Strategy mandate
The Strategy screen is stage 4 — the human-set rulebook that every run must pass before the AI is even allowed to research a symbol. If a run gets rejected before it reaches your approval queue, this screen is almost always why.
Why it exists
It draws the boundary of what the system is allowed to consider. The AI proposes trades; the mandate decides which symbols and how much risk are on the table in the first place. You own this boundary; the AI cannot widen it.
The current mandate
The top card shows the active rules:
| Field | Meaning |
|---|---|
| Mode | PAPER — simulation. (Live is not wired in this build.) |
| Universe | The list of symbols runs are allowed to trade |
| Risk budget | The percent of the account at risk that sizing is built around |
| Max positions | How many positions may be open at once |
| Approved by | Who set the mandate |
| Notes | Free-text context |
Updating the mandate
The lower card is the edit form:
- Universe — a comma-separated list of symbols, e.g.
RELIANCE, INFY, TCS. Only
these can be run. To trade a new symbol, add it here first.
- Risk budget % — the share of the account risked per the sizing rules. Larger =
bigger positions and bigger swings.
- Max positions — the cap on simultaneously open positions.
Set your token in the header, then click Save Mandate.
The most common surprise
You trigger a run for a symbol and it never shows up in the approval queue.
That means the symbol was not in the universe, so stage 4 rejected the run. The fix is simply to add the symbol to the Universe here and run it again. This is working as intended — it is the guardrail stopping the AI from trading something you never authorized.
How risk budget flows into a trade
The risk budget you set here is what the deterministic risk engine (stage 7) uses to size each position so that a single stop-out only costs a controlled slice of the account. You will see the result of that math as the Quantity and Risk amount on every approval screen. Change the budget here and the next run's sizing changes accordingly.