
Ready for backtest 9:00

Requirements

  • Solid technical analysis basics

Description

A profitable trader has a defined edge. David shows you how to turn an idea into a fully specified, rules-based strategy: entries, exits, filters, risk and the exact conditions that make it repeatable.

Skills you'll gain

Strategy designRule definitionTrading edgeSystematization

About the instructor

DO
David Okafor
Quant · systèmes automatisés
★ 4.5 1 230 reviews 7 430 students 2 courses

Ingénieur quantitatif, David conçoit des systèmes de trading automatisés. Il montre comment backtester, optimiser et déployer des stratégies robustes.

Student reviews

4.6
★★★★
720 reviews
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4★
3★
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1★
EW
Emma W. ★★★★
Beginner · 09/07/2026

Good pace and practical. Worth it.

EW
Emma W. ★★★★★
Beginner · 27/06/2026

Very clear and well structured. Highly recommended.

JK
James K. ★★★★
Intermediate · 11/05/2026

Solid content, would love even more case studies.

MB
Michael B. ★★★★★
Intermediate · 30/04/2026

Exactly what I needed to level up my process.

OS
Olivia S. ★★★★★
Advanced · 15/04/2026

Finally a course that focuses on risk, not just entries.