Templates and scenarios

A blank prompt is the hardest part of any research tool. Tradion ships 365 questions already written, so your first move is picking one rather than inventing one.

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In plain English: a template is a written question

A template is not a program and not a locked setting. It’s a paragraph of English somebody already wrote for you — the same box you’d type into yourself, filled in. Clicking one drops that paragraph into the composer. Nothing runs. You can change every word, point it at your own tickers, or close the library and forget it. So a template also works as a free description of what a kind of analysis involves.

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Opening the library

Two ways in: the Templates button in the session header, or the View all 365 templates link on an empty session. The library opens with a search box — type momentum, dividend, or RSI and it matches titles, descriptions, and tags. Below it, a row of category pills, each showing how many templates it holds. Featured is selected by default and holds 34 hand-picked starting points.

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What’s in there

Read the right-hand column, not the category name — it says what that shelf does for you. Five terms from that table, defined once:

• Backtest — running rules over historical prices to see what would have happened if you’d followed them. Not a prediction; a record of a rule against the past.
• Moving average — the average closing price over the last N days, redrawn daily so the direction shows through the noise. The 50-day average above is one.
• Volatility — how much a price bounces around, whichever direction it goes.
• Drawdown — the fall from a peak to the low that follows, as a percentage. How much pain you’d have sat through while holding.
• Correlation — whether two things move together. 1.0 is in step, 0 unrelated, −1.0 opposed.

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Running one against your own symbols

Clicking a card drops its wording into the composer and closes the library. Nothing runs until you press Enter, which gives you the gap to edit it. Every template ships with a placeholder symbol:

Backtest an RSI mean-reversion strategy on SPY QQQ over the last 5 3 years…

Change the ticker, stretch the window, add a benchmark, delete the parts you don’t want. Terms you don’t recognise are fair game too — mean reversion, in that one, is the idea that a price stretched far from its average tends to snap back.

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The scenario library

Separate from the templates, Tradion carries 18 named market shocks for stress-testing — asking what would this do to what I hold? rather than what happened historically? They sit in six groups of three: Macroeconomic (hard landing, stagflation, reflation), Monetary and sovereign (debt downgrade, carry-trade unwind, eurozone break-up), Geopolitics (energy crisis, trade war, open conflict), Market structure (flash crash, exchange failure, clearing house default), Tech and crypto (AI bubble burst, regulatory crackdown, cyber outage), and Biological and natural (pandemic, climate event, solar event). Each spells out its conditions — Hard Landing means unemployment above 6%, emergency rate cuts, GDP contracting 2%, rising corporate defaults. Browse them from the command palette (⌘K or Ctrl+K → Run Scenario Analysis), then put the conditions you care about into the composer:

Act as a risk manager. Stress test SPY, QQQ, and TLT against a hard landing — unemployment above 6%, emergency rate cuts, GDP contracting 2%. Show the likely drawdown for each and how their correlations shift.

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Saving your own

There is no save-a-template feature and no custom category. Session history does the job: every analysis is kept, listed by its opening question, and searchable. To reuse a question that worked, reopen that session and copy its wording.

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