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2027

Phase VI (Q1–Q2 2027): Strategy & Continuous Calibration​

  • Strategy templates (standard)

    • Define “Strategy Cards” (thesis, signals, risk rules, costs, failure modes)
    • Build a small library of core templates (trend, mean reversion, yield rotation)

  • Calibration loop (Score → outcome)

    • Compare QQ Scores vs realized performance (by bucket + time horizon)
    • Tune weights/thresholds/methodology with strict versioning + rollback
    • Track stability across regimes (bull/bear, high/low vol)

  • Data reliability + coverage

    • Expand coverage only with quality gates (freshness, confidence, anomaly filters)
    • Show metric confidence/provenance so strategies can require minimum quality

Phase VII (Q3–Q4 2027): Personal Alpha OS​

  • Goals → constraints → plan

    • Turn user objectives into portfolio rules + allocation/rebalance plan
    • Enforce guardrails (risk budget, exposure limits, liquidity/slippage limits)

  • Explainability (no hand-waving)

    • Auto “why it happened”: PnL attribution + event trail tied to the graph
    • Decision trace: which QQ signals triggered which actions

  • Stress + safety

    • Scenario/stress testing + early warnings
    • Action log + post-mortems to improve future calibration