OWNER CONTROL PLANE · PHASE 10
Portfolio Mission Control
Plain-language state first. Quantitative evidence and provenance remain one layer away.
Emergency controls are deliberately visible but disabled until the persistent worker/control runtime is bound; no button silently implies authority it does not yet have.
EASY VIEW
Price path & water marks
Live charting is fail-closed because the dedicated persistent market-data worker endpoint is not yet configured.
SET & FORGET
Bot mandate review
Authority: paper/shadow only. AI may optimize within the mandate but cannot override deterministic risk or OMS controls.
Human precedence: Emergency Lock → Cash Now / Stop & Close → Stop New Trades / Pause → autonomous evaluation.
Profit management: Reinvest All, Fixed % Harvest, Recover Principal, Scale-Out Ladder, Trailing Harvest, and AI-Managed Harvest remain governed configuration choices.
What is the system doing?
No live-money authority is enabled. The control plane is healthy; market streaming remains intentionally degraded until its persistent worker is bound.
PORTFOLIOS
Capital & mandate
Starting baseline: $100,000.00, immutable for performance measurement.
Later deposits and withdrawals are separate cash-flow events and must not distort trading return.
STRATEGIES
Lifecycle governance
Research → Backtest → Out-of-Sample → Paper/Shadow → Canary → Live Approved.
TRADES
Order & reconciliation state
No active paper fills are displayed. Every future economic intent remains subject to deterministic risk approval and OMS idempotency/reconciliation.
PERFORMANCE
Evidence, not promises
No profitability claim is made. Forward paper/shadow evidence, execution costs, drawdown, and benchmark-relative performance must remain reproducible before promotion.
TAX
Accounting boundary
Tax lots and dispositions derive from authoritative fill/reconciliation evidence. Tax reserve is a configurable cash-routing policy, not definitive tax advice or personal tax liability.
KNOWLEDGE BANK
Strategy evidence library
Research status, regimes, failure modes, risk, liquidity requirements, fee/slippage sensitivity, model versions, and lessons remain reconstructable and lifecycle-governed.
ALERTS
Notification state
High/low-water, drawdown, milestones, stops, cash-out, risk violations, feed/exchange faults, worker failures, security events, and emergency actions have governed notification semantics.
SYSTEM HEALTH
Hosted integration
Connection, data-feed, reconciliation, and notification health are product state—not hidden implementation detail.
SETTINGS
Risk change impact preview
Example: lowering maximum portfolio drawdown from 12% to 8% would cause trading suspension four percentage points earlier; the change would be versioned, effective-dated, validated, and audited.
Material settings remain editable only through governed validation and warning flows.
TOKEN RISK INTELLIGENCE
Microcap evidence boundary
Liquidity, buyer/holder growth, creator-wallet status, concentration, and risk-score changes remain explainable research inputs. Legacy fixed thresholds and venue assumptions are not production facts.
Safety boundary: unrestricted live money, leverage, withdrawals, customer autonomous trading, wallet custody, autonomous signing, DEX execution, and bypass of deterministic risk/OMS controls remain prohibited.