Objective
Turn strategy management into an auditable software lifecycle rather than ad-hoc runtime tuning.
Strategy Governance and Evaluation
Production TrackProduction strategy operations require versioning, benchmark discipline, and controlled rollout.
Version Control
Strategy packs should include immutable version IDs, parameter schema versions, and dependency references.
Rollbacks must be direct and preserve prior parameter snapshots.
Evaluation Framework
Key metrics include return, drawdown, turnover, win-rate profile, and safety-trigger incidence.
Evaluation should compare live performance against simulation and baseline strategies.
Release Workflow
Recommended lifecycle: simulation -> paper mode -> capped live mode -> full allocation.
Every promotion stage requires risk sign-off and guard configuration review.
Production Checkpoints
- ✓Every live strategy has versioned manifest
- ✓Promotion gates require performance and risk review
- ✓Rollback tested for each major release
- ✓Performance dashboards retain historical lineage
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