WealthLab 9 Has Arrived: The Biggest Evolution in WealthLab Yet

For more than two decades, WealthLab has helped traders answer one fundamental question:

Does this trading idea actually work?

With the release of WealthLab 9, we've taken a giant leap forward. This isn't simply an update with new indicators and visualizers—it's a reimagining of how traders research, build, and validate trading strategies in the age of artificial intelligence. Whether you're a discretionary trader looking to automate an idea, a quantitative researcher building complex portfolios, or a developer integrating AI into your workflow, WealthLab 9 provides the tools to move from idea to evidence faster than ever before.

AI-Powered Strategy Development

The headline feature in WealthLab 9 is its deep integration with modern AI assistants. Describe a trading strategy in plain English, and AI can help generate complete WealthLab strategy code ready to test. But the real power comes from closing the loop between idea and validation. Instead of asking AI to write code and hoping it works, WealthLab lets you immediately backtest the strategy using professional-grade analytics, iterate on the results, and continue refining the strategy until you're satisfied. This dramatically shortens the research cycle from hours to minutes.

Native Claude Integration

One of the most exciting additions is seamless integration with Claude. Claude can communicate directly with WealthLab to:

• Create new trading strategies

• Run backtests

• Retrieve performance metrics

• Compare strategies against Buy & Hold

• Analyze trades

• Iterate on strategy improvements

Rather than copying code between applications, Claude becomes an intelligent research assistant working directly with your WealthLab installation.

Built-In MCP Server

WealthLab 9 includes a built-in Model Context Protocol (MCP) server, making it one of the first trading research platforms to embrace the emerging AI ecosystem. This allows AI tools that support MCP to interact directly with WealthLab using a standardized protocol, opening the door to sophisticated automated research workflows with very little setup.

Expanded REST API

Developers now have access to a significantly expanded REST API. Applications can:

• Launch backtests

• Poll for completion

• Retrieve detailed performance statistics

• Access strategy code

• Enumerate DataSets and symbols

• Request historical market data

• Analyze completed trades and signals

Whether you're building your own research platform, integrating AI, or automating repetitive workflows, the REST API makes WealthLab easier than ever to extend.

Smarter AI Responses

AI is only as good as the information it receives. WealthLab 9 now returns richer backtest information including:

• Performance metrics

• Trade lists

• Entry and exit signals

• Debug output

• Detailed position information

This enables AI assistants to make far more informed suggestions when refining strategies or diagnosing problems.

A Better User Experience

While AI headlines the release, WealthLab 9 also includes hundreds of improvements throughout the platform. Highlights include:

• Modernized user interface

• Improved strategy management

• Better charting performance

• New visualizers

• Faster workflows

• Enhanced position tracking

• Numerous usability improvements requested by the community

Almost every area of the application has received attention.

Built for Serious Testing

WealthLab continues to provide the institutional-quality backtesting engine traders rely on. Features include:

• Historical index constituent testing

• Survivor bias elimination

• Walk-forward optimization

• Portfolio simulation

• Monte Carlo analysis

• Advanced position sizing

• Extensive performance metrics

AI can generate ideas—but rigorous testing determines whether those ideas deserve your capital.

For Beginners and Professionals

One of WealthLab's strengths has always been flexibility. If you don't write code, AI and Building Blocks make it easier than ever to create sophisticated strategies visually. If you're an experienced developer, you have complete access to C#, an extensive API, REST services, and MCP integration for building highly customized research workflows. Use as much—or as little—code as you like.

This Is Just the Beginning

Artificial intelligence is transforming software development, research, and trading. We believe the future belongs to platforms that combine the creativity of AI with rigorous quantitative validation. WealthLab 9 is our first major step into that future. We're already working on additional AI capabilities, expanded integrations, and new workflows that will continue to make systematic trading more accessible and more powerful.

Download WealthLab 9 Today

If you've ever had a trading idea and wondered whether it really works, there's never been a better time to find out. Download the free trial of WealthLab 9 and experience a new way to build, test, and improve trading strategies with the help of AI.

Welcome to WealthLab 9!