Fund Builder

The Fund Builder is a revolutionary component that democratizes access to sophisticated fund creation through natural language interfaces. By removing technical barriers, it enables both experienced fund managers and retail investors to create and deploy trading strategies without programming expertise.

Natural Language Strategy Creation

At the core of the Fund Builder is its ability to translate human language into executable trading strategies:

• Multilingual Support: Users can describe trading strategies in their native language (English, French, Spanish, Chinese, and more)

• Natural Language Interface: Complex trading ideas can be expressed in everyday language

• LLM-Powered Code Generation: Advanced AI models translate these descriptions into optimized code using the B3X SDK

• Interactive Refinement: Users can iteratively refine their strategies through conversational feedback loops

Strategy Creation Process

The Fund Builder guides users through a structured strategy creation process:

1. Strategy Description: User describes their trading idea in natural language

2. AI Interpretation: System interprets and formalizes the strategy

3. Parameter Configuration: User sets and adjusts key parameters with AI assistance

4. Strategy Visualization: System generates visual representations of strategy logic

5. Backtesting Preview: Initial backtesting results are presented for review

6. Refinement Dialog: User and AI engage in iterative improvement

7. Validation Handoff: Completed strategy is sent to the Quant Agent for rigorous validation

User Experience

The Fund Builder prioritizes accessibility without sacrificing sophistication:

• No-Code Interface: Complete elimination of coding requirements

• Strategy Templates: Pre-built templates for common strategy types

• Educational Guidance: Contextual education on strategy components and financial concepts

• Risk Assessment: Clear explanation of potential risks and limitations

• Historical Analogies: Comparison to similar historical strategies for context

Example Interaction

Initial Strategy Request

User: "I want to create a strategy that buys Bitcoin when the 50-day moving average crosses above the 200-day moving average, and sells when it crosses below."Fund Builder: "I understand you want to implement a Golden Cross/Death Cross strategy for Bitcoin. Let me design that for you. This strategy will:

1. Buy BTC when the 50-day MA crosses above the 200-day MA (Golden Cross)

2. Sell BTC when the 50-day MA crosses below the 200-day MA (Death Cross)

Would you like to add any filters or additional conditions to this strategy?"

Strategy Refinement

User: "Yes, only enter if the volume is above average."Fund Builder: "Great addition. I'll modify the strategy to only trigger entries when:

1. The 50-day MA crosses above the 200-day MA (Golden Cross), AND

2. The current volume is above the 20-day average volume

This should help filter out false signals. Would you like to add a specific position sizing rule or risk management parameter?"

The Fund Builder guides users through an iterative process, suggesting improvements and asking clarifying questions to refine the strategy. This conversational approach makes sophisticated strategy creation accessible to users without technical expertise.

Technical Implementation

Behind its intuitive interface, the Fund Builder leverages sophisticated technology:

• Strategy Parsing Models: Specialized LLMs trained to understand trading concepts

• Code Generation Pipeline: Multi-stage process for translating natural language to executable code

• Validation Circuits: Systems to ensure generated strategies meet technical and risk standards

• User Intent Analysis: AI models that understand the user's true objectives beyond literal instructions

Integration Points

The Fund Builder connects seamlessly with other components in the World Fund ecosystem:

• Strategies flow directly to the Quant Agent for scientific validation

• Approved strategies are stored in the Curated Strategy Library

• Deployed strategies interface with the Signal Generator and Trader Agent for execution

By combining natural language processing with financial expertise, the Fund Builder creates an unprecedented level of accessibility to sophisticated quantitative trading, empowering users regardless of their technical background.