diff --git a/backend/services/ai_analyzer.py b/backend/services/ai_analyzer.py
index 4388384..a94e423 100644
--- a/backend/services/ai_analyzer.py
+++ b/backend/services/ai_analyzer.py
@@ -619,10 +619,25 @@ Scoring instructions:
_portfolio_sc_section = f"\n{portfolio_context_block}\n" if portfolio_context_block else ""
_inst_sc_section = f"\n{institutional_block}\n" if institutional_block else ""
+ # Trade mandate block from cycle_meta
+ _budget = _cm.get("trade_budget_eur", 5000)
+ _h_min = _cm.get("preferred_horizon_min", 30)
+ _h_max = _cm.get("preferred_horizon_max", 180)
+ _max_pos = round(_budget * 0.25)
+ _trade_mandate_sc = (
+ f"\n## INVESTOR TRADE MANDATE\n"
+ f"- Available capital budget: €{_budget:,.0f}\n"
+ f"- Preferred horizon: {_h_min}–{_h_max} days\n"
+ f"- Max capital per position: €{_max_pos:,.0f} (25% of budget)\n"
+ f"⚠️ Patterns whose horizon_days is outside [{_h_min}, {_h_max}] should receive a penalty"
+ f" in the R/R pillar (poor timing fit). Size trade suggestions within the budget cap.\n"
+ )
+
user = f"""GLOBAL CONTEXT:
- Geopolitical risk score: {geo_score.get('score', 50)}/100 ({geo_score.get('level', 'medium')})
- Top risks: {geo_score.get('top_risks', [])}
{temporal_section_sc}
+{_trade_mandate_sc}
{macro_section}
{_fred_sc_section}
{_pd_sc_section}
@@ -1411,7 +1426,20 @@ Additional rules:
portfolio_section = f"\n{portfolio_context_block}\n" if portfolio_context_block else ""
convergence_section = f"\n{convergence_block}\n" if convergence_block else ""
+ _sg_budget = _cycle_meta.get("trade_budget_eur", 5000)
+ _sg_h_min = _cycle_meta.get("preferred_horizon_min", 30)
+ _sg_h_max = _cycle_meta.get("preferred_horizon_max", 180)
+ _sg_max_pos = round(_sg_budget * 0.25)
+ _suggest_mandate = (
+ f"\n## INVESTOR TRADE MANDATE\n"
+ f"- Available capital budget: €{_sg_budget:,.0f} | Max per position: €{_sg_max_pos:,.0f}\n"
+ f"- Target horizon: {_sg_h_min}–{_sg_h_max} days\n"
+ f"⚠️ Only propose patterns whose horizon_days is within [{_sg_h_min}, {_sg_h_max}]."
+ f" Patterns outside this window will be rejected. Size each trade so capital ≤ €{_sg_max_pos:,.0f}.\n"
+ )
+
user = f"""You are a senior geopolitical and financial strategist, expert in options.
+{_suggest_mandate}
{macro_block}{geo_block}{lessons_block}{reliability_block}{iv_block}
{temporal_news_block}
## Market prices (D-1 change)
diff --git a/backend/services/auto_cycle.py b/backend/services/auto_cycle.py
index 568bb10..a445ee1 100644
--- a/backend/services/auto_cycle.py
+++ b/backend/services/auto_cycle.py
@@ -255,6 +255,10 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
_market_session = "after_hours"
_market_note = "After-hours US — prix indicatifs, liquidité réduite."
