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Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Sourcetable includes 200+ pre-built AI trading strategies covering options, value investing, quantitative analysis, and more. You can run any strategy from the AI chat, backtest it against historical data, and combine multiple strategies.

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Strategy categories

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Options strategies

Iron condors, bull call spreads, protective puts, covered calls, straddles, strangles, butterfly spreads, calendar spreads, and more. The AI calculates optimal strike prices and expiration dates based on current market conditions.

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Value investing

Graham-style value screens, Buffett quality criteria, dividend growth models, margin of safety calculations, and contrarian plays. The AI identifies undervalued stocks using fundamental metrics.

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Quantitative strategies

Momentum, mean reversion, statistical arbitrage, pairs trading, factor models, and risk parity. The AI runs quantitative analysis across large stock universes.

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Growth investing

Revenue acceleration screens, TAM analysis, competitive moat assessment, and growth-at-reasonable-price (GARP) strategies.

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Running a strategy

Ask the AI:
  • “Run a momentum strategy on the S&P 500 for the last 12 months”
  • “Find undervalued stocks using the Graham number”
  • “Screen for dividend aristocrats with yields above 3%”
  • “Identify pairs trading opportunities in the financial sector”

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Backtesting

Test any strategy against historical data:
  • “Backtest a 60/40 portfolio over the last 20 years”
  • “Compare momentum vs. value strategies from 2015 to 2024”
  • “What would happen if I bought the top 10 RSI oversold stocks each month?”
The backtester reports:
  • Total return and CAGR
  • Sharpe ratio and Sortino ratio
  • Maximum drawdown
  • Win rate and profit factor
  • Comparison to benchmarks (S&P 500, Nasdaq, etc.)

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Combining strategies

The AI can blend multiple analytical approaches:
  • “Analyze AAPL using fundamental, technical, and sentiment analysis, then give me a combined recommendation”
  • “Run a multi-factor screen combining value, momentum, and quality”

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Investor personality matching

Curious which investing style fits you? The AI can analyze stocks through the lens of famous investors:
  • Warren Buffett — quality businesses with durable moats
  • Benjamin Graham — deep value with margin of safety
  • Cathie Wood — disruptive innovation and exponential growth
  • Bill Ackman — activist value with catalysts
  • Charlie Munger — quality at a fair price