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learning_ai_invt_trdg/web/guided-strategy-builder.md

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Guided Strategy Builder (Wizard) & Product Features

Last Updated: 2026-02-20

Overview

The Guided Strategy Builder is a productized, non-technical interface designed to allow customers to deploy safe, professional trading strategies without needing to understand technical indicators or JSON configuration.

Core Architecture

  • Unified Logic: Both the Advanced "Strategy Clusters" and the "Guided Wizard" use the same backend engine and database schema.
  • Dual Persona:
    • Admin Mode: Full access to fine-grained parameters, raw rule controls, and marketplace publishing.
    • Customer Mode: Simplified 5-step wizard that auto-maps human intents to engine configurations.

Featured Product Layers

A. Preset Strategy Marketplace

A live, dynamic catalog that allows users to adopt approved strategy templates.

  • System Presets: Hardcoded templates defined in PresetRegistry.ts (e.g., Top Performing Aggressive Bot, Low Volatility BTC Bot).
  • Admin-Published Templates: Admins can publish any Strategy Cluster profile to the Marketplace via the Publish (Share) icon. These are stored in the strategy_presets Supabase table and fetched dynamically.
  • Mechanism: Adopting a preset seeds the Wizard state with a validated template, allowing the user to customize capital/assets before deployment.
  • Contextual Intelligence: The Marketplace tab now shows two live data panels above the strategy grid:
    • 🧠 Best AI Setups: Top 5 symbols ranked by AIAnalysisRule confidence score.
    • 🔥 Top Volatile (24h): Top 6 most active symbols by absolute 24h price change.

B. Education Layer (Explainability)

A frontend service that translates technical engine state into human-readable insights.

  • "Why didn't it trade?": Explains rule mismatch (e.g., "Matched 2/4 indicators") or session restrictions.
  • Recommended Actions: Context-aware suggestions (e.g., "Strategy is paused, click play to resume").
  • Safety Indicators: Real-time feedback on Daily Profit Targets being reached.

C. Tiered Access Control

Product-tier gating for strategy creation and features.

  • Free: Restricted to "Safe Growth" (100% pass ratio) and locked profit targets.
  • Pro: Access to "Balanced" style and up to $100 daily profit targets.
  • Elite: Unrestricted access, including "Aggressive" styles and higher profit targets.

D. Live Pulse Ticker (Global)

A persistent 40px intelligence bar rendered just below the sticky header on every tab:

  • Scrolling real-time ticker for all tracked symbols with 24h % change (green/red).
  • Right-side "AI Top Picks" section showing the 3 highest-confidence AI signals at a glance.
  • Provides a "Bloomberg Terminal" feel — live and active regardless of which tab is open.
  • Component: src/components/LivePulseTicker.tsx

E. My Strategies — Operational Intelligence Panels

The My Strategies tab includes two contextual panels between the header and strategy grid:

  • Recent Activity: Last 5 system alerts filtered by type (signal 🚀, pulse ⏰, error ⚠️, info ℹ️) with relative timestamps.
  • Your Markets (24h): 24h volatility data filtered exclusively to symbols the user's active strategies are trading — personalized, not a global list.

The Wizard Flow

1. Risk Style (Presets)

Instead of exposing rule pass ratios, we use "Risk Styles":

  • 🛡️ Safe Growth: 100% Voting Rules match required. (Free+)
  • ⚖️ Balanced: 90% Voting Rules match required. (Pro+)
  • 🔥 Aggressive: 70% Voting Rules match required. (Elite only)

2. Assets & Capital

  • Users select from a curated list (BTC, ETH, SOL).
  • Capital is bound to the allocated_capital schema property.
  • Daily Profit Target uses the dailyProfitTargetUsd risk limit.

3. Trading Hours

Maps directly to the SessionRule. Users choose:

  • 24/7 → sessions stored as LDN,NY,TOK,SYD → SessionRule detects all 4 and always passes.
  • London + New York → LDN,NY → only passes during those sessions.
  • Asia only → TOK,SYD → only passes during Asian hours.

4. Safety Injection (Automatic)

The wizard enforces several non-negotiable safety guards:

  • Mandatory Risk Rule: The RiskManagementRule is always injected.
  • Automatic Stop Loss: Configured via the riskPerTrade parameter.
  • Daily Recovery Halt: Automatically sets a 5% max draw-down limit.

5. Review & Deploy

  • Bot is created in PAUSED mode. User must manually activate from My Strategies tab.

Admin: Publishing to Marketplace

Admins can convert any Strategy Cluster profile into a marketplace template:

  1. Navigate to 🛡️ Strategy Clusters (admin only tab).
  2. Find the target profile card and click the ↗ (Share/Publish) icon.
  3. The system auto-detects risk style from minRulePassRatio, builds a payload, and inserts into strategy_presets table.
  4. The template immediately appears in the Strategy Marketplace for all users.

Database Table: public.strategy_presets (see schema/016_add_strategy_marketplace.sql) RLS Policy: Admins can write; all authenticated users can read.

UI → JSON Mapping Strategy

UI Component JSON Path Default/Value
Risk Style Option execution.minRulePassRatio 1.0, 0.9, or 0.7
Capital Input allocated_capital (User Input)
Profit Target strategy_config.riskLimits.dailyProfitTargetUsd (User Input)
Trading Hours SessionRule.params.sessions LDN,NY,TOK,SYD (24/7), LDN,NY, or TOK,SYD
Safety notice strategy_config.rules[RiskManagement]... mandatory
Final Action is_active false (Paused on creation)
Publish to Marketplace strategy_presets table Admin only