01 · System depth
How much of the M.A.R.S. workbook system is covered.
The roadmap
The version ladder
V1
Available nowThe Montex AlphaRail System — available now
The Excel edition, shipping today. Eleven governed workbooks, the full authority chain, three proprietary indicators, the operator manual library. $497, one time.
V2
NextAdvanced Strategies, optimized modules & open configuration
Still Excel — the same workbook family, rebuilt. Over 200 Advanced risk strategies, optimized modules carrying more powerful metrics and advanced telemetry, and the open-ended configuration engine. Every readout benchmark-driven. Roughly a year out, and free for every V1 owner when it lands.
V3
On the horizonThe MARS Command Center — the web edition
The rail rebuilt as a live web application, streaming the same advanced telemetry V2 introduces. Roughly two years out. A separate subscription product, not an upgrade path from the workbooks. Waitlist members walk in first.
The promise
The Advanced Strategies library, the optimized telemetry modules, and the configuration engine land at no additional cost for anyone who already owns the V1 workbooks. Same Excel system, expanded. A one-time price should mean the thing you bought keeps getting better — not that you bought a frozen snapshot of it.
The cloud edition is a separate subscription product, not part of this upgrade.
MARS V2 — the architecture
V1 governs one account across one year, through branches the system defines. V2 changes all three of those at once — and that, rather than any single new metric, is what makes it a version rather than an update. Everything below is in build. Nothing here is on sale today, and V1 owners receive it at no cost when it lands.
3
Account lanes
5 yr
Managed horizon
8
Primitive branches per lane
6
Composite branches
Account structure
Three account lanes, each on its own clock
Run up to three accounts side by side in separate lanes. The lanes are independent in TIME, not just in balance — one can sit at week 42 of year one while another is at week 12, and every metric reads against that lane's own position on its own timeline. No forcing two accounts into a shared calendar to make the maths work.
Horizon
A five-year rail, not a one-year one
V1 governs a single year. V2 extends the managed horizon to five, which changes what the system can even ask: compounding across cycles, multi-year gate behaviour, and whether an edge survives conditions a twelve-month window never contains.
Branch architecture
Eight primitive branches, six composite
Each lane holds up to eight primitive branches. From those, the operator composes up to six composite branches — any combination they choose, or none at all. One composite or six; the structure is the operator's decision rather than a shipped preset.
Branch Construction Matrix
The branch becomes a configurable object
Entry, exit, model, and attached strategy all become fields the operator sets rather than behaviour inherited from a preset. A branch stops being a fixed lane on the rail and becomes something constructed — and therefore something that can be compared against a differently constructed one.
Risk governance
Dynamic risk throttle at the branch level
V1 governs risk through one chain: gate, tier, pool, smart capacity, per-trade risk. V2 adds a second layer underneath it, operating per branch — so a branch that has just taken a loss can step its own risk down without the whole book stepping down with it.
Exit engineering
Trailing families as modules
V1 centres on ATR trailing for trend branches. V2 treats the trail as an interchangeable module, so a different trailing logic is a configuration change rather than a rebuilt strategy.
Position engineering
Scale-in, scale-out, and time at full scale
Deployment stops being a single decision at entry. Size can be built and reduced through the life of a position, and the time spent fully deployed becomes a measured quantity rather than an impression.
Research management
Scenario Registry and A/B comparison
V1 has scenario profiles. V2 turns them into a persistent experiment system: named, stored configurations you can hold constant and vary one rule against — same sample, same trades, different management. That is the only structure in which a management-rule question has a real answer.
Simulation
Monte Carlo snapshots
A snapshot store sits alongside the existing 50,000-path Dynamic 7-Tier benchmark rather than replacing it. Frozen distributions mean the rest of the system reads a stable, auditable result instead of re-simulating — and a result you can point at months later is a different kind of evidence from one that moves each time you open the file.
Deployment visibility
The Branch Deployment Matrix
Every branch activation state across all three lanes, shown as one grid. Each lane carries up to eight primitive and up to six composite branches, so the matrix holds up to forty-two branch cells at full extension. The question it answers is the one that is hardest to hold in your head from a spreadsheet: what is actually live right now, and what is sitting idle.
Analysis scope
An open-ended grain dimension
Instead of building dedicated columns per pair, per timeframe, per session, analysis takes a grain and a scope value — pair, strategy, timeframe, or tag. One structure that answers the question you have rather than a fixed set of the questions someone anticipated.
Risk telemetry
Regime expected shortfall by branch style
Not only the expected value of a trend, no-trend, or overflow branch, but its average outcome inside its worst tail of results. Governance needs the shape of the bad side, not the average of everything.
MARS V2 — the Branch Construction Matrix
In V1 a branch behaves the way the system defines it. In V2 the operator constructs it — entry, exit, model, attached strategy, and the management ladder underneath. The full field set is below. Branch variants remain optional: build them if you want that control, ignore them entirely if you don't.
Branch ID
Slot
Active status
Branch type
Branch style
Structure mode
Strategy attached
BE trigger
TP target
ATR trail
Risk throttle
Branch weight
Branch hit rate
Partial %
Scale-in
Scale-out
Time at full scale
Partial TP ladder
Defense ladder
ATR trailing
SAR trailing
Fractal trailing
MARS V2 — two ways to read the same system
The same workbook, read at two depths. At the trigger you want the reading that resolves a decision. At the review desk you want the distribution behind it. V2 makes that a system-wide setting rather than a matter of which file you happen to have open. Both depths ship inside V2 — this is a reading mode, not a paid tier.
Basic view
Operator reading
What you need at the click. The reading that tells you whether to deploy, hold, or stand down — and nothing that would slow that decision down.
Advanced view
Quant reading
The same workbook, opened up. For the review desk rather than the trigger — where you are interrogating the structure of the edge rather than acting on it.
MARS V2 — the headline feature
These are not signals and they do not replace the rail. They are additional risk-management rules that layer on top of how the system already governs your account — the operator chooses which strategies to activate, and each one adds its own conditions to how risk gets deployed, laddered, trailed, and cut. The governance stays; the strategies sharpen it.
200+
Strategies
5
Categories, 40 each
Opt-in
Every one, operator-selected
Volatility & Derivative Proxies
40Variance Guild
Read the volatility surface and let it decide the ladder. Break-even triggers, trail widths, and runner permissions all scale with sigma instead of sitting at a fixed number.
Cross-Asset & Relative Value
40Correlation Guild
Stop trading a pair in isolation. Confirm the trade against the wider market — the dollar index, yields, equities, commodities — before the rail authorizes risk.
Macro & Factor Tilt
40Mini-Ecosystem Cluster
Tilt the whole book toward the macro regime. Real-rate differentials, carry, and risk-on/risk-off state bias which branches get deployed and how hard.
Execution & Microstructure
40Execution Guild
The rules that live between the signal and the fill. Session timing, spread conditions, and order tempo — the layer where most edge quietly leaks away.
Advanced Portfolio Overlays
40Governance Guild
Account-level rules that sit above every individual trade. Tail sleeves, vol-parity sizing, and drawdown-coupled brakes that govern the book as one position.
MARS V2 — the instrument upgrade
The workbooks are not merely gaining features in V2 — they are being rebuilt as instruments. Every module is optimized around the metrics that actually move a decision, and every one of them reports against benchmark performance rather than reporting in isolation. A number that cannot be compared to what should have happened is not a metric. It is a rumour.
Optimized
Every module, rebuilt
The eleven workbooks re-engineered around what governs a decision — sharper engines, cleaner surfaces, faster recalculation across the authority chain.
More powerful
Metrics that decide
Deeper readouts on the dimensions that carry weight — the ones that change what you deploy, not the ones that merely describe what you did.
Telemetry
Benchmark-driven throughout
Every readout reports against the benchmark. You do not see a figure; you see a figure and the band it should have landed in. That is the difference between a dashboard and an instrument.
