How We Work

Transforming a manual trading process into an automated system leaves no room for improvisation. It is a structured, technical, and validated process, step by step.

Every decision has a purpose.
Every stage responds to a clear objective.
Every deliverable is defined under a precise criterion.

From the initial contact to final implementation, we operate under a simple logic:

Understand Define Build Validate.

What follows is the roadmap we apply to every project.

01

Evaluation Request

Everything starts with your submission.

You send your strategy or manual trading approach for evaluation.

This is not a generic form or a superficial inquiry. It is the starting point to understand exactly what you are doing, how you are doing it, and what you aim to achieve.

Each submission is reviewed with a technical approach. The objective is to build an objective understanding of your requirements before moving forward.

If your proposal is clear and has a solid foundation, we proceed to the next step.

To understand what you need to submit and how to structure your request, refer to the Request Evaluation page.

02

Alignment

We align before we build.

Once your submission is reviewed, a video call is scheduled.

The goal is to validate that our understanding is correct, go deeper into the details of your trading approach, and resolve any questions before moving forward.

Here we define the real scope of the project. We establish what will be built, what will not, and under what conditions. We also set clear expectations:

functionality, timelines, and working methodology.

This is a direct space. No unnecessary theory. No ambiguity.

By the end, both sides have complete clarity on the project.

With that foundation, we move to the next stage.

03

Proposal

What you will receive, clearly defined.

Based on what was discussed, I prepare a structured project proposal. This is not a generic document. It is the technical translation of your trading approach into an executable system. It includes:

Our understanding of your requirements, the system’s functionalities and components, the exact scope of development, the project timeline, the required investment, and payment conditions.

It also details the working methodology:

How it is built.
How it is tested.
How each stage is validated.

And exactly what you will receive at the end:

Source code.
Documentation.
User manual.
Testing guide.

No ambiguity.

With this material, you can make an informed decision. If you choose to move forward, we proceed to execution.

04

Project Execution

From definition to implementation.

Once the proposal is approved, the project begins.

A kickoff meeting is held to review every agreed point and align operational details before starting. Here we clearly define:

Each party’s responsibilities,
Project milestones, and
Validation criteria.

Development follows the defined methodology. Each component is built based on what was agreed. Every step has a clear objective. Each stage is validated before moving forward. No improvisation. No open interpretation. Only controlled execution.

Throughout the process, the client participates where necessary:

Reviewing progress,
Validating expected behavior, and
Confirming that the system aligns with the defined scope.

There is one objective:

To reach delivery with a system that is aligned, validated, and ready for implementation.

05

Delivery

You receive exactly what was defined.

Before final delivery, the administrative closure of the project is completed. This enables the delivery of the system and all associated materials. You receive:

Source code.
Technical documentation.
User manual.
Testing guide.

A post-delivery validation period is also established. During this time, you verify that the system behaves as defined in the proposal. If any behavior does not match what was agreed, it is adjusted within the project scope.

The objective is clear:

That the system operates exactly as specified.

Additionally, guidance is provided during this phase to ensure proper implementation. And something critical:

Your trading logic, your strategy, and all material shared during the project are handled with strict confidentiality.

Not reused.
Not shared.
Not exposed under any circumstances.

It is treated for what it is: sensitive and confidential information tied to your trading operation.

06

System Evolution

The system does not remain static. It evolves with you.

Once delivered and implemented, the system can continue to grow. New market conditions, adjustments in your trading approach, or improvements identified through real use can become new development phases.

This is not about rebuilding. It is about building on a solid foundation. Each improvement is treated as a new scope, under the same principles:

Clear definition.
Specific objective.
Controlled execution.

You can incorporate:

New functionalities.
Optimization of existing logic.
Additional integrations.
Strategic adjustments.

Whenever needed, we resume from where we left off.

No friction.
No starting from scratch.

The person behind the development

Professional Background & Experience

Every system is developed by me. I do not delegate. I do not outsource. I do not dilute responsibility.

This is not a distributed process across teams or intermediaries. It does not pass through unknown hands. It is not fragmented into isolated parts.

From initial understanding to final implementation, there is a single line of responsibility.

This implies something critical:

What is defined is built.
What is built responds exactly to what was defined.

No external interpretation.
No loss of context.

I work directly with you, understanding your logic, your trading approach, and your objective.

Because automating a strategy is not about writing code.

It is about translating a way of thinking correctly.

And that is not something that gets delegated.

Frequently Asked Questions

FAQ’s

If your question is not covered here, it will be addressed directly during the evaluation stage:

There is no standard pricing model. Each system has its own level of complexity, and the cost of development depends directly on the scope of the project. However, I can give you an initial reference:

The automation of a standard trading strategy —for example, a system that, once a defined set of entry rules is met, executes a market order and immediately manages risk by placing stop loss and take profit orders— has a base price of $1,000 USD.

From that point on, the cost is adjusted based on the conditions the system must handle and the level of validation required.

A development project is not just about building the system. It includes understanding your trading approach, translating it into a technical definition, performing the necessary testing and validation to ensure proper functionality, as well as documentation and support during implementation.

If you are considering automating your trading strategy, this reference gives you a clear starting point.

It depends on the scope.

A development is not just about writing code. It involves understanding, building, and validating each component correctly.

As a reference, even for a simple case like the one described above, the minimum execution time is two calendar weeks (15 days).

The proposal defines a realistic timeline, with clear milestones and dates.

You receive the complete system and all the necessary materials to operate it:

Source code.
Technical documentation.
User manual.
Testing guide.

All aligned with what was defined in the proposal.

Yes.

After delivery, a validation period is established where you must verify the system’s behavior.

If anything does not match what was agreed, it is adjusted within the defined scope.

The project is divided into phases.

An initial payment is required to start, and the remaining balance is completed before final delivery.

All details are clearly defined in the proposal from the beginning.

Payment is made via international transfer (Wise), under conditions defined in the proposal.

Each project is structured in stages, with clear deliverables and validation criteria established from the start.

I do not work under open or informal arrangements.

Everything is defined before starting and executed accordingly.

This ensures control, clarity, and protection for both parties.

Development is carried out exclusively on NinjaTrader.

I do not work across multiple platforms. All system construction, execution, and validation are focused on this environment.

If you currently trade on another platform, the feasibility of migrating your trading approach to NinjaTrader is evaluated as part of the process.

This ensures technical control, consistency, and a result aligned with what was defined.

No.

The system is delivered with clear instructions for use.

The objective is for you to operate it correctly without requiring advanced technical knowledge.

Yes.

The system is designed as a foundation that can be expanded modularly.

Any improvement or adjustment is handled as a new scope, maintaining the same principles of clarity and control.

Development is handled directly, without intermediaries.

I am based in Costa Rica, and all communication is managed remotely through agreed channels.

Yes. And this is critical.

Your trading logic, your strategy, and all material shared during the project are handled with strict confidentiality.

Not reused.
Not shared.
Not exposed.

It is treated as what it is: sensitive information and an industry secret tied to your trading operation.

No.

Communication is handled in Spanish by default.

If the project requires interaction in English, it is coordinated to ensure full clarity at every stage.

Language is not a limitation. The focus is on clearly understanding the requirement and executing the system correctly.