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Automation · Video

How to choose an automated trading platform

Eight questions that separate real trading platforms from expensive mistakes.

Robert Ratcliff
Robert RatcliffFounder & CEO, Strike Algo · 2 min watch
How to choose an automated trading platformClick to watch the video2:15 · Turn your sound on 🔊Video · Robert Ratcliff, Founder
Independently verified recordExamined by Alpha Performance Verification Services · Apr 2020 to Oct 2026
See the report →
+1,094.2%Total return. S&P 500 (SPY): +215.8%
44.3%Per year, compounded. S&P 500: 19.3%
-37.0%Deepest drawdown. S&P 500: -25.4%
-22.1%Worst month, July 2026
Independently verifiedAlpha Performance Verification Services examined every month since April 2020.
Your money stays in your nameYour own Interactive Brokers account. Strike can trade. It can’t withdraw.
6.5 years · 2,239 tradesSame rules since 2020, through good markets and bad.
Real people, San Diego500+ clients across Capital B28, live events, and a team you can call.
The short version
  • Where the money is and what it does: custody, verification, what it trades, leverage.
  • What it costs and who's behind it: fees, record length, readable rules, real people.
  • Hold every platform to the same eight checks, including us.
● Results from our community

92 results. 34 video stories.

Scroll the whole wallBook a call
Member post, Jun 1, 2026. Up 67.85% in six months on $100K, against 14.23% for the S&P and 27.68% for QQQ.Year-to-date return of 26.26% against the S&P 500.Member post, Jun 11, 2026. Momentum orders filled in Interactive Brokers.A 20-name book with unrealized gains by position.Member post, Apr 15, 2026. Live since Oct 1, 2025, alongside a buy-and-hold account. "Momentum is much more volatile."What made up May's 17.5%, by position.Member post, Jun 10, 2026. Orders executed through the momentum strategy.Interactive Brokers account, up 13.39% year to date.Account up 55.98% year to date.Interactive Brokers book, up 2.42% on the day.The investor Robert first learned momentum from. All accounts at $14.07M. He runs his own momentum strategy, not Strike.Capital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultMember post, Jun 1, 2026. Up 67.85% in six months on $100K, against 14.23% for the S&P and 27.68% for QQQ.Year-to-date return of 26.26% against the S&P 500.Member post, Jun 11, 2026. Momentum orders filled in Interactive Brokers.A 20-name book with unrealized gains by position.Member post, Apr 15, 2026. Live since Oct 1, 2025, alongside a buy-and-hold account. "Momentum is much more volatile."What made up May's 17.5%, by position.Member post, Jun 10, 2026. Orders executed through the momentum strategy.Interactive Brokers account, up 13.39% year to date.Account up 55.98% year to date.Interactive Brokers book, up 2.42% on the day.The investor Robert first learned momentum from. All accounts at $14.07M. He runs his own momentum strategy, not Strike.Capital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community result
+14.59% total return in the past week.+15.86% total return this month.+13.43% total return in the past month.+11.10% total return in the past week.$9,777 unrealized P&L.$14,257 unrealized P&L.$16,263 unrealized P&L.Interactive Brokers account, up 11.13% year to date.A 20% move in five days, from $7.86M to $9.42M.All accounts, up 1.15% on the day.Capital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community result+14.59% total return in the past week.+15.86% total return this month.+13.43% total return in the past month.+11.10% total return in the past week.$9,777 unrealized P&L.$14,257 unrealized P&L.$16,263 unrealized P&L.Interactive Brokers account, up 11.13% year to date.A 20% move in five days, from $7.86M to $9.42M.All accounts, up 1.15% on the day.Capital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community resultCapital B28 community result

Capital B28 community across all programs, including trading education. Not Strike results unless stated. Not typical; individual results vary.

If you’re comparing automated trading platforms, it’s easy to get pulled in by the biggest number on the page. That’s the wrong place to start.

Here are eight things I’d check before connecting a single dollar. Write them down. Use them on every platform you look at, including ours.

Where the money is, and what it does

Number one: custody. Where does your money actually sit? You want it in your own account, in your name, at a large regulated broker. Not in the platform’s account.

Number two: verification. Can you see every trade they’ve ever made, winners and losers? Not a chart. Not a screenshot. The actual trades.

Number three: what does it trade? Stocks, options, crypto, forex, futures? Each one carries very different risk. Make sure you know exactly what you’re signing up for.

Number four: leverage. Does it borrow money to trade? Leverage makes good months look amazing and bad months wipe people out. Ask directly: can I lose more than I put in?

Bring these eight questions to a call and grill us.Book a call →

What it costs, and who’s behind it

Number five: fees. Get every fee in writing. Setup fees, monthly fees, performance fees, broker commissions. And remember that a lot of published results are shown before fees, so ask what they look like after.

Number six: how long is the record? Six months of results in a rising market tells you almost nothing. You want years, and you want to see how it did in a bad stretch.

Number seven: can they explain the rules simply? If someone can’t tell you in a couple of sentences what the system buys and why, that’s a problem.

Number eight: who’s behind it? Real names, a real company, people you can actually get on a call. If it’s anonymous, move on.

Strike on the same eight checks

Here’s how Strike scores on the same eight.

Custody: your own Interactive Brokers account. Verification: 2,239 trades, every one listed. What it trades: U.S. stocks, long-only. Leverage: none.

Fees: we walk you through every one, in writing, on the call. Record length: about six and a half years, and our worst month is right there on the site. Rules: rank about 450 stocks, hold the strongest 20, rotate monthly. And who’s behind it: Capital B28, with a named team you can talk to.

I’m not saying that makes it right for you. I’m saying that’s the bar, and you should hold everyone to it.

Bring the checklist to the call.

So, eight checks. Custody, verification, what it trades, leverage, fees, record length, readable rules, and who’s behind it.

If you want to run us through all eight, go to strikealgo.net and book a call. Bring the list. Ask the hard questions. That’s what the call is for.

Why this matters if you’re considering Strike

Most platforms fail at least two of these. We welcome all eight. Book a call, go down the list with us, and make your decision with full information.

What happens on your call
1
We open the record togetherThe verified report, every month, the good and the bad. Ask anything.
2
We map it to your accountHow Strike would run in your own Interactive Brokers account, the minimum, and what the swings could feel like.
3
You decidePaper trade first if you like. No pressure, and if it isn’t a fit, we’ll tell you.
$100,000, same months
S&P 500
$315,800
BlackRock MTUM
$318,300
Strike
$1,055,200
Jegadeesh & Titman 1993George & Hwang 2004Moskowitz, Ooi & Pedersen 2012

$100,000 invested April 2020, value September 30, 2026. MTUM NAV total returns per BlackRock. Strike: verified model record, gross of fees. Same months.

Real people. Real screenshots.

Hear from our community

Video after video, result after result. Keep scrolling. It keeps going.

These results come from the Capital B28 community across all of our programs, including our trading education. They are not Strike Algo results unless stated. Results shown are not typical and are not a promise of future results. Individual results vary. Strike's own numbers are the verified model record.

Member post, Jun 1, 2026. Up 67.85% in six months on $100K, against 14.23% for the S&P and 27.68% for QQQ.
“Video testimonialClient story
+14.59% total return in the past week.
Year-to-date return of 26.26% against the S&P 500.
“Video testimonialClient story
Capital B28 live event · San Diego
+15.86% total return this month.
“Video testimonialClient story
Member post, Jun 11, 2026. Momentum orders filled in Interactive Brokers.
+13.43% total return in the past month.
“Video testimonialClient story
A 20-name book with unrealized gains by position.
+11.10% total return in the past week.
“Video testimonialClient story
⚡Want to see if Strike fits your account?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
Member post, Apr 15, 2026. Live since Oct 1, 2025, alongside a buy-and-hold account. "Momentum is much more volatile."
$9,777 unrealized P&L.
“Video testimonialClient story
What made up May's 17.5%, by position.
$14,257 unrealized P&L.
“Video testimonialCody
Member post, Jun 10, 2026. Orders executed through the momentum strategy.
Capital B28 live event · San Diego
“Video testimonialDavud
$16,263 unrealized P&L.
Interactive Brokers account, up 13.39% year to date.
“Video testimonialFab
Interactive Brokers account, up 11.13% year to date.
Account up 55.98% year to date.
⚡Questions? Talk to a real person.

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
“Video testimonialEtianie
Capital B28 live event · San Diego
A 20% move in five days, from $7.86M to $9.42M.
“Video testimonialScott
Interactive Brokers book, up 2.42% on the day.
All accounts, up 1.15% on the day.
“Video testimonialZay
The investor Robert first learned momentum from. All accounts at $14.07M. He runs his own momentum strategy, not Strike.
“Video testimonialTonio
“Video testimonialSuyen
⚡Ready to put a system on it?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
“Video testimonialSu
Capital B28 live event · San Diego
“Video testimonialSteve
“Video testimonialStano
“Video testimonialRoberto
Capital B28 live event · San Diego
“Video testimonialPedro
⚡Like what you're seeing?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
“Video testimonialPat Murray
“Video testimonialJulian
“Video testimonialJoe
“Video testimonialJL
Capital B28 live event · San Diego
⚡Want to see if Strike fits your account?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
“Video testimonialJK
“Video testimonialGrant
“Video testimonialErik
Capital B28 live event · San Diego
“Video testimonialColby
“Video testimonialZee
⚡Questions? Talk to a real person.

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
“Video testimonialBen
“Video testimonialAxel
“Video testimonialAtum
Capital B28 live event · San Diego
⚡Ready to put a system on it?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
Capital B28 live event · San Diego
Capital B28 live event · San Diego
⚡Like what you're seeing?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
Capital B28 live event · San Diego
Capital B28 live event · San Diego
⚡Want to see if Strike fits your account?

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
⚡Questions? Talk to a real person.

Book a call and see how Strike runs in your own Interactive Brokers account.

Book a call
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego
Capital B28 live event · San Diego

Frequently asked questions

What should I look for in an automated trading platform?

Eight things: custody in your own account, a verifiable record, what it trades, leverage, every fee in writing, a multi-year record through a bad market, rules you can understand, and real people behind it.

Are trading results usually shown before fees?

Often, yes. Ask what results look like after all fees and costs. Strike's published record is gross of fees and costs.

How long should a trading record be?

Years, including a bad stretch. A few months in a rising market tells you very little.

Bring the eight questions. We’ll answer every one.Book a call. A real person walks you through the record and the platform live.
Book a call
Read the full video transcript

If you’re comparing automated trading platforms, it’s easy to get pulled in by the biggest number on the page. That’s the wrong place to start.

Here are eight things I’d check before connecting a single dollar. Write them down. Use them on every platform you look at, including ours.

Number one: custody. Where does your money actually sit? You want it in your own account, in your name, at a large regulated broker. Not in the platform’s account.

Number two: verification. Can you see every trade they’ve ever made, winners and losers? Not a chart. Not a screenshot. The actual trades.

Number three: what does it trade? Stocks, options, crypto, forex, futures? Each one carries very different risk. Make sure you know exactly what you’re signing up for.

Number four: leverage. Does it borrow money to trade? Leverage makes good months look amazing and bad months wipe people out. Ask directly: can I lose more than I put in?

Number five: fees. Get every fee in writing. Setup fees, monthly fees, performance fees, broker commissions. And remember that a lot of published results are shown before fees, so ask what they look like after.

Number six: how long is the record? Six months of results in a rising market tells you almost nothing. You want years, and you want to see how it did in a bad stretch.

Number seven: can they explain the rules simply? If someone can’t tell you in a couple of sentences what the system buys and why, that’s a problem.

Number eight: who’s behind it? Real names, a real company, people you can actually get on a call. If it’s anonymous, move on.

Here’s how Strike scores on the same eight.

Custody: your own Interactive Brokers account. Verification: 2,239 trades, every one listed. What it trades: U.S. stocks, long-only. Leverage: none.

Fees: we walk you through every one, in writing, on the call. Record length: about six and a half years, and our worst month is right there on the site. Rules: rank about 450 stocks, hold the strongest 20, rotate monthly. And who’s behind it: Capital B28, with a named team you can talk to.

I’m not saying that makes it right for you. I’m saying that’s the bar, and you should hold everyone to it.

So, eight checks. Custody, verification, what it trades, leverage, fees, record length, readable rules, and who’s behind it.

If you want to run us through all eight, go to strikealgo.net and book a call. Bring the list. Ask the hard questions. That’s what the call is for.

Trading involves risk, and this isn’t investment advice. See you in the next one.

Strike Algo figures are a model strategy, calculated gross of fees and trading costs, as examined by Alpha Performance Verification Services, and are not the results of any client account. Past performance does not guarantee future results. Trading involves risk, including loss of principal. Not investment or tax advice. Capital B28 provides software and is not an investment adviser.

Stop guessing.
Put a system on it.

Your money stays in your account. The system does the work. You get your evenings back.

858-227-6740

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