Module 03 · Checklist

Questions that keep optimization honest

These filters help distinguish productively refining a strategy from merely rescuing it.

Metrics to watch weekly

Expectancy and trade quality trend.
Drawdown duration relative to plan.
Exposure concentration by symbol or strategy family.

Signs you should not optimize yet

You cannot explain what specifically changed in behavior.
The review is driven only by recent pain or recent euphoria.
The proposed adjustment rewrites the thesis instead of refining it.

Strong review outcomes

Leave the strategy unchanged and keep monitoring.
Tighten capital rules without altering the signal logic.
Retire the bot because the thesis no longer earns desk space.

In this lesson

Metrics to watch weekly
Signs you should not optimize yet

Try it — overfitting

Tune a strategy hard enough and it fits the past perfectly — then falls apart on new data. Push the tuning up and watch the out-of-sample curve diverge from the in-sample one.

Tuning intensity Balanced

In-sample

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Out-of-sample

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Overfit gap

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Optimization warning

Do not optimize to erase normal drawdown.

Strategy Creator

Backtesting Engine

Chart Analysis

Analytics Workspace

Portfolio & Live Trading

All features

Questions that keep optimization honest