Services

Automation Services Built Around Your Strategy

From initial strategy audit to live deployment and ongoing monitoring, Coastal Group covers every stage of the automation pipeline.

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Split-screen workspace showing a written strategy specification next to a backtest performance chart

A Concrete Pipeline, Not a Black Box

The Coastal Group service model is built on transparency at every step. When you engage us, the first deliverable is a written strategy specification document — a precise description of your trading rules, translated into logic our engineers can implement. Next comes backtesting: we run your strategy against at least 24 months of historical tick data and return a structured PDF report covering win rate, maximum drawdown, Sharpe-ratio equivalent, and session-by-session performance. Once you approve the backtest, we configure the bot on your chosen MT4/MT5 broker connection, set your risk parameters inside the system, and conduct a two-week paper-trading phase before any live capital is involved. You receive login credentials to the monitoring dashboard — clean inkblue-warmwhite interface — from day one of the paper phase.

What You Receive at the End of Onboarding

At completion, every Coastal Group client holds four concrete deliverables: a strategy specification document, a signed-off backtest PDF, a configured and connected live bot, and access to the monitoring dashboard with their own credentials. Ongoing support includes monthly parameter-review calls (on Pro and Business tiers), system-uptime monitoring, and broker-reconnection handling if your connection drops. We do not manage your capital, offer investment advice, or guarantee any trading result — the strategy is yours, the automation is ours. Clients across Jinja, Kampala, and Entebbe have used this pipeline to bring the same discipline to their automated systems that they aspired to in manual trading.

Service Components in Detail

Each component is a standalone deliverable — together they form a complete automation pipeline.

  • Strategy Specification

    A written, engineer-readable document that converts your verbal or rule-based strategy into unambiguous logic: entry triggers, exit conditions, position sizing formula, and risk-halt rules. This document is yours to keep and modify.

  • Historical Backtesting

    We run your specified strategy against 24+ months of historical data using tick-accurate simulation. The output is a structured PDF report with trade-by-trade logs, drawdown curves, and a plain-language summary section.

  • Bot Configuration & Deployment

    Our engineers build the executable bot file (compiled EA for MT4/MT5, or API script for FIX-enabled brokers), configure your risk parameters in code, and deploy to a Virtual Private Server (VPS) for 24/7 uptime — included in Pro and Business tiers.

  • Paper-Trading Phase

    Before live capital, the bot runs for two weeks in paper-trading mode against real market data. You observe execution logic, review the monitoring dashboard, and approve final adjustments without financial exposure.

  • Ongoing Monitoring & Alerts

    The live dashboard sends alerts via email and SMS if the bot hits a drawdown threshold, loses broker connectivity, or detects an anomalous execution pattern. System health is monitored around the clock on Pro and Business plans.

“The strategy specification document was something I did not know I needed until I read it. Seeing my own trading rules written out precisely — entry on the second close above the 50 EMA, stop at the prior swing low — showed me two contradictions I had never noticed. Coastal Group caught them before the bot ever touched a market.”

— Samuel Wasswa, Entebbe

Start with a Strategy Audit

Send us your current trading rules and we will assess automation feasibility within 48 hours — at no cost.

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Services: Common Questions

Can you automate a strategy I currently trade manually on a mobile app?

Yes, provided your strategy has defined, repeatable rules. Strategies based purely on discretionary feel cannot be automated, but any rule with a clear trigger condition — indicator crossover, price level, time-of-day filter — is a candidate. We discuss feasibility on the free initial call.

Do you offer ongoing strategy optimisation after deployment?

Pro and Business clients receive a quarterly parameter-review session where we analyse live performance data and discuss whether adjustments are warranted. Any changes to strategy logic require a new specification amendment and backtest, billed at an hourly rate.

Is my strategy kept confidential?

Yes. All client strategy documents are stored under NDA terms agreed at contract signing. Our engineers work under confidentiality obligations and your strategy specification is never shared with other clients or third parties.