/edge-strategy-reviewer

name: edge-strategy-reviewer
description: >
  Critically review strategy drafts from edge-strategy-designer for edge
  plausibility, overfitting risk, sample size adequacy, and execution realism.
  Use when strategy_drafts/*.yaml exists and needs quality gate before pipeline
  export. Outputs PASS/REVISE/REJECT verdicts with confidence scores.

Edge Strategy Reviewer

Deterministic quality gate for strategy drafts produced by `edge-strategy-designer`.

When to Use

• After `edge-strategy-designer` generates `strategy_drafts/*.yaml`
• Before exporting drafts to `edge-candidate-agent` via the pipeline
• When manually validating a draft strategy for edge plausibility

Prerequisites

• Strategy draft YAML files (output of `edge-strategy-designer`)
• Python 3.10+ with PyYAML

Workflow

1. Load draft YAML files from `--drafts-dir` or a single `--draft` file 2. Evaluate each draft against 8 criteria (C1-C8) with weighted scoring 3. Compute confidence score (weighted average of all criteria) 4. Determine verdict: PASS / REVISE / REJECT 5. Assess export eligibility (PASS + export_ready_v1 + exportable family) 6. Write review output (YAML or JSON) and optional markdown summary

Review Criteria

| # | Criterion | Weight | Key Checks | |---|-----------|--------|------------| | C1 | Edge Plausibility | 20 | Thesis quality, domain terms, mechanism keywords (continuous 50-95) | | C2 | Overfitting Risk | 20 | 5-tier filter count scoring (90/80/60/40/10), precise threshold penalty | | C3 | Sample Adequacy | 15 | Continuous scoring from estimated annual opportunities (10-95) | | C4 | Regime Dependency | 10 | Cross-regime validation | | C5 | Exit Calibration | 10 | Stop-loss, reward-to-risk | | C6 | Risk Concentration | 10 | Position sizing limits | | C7 | Execution Realism | 10 | Volume filter, export consistency | | C8 | Invalidation Quality | 5 | Signal count and specificity |

Verdict Logic

• C1 or C2 severity=fail → immediate REJECT
• confidence >= 70, no fail findings → PASS
• confidence < 35 → REJECT
• Otherwise → REVISE (with revision instructions)

Running the Script

# Review all drafts in a directory
python3 skills/edge-strategy-reviewer/scripts/review_strategy_drafts.py \
  --drafts-dir reports/edge_strategy_drafts/ \
  --output-dir reports/

# Single draft review
python3 skills/edge-strategy-reviewer/scripts/review_strategy_drafts.py \
  --draft reports/edge_strategy_drafts/draft_xxx.yaml \
  --output-dir reports/

# JSON output with markdown summary
python3 skills/edge-strategy-reviewer/scripts/review_strategy_drafts.py \
  --drafts-dir reports/edge_strategy_drafts/ \
  --output-dir reports/ \
  --format json \
  --markdown-summary

# Strict export mode: export-eligible drafts with any warn → REVISE
python3 skills/edge-strategy-reviewer/scripts/review_strategy_drafts.py \
  --drafts-dir reports/edge_strategy_drafts/ \
  --output-dir reports/ \
  --strict-export

# Bias checklist (issue #297): mandatory strategy-research bias gate.
# Uses the bundled checklist unless a custom YAML path is supplied.
# A draft leaving any required item unaddressed is downgraded PASS → REVISE
# and loses export eligibility.
python3 skills/edge-strategy-reviewer/scripts/review_strategy_drafts.py \
  --drafts-dir reports/edge_strategy_drafts/ \
  --output-dir reports/ \
  --bias-checklist

Output Format

Primary output: `review.yaml` (or `review.json`)

generated_at_utc: "2026-02-28T12:00:00+00:00"
source:
  drafts_dir: "/path/to/strategy_drafts"
  draft_count: 4
summary:
  total: 4
  PASS: 1
  REVISE: 2
  REJECT: 1
  export_eligible: 1
reviews:
  - draft_id: "draft_xxx_core"
    verdict: "PASS"
    confidence_score: 80
    export_eligible: true
    findings: [...]
    revision_instructions: []

Resources

• `references/review_criteria.md` — Detailed scoring rubric for C1-C8
• `references/overfitting_checklist.md` — Overfitting detection heuristics