Manage Strategy Groups
New groups must be created from Research so they are attached to a family immediately. This panel is now edit-only.
| Name | Description | Core Parameters | Actions |
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Strategy Families
Archived Runs
Review archived runs and restore any run back into the active workflow.
Archived Inventory
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Archived Families
Review archived strategy families and restore them when needed.
Archived Family Inventory
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Dropped Candidates
Unified dropped-candidate board across all families.
Cross-Family Dropped Board
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Distribute Ungrouped Runs
Assign orphan runs into open family questions without leaving the research workflow.
Ungrouped Runs
Select a run to assign it into an open group.
Processing + Open Groups
Processing groups are listed first, followed by open questions.
Gemini Bridge
Internal bridge page for proposing parameter tests and monitoring queued TV Backtester jobs.
Proposal Builder
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Parameter Under Test
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TV Input Definition
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Job Monitor
Loop: -
Strategy Research Workflow
Track how one baseline evolves through group winners, promotions, follow-up validation, and final live-readiness decisions.
Strategy Family
Choose an existing family or create a new research program.
Initial Baseline Setup
Set or adjust the starting baseline from inside Family setup.
Family Ranking Policy
Define the hard filters, weights, and fragility guardrails that this family should use by default.
Weights total: 100%
Profile: Manual Custom
Hard Filters
Weighted Scorecard
Fragility Guardrails
Group Link
Create a new family-bound group or bind an existing group to one baseline and one parameter-under-test.
Backtester Collection Run
Queue a data-collection run to TV Backtester using the selected group and baseline parameters. This is enqueue-only and will not interrupt active runs.
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Promotion Ledger
Review promotion decisions and escalation history. Winner-to-validation routing now happens directly when winners are selected.
Final Candidate
Mark a baseline as pre-live, demo-validating, small-live, or live approved.
Family Journey
No strategy family selected.
Processing Top-3 Comparison
Compare top-3 ranking metrics and choose one winner for this group.
Top-3 Ranking Metrics
| Pick | Rank | Run | Total | Risk | Exec | Sample | Return | Stability | PF | Adj WR% | DD% | Trades | Net P&L |
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Yearly Top-3 Matrix
Year-by-year PnL, Max DD, and average holding time for the current top 3.
Choose Winner
Select one or more top-3 runs, then set winners.
Baseline Challenge
Head-to-head challenge: baseline vs selected winner.
Head-to-Head Metrics
Yearly Comprehensive Matrix
Filter Decision
Choose one outcome for this winner challenge. Validation outcomes resolve the group automatically.
Strategy Candidate Ranking
Family-based ranking with one baseline anchor and next-best contenders. Ranking policy is defined in Research → Family and applied here.
Ranking Scope
Select the strategy family whose baseline anchor and contenders you want to compare. The saved family objective and ranking policy are shown here, but edited in Research → Family.
All Candidates
| Rank | Candidate | Filters | Total | Risk | Exec | Sample | Return | Stability | Notes / Flags |
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Rejection Notes
Method
Final Candidates
Consolidated final candidates across families. Card face shows ladder-tested core configuration.
Cross-Family Candidate Board
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Backtest Details
Core Configuration
Strategy Parameters
Run Analytics
Core Analytics
| Year | Trades | Wins | BE | Adj WR % | P&L | PF | Max DD | Max DD % | Streak W/L | Avg Hold (W/L/BE) | MAE / MFE |
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Trade Records
| # | Type | Entry Time | Exit Time | Signal | Entry Price | Exit Price | P&L | Cum. P&L |
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