🎨 Palette: Add help tooltips to financial parameters

.Jules/palette.md

@@ -0,0 +1,7 @@
+## 2024-03-26 - Initial Setup
+**Learning:** Initializing palette journal.
+**Action:** Ready to track critical UX learnings.
+
+## 2024-03-26 - Tooltips for Financial Parameters
+**Learning:** Users need concrete examples for statistical inputs like basis points and percentiles to ensure accurate data entry.
+**Action:** Always include help tooltips with concrete examples (e.g., '10 bps = 0.10%') on financial parameter inputs.

src/dashboard.py

@@ -168,9 +168,30 @@ def get_cache_key(*args) -> str:
             help="Lookback months for Momentum signal."
         )
     else:
-        factor_window = st.slider("Factor Beta Window (days)", 20, 252, 63, 7)
-        vol_window = st.slider("Regime Vol Window (days)", 10, 60, 21, 5)
-        adv_pct = st.slider("ADV Participation %", 0.01, 0.30, float(DEFAULT_ADV_PCT), 0.01)
+        factor_window = st.slider(
+            "Factor Beta Window (days)",
+            20,
+            252,
+            63,
+            7,
+            help="Rolling window (days) to calculate factor betas (e.g., 63 days = ~3 months).",
+        )
+        vol_window = st.slider(
+            "Regime Vol Window (days)",
+            10,
+            60,
+            21,
+            5,
+            help="Rolling window (days) to measure historical volatility (e.g., 21 days = ~1 month).",
+        )
+        adv_pct = st.slider(
+            "ADV Participation %",
+            0.01,
+            0.30,
+            float(DEFAULT_ADV_PCT),
+            0.01,
+            help="Maximum daily trading volume participation (e.g., 0.10 = 10% of ADV).",
+        )
 
     st.markdown("---")
     st.subheader("4. Research Rigor")
@@ -185,19 +206,60 @@ def get_cache_key(*args) -> str:
         st.info("Using full-sample quantiles (exploratory mode)")
 
     vol_q_high = st.slider(
-        "High Volatility Quantile", 0.5, 0.95, DEFAULT_VOL_QUANTILE_HIGH, 0.05
+        "High Volatility Quantile",
+        0.5,
+        0.95,
+        DEFAULT_VOL_QUANTILE_HIGH,
+        0.05,
+        help="Percentile threshold to classify high volatility regimes (e.g., 0.75 = top 25%).",
     )
 
     if mode == "Single-Asset":
         st.subheader("5. Backtest Settings")
-        bt_cost = st.number_input("Transaction Cost (bps)", value=DEFAULT_COST_BPS, step=1) / 10000
+        bt_cost = (
+            st.number_input(
+                "Transaction Cost (bps)",
+                value=DEFAULT_COST_BPS,
+                step=1,
+                help="Transaction cost per trade in basis points (e.g., 10 bps = 0.10%).",
+            )
+            / 10000
+        )
         allow_short = st.checkbox("Allow Short Selling?", value=False)
     else:
         st.subheader("5. Alert Thresholds")
-        dd_alert = st.slider("Max Drawdown Alert", -0.6, -0.05, -0.2, 0.05)
-        vol_alert = st.slider("Volatility Alert (ann.)", 0.1, 1.0, 0.35, 0.05)
-        beta_alert = st.slider("Beta Alert", 0.5, 2.0, 1.3, 0.1)
-        dttl_alert = st.slider("Days-to-Liquidate Alert", 1.0, 20.0, 5.0, 1.0)
+        dd_alert = st.slider(
+            "Max Drawdown Alert",
+            -0.6,
+            -0.05,
+            -0.2,
+            0.05,
+            help="Trigger alert if current drawdown exceeds this threshold (e.g., -0.2 = 20% loss).",
+        )
+        vol_alert = st.slider(
+            "Volatility Alert (ann.)",
+            0.1,
+            1.0,
+            0.35,
+            0.05,
+            help="Trigger alert if annualized volatility exceeds this threshold (e.g., 0.35 = 35% ann. vol).",
+        )
+        beta_alert = st.slider(
+            "Beta Alert",
+            0.5,
+            2.0,
+            1.3,
+            0.1,
+            help="Trigger alert if factor beta exposure exceeds this threshold (e.g., 1.3 = 30% more volatile than factor).",
+        )
+        dttl_alert = st.slider(
+            "Days-to-Liquidate Alert",
+            1.0,
+            20.0,
+            5.0,
+            1.0,
+            help="Trigger alert if days to liquidate position exceeds this threshold (e.g., 5.0 = 5 days of trading).",
+        )
 
 
 # --- Portfolio Mode ---