Strategy Development Manager

Purpose

SDM orchestrates the full lifecycle from academic paper or research report to validated factor or strategy. It ingests documents, extracts quantitative signals, implements and backtests them through the existing tool chain, evaluates results against statistical thresholds, and monitors long-term decay. SDM does not reinvent any step. It delegates to the tools already available (read_document, factor_analysis, backtest, alpha_bench, and the hypothesis/autopilot stack) and adds a thin coordination layer with persistent artifact tracking.

Use this skill whenever a user wants to go from "here is a paper" to "I have a working, monitored factor or strategy in the system."

When to Use

Decision tree for routing user requests:

• User provides a paper or report path → Phase 1: INGEST
• User says "extract factors from this paper" → Phase 2: EXTRACT
• User says "implement and backtest" or "run the backtest" → Phase 3: IMPLEMENT
• User says "evaluate results" or "check if it works" → Phase 4: EVALUATE
• User says "check decay" or "monitor factors" → Phase 5: MONITOR
• User says "disable factor" → sdm_status(action="disable", artifact_id=...)
• User says "enable factor" → sdm_status(action="enable", artifact_id=...)
• User says "list my factors" or "show status" → sdm_status(action="list")

When the user's intent spans multiple phases (for example "read this paper and build a factor"), run the phases sequentially from INGEST through EVALUATE.

Workflow

Phase 1: INGEST

Parse the source document and classify its content.