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Technical review — lesson and practice

Technical review · 4 min read

Course workbook · expert · Content reviewed 2026-09-07

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What you will learn

Check units and accounting

Check units and accounting before interpreting sophisticated statistics. A missing multiplier or duplicate fill can invalidate every later chart. Begin with a small independently verified example and aggregate reconciliation.

Challenge data availability

Challenge data availability at the claimed decision time. Ask how revised releases, completed bars and later annotations entered the analysis. A convincing model score cannot repair an unavailable feature.

Inspect sample selection

Inspect the sample-selection process and exclusions. A reviewer should be able to trace raw observations to reported trades. Missing losing cases require investigation, not automatic acceptance of the author's summary.

Review execution assumptions

Review execution assumptions alongside the strategy logic. A signal's historical return is not equivalent to fillable P&L. Check quote side, delay, quantity and costs, and state which elements the available data cannot verify.

Worked example

A polished report has a contract multiplier omitted from every P&L calculation. The statistical analysis may be internally consistent but describes the wrong cash exposure.

Try it yourself

Write a prioritized review finding and specify which outputs need to be regenerated after correction.

Show the worked solution

Identify the unit error as material, correct the calculation independently and regenerate P&L, sizing, drawdown and dependent statistics. Reassess the conclusion rather than merely fixing one table label.

Apply this to your course project

Produce a structured peer review and a targeted remediation plan.

Keep the calculation inputs, assumptions and decisions with your work. Practical exercises are self-reviewed; the scored knowledge checks assess the questions shown, not an independent certification of practical competence.

Reference reading

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