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3 changes: 3 additions & 0 deletions .Jules/palette.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
## 2024-10-24 - Tooltips with Concrete Financial Examples
**Learning:** In quantitative dashboards, users often struggle with abstract financial or statistical inputs (like basis points, quantiles, or volume percentages). Providing just the parameter name is insufficient.
**Action:** Always include a `help` parameter on statistical or financial input widgets (e.g., `st.slider`, `st.number_input`) that provides a concrete, easy-to-understand example of what the value means in practice (e.g., "10 bps = 0.10%").
44 changes: 39 additions & 5 deletions src/dashboard.py
Original file line number Diff line number Diff line change
Expand Up @@ -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="Lookback window for factor beta calculation (e.g., 63 days = 3 months).",
)
vol_window = st.slider(
"Regime Vol Window (days)",
10,
60,
21,
5,
help="Lookback window for realized volatility calculation (e.g., 21 days = 1 month).",
)
adv_pct = st.slider(
"ADV Participation %",
0.01,
0.30,
float(DEFAULT_ADV_PCT),
0.01,
help="Max percentage of Average Daily Volume to trade (e.g., 0.10 = 10% of ADV).",
)

st.markdown("---")
st.subheader("4. Research Rigor")
Expand All @@ -185,12 +206,25 @@ 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="Threshold for 'High Volatility' regime (e.g., 0.75 = top 25% most volatile days).",
)

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="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")
Expand Down
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