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Guide: Research Specialist Methods

Use options, sizing, calibration, and microstructure surfaces when the research workflow needs narrower evidence.

Deep surface guide

What this guide covers

Use this guide when the core research workflow is not enough and the hypothesis needs options-derived context, empirical sizing, calibration, or market-microstructure detail.

These surfaces are method-specific instruments, not generic dashboards. Open them because the question requires them, not because they look available.

Options, sizing, calibration, and microstructure each answer a different layer of the research problem and should be chained deliberately.

Keep the same instrument, interval, and date-window assumptions aligned across these methods so the outputs remain comparable.

Routes and surfaces

These are the specialist research tools that deepen a mature hypothesis.

/research/options

Options research

Collect option chains, build surfaces, and inspect skew or term-structure context for a selected instrument.

/research/sizing

Sizing research

Use empirical Kelly, analog matches, path sampling, and recommendation outputs to frame position sizing.

/research/calibration

Calibration research

Build calibration runs, inspect surfaces and drift, and review stability before trusting model probabilities.

/research/microstructure

Research microstructure

Inspect trades, quotes, order book, role features, and QC rows when execution detail matters to the hypothesis.

/markets/microstructure

Markets microstructure

Cross-check the adjacent market-facing microstructure surface when the research read needs desk-oriented confirmation.

Recommended specialist-method loop

Use this loop to keep narrow methods tied back to the broader research question.

01

Scope the method inputs first

Lock the watchlist, instrument, interval, and date horizon before you generate any method-specific output.

02

Read structure before sizing the trade

Use options and microstructure surfaces to understand flow, structure, and liquidity context before you choose exposure.

03

Use sizing to frame risk

Treat empirical sizing as the risk layer that translates the thesis into position bounds instead of a standalone decision.

04

Calibrate before trusting model confidence

Use calibration surfaces and drift checks to verify that the probability layer is stable enough to support a decision.

Review and guardrails

Do not run these methods with drifting instrument or horizon assumptions unless you are explicitly testing sensitivity.

Options and microstructure should clarify the market state, not be used to reverse-engineer a preferred conclusion.

Sizing recommendations are only as trustworthy as the analog and calibration context behind them.

Calibration drift or thin-sample warnings should slow the workflow down before the result is used for promotion or execution.

Next steps

Open Options Research

Jump into the options surface to inspect chains, surfaces, and matrix outputs.

Open Sizing Research

Review analog-supported sizing runs, path outputs, and recommendation fields.

Open Calibration Research

Inspect calibration surfaces, drift, and stability when the model-confidence layer needs verification.

Last updated

Mar 24, 2026

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Research Workbench, Pipeline, and Experiments
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Research Context Surfaces
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Jump to the section you need without losing your place.

  • What this guide covers
  • Routes and surfaces
  • Recommended specialist-method loop
  • Review and guardrails
  • Next steps
Last updated

Mar 24, 2026

Feedback

Report unclear guidance, stale contracts, missing coverage, or broken docs UI on this page.

Open feedback issue