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Scaling(?) at Wealthfront
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Scaling(?) at Wealthfront

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My talk for DevOps at Box.net about "scaling": scaling your development, testing, deployment, and monitoring infrastructure. ...

My talk for DevOps at Box.net about "scaling": scaling your development, testing, deployment, and monitoring infrastructure.

Sorry about the slide notes, it's screwed up a bit. I'll see if I can fix them.

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  • \n
  • Big market “As of October 2007, there are 8,015 mutual funds that belong to the Investment Company Institute (ICI), a national trade association of investment companies in the United States, with combined assets of $12.356 trillion” (from Wikipedia)\n\nBusiness model\nCut of management fees\nMargin on trading commissions\n
  • Big market “As of October 2007, there are 8,015 mutual funds that belong to the Investment Company Institute (ICI), a national trade association of investment companies in the United States, with combined assets of $12.356 trillion” (from Wikipedia)\n\nBusiness model\nCut of management fees\nMargin on trading commissions\n
  • Big market “As of October 2007, there are 8,015 mutual funds that belong to the Investment Company Institute (ICI), a national trade association of investment companies in the United States, with combined assets of $12.356 trillion” (from Wikipedia)\n\nBusiness model\nCut of management fees\nMargin on trading commissions\n
  • Our goal is to connect investors with outstanding investment managers.\n\nRetail customers (net worth less than $1M) are underserved. The only actively managed investment vehicles available are mutual funds.\n\nSchwab created Schawb One Source which is THE marketplace for mutual funds.\n\nWe want to create the equivalent for individually managed accounts, essentially bringing wealth management to retail.\n\nOur foundational values are transparency and aligning interests. You can know everything about the investment manager you are entrusting. His portfolio holdings, his past transaction history, his rational, philosophy. And we use all this data to objectively vet managers. We are creating a platform for win-win situations.\n\nIn 6 months, we’ve attracted over $11M and are growing very fast.\n\nWe’re an SEC regulated company, en route to being FINRA regulated as a broker/dealer.\n
  • Our goal is to connect investors with outstanding investment managers.\n\nRetail customers (net worth less than $1M) are underserved. The only actively managed investment vehicles available are mutual funds.\n\nSchwab created Schawb One Source which is THE marketplace for mutual funds.\n\nWe want to create the equivalent for individually managed accounts, essentially bringing wealth management to retail.\n\nOur foundational values are transparency and aligning interests. You can know everything about the investment manager you are entrusting. His portfolio holdings, his past transaction history, his rational, philosophy. And we use all this data to objectively vet managers. We are creating a platform for win-win situations.\n\nIn 6 months, we’ve attracted over $11M and are growing very fast.\n\nWe’re an SEC regulated company, en route to being FINRA regulated as a broker/dealer.\n
  • \n
  • our context is extreme uncertainty\nif we can reduce the time to learn which way to go, we can increase our odds of success before we run out of money\n
  • eric ries’ graphic\n
  • eric ries’ graphic\n
  • eric ries’ graphic\n
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  • \n
  • \n
  • \n
  • \n
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  • stuff on the shelves = waste\n
  • if you wait two weeks to deploy, there’s so much that can go wrong\nso if you’re testing the failure cases all the time you are much safer\n
  • bucket: heavy, imprecise, can spill\nhose: precise, controllable, flexible\n
  • Culture: takes a lot of discipline to achieve CD, it’s about realizing we are human and do mistakes, risk mitigation everywhere\n\nContinuous integration: engineers must be aware of test success or failures, important to have physical reminders “build monitor”\n\n\n
  • Culture: takes a lot of discipline to achieve CD, it’s about realizing we are human and do mistakes, risk mitigation everywhere\n\nContinuous integration: engineers must be aware of test success or failures, important to have physical reminders “build monitor”\n\n\n
  • Culture: takes a lot of discipline to achieve CD, it’s about realizing we are human and do mistakes, risk mitigation everywhere\n\nContinuous integration: engineers must be aware of test success or failures, important to have physical reminders “build monitor”\n\n\n
  • Culture: takes a lot of discipline to achieve CD, it’s about realizing we are human and do mistakes, risk mitigation everywhere\n\nContinuous integration: engineers must be aware of test success or failures, important to have physical reminders “build monitor”\n\n\n
  • the continuous deployment philosophy (eric ries)\n
  • \n
  • our continuous deployment system is hooked into the build system\nso in our commit message we can say: if the build passes then commit service UM\n\n
  • every new engineer pushes to production their first day\nno deep training, the tests give \n
  • every new engineer pushes to production their first day\nno deep training, the tests give \n
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  • \n
  • This wasn’t a good day for us. You can see two rollbacks in the bottom right hand corner.\n\nWe missed issues in testing which got out to production. Because of our investment in production infrastructure, we had those issues for about 45 seconds total, before our code automatically rolled back our bad code.\n\nI can also say that because of our process, we won’t have either of those issues again.\n\nWhat could have been a very bad day, became mediocre at worst. And the things we learned will make us more stable going forward.\n
  • the continuous deployment philosophy (eric ries)\n
  • the continuous deployment philosophy (eric ries)\n
  • \n

Scaling(?) at Wealthfront Scaling(?) at Wealthfront Presentation Transcript

  • Scaling(?) atWealthfront Adam Rosien @arosien ⊂ @wltheng Learn about us at quora.com/wealthfront
  • Learn about us atquora.com/wealthfront
  • Learn about us atquora.com/wealthfront
  • Assets
Managed
by
Mutual
Funds
in
the
US $11,000,000,000,000 Learn about us at quora.com/wealthfront
  • Disclosures: https://www.wealthfront.com/benefits/performancehttps://www.wealthfront.com/research/mutual-fund-fees-overview Learn about us at quora.com/wealthfront
  • Disclosure: Learn about us athttps://www.wealthfront.com/legal/disclaimer quora.com/wealthfront
  • Managing close to $180M* Processing over $2M/dayHighly regulated: FINRA, SEC, Member SIPC We’re a technology company No ops, no QA * ~$30M AUM ~$150 AUA Learn about us at quora.com/wealthfront
  • startup = experiment (Eric Ries) Learn about us at quora.com/wealthfront
  • IdeasLEARN BUILD Data Code MEASURE (Eric Ries) Learn about us at quora.com/wealthfront
  • IdeasLEARN BUILD “validated learning” Data Code MEASURE (Eric Ries) Learn about us at quora.com/wealthfront
  • Ideas LEARN BUILDThis is what “validated learning” you scale. Data Code MEASURE (Eric Ries) Learn about us at quora.com/wealthfront
  • with LEARNThis is what Ideas “validated learning” BUILDcode you scale. Data Code MEASURE (Eric Ries) Learn about us at quora.com/wealthfront
  • Development Stage QA Fix
P1
Bugs Release Cut
a
Release Integrate
Patches 1‐4
Weeks Learn about us at quora.com/wealthfront
  • Development Stage QA Fix
P1
Bugs Release Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage QA Fix
P1
Bugs Release Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage QA Fix
P1
Bugs Release Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage QA Fix
P1
Bugs Release Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • DeploymentDevelopment Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
Patches Learn about us at quora.com/wealthfront
  • Deployment Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
PatchesExperiments Learn about us at quora.com/wealthfront
  • Deployment Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
PatchesExperiments Monitoring Learn about us at quora.com/wealthfront
  • Deployment Development Stage Automated QA Fix
P1
Bugs Release TesKng Cut
a
Release Integrate
PatchesExperiments Monitoring 5‐10
Minutes Learn about us at quora.com/wealthfront
  • Code as Inventory Learn about us at quora.com/wealthfront
  • Deploying all the time isthe only way to be safe. Learn about us at quora.com/wealthfront
  • Bucket
or
Hose? Learn about us at quora.com/wealthfront
  • Culture Learn about us at quora.com/wealthfront
  • Culture Test
DrivenDevelopment Learn about us at quora.com/wealthfront
  • Culture ConKnuous Test
Driven IntegraKonDevelopment Learn about us at quora.com/wealthfront
  • Immune System Culture ConKnuous Test
Driven IntegraKonDevelopment Learn about us at quora.com/wealthfront
  • ConKnuous
Deployment Immune System Culture ConKnuous Test
Driven IntegraKonDevelopment Learn about us at quora.com/wealthfront
  • every problem only oncestop the line if anything failsfast response vs. prevention (Eric Ries) Learn about us at quora.com/wealthfront
  • e nt pm ve lo trunk‐stable
de small
commits
 fwd/back
compaKbility
 trivial
rollbacks code
experiments broken
build
→
 Learn about us at quora.com/wealthfront
  • e nt lo pm vede commit messages can do stuff: #release:um #cc:david #pleasereview Learn about us at quora.com/wealthfront
  • ti ng eng
⊃
qat es only
automated
tesKng forbidden
calls bad
code
snippets stuff‐not‐tested‐test hitchfs
(fs
stub) LessIOSecurityManager Learn about us at quora.com/wealthfront
  • ti ngt es eng
⊃
qa only
automated
tesKng hudson selenium capybara other
fe
magic
that
 I
don’t
know
jack
about Learn about us at quora.com/wealthfront
  • de eng ⊃ ops plo y me Running, ntaccepting prod traffic zk ftw! Automated Unannounce self-test rollback monitoring fail fail Clients stop Accept prod Self test requesting traffic Start new Announce Shut down zk ftw! version (canaries + exponential deploys) Learn about us at quora.com/wealthfront
  • Learn about us atquora.com/wealthfront
  • !release <service> !restart <service> !buildstatus !alerts !markfixed <alertid> !jirafy <alertid> ...“Your most talented engineers should be working on your tools, and your culture must reflect this priority.” - Yishan Wong (Facebook) Learn about us at quora.com/wealthfront
  • shell ikq curl http+json services ad-hoc power tools Learn about us at quora.com/wealthfront
  • shell ikq curl http+json services ad-hoc power tools Learn about us at quora.com/wealthfront
  • Thanks! @arosien ⊂ @wlthenghttp://eng.wealthfront.com 8 You can open an IRA as late1 as April 18th 2011 (really, google it) and it apply to 2010. Learn about us at quora.com/wealthfront