The V3 Command Center streams this same telemetry two years out. What V2 builds into the workbooks is what the cloud edition will render live — the instrument comes first, the screen comes after.
MARS V2 — the configuration engine
Today the workbooks ship with the assumptions the system was built on. In V2, the performance trackers — CP3, the Weekly EV Scorecard, and the rest — open up. You set the benchmarks, the branch mix, the risk ranges, and the tail thresholds your own account should be measured against.
Open-ended branch configuration
Branches stop being fixed. Define how many run, which mix deploys across a day or a week, and how many trades each one is allowed — instead of inheriting a preset.
Configurable benchmark hit rates
Set the hit-rate levels the system benchmarks against, per branch, instead of trading someone else's assumptions about your edge.
Adaptive risk ranges
Define the deployment range the throttle works inside, so the tier ladder is calibrated to the account you actually run.
Rolling averages & standard deviation
Every metric gains a transition view: rolling windows and standard-deviation bands that show whether a number is drifting, stabilizing, or breaking down.
Deeper gate-transition metrics
Not just which gate you're in, but how you move between them — dwell, transition frequency, and the pressure building underneath a gate change.
Fat-tail & accelerator benchmarks
Configurable benchmark levels for fat-tail capture, hybrid accelerators, and overflow deployment — the convex end of the system, made measurable.
M.A.R.S. V2 — AI Deployment Architecture
M.A.R.S. AI Intelligence is being designed as a portable analytical management architecture, not a platform-dependent collection of bots. Specialist roles, reporting relationships, authority boundaries, integrity controls, benchmark layers, executive synthesis, and handoff standards remain consistent as V2 expands the environments through which the architecture can operate.
The runtime may change. The M.A.R.S. analytical doctrine does not.
01 · System depth
How much of the M.A.R.S. workbook system is covered.
02 · AI intelligence level
Question-led specialist analysis or coordinated executive synthesis.
03 · Deployment environment
Where the same analytical management architecture operates.
Three independent selection axes—not twelve separate products.
Deploy the team. Skip the infrastructure.
The current production environment for M.A.R.S. AI Intelligence, designed for customers who want the complete analytical organization operating quickly without maintaining private agent infrastructure.
Best for
Key strengths
Configure every specialist. Control every workflow.
A planned professional custom deployment for organizations that want deeper control over each specialist's model requirements, memory, skills, tools, schedules, credentials, state, and workflow responsibilities.
Best for
Key strengths
Own the infrastructure behind your AI organization.
A planned private and sovereign deployment class for organizations seeking dedicated infrastructure, configurable agent routing, deeper integrations, private deployment options, and maximum extensibility.
Best for
Key strengths
The M.A.R.S. reporting chain
M.A.R.S. source workbooks
“The governed evidence base”
Specialist analysts
“What happened?”
Monte Carlo Benchmark Directorate
“How normal or abnormal was it?”
Executive analytical offices
“What does it mean for capital, deployment, edge, and execution?”
Alpha Conversion
“How effectively was expectancy converted into alpha?”
Chief of Staff
“What matters most?”
Same management architecture. Different runtimes.
Fixed Architecture. Flexible Intelligence.
Official M.A.R.S. AI configurations use defined roles, reporting relationships, authority boundaries, workbook assignments, handoff formats, and escalation procedures. Customers may ask dynamic questions and generate custom analyses without changing the certified reference architecture.
Custom AI Organizational Architecture
Planned for M.A.R.S. V2Every company operates differently. A useful AI workforce should be designed around its actual responsibilities, information flows, reporting relationships, analytical requirements, approval structure, and operational cadence.
M.A.R.S. V2 is planned to expand beyond fixed agent templates with bespoke organizations defining roles, models, data access, memory, tools, communication, delegation, escalation, reporting, integrity controls, executive synthesis, and operating rhythm.
We engineer how the organization thinks, reports, escalates, and works.
Define specialists, managers, executive agents, oversight roles, reporting relationships, supervisory layers, and escalation paths.
Integrity or compliance roles may operate independently across approved departments.
Design every agent around a professional responsibility—from research, finance, and operations to compliance, engineering, risk, and executive synthesis.
Each role receives its own operating doctrine and information scope.
Match different intelligence profiles to different jobs: deep reasoning for synthesis, specialist capability for technical work, fast models for routing, or private models for sensitive data.
The right model for the right role.
Define independent specialist memory, shared departmental memory, executive-only context, temporary task context, and archived reporting memory.
Memory follows organizational responsibility instead of being shared everywhere.
Assign spreadsheets, APIs, databases, CRM, Google Drive, documentation, code repositories, reporting systems, and messaging tools by role.
Agents access what their jobs require—not necessarily everything.
Engineer which specialists, managers, executives, and oversight roles may communicate, including authorized cross-organization access.
Structured communication beats unrestricted agent chatter.
Specify how structured reports, validation results, benchmark comparisons, exceptions, escalation notices, and executive briefs move upward.
The goal is to prevent summary drift and uncontrolled information propagation.
Define what stays with a specialist, what escalates on conflicting evidence, what requires integrity review, and when a human operator must decide.
Authority boundaries are part of the architecture.
Coordinate real-time, event-driven, daily, weekly, monthly, quarterly, and on-demand work across specialists operating at different cadences.
The organization works on a designed rhythm.
Convert distributed work into department reports, cross-functional summaries, risk briefings, management packets, and strategic recommendations.
The customer receives a reporting organization, not disconnected outputs.
A business-neutral operating pattern
Integrity / QA agent
Authorized cross-layer verification and escalation
↓ Human decision maker
Reference Architecture or Custom Architecture
M.A.R.S. Certified Reference Architecture
A pre-engineered, version-controlled analytical hierarchy with defined roles, reporting paths, authority boundaries, workbook assignments, operating standards, and escalation procedures.
Core and Pro AI Analyst Teams and AI Command Teams use the official M.A.R.S. reference hierarchy.
Custom AI Organizational Architecture
A separate bespoke implementation engineered around a customer's company, workflow, departments, data systems, reporting requirements, and operating model.
A modified company architecture is not automatically a M.A.R.S.-certified configuration.
Grokbot
Managed custom organization
Customize roles, reporting hierarchy, handoffs, schedules, and company-specific data organization inside a managed platform.
Best when organizational customization matters more than server administration.
Hermes
Professional specialist architecture
Engineer independent specialist profiles, memory, skills, schedules, models, tools, and portable worker configurations role by role.
Best when each specialist's operating environment must be deeply tailored.
OpenClaw
Organization + infrastructure architecture
Engineer both the digital organization and the dedicated environment connecting its routing, integrations, channels, and private systems.
Best when the customer wants control over the organization and the infrastructure operating it.
Who is this for?
Organizations that have outgrown a single general-purpose assistant and need coordinated specialists operating under a defined structure.
When one AI assistant isn't enough, build the organization.
Four operating examples
Financial research team
Data Analyst → Risk Analyst → Research Director → Executive Brief
Operations organization
Inventory + Service + Scheduling Agents → Operations Manager → Executive Summary
AI consulting agency
Research + Solutions + Implementation + QA → Project Director → Client Report
Trading / M.A.R.S.
Specialists → Monte Carlo → Executive Offices → Alpha Conversion → Chief of Staff
Custom Architecture Services · Planned for V2
Architecture scope, implementation requirements, availability, and professional-services pricing will be announced separately.
Deployment comparison
Future capabilities remain planned and may depend on the selected platform, hosting model, integrations, and final V2 implementation.
| Capability | Grokbot | Hermes | OpenClaw |
|---|---|---|---|
| M.A.R.S. reporting hierarchy | ✓ | ✓ | ✓ |
| Specialist analytical roles | ✓ | ✓ | ✓ |
| Monte Carlo benchmark layer | ✓ | ✓ | ✓ |
| Data Integrity Controller | ✓ | ✓ | ✓ |
| Executive analytical offices | ✓ | ✓ | ✓ |
| Alpha Conversion | ✓ | ✓ | ✓ |
| Chief-of-Staff synthesis | ✓ | ✓ | ✓ |
| Structured handoffs | ✓ | ✓ | ✓ |
| Conflict preservation | ✓ | ✓ | ✓ |
| Certified architecture concept | ✓ | ✓ | ✓ |
| Managed deployment | Primary | Optional / deployment dependent | Optional / deployment dependent |
| Setup simplicity | Highest | Moderate | Moderate / advanced |
| Per-agent customization | High | Very high | Very high |
| Independent specialist state | Platform managed | Advanced | Advanced |
| Per-agent model flexibility | Platform based | High | High |
| Multiple model providers | Platform dependent | Planned | Planned |
| Local/private model potential | Platform dependent | Planned | Planned |
| Custom tools | Platform dependent | Advanced | Maximum |
| Custom APIs | Platform dependent | Advanced | Maximum |
| Advanced automation | Strong | Advanced | Advanced |
| Private VPS deployment | Platform managed | Planned | Planned |
| Dedicated private environment | Platform managed | Planned | Planned |
| Infrastructure control | Managed | High | Maximum |
| Agent routing control | Workflow / platform based | Configurable | Strong / explicit |
| Multi-channel integrations | Platform dependent | Configurable | Strong |
| Custom organizational architecture | Yes | Advanced | Advanced / infrastructure-level |
| Custom workflow engineering | Yes | Advanced | Maximum control |
| Custom reporting hierarchy | Yes | Yes | Yes |
| Role-specific operating environments | Platform based | Advanced | Advanced |
| Model-to-role customization | Platform based | High | High |
| Custom memory architecture | Platform based | Advanced | Advanced |
| Custom communication topology | Workflow defined | Configurable | Strong / infrastructure-level |
| Custom escalation paths | Yes | Yes | Yes |
| Custom internal-system integration | Platform dependent | Advanced | Maximum |
| Private infrastructure | Managed platform | Available by deployment | Strongest |
| Best fit | Most customers | Advanced professionals | Firms / infrastructure users |
| Status | Available now | Coming soon | Coming soon |
Which deployment fits your operating model?
Grokbot
Available now“I want the M.A.R.S. AI organization without managing infrastructure.”
Trader · Professional · Consultant · Small team · Simplicity-first buyer
Hermes
Coming soon“I want deeper control over how each AI specialist performs its job.”
Advanced trader · Quant · Researcher · Analyst · Developer
OpenClaw
Coming soon“I want control over the environment running the entire AI organization.”
Firm · Desk · Agency · Professional team · Private-infrastructure organization
V2 workbook upgrade
The M.A.R.S. V2 workbook upgrade remains part of the existing V1-to-V2 upgrade path for eligible owners.
Separate infrastructure offerings
Future Hermes and OpenClaw deployment environments are not being announced as part of the free workbook upgrade. Pricing and availability will be announced separately.
V2 expands the analytical and deployment architecture.
V3 rebuilds the rail as a native web application.
MARS V3 — the Command Center
The most advanced edition of the system — the whole rail rebuilt as a live web application, streaming the same advanced telemetry V2 introduces to the workbooks. Roughly two years out. It is a separate subscription product with its own pricing, not an upgrade path from the Excel editions.
Alpha Core
Feature split to be announced
Alpha Pro
Feature split to be announced
Alpha Ultra
Feature split to be announced
Alpha Quant
Feature split to be announced
Institutional
Custom-designed per desk — priced on enquiry
Five subscription levels. What sits inside each one will be announced closer to launch — waitlist members hear first, and get in first.
Free — waitlist
Get in line for the Command Center
Join the waitlist and take the Starter Tracker with you — the beginner workbook, free, only here.
$497 — one-time
Own the rail today
The eleven governed V1 workbooks now, and the V2 upgrade free when it lands.
Institutional — on enquiry
Talk to us about a desk build
The Institutional tier is designed around the desk that runs it, so it is quoted rather than listed.
Ask about the V2 timeline, the strategy library, the upgrade path, or the cloud edition.