Strategy Profiles
A strategy profile is the complete set of risk and execution parameters that governs how TRADEOS.tech behaves. Every sizing decision, every risk limit check, and every exit rule draws from the active profile.
TRADEOS.tech ships with three built-in profiles: Conservative, Balanced, and Aggressive. Operators can also create custom profiles via the dashboard or the policy configuration API.
Choosing a profile
The right profile depends on:
- Capital at risk — larger capital bases typically benefit from more conservative profiles because losses are larger in absolute terms
- Operator risk tolerance — how much drawdown can you psychologically and financially tolerate?
- Market conditions — even the aggressive profile incorporates regime awareness, but conservative profiles weather volatile regimes with less stress
- Operational maturity — if you are running TRADEOS.tech for the first time, start with Conservative or Balanced and validate behavior before moving to Aggressive
Profile comparison
| Parameter | Conservative | Balanced | Aggressive |
|---|---|---|---|
| Min signal confidence | Highest threshold | Moderate threshold | Lowest threshold |
| Max position size | Tightly capped | Moderate cap | Broadest cap |
| Max open positions | Fewest | Moderate | Most |
| Max portfolio drawdown | Tightest limit | Moderate limit | Widest limit |
| Max per-trade loss | Smallest | Moderate | Largest |
| Max hold time | Shortest | Moderate | Longest |
| Kelly fraction cap | Most conservative | Moderate | Most aggressive |
| Take-profit target | Closest to entry | Moderate | Furthest from entry |
| Allowed signal types | Core signals only | Core + Enhanced | All signal types |
Specific parameter values are configured per deployment and not published here. See individual profile pages for qualitative descriptions of each profile's behavior and appropriate use cases.
Profile switching
The active profile can be changed from the dashboard without restarting any services. The change takes effect for new trade intents immediately — open positions continue to be managed under the parameters that were active when they were opened.
Profile changes are logged to the audit stream with a timestamp and the identity of the operator who made the change.
Autonomous profile adaptation
The autonomous agent monitors the system's live performance and can propose profile adjustments when it detects drift between actual performance and expected performance under the current profile. Proposals are logged and can be accepted or rejected by the operator. The agent never changes the profile autonomously without explicit operator approval.
See the individual profile pages for the complete parameter sets: