Services

Four practice areas. One method.

Every engagement runs through the same five-phase method: discovery, diagnostic, design, deploy, review. The work below describes what we do inside that method.

Practice 01

Algorithmic trading advisory.

For traders running a systematic strategy, or considering one. We advise on the system, the parameters, the integration, and the post-deployment review. Where it helps, we use our own published product; where it doesn't, we work with what the client has.

Who this is for

Private clients trading their own capital, prop-funded operators preparing for evaluation or scaling, and small funds adding systematic execution to a discretionary book.

What we do

  • Strategy diagnostic, including a risk-parameter audit against your account size and risk tolerance
  • Broker selection, integration through TradingView webhook orders or platform-native execution
  • Quarterly performance review against the agreed baseline; written report with adjustments
  • Optional: deployment of Algo by Excelsior, the firm's flagship trading product

Engagement

Project work or ongoing retainer. Typical first engagement is a diagnostic plus integration, scoped over four to six weeks.

Practice 02

Account management.

For clients who'd rather not run the bot themselves. We execute the agreed strategy on cloud infrastructure connected to the client's nominated accounts. The client keeps their broker credentials; the operational risk sits with us.

Who this is for

Clients with live cash accounts or prop-funded accounts who want systematic execution without managing the cloud, the broker connection, or the day-to-day uptime.

What we do

  • Cloud-based execution infrastructure, with uptime monitoring and failover
  • Strategy attached to the client's account via TraderPost; trades mirror across the nominated accounts
  • Multi-account management with per-account risk isolation
  • Monthly statement reconciliation against the broker's record of trades

Brokers we work with

TradeStation, Tradovate, Webull UK, Interactive Brokers, NinjaTrader. Connection via TraderPost. Other brokers possible on request.

Engagement

Ongoing subscription. One subscription per connected account; additional accounts can be added on the same strategy.

Practice 03

Prop firm advisory.

Funded-trader operators face a different problem from retail clients. The firm's rules matter more than the strategy. Configuration starts before the first trade, not after the first violation.

Who this is for

Operators going through evaluation, scaling between firms, or running multiple funded accounts in parallel. Account sizes $50k through $300k.

What we do

  • Firm-fit assessment against your trading style and account size
  • Drawdown-aware position sizing tuned to firm-specific equity and daily-loss rules
  • Multi-account roadmap from evaluation to funded scaling to payout consistency
  • Documented process so the work is repeatable across firms and account sizes

Firms we work with

Apex Trader Funding, Lucid Trading, TopStep, Tradeify, Alpha Futures, Funded Next. Configuration adjusts for each firm's rule set.

Engagement

Project work for a single firm and account size, or ongoing retainer for operators running multiple accounts.

Practice 04

Fintech consulting.

For businesses that need trading infrastructure or systematic strategy capability as part of a larger build. Brokerage platforms, asset managers, fintech start-ups, research desks. Engagements are scoped against a written brief.

Who this is for

Firms that want to plug systematic execution into an existing stack without staffing a quantitative team for the build phase. We deliver, document, and hand over.

What we do

  • Broker integration architecture, including TradingView webhook routing and platform-native execution
  • Cloud execution stack with failover, observability, and reconciliation tooling
  • Strategy research, backtest infrastructure, and audit standards aligned with internal compliance
  • Risk frameworks, position-sizing logic, and full operational documentation

Engagement

Fixed-scope project work from a few weeks through to a few quarters, or ongoing retainer where the relationship needs to be continuous. We're selective; not every brief is a fit.

Talk first, build later

Not every brief is a fit. We'll tell you.

Bring the actual problem you're trying to solve. We'll scope it, route you to someone better placed, or be straight that it isn't for us.

Book a discovery call →