Methodology: integration by design.

Coherent regime framework, simple modules, promotion guardrails—applied to strategies and to tax-aware implementation.

Philosophy

Three Core Laws

How we enforce this →

Data

Clean, consistent inputs

  • Continuous futures & multi-asset ETFs
  • Macro fundamentals & standard technicals
API

SQL / REST

  • Unified endpoints with quotas
  • Freshness metadata
Notebooks

Raw → features → backtests

  • Narrative, reproducible templates
  • Promotion staging & A/B tracking
Signals

Versioned & deployed

  • ML + DeMark hybrids, regime-aware
  • Dashboards & live performance
Regimes

Mogul vs. Groomer

Ski Run Regime Signal Type Why it works
Mogul Low-Vol / Range Mean-reversion / Option writing Smooth “corduroy”—collect theta with controlled risk.
Groomer High-Vol / Breakout Trend-following / Option buying Ride gamma/vega in accelerating markets.
Policy & Guardrails

Calibration & promotion

  • Flip: prefer prob ↔ bypass based on rolling ECE/Brier thresholds
  • Promote: 20-day realized edge > 0 and hit ≥ 45%
  • Demote: breach a rule → strategy cools off

Same rules for portfolios

  • Model promotion/demotion with tracking-error bounds
  • Tax overlay thresholds & exception handling
  • Audit log of changes

How this shows up in Advisory