Scorecards
Score process, not P&L. Every seat files one line after each session; the Head trader rolls them up weekly. A seat you can't score gets merged or cut.
| Seat | Metric (weekly) | Formula | Target / action |
|---|---|---|---|
| Head trader | Plan adherence | lines executed as planned ÷ lines executed | ≥90%; below → review deviations |
| Head trader | Good "no"s | rejected lines that would have broken a rule | logged, reviewed monthly |
| Research head | Catalyst accuracy | catalysts real and correctly dated ÷ catalysts listed | ≥95% |
| Research head | Fabrication rate | spot-checked facts wrong or unsourced ÷ checked (check 5/week) | 0; any → demote to supervised |
| Price map | Level quality | levels respected or cleanly broken ÷ levels marked | trend it; no fixed target |
| Macro | Event coverage | market-moving events flagged in advance ÷ occurred | 100% scheduled events |
| Risk | Breaches caught / missed | count | missed = 0; any miss → stop and fix |
| Trader | Rule breaches | count | 0 (any → auto-demote to Stage 2) |
| Trader | Slippage vs plan | avg (fill − plan price) in ticks/bps | trend it |
| Options | Structure fidelity | structures that behaved as described ÷ total | ≥90% |
| On-chain | Signal vs noise | alerts followed by the flagged move ÷ alerts | trend it; cut if consistently low |
| Expert voice | Usefulness | human rating 1–5 weekly | <3 for 4 weeks → cut |
| Sim lab | Gate discipline | changes promoted after full sim ÷ changes promoted | 100% |
Monthly: promote/demote on the autonomy ladder using these numbers only. Never promote on a good P&L week.