Roadmap

Roadmap To Controlled Automation

A phase-based execution plan for turning a fragile strategy into a monitored, risk-controlled trading system.

Phase 1 • Week 1-2

Fix Critical Issues

Correct position sizing to match exchange quantity model.
Add stop loss and take profit on every trade.
Implement daily loss and trade-frequency limits.

Phase 2 • Week 3-4

Backtest And Optimize

Test on multi-year data including high-volatility regimes.
Include realistic fees/slippage assumptions.
Tune EMA buffer, cooldown, and risk sizing parameters.

Phase 3 • Week 5-12

Paper Trading + Integration

Run forward tests using live market data.
Validate webhook payloads and exchange mode settings.
Track manual overrides and execution consistency.

Phase 4 • Week 13-16

Build Bot Runtime

Harden order execution and retry logic.
Add health checks, idempotency, and audit logging.
Implement operational alerting and fail-safe shutdowns.

Phase 5 • Week 17-24

Micro-Capital Live Test

Deploy with 10-20% of intended capital.
Use 0.5-1% risk per trade until stable.
Track slippage, fill quality, and drawdown behavior.

Phase 6 • Week 25+

Autonomous Operation

Scale capital only after sustained consistency.
Maintain daily monitoring, alerts, and rollback controls.
Re-validate after market structure shifts.

Phase Exit Criteria

Before leaving Phase 3

Webhook payloads are deterministic and validated.
No unexplained position drift over multi-day forward tests.
Daily loss and max-trade protections are verified in logs.

Before scaling live capital

Minimum 3 consecutive profitable/controlled live-test days.
Operational incidents are rare and quickly recoverable.
Drawdown and fee profile remain within planned thresholds.

Timeline Summary

Expected duration to disciplined autonomous operation is approximately six months, depending on integration quality and market conditions. Do not compress this sequence if risk controls are incomplete.