← Platform Modules

Strategy Operating Profile

Coming Soon

Route /dashboard/operating-profile · Flag enableSignalGovernance

Coming Soon. This module is part of the launch-to-live operating layer and is not yet enabled in the current release. The description below explains the intended behavior so you can plan ahead.

The operating profile is the single governed object that defines how a strategy runs in production. Where the Strategy SDK defines what to trade, the operating profile defines the controls around it — and every change to it is versioned and approval-gated.

What the profile holds

The profile is the contract between the PM's intent and the deterministic execution path.

  • Universe — the tradable set and how it is resolved point-in-time.
  • Signals — which registered signal versions are live for this strategy.
  • Schedule — rebalance cadence and the daily timing of ticks.
  • Risk and cost model — the limits, factor model, and cost assumptions applied pre-trade.
  • Kill switches — the conditions that halt trading automatically.
  • Approval matrix — who must sign off on which propose/mutate actions.
  • Stage settings — the current deployment stage (1/2/3) and its transition rules.

Governed changes

Editing the profile produces a new version with a hash and an approval log entry, not an in-place mutation. This makes the operating configuration auditable and reproducible: any past trading day can be tied to the exact profile version in force at the time.

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