Policies
Templates with defaults from your own ledger, backtested on the window before a mode changes, and a ladder from observe to enforce.
Every figure, and how it is computed
- Backtest
- What the policy would have done on the window, in its mode: how many runs, how much spend.
- At this pace
- For an envelope: where the month lands at the trailing week's rate, and on which day it crosses.
- Governed spend
- The share of spend under a policy with an owner.
What you do here
- Install a template; it starts in observe.
- Move a policy up the ladder once its backtest is clean.
The screen: app.valistry.ai/policies · Next: Approvals →