Setup Doctrine
About us

We got tired of guessing, too.

Setup Doctrine started with three traders and one shared frustration: the strategies available to individual traders were either recycled indicators dressed up as edge, or locked behind institutional access nobody outside a fund could reach.

So we built our own — and tested every one of them the way we'd want them tested if our own capital were on the line. Because it is. Every strategy we hand you, someone on our desk is already running.

That meant walking away from the industry's favorite shortcut: one-size-fits-all portfolios sold as personalization. A strategy that fits a retiree's risk tolerance and a strategy that fits a full-time day trader aren't the same idea wearing different branding — they're built from entirely different assumptions.

So we stopped guessing which one you needed. We built an assessment instead: a handful of honest questions about how you actually trade, what you can stomach losing, and what you're trying to get out of the markets. Then we match you to a strategy built for that answer — not for the average of everyone who's ever asked.

Built for every stage

Some of the people trading our strategies placed their first order last month. Others manage allocations for funds that have been in the market for decades. Both get the same standard: nothing reaches you until it's been tested, explained, and proven to hold up outside a backtest.

What we won't compromise on

Evidence over opinion
Every strategy is backtested before it ever reaches you — not the other way around.
Built by the people who use it
Our own desk trades the same strategies we give you. Nothing ships that we wouldn't run ourselves.
No black boxes
You see the logic behind a strategy — the conditions, the risk, the assumptions — before you ever risk a position.
Access without gatekeeping
Institutional-grade tooling, matched to you individually, open to any account size.

Take the assessment. Get matched. Trade with a plan.

Five minutes of questions gets you a strategy built around how you actually trade.

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