Forex Professional Notes

Operate like a desk: strict risk, deployment discipline, monitoring, and governance.

1. Live Deployment

Stage-gate: Research → Demo (walk-forward) → Small Live → Scale.
Rollouts: canary size, monitor fills vs. expected, rollback criteria.
Connectivity: VPS near broker, redundancy, restart scripts, time sync (NTP).
Release notes: version control for parameters, EAs, indicators, configs.

2. Risk Engine

Loss limits: per-trade, per-day, per-week, per-symbol, global.
Exposure controls: max positions, per-asset caps, correlation guard.
Kill-switch: disconnects, reject spikes, extreme slippage, news blackout windows.
Drift detection: deviation from backtest/forward stats triggers degrade or pause.

3. Monitoring & Alerting

Health KPIs: latency, rejects, slippage, spreads, data gaps, heartbeat.
Business KPIs: win rate, avg R, drawdown, exposure, capacity usage.
Alert channels: Telegram/email with rate limits and on-call rotation.
Dashboards: time-series charts, error heatmaps, incident timelines.

4. Governance & Compliance

Policies: risk, trading hours, news handling, drawdown stops.
Change control: approvals, peer review, rollback plans, audit logs.
Access: protect API keys; separate research vs. execution roles.
Records: immutable logs for signals, orders, fills, parameter versions.

5. Alpha Research (Pro)

Regime awareness: measure volatility states, trend regimes, session microstructure.
Feature engineering: structure proxies, time-of-day, liquidity sweeps, risk-on/off.
Validation: nested walk-forward; cross-symbol & timeframe robustness.
Decay management: retirement rules, refresh cadence, ensemble blending.

6. Operations & Post‑Mortems

Runbooks: incident checklists; who/what/when/how to escalate.
Post‑mortems: root cause analysis, action items, prevention controls.
Capacity: margin headroom, session liquidity, broker limits.
Cost control: track commissions, swaps, data/VPS costs vs. edge.

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About this page

The Professional section is for operating like a disciplined trading desk. It covers:

Live deployment process and safe rollout practices (canary, monitoring, rollback).
Comprehensive risk engine design: limits, exposure, kill‑switch, drift detection.
Monitoring and alerting: health and business KPIs, incident dashboards, on‑call.
Governance and compliance: policies, approvals, audit logs, access control.
Advanced alpha research and operations: runbooks, post‑mortems, cost tracking.

Use this page to standardize your production workflow and protect your capital with robust controls.