Sharing & Audit

Strategy Sharing Guide

CRITERION supports sharing backtests publicly via shareable packs — a sanitized format that strips credentials and broker identifiers while preserving reproducibility and audit data.

Producing a Shareable Pack

Prerequisites:

• A run directory with execution_bundle.json and run_manifest.json
• The config file used for the run
• The bundle must pass the shareability audit (see below)

Command:

criterion share \
  --bundle path/to/execution_bundle.json \
  --config path/to/config.yaml \
  --out my_strategy

This writes my_strategy.sharepack.json. If the bundle fails the audit, the command exits with an error and writes nothing.

What the Audit Checks

The shareability audit (run automatically before packing) requires:

• Data period recorded
• Minimum trading days (parameters × 252)
• Minimum trades (parameters × 10)
• All trades have rule provenance
• Evaluation log present (non-empty)
• No credentials (broker_order_id absent or redacted)

If any criterion fails, packing is blocked. There is no --force override.

What Gets Stripped

From the bundle:

• submitted_orders[].broker_order_id → replaced with "REDACTED"
• tracking_id retained (internal, no broker linkage)

From the config:

• Only the strategy engine excerpt is included: expansion, reversion, continuation, risk, overfitting_safeguards
• Broker, live data, data source credentials, and cache paths are structurally excluded — they cannot appear in the excerpt

Loading and Inspecting a Pack

criterion share load --pack path/to/my_strategy.sharepack.json

Prints a summary: trade count, data period, shareability result at pack time, engine states.

Audit Without Packing

To check whether a bundle is shareable without creating a pack:

criterion audit --bundle path/to/execution_bundle.json [--config path/to/config.yaml]

Exits 0 if all criteria pass, 1 otherwise.