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A factor produces a value or signal. A strategy adds a universe, ranking or selection rule, rebalancing, position sizing, and exits. Qube keeps this conversion explicit so you can review the assumptions before creating a strategy.

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Conversion flow

1

Analyze the factor

Create and analyze a factor for a supported market. Review its direction, coverage, and stability.
2

Request a strategy proposal

Ask Qube to turn the factor into a strategy. Qube shows the factor, market, and proposed selection and risk parameters.
3

Confirm the proposal

Review the proposal before confirming. The proposal stage does not create a strategy or start a backtest.
4

Create and backtest

After confirmation, Qube generates a market-specific strategy and saves its first version. Run a backtest to evaluate the generated rules.

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Parameters you may review

The generated strategy is a new strategy object. Later factor edits do not silently change its code; create and review a new version when you want to update it.