+ _budget_eur = float(get_config("trade_budget_eur") or "5000")
+ _horizon_min = int(get_config("preferred_horizon_min") or "30")
+ _horizon_max = int(get_config("preferred_horizon_max") or "180")
+
cycle_meta = {
"current_cycle_ts": _now.isoformat(),
"last_cycle_ts": _last_cycle_ts_str,
@@ -265,6 +269,9 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
"is_weekend": _is_weekend,
"market_session": _market_session,
"market_note": _market_note,
+ "trade_budget_eur": _budget_eur,
+ "preferred_horizon_min": _horizon_min,
+ "preferred_horizon_max": _horizon_max,
}
logger.info(
f"[Cycle {run_id[:16]}] Cycle meta: delta={_delta_minutes:.0f}min depuis dernier cycle"
diff --git a/backend/services/database.py b/backend/services/database.py
index edbe761..752e810 100644
--- a/backend/services/database.py
+++ b/backend/services/database.py
@@ -311,6 +311,9 @@ def init_db():
"auto_cycle_similarity_threshold": "0.30",
"min_ev_threshold": "0.0",
"min_score_threshold": "0",
+ "trade_budget_eur": "5000",
+ "preferred_horizon_min": "30",
+ "preferred_horizon_max": "180",
"exit_defaults": json.dumps({
"target_pct": 30.0,
"stop_loss_pct": -50.0,
diff --git a/frontend/src/components/TradeIdeas.tsx b/frontend/src/components/TradeIdeas.tsx
index 6f35d56..dbaab4d 100644
--- a/frontend/src/components/TradeIdeas.tsx
+++ b/frontend/src/components/TradeIdeas.tsx
@@ -2,6 +2,7 @@ import { useState, useMemo, useEffect, Fragment } from 'react'
import {
useAllPatterns, useLastScores, useScorePatterns, useAiStatus,
usePortfolioPositions, useTradeMtm, useRiskProfiles, useMacroRegime, useAddPosition,
+ useConfig,
} from '../hooks/useApi'
import {
Target, Brain, Plus, RefreshCw, ChevronDown, ChevronUp, CheckCircle2,
@@ -698,8 +699,15 @@ export function TradeIdeasTab() {
const allPatterns: any[] = allPatternsData ?? []
const scoredAt: string | null = lastScoresData?.scored_at ?? null
+ const { data: configData } = useConfig()
+ const cs = (configData as any) ?? {}
+ const tradeBudget: number = cs.trade_budget_eur ?? 5000
+ const horizonMin: number = cs.preferred_horizon_min ?? 30
+ const horizonMax: number = cs.preferred_horizon_max ?? 180
+
const [categoryFilter, setCategoryFilter] = useState('all')
const [thematicFilter, setThematicFilter] = useState('all')
+ const [horizonFilter, setHorizonFilter] = useState('all')
const [topN, setTopN] = useState(10)
const [viewMode, setViewMode] = useState<'cards' | 'grid'>('grid')
const [toast, setToast] = useState<{ title: string; sub: string } | null>(null)
@@ -754,11 +762,25 @@ export function TradeIdeasTab() {
return map
}, [tradeMtmData])
+ const HORIZON_BUCKETS = [
+ { key: 'all', label: 'All horizons' },
+ { key: 'lt30', label: '< 1M', min: 0, max: 29 },
+ { key: '1-3m', label: '1–3M', min: 30, max: 90 },
+ { key: '3-6m', label: '3–6M', min: 91, max: 180 },
+ { key: 'gt6m', label: '> 6M', min: 181, max: 9999 },
+ ]
+
const { topScored, allUnscored } = useMemo(() => {
- const filtered = allPatterns.filter(p =>
- (categoryFilter === 'all' || p.asset_class === categoryFilter) &&
- (thematicFilter === 'all' || p.category === thematicFilter)
- )
+ const bucket = HORIZON_BUCKETS.find(b => b.key === horizonFilter)
+ const filtered = allPatterns.filter(p => {
+ if (categoryFilter !== 'all' && p.asset_class !== categoryFilter) return false
+ if (thematicFilter !== 'all' && p.category !== thematicFilter) return false
+ if (bucket && bucket.key !== 'all') {
+ const hd = p.horizon_days ?? 0
+ if (hd < bucket.min! || hd > bucket.max!) return false
+ }
+ return true
+ })
const scored: TradeItem[] = []
const unscored: TradeItem[] = []
for (const p of filtered) {
@@ -808,7 +830,7 @@ export function TradeIdeasTab() {
scored.sort((a, b) => convScore(b) - convScore(a))
const sliced = topN === 0 ? scored : scored.slice(0, topN)
return { topScored: sliced, allUnscored: unscored }
- }, [allPatterns, scoreMap, categoryFilter, thematicFilter, topN])
+ }, [allPatterns, scoreMap, categoryFilter, thematicFilter, horizonFilter, topN])
