AIFund

Algorithmic trading dashboard


AIFund

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Portfolio Weights
Backtest Runs
Universe
Raw Table Explorer
Research Ideas
New Research Idea
Promote to Experiment
Experiments
Templates — click to pre-fill form
New Experiment
Experiment Detail
Experiment Comparison
Runs
Composite Signal Backtest (VectorBT — Long/Short)
Running backtest…
Parameter Sweep
Promote to Signal Candidate
Record Run
Equity Curve —
Quality Checks —
Walk-Forward Results —
Notebooks
Templates
Scaffold Notebook —
My Notebooks
Recent Runs
Factor Library
New Factor
Validate Factor —
Create Composite Factor
Factor Correlation Matrix
Submit Correlation Pairs
Factor Comparison
Factor Detail
Model Registry
New Model
Versions
New Version
Validate —
Record Feature Importance —
Version Detail —
Lifecycle Events —
Compare Versions
Research Agents
Agent Registry
Hypothesis Refinement
Pipeline Run History
Signal Results
Signal Monitor Results
Paper Review Results
Generated Hypotheses
Signal Registry
New Signal
Versions
New Version
Validate —
Validation thresholds: IC val > 0.02  |  Sharpe val > 0.50  |  IC train > 0.03
Publish Scores —
Import Pipeline Run → Signal Publications

Maps agent results (technical→S001, factor→S002, fundamental→S003) and writes scores to signal_publications.

Publications —
INSTRUMENT SCORES —
Browse Publications by Date
Signal Lifecycle Events
Signal Timeline
Transition Eligibility
Signal Promotion
Promotion Gates
TransitionApprover(s)Min PeriodKey Check
validated → paper PM (L2) — 1 approver — Code review, factor correlation check
paper → canary PM (L2) — 1 approver 30 trading days Shadow IC stability, coverage
canary → production PM + Risk Manager (L2+L3) — dual approval 30 trading days Canary performance, risk budget
Approve Promotion —
Dual Approval —
Request Detail
Signal Monitoring
Weekly Health Digest
Health History
Record Health Check

Signal Competition

Weight History (last 30 runs)
Diversity Constraints
⚠ Sunset Candidates (0)
Override Sunset —

Signal Library

New Library Entry
Type
Horizon
Phase
Status
IC (val)
Sharpe (val)
Edit Library Entry
Signal Correlation Matrix
Signal Aggregation
Current Aggregation Weights
Phase 1-2/3 · Uses IC-tournament weights when available, falls back to fixed weights (Technical 40%, Factor 35%, Fundamental 25%)  ·  Phase 3+: Multi-horizon 5d/20d/60d tiers from Signal Competition

Select a date or run aggregation to see composite scores.

Signal Breakdown —
Portfolio Construction
Portfolio Construction Constraints
Create Rebalance Proposal
Phase 1-2/3 · Uses SLSQP optimizer when scipy is available (maximizes signal alpha − λ·turnover), falls back to equal-weight  ·  Constraints configurable via the Constraints panel  ·  Phase 3+: live portfolio current-weights tracking

No proposals yet. Click "New Proposal" to create one.

Proposal —
Approve Proposal
Reject Proposal
Risk Engine
Phase 1-4  ·  Tier 1: position, sector, exposure  ·  Tier 2: EWMA vol + parametric VaR  ·  Tier 3: factor exposures (β, momentum, value, quality, size) + liquidity  ·  Tier 4: scenario analysis (GFC, COVID, rate shock, VIX spike)
Run Risk Check
Recent Risk Runs

No risk runs yet.

Risk Run —
Risk Limits Configuration (runtime only — resets on service restart)
Factor Exposure Limits (Phase 3)
Compliance
Run Compliance Check
Phase 1-2 · Restricted securities check + mandate checks (long-only, min 10 positions)  ·  Phase 3+: SEC 13D/13G thresholds, trade size limits, external feeds
Recent Compliance Checks

No compliance checks yet.

Compliance Check —
Restricted & Watch-List Securities

No restrictions on record.

Approval Workflows
Route Proposal to Workflow
Kill Switches

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Pending Approval

No pending workflows.

All Workflows

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Workflow Detail
Order Management System
Generate & Execute Orders from Proposal
Current Positions

No positions yet.

Order Blotter

No orders yet.

Order Detail
Trade Blotter

No trades yet.

Execution Management System
Phase 1-2: No active order routing — all fills happen at close price in the OMS. This view provides the algorithm reference and ADV-based routing analysis that will be used in Phase 3+.
Execution Algorithm Catalog

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Order Routing Analyzer
Routing Decision Log

No routing decisions yet.

Order Status
Paper Trading
Broker Adapter

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Compute P&L Snapshot
Portfolio Summary

Select a portfolio and compute P&L.

P&L History

No P&L records yet.

Phase 3 Readiness Checklist

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Transaction Cost Analysis
Phase 1-2: Fills execute at same-day close price (zero slippage vs close benchmark). The prev_close benchmark captures timing cost from prior-day close — this value is non-zero and reflects the opportunity cost of the rebalance decision. Thresholds: avg daily >15 bps, single trade >50 bps, daily total >20 bps.
Compute TCA
Daily TCA Report

Select a date to view the daily report.

Active Alerts 0

No threshold breaches.

TCA Records

No records yet.

Monthly Aggregate

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