Real Sessions

# ==============================================================================
# WHALERIDER TRADE-PLAN CONFIGURATION
# ==============================================================================
# Artifact Name: MFI_DOWN_TRADE_PLAN
# Purpose: Defines market scope, calculations, signals, and trading decisions.
# Status: Generated configuration; validation is required before deployment.
# Website: https://whalerider.org
# WhaleRider © 2026 RockSoldi. All rights reserved.
# ------------------------------------------------------------------------------

NAME: MFI_DOWN_TRADE_PLAN
SIDE: LONG

# ------------------------------------------------------------------------------
# RISK MANAGEMENT
# ------------------------------------------------------------------------------
# Limits holding time to 10 calendar days, independently of exit criteria.
# The default replacement mode does not liquidate positions to free capital.
# Holding-period exits are checked on evaluation events, not guaranteed instants.
RISK:
  HOLDING_MAX_PERIOD: 10D
  REPLACEMENT_MODE: NONE

# ------------------------------------------------------------------------------
# MARKET UNIVERSE
# ------------------------------------------------------------------------------
# Restricts evaluation and trading to QQQ, an exchange-traded fund.
# No index-membership restriction is added.
UNIVERSE:
  SECURITY_TYPES:
    - ETF
  TICKERS:
    - QQQ

# ------------------------------------------------------------------------------
# INDICATOR CALCULATIONS
# ------------------------------------------------------------------------------
# Calculates two-period MFI using complete daily OHLCV candles.
# Compares the latest daily close with the preceding daily candle's high.
# Historical selection uses observations rather than elapsed calendar days.
INDICATORS:
  - NAME: MFI_2
    DOMAIN: CANDLE
    INTERVAL: DAY
    STEPS:
      - TYPE: MFI
        LOOKBACK: 2

  - NAME: DAILY_CLOSE
    DOMAIN: CANDLE
    INTERVAL: DAY
    MEASUREMENT: Close

  - NAME: PREVIOUS_DAY_HIGH
    DOMAIN: CANDLE
    INTERVAL: DAY
    MEASUREMENT: High
    STEPS:
      - TYPE: AGGREGATION
        LOOKBACK: 2
        ARGS:
          TYPE: FIRST

# ------------------------------------------------------------------------------
# DECISION SIGNALS
# ------------------------------------------------------------------------------
# Entry requires MFI strictly below 10 on its oscillator scale.
# The waiting signal counts daily evaluation buckets, not wall-clock time.
# Missing price evidence cannot satisfy the exit confirmation.
SIGNALS:
  - NAME: MFI_BELOW_10
    IS: MFI_2 < 10

  - NAME: WAIT_ONE_DAILY_CANDLE
    IS: TRUE
    STREAK_INTERVAL: DAY
    MIN_STREAK: 1

  - NAME: CLOSE_ABOVE_PREVIOUS_HIGH
    IS: DAILY_CLOSE > PREVIOUS_DAY_HIGH
    MISSING_DATA: FALSE

# ------------------------------------------------------------------------------
# ENTRY AND EXIT WORKFLOW
# ------------------------------------------------------------------------------
# Enters long while the daily two-period MFI is below 10.
# Exit first requires one evaluated daily bucket, then the close confirmation.
# Nodes may advance in the same evaluation if both conditions already comply.
CRITERIA:
  ENTER:
    IF: MFI_BELOW_10
  EXIT:
    IF: WAIT_ONE_DAILY_CANDLE
    NEXT:
      - IF: CLOSE_ABOVE_PREVIOUS_HIGH

# ------------------------------------------------------------------------------
# LEGAL AND RISK NOTICE
# ------------------------------------------------------------------------------
# This configuration is provided for technical and informational use only.
# It is not investment, financial, legal, or tax advice and is not a
# recommendation or solicitation to buy, sell, or hold any instrument.
# Trading involves risk of loss. Margin and short selling may result in
# losses exceeding the capital initially committed.
# Historical, backtested, and simulated results do not guarantee future results.
# ==============================================================================

# ==============================================================================
# WHALERIDER RISK-POLICY CONFIGURATION
# ==============================================================================
# Artifact Name: MFI_DOWN_RISK_POLICY
# Purpose: Defines reusable limits for position value and loss exposure.
# Status: Generated configuration; validation is required before deployment.
# Website: https://whalerider.org
# WhaleRider © 2026 RockSoldi. All rights reserved.
# ------------------------------------------------------------------------------
# Defines the reusable position-sizing policy.
NAME: MFI_DOWN_RISK_POLICY

# ------------------------------------------------------------------------------
# POSITION LIMITS
# ------------------------------------------------------------------------------
# Defines per-position value and risk limits as percentages of account equity.
# All percentage values are integers measured against current account equity.
# Caps each new position at 100% of equity, independently of the strategy's
# