Services
From backtest pipeline to live broker connection, Heritage Group's service stack is designed so you can see and verify every layer of your automation.
When you onboard with Heritage Group, you receive a configured n8n-based automation pipeline integrated with your chosen broker's API, a private backtesting environment pre-loaded with up to five years of tick data for your target instruments, and a live dashboard instance hosted on our infrastructure in Kampala. Initial setup takes five to seven business days; you receive a full configuration document, a recorded walkthrough of your system's logic, and a test-run report before going live. Ongoing service includes weekly system health checks, quarterly integration updates, and priority support via email and WhatsApp.
We take your written strategy specification — entry conditions, exit rules, position sizing logic — and build a fully automated execution pipeline. The pipeline is documented with plain-language annotations so you can read exactly what each node does and modify it without specialist help.
Our backtesting engine runs your strategy against historical tick data and produces a structured HTML report covering: gross and net return, maximum drawdown, Sharpe ratio, trade frequency, average hold time, and a per-trade log. Reports are stored in your account and versioned so you can track the effect of parameter changes over time.
We configure your strategy's risk envelope: daily loss limits, per-trade maximum exposure as a percentage of account equity, volatility-based position scaling, and emergency halt conditions. Each parameter is shown explicitly in the dashboard so you can audit and adjust it at any time.
Heritage Group handles the technical work of connecting your automation to your broker's execution environment. We test order routing, partial fill handling, and reconnection logic before handover, and we maintain the integration through broker API updates so you are not left with a broken connection after a broker upgrade.
Your dashboard provides real-time visibility into open positions, strategy state, and system metrics. Configurable alerts notify you by SMS and email when daily drawdown thresholds are approached, when a strategy enters an error state, or when connectivity to the broker is interrupted.
Heritage Group's pipelines are built on n8n for workflow orchestration, with strategy logic defined in a structured JSON specification format that any developer can read and audit. Broker connectivity uses official SDK libraries or REST adapters with OAuth 2.0 authentication. Tick data is sourced from verified feed providers and stored in a local time-series database. The dashboard frontend is a React application served over HTTPS with role-based access control, so your account data is accessible only to authorised users. All components run on dedicated cloud infrastructure with daily backups and a 99.5% uptime SLA.
“The Strategy Pipeline Setup service saved me roughly three months of solo development time. The configuration document Heritage Group handed over is thorough enough that I could explain every rule to my broker's compliance team without hesitation. I've since expanded to two additional instruments using the same documentation format.”
Grace Nakato, Entebbe — Commodities Trader
Standard onboarding is five to seven business days from the date we receive your completed strategy specification. Complex multi-instrument setups with custom broker adapters may take up to fifteen business days. We provide a project timeline at the scoping call.
No. You describe your trading rules in plain language or a structured template we provide. Heritage Group's team translates that specification into an automation pipeline. If you do have Python or JavaScript experience, you can optionally supply logic directly in code.
Broker API maintenance is included in all active subscription plans. When a broker updates their interface, we test and patch the integration within five business days of the change becoming publicly documented, and we notify you with a brief report of what changed.