quantOS· Platform
Workflow Tour

File the memo

Start with a hypothesis and the condition that would kill it.

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  1. Step 01

    Log the idea

    The board holds open, testing, killed, and promoted. A kill needs a written reason.

    /portal
    Northfield ResearchSample data

    Every idea starts with what would prove it wrong. Killed ideas stay on the board so the team does not re-run them.

    Prior-work check active
    OpenOpen

    Inventory revision spread

    Dies if post-filing drift reverses within two quarters.

    TestingTesting

    Supplier lead-time residual

    Dies if signal decays under execution delay.

    KilledKilled

    Overnight gap reversion

    Killed: the opening auction explained the entire result.

    PromotedPromoted

    Semiconductor capex residual

    Cleared: residual holds with sector beta hedged.

    Hypothesis. Prior-work check is available on Power and on firm tiers.
  2. Step 02

    Count the trials

    Run the tests here, or import a QuantConnect or VectorBT study. The ledger counts every trial.

    /portal/strategize
    Northfield ResearchSample data

    Every test is logged as you work—whether run in quantOS, from Python, or imported from QuantConnect and VectorBT.

    9 trials counted

    Semiconductor capex residual

    quantOS Studio

    Promoted

    Supplier lead-time parameter sweep

    AlphaEngine CLI

    Counted

    Historical parameter grid import

    VectorBT Import

    Counted

    Opening gap mean-reversion study

    QuantConnect Import

    Killed
    Experiment ledger. Robustness grid and factor overlap sit beside the count.
  3. Step 03

    File the memo

    Deliver writes the IC report, CIO memo, risk pack, change note, or model note, with sources cited.

    /portal/deliver
    Northfield ResearchSample data
    Committee MemoFiledSealed

    Semiconductor Capex Revision Sleeve

    Prepared for the Investment Committee with the hypothesis, the counted trial history, and the dataset version attached.

    Download PDFDownload Word

    Kill condition

    Cleared out of sample

    Trials counted

    9 runs on the ledger

    Mandate gates

    All desk limits cleared

    Sources citedHypothesis cardValidation study (9 trials)Point-in-time dataset v3Prior-work check
    Filed memo. PDF and Word. This is the artifact the committee reads.
  4. Step 04

    Record the decision

    Firm Pro records the decision against the memo. The signer is the signed-in user, and the rationale is required.

    /portal/deliver
    Northfield ResearchSample data

    Recorded committee decision

    Firm Pro
    Approved · sha256:7c91…4b0e

    Signed-in reviewer

    William · Portfolio Manager

    “Kill condition held out of sample, and the sleeve adds independent exposure to the equity book.”

    What the seal covers

    • · The filed memo and its cited runs
    • · The written rationale and decision status
    • · The authenticated signer and timestamp
    Recorded decision. Labelled Firm Pro. The hash covers the memo, the linked runs, the decision, the rationale, the signer, and the time.

What comes out: a hypothesis, a counted ledger, a filed memo, and on Firm Pro a recorded decision.

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