EPIC: Phase 5 - Operational Improvements
Epic ID: EPIC-005
Status: Planned
Priority: P1
Estimated Effort: 20-30 hours
Dependencies: Phases 2-4 complete
Target Completion: 2026-05-01
Epic Overview
Operational improvements for production readiness: audit logging, KPI tracking framework, and investor-ready documentation. This phase transforms the system from “working prototype” to “investor-credible systematic trading platform.”
Goals
- Complete audit logging of all exit signals and operator responses
- KPI tracking framework operational (SLAR, PRR, TTDR, FER, ERT, EAW%)
- Investor-ready documentation and track record presentation
- System monitoring and alerting
- Production deployment guides
Key Stories (Outline)
Story 5.1: Audit Logging (4-6h)
- Log all exit signals with full context
- Log operator responses (or timeouts)
- Track response time vs recommended window
- Enable retrospective analysis
- Git-backed immutable log
Story 5.2: KPI Tracking Framework (8-10h)
- Implement KPI calculations:
- SLAR: Stop-Loss Avoidance Rate
- PRR: Profit Retention Ratio
- TTDR: True Transition Detection Rate
- FER: False Exit Rate
- ERT: Exit Reaction Time
- EAW%: Exit Within Acceptable Window
- Dashboard or report generation
- Historical trend tracking
Story 5.3: Investor Documentation (4-6h)
- Track record presentation materials
- Backtesting results documentation
- System methodology explanation
- Decision record examples
- Risk disclosures
Story 5.4: Monitoring & Alerting (4-6h)
- System health monitoring
- CronJob failure alerts
- API degradation detection
- Data quality monitoring
- Alert escalation
Story 5.5: Production Deployment Guide (4-6h)
- Kubernetes deployment docs
- Configuration management
- Secret management
- Rollback procedures
- Troubleshooting guide
Success Criteria
- ✅ Audit trail complete for all exit events
- ✅ KPI dashboard operational
- ✅ Investor presentation materials ready
- ✅ Zero unmonitored failure modes
- ✅ Production deployment repeatable
- ✅ System ready for £10K capital scale
Key Deliverables
- Audit Log System - Immutable Git-backed decision log
- KPI Dashboard - Track exit quality metrics over time
- Investor Deck - Track record presentation with backtesting evidence
- Monitoring Setup - Alerts for all critical failure modes
- Deployment Runbook - Step-by-step production deployment guide
Epic Owner: Craig
Created: 2026-02-01
Status: Outline - will be detailed after Phase 4 completion