const handleAdd = (item: TradeItem) => {
const t = item.trade
@@ -878,6 +900,25 @@ export function TradeIdeasTab() {
))}
+ {/* Horizon filter */}
+
+ {HORIZON_BUCKETS.map(b => (
+
+ ))}
+
+ {/* Budget indicator */}
+
+ Budget
+ €{tradeBudget.toLocaleString()}
+ ·
+ {horizonMin}–{horizonMax}d
+
{/* Top N */}
{[5, 10, 20, 0].map(n => (
diff --git a/frontend/src/hooks/useApi.ts b/frontend/src/hooks/useApi.ts
index bb2a72f..3716f1f 100644
--- a/frontend/src/hooks/useApi.ts
+++ b/frontend/src/hooks/useApi.ts
@@ -337,7 +337,7 @@ export const useCycleHistory = (limit = 20) =>
export const useUpdateCycleConfig = () => {
const qc = useQueryClient()
return useMutation({
- mutationFn: (cfg: { enabled?: boolean; interval_hours?: number; similarity_threshold?: number; min_ev_threshold?: number; min_score_threshold?: number; journal_retention_days?: number; maturity_threshold_pct?: number; weekend_cycle_enabled?: boolean; weekend_cycle_times?: string }) =>
+ mutationFn: (cfg: { enabled?: boolean; interval_hours?: number; similarity_threshold?: number; min_ev_threshold?: number; min_score_threshold?: number; trade_budget_eur?: number; preferred_horizon_min?: number; preferred_horizon_max?: number; journal_retention_days?: number; maturity_threshold_pct?: number; weekend_cycle_enabled?: boolean; weekend_cycle_times?: string }) =>
api.post('/cycle/config', cfg).then(r => r.data),
onSuccess: () => qc.invalidateQueries({ queryKey: ['cycle-status'] }),
})
diff --git a/frontend/src/pages/Config.tsx b/frontend/src/pages/Config.tsx
index e1761e2..07acb27 100644
--- a/frontend/src/pages/Config.tsx
+++ b/frontend/src/pages/Config.tsx
@@ -430,6 +430,9 @@ export default function Config() {
const [cycleSimilarity, setCycleSimilarity] = useState(0.30)
const [minEv, setMinEv] = useState(0.0)
const [minScore, setMinScore] = useState(0)
+ const [tradeBudget, setTradeBudget] = useState(5000)
+ const [horizonMin, setHorizonMin] = useState(30)
+ const [horizonMax, setHorizonMax] = useState(180)
const [retentionDays, setRetentionDays] = useState(90)
const [maturityThreshold, setMaturityThreshold] = useState(35)
const [weekendEnabled, setWeekendEnabled] = useState(true)
@@ -441,6 +444,9 @@ export default function Config() {
setCycleSimilarity(cs.similarity_threshold ?? 0.30)
setMinEv(cs.min_ev_threshold ?? 0.0)
setMinScore(cs.min_score_threshold ?? 0)
+ setTradeBudget(cs.trade_budget_eur ?? 5000)
+ setHorizonMin(cs.preferred_horizon_min ?? 30)
+ setHorizonMax(cs.preferred_horizon_max ?? 180)
setRetentionDays(cs.journal_retention_days ?? 90)
setMaturityThreshold(cs.maturity_threshold_pct ?? 35)
setWeekendEnabled(cs.weekend_cycle_enabled ?? true)
@@ -725,6 +731,63 @@ export default function Config() {
+ {/* Trade Parameters */}
+
+
+ Trade Parameters
+
+
+ Passed into every AI cycle — controls capital sizing and filters out patterns outside your investment horizon.
+
+
+
+
+
setTradeBudget(parseInt(e.target.value))}
+ className="w-full accent-emerald-500" />
+
+ €500€50,000
+
+
+ Max per position: €{Math.round(tradeBudget * 0.25).toLocaleString()} (25%)
+
+
+
+
+
setHorizonMin(Math.min(parseInt(e.target.value), horizonMax - 5))}
+ className="w-full accent-blue-500" />
+
+ 1d90d
+
+
Patterns shorter than {horizonMin}d penalized in R/R
+
+
+
+
setHorizonMax(Math.max(parseInt(e.target.value), horizonMin + 5))}
+ className="w-full accent-blue-500" />
+
+ 30d365d
+
+
Patterns longer than {horizonMax}d penalized in R/R
+
+
+
+ Active mandate: budget €{tradeBudget.toLocaleString()} · horizon{' '}
+ {horizonMin}–{horizonMax}d · AI will size + filter suggestions accordingly
+
+
@@ -901,6 +964,9 @@ export default function Config() {
similarity_threshold: cycleSimilarity,
min_ev_threshold: minEv,
min_score_threshold: minScore,
+ trade_budget_eur: tradeBudget,
+ preferred_horizon_min: horizonMin,
+ preferred_horizon_max: horizonMax,
journal_retention_days: retentionDays,
maturity_threshold_pct: maturityThreshold,
weekend_cycle_enabled: weekendEnabled,