Policy Guardrails
Commitment is a supporting risk guardrail. Current strategy and active allocation are governed by Portfolio Strategy Agent.
A trade must earn the right to exist. If no plan exists, default is SIT_OUT.
Backtests, analyst, market intelligence, and RSI are evidence. They are not trade instructions.
Strategy Charter values below are legacy guardrail references, not the current active portfolio target. The Portfolio Strategy Agent treats 70/20/5/5 as a base prior only, and active allocation can differ.
Show legacy guardrail allocation references
Portfolio snapshot intake now lives in Update Portfolio. Commitment remains a supporting risk guardrail.
Update Portfolio Snapshot Use that page to preview cash, positions, reconciliation, and exposure before import.
The user-facing snapshot JSON input is now only on Update Portfolio. Compatibility APIs and the phone-friendly snapshot route remain available for older workflows.
Commitment Copilot
Describe the idea in normal language. The copilot extracts a draft plan, asks only for missing critical items, and evaluates the gate without persisting unless you choose to create a draft plan.
Advanced structured editor
CSV import only for SC2. Place real exports manually under data/imports/ or data/private_imports/. Do not commit them.
Dry run example: ./venv/bin/python scripts/import_actual_trades.py --broker nordnet --file data/imports/transaktioner.csv --dry-run --json
| No imports yet. |
| No leveraged imports yet. |
Discipline report. Derived from imported actual trades, commitment plans, and exposure snapshots. Observational only; no broker actions.
| No behavior events yet. Run a rebuild after importing trades. |
| No high-severity events. |
No weekly review built yet.
| ID | Status | Bucket | Ticker / Instrument | Size | Loss | Gate | Created | Actions |
|---|---|---|---|---|---|---|---|---|
| No commitment plans yet. | ||||||||