Operational Methodology
Capital Allocation
Finversa governs capital, not “money in the account”. Capital, Reserve, and Recovery Budget are distinct roles — not synonyms.
Three buckets, three mandates
If you mix operating Capital and Reserve, Recovery becomes roulette. Separate the buckets before every Deployment.
Step-by-step guide
Capital · Reserve · Recovery Budget
- 1
Separate Capital, Reserve, and Recovery Budget
Capital = operating capital under management. Reserve = uncommitted buffer. Recovery Budget = explicit budget for RECOVERY mode. Different names, different rules.
- 2
Size Deployment to assigned Capital
Every Engine gets a clear Capital mandate on the Trading Account. Size and Risk derive from that — not from total Portfolio equity “by eye”.
- 3
Do not fund Recovery from Reserve silently
If RECOVERY needs capital, consume only pre-authorized Recovery Budget. Touching Reserve requires a formal decision, not an emotional emergency.
- 4
Allocate at Fleet level, not piece by piece
First overall Portfolio exposure, then Engine share. Two Deployments that look fine alone can break the book together.
- 5
Bind Capital to the correct Trading Account
Protocol exposes Capital on the Deployment. Verify account, currency, and environment (demo/live) match the Mission. Capital on the wrong account is operational blindness.
- 6
Rebalance after every Mission
On close: update committed Capital, residual Reserve, consumed Recovery Budget. Only then does the next Mission start on real numbers.