Add operational runbooks and decisions stub

This commit is contained in:
2026-04-05 19:39:56 -04:00
parent f8587125c0
commit 2ad2ddf38b
8 changed files with 218 additions and 0 deletions

View File

@@ -0,0 +1,36 @@
# Backtest Review Workflow
## Purpose
Provide a consistent pass/fail review process for strategy backtest output.
## Inputs
- Backtest report (date range, instrument, timeframe, settings).
- Strategy version/commit reference.
- Risk and execution assumptions used for the run.
## Review Steps
1. Confirm run metadata is complete and reproducible.
2. Validate data window and session settings match test intent.
3. Review shared metrics vocabulary:
- Net Profit
- Profit Factor
- Max Drawdown
- Win Rate
- Average Trade
- Expectancy
- Trade Count
4. Check risk behavior consistency (drawdown shape, loss clustering, streak behavior).
5. Compare against prior baseline and flag material regressions.
6. Record decision: `pass`, `pass_with_conditions`, or `fail`.
## Required Output
- Backtest Review Note with:
- metadata,
- metrics snapshot,
- baseline delta,
- decision,
- required follow-ups.
## Exit Criteria
- Review note is stored with clear decision and rationale.
- Any follow-up actions are captured as tasks.