The questions that matter before you automate.
Clear answers about access, testing, control, billing and risk.
Start with clarity.
If your question affects suitability, execution or account access, contact us for an answer specific to your setup.
Ask Pater CapitalWhat does Pater Capital do?
Pater Capital provides access to rules-based strategies, strategy development and education. The focus is on turning a market thesis into explicit rules, risk limits and a repeatable execution process.
Do I need to know how to code?
No. The service is designed so you can use and understand automation without programming. Technical implementation sits behind a plain-language strategy and control framework.
Who controls an automated strategy?
You do. The strategy follows the timing, approvals and risk limits agreed for your workflow. Automation does not authorize Pater Capital to make discretionary changes outside those rules.
Which markets are covered?
The current scope includes US equities, ETFs, stock and index options, futures and cryptocurrencies. Availability depends on the strategy, broker and market-data setup.
How are strategies tested?
Rules are evaluated on historical data across different market conditions, with commissions and slippage included where the data supports it. Backtests remain hypothetical and can differ materially from live results.
Does a backtest predict future returns?
No. A backtest shows how a rule set would have behaved on historical data. It can expose weaknesses, but it cannot reproduce every live-market condition or guarantee future performance.
How often can I access the service?
The secure membership area is intended to be available continuously, subject to maintenance, data providers and market infrastructure.
What is the minimum membership period?
Automated strategy access has historically been available monthly. Individual services may require a six-month commitment. Confirm current terms before purchase.
How do monthly memberships renew?
Monthly memberships renew automatically on the same calendar day as the original signup. Cancellation takes effect at the end of the current paid period.
Can I pay without a credit card?
For annual memberships and individual services, contact Pater Capital to ask whether direct deposit and invoicing are available for your location.
What is the cancellation policy?
You can request cancellation for the next billing period. Access continues through the current paid period; unused days are not refunded unless required by applicable law.
Is education included?
Membership includes access to educational material such as webinars, articles and recorded events. Availability can vary by plan.
Read the metric, then read the limitation.
No single performance number tells you whether a strategy is robust or suitable.
- Maximum drawdown
- The largest observed peak-to-trough decline in an equity curve.
- Rate of return
- The percentage change in value over a stated period. It is meaningful only when the period and assumptions are clear.
- MAR
- Annualized return divided by maximum drawdown, used as one view of risk-adjusted performance.
- Winning trades
- The share of closed trades with a positive result. It says nothing by itself about the size of wins or losses.
- Sharpe ratio
- Excess return divided by return volatility, used as one measure of risk-adjusted performance.