Operator Reference
Live Trading Readiness Checklist
Everything that must be true before live_mode = true.
System State
Live from /api/public/portfolio-balance
Trading Phase
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Circuit Breaker
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Live Mode Flag
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Current Equity
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Go-Criteria Status
From §4 + §10 of the transition plan — all 9 must pass before advancing to live
| ID | Criterion | Threshold | Live Value | Status |
|---|---|---|---|---|
| Loading go-criteria... | ||||
Operator Pre-Flight Checklist
From §12 of the transition plan — state persists in browser localStorage
Database Flag Wiring
Manual SQL operations required before enabling live_mode — reference §12
| Column | Required Value | Notes |
|---|---|---|
| portfolios.live_mode | false | Verify = false before enabling. Set true only after all pre-flight items are complete. |
| portfolios.trading_phase | 'evaluation' | Must be 'evaluation' (not yet 'live') to confirm evaluation window is active. |
| portfolios.daily_loss_floor | 98000 | Set to initial_cash − $2,000 (i.e. $100,000 − $2,000 = $98,000). |
| portfolios.weekly_peak_equity | current equity | Update to reflect current equity at the start of each evaluation week. |
| portfolios.circuit_breaker_until | NULL | Must be NULL — any non-null value means the circuit breaker is still active and trading is halted. |
Alpaca Configuration
Required for live execution — from §12 of the transition plan
Post-Deployment Monitoring
First 48 hours after live_mode = true — from §12 of the transition plan
Risk Limits Reference
From §13 of the transition plan — static reference, not interactive
3-Tier Risk Limits
| Tier | Threshold | Action |
|---|---|---|
| Daily Loss | −2.0% from session open | Halt 24h; trading_phase → paper; live_mode = false |
| Weekly Drawdown | −5.0% from weekly peak | Halt 24h; trading_phase → paper; live_mode = false |
| Total Drawdown | −10.0% from all-time peak | Halt 24h; trading_phase → paper; live_mode = false |
Position Sizing
| Parameter | Value | Notes |
|---|---|---|
| Max open positions | 5 | Across all strategies combined |
| Max per position | 2% of equity | Hard cap; no single trade may exceed this |
| Max total deployed | 10% of equity | Sum of all open position sizes |
| Stop-loss per position | −2% | Automatic exit; no exceptions |
Rollback Triggers
| Trigger | Condition | Auto-Action |
|---|---|---|
| RT1 | Daily loss ≥ 2% | Halt 24h; revert to paper |
| RT2 | Weekly drawdown ≥ 5% | Halt 24h; revert to paper |
| RT3 | Total drawdown ≥ 10% | Halt 24h; revert to paper |
| RT5 | ≥ 3 circuit breakers in 30 days | Paper + mandatory fund manager review |
| RT6 | Manual operator halt | Paper; operator memo required |
Phase Gate Summary
| Gate | Transition | Key Requirements |
|---|---|---|
| PG1 | Paper → Evaluation | 30+ days paper trading, basic go-criteria pass (G1, G2, G5) |
| PG2 | Evaluation → Live | All 9 go-criteria (G1–G9) satisfied, operator pre-flight complete, fund manager approval |
| PG3 | Live → Paper (rollback) | Any RT1–RT3 trigger, or RT5/RT6 conditions met; automatic or manual |
All performance data shown is from paper trading (simulated). Past performance does not guarantee future results. AlphaLoop Capital is not a registered investment advisor. This is not financial advice.