Portfolio Bot Operations and Performance Review
Bot Roles Inside a Portfolio
Lesson video coming soon
Use the written notes below to continue learning.
Objective
Define why each bot exists before assigning capital to it.
Operator Framework
- Label bots by role: capital guard, balanced, fast rebound, research, or paper validation.
- Map symbols and strategy assumptions for each bot.
- Identify overlap where two bots may respond to the same market event.
- Keep paper and live roles clearly separated.
Production Checklist
- Each bot has one primary role.
- Symbol overlap is visible.
- Live bots do not duplicate the same risk thesis.
- Paper bots are not counted as proven live capacity.
Field Assignment
Create a three-bot role map and mark where correlation or strategy overlap could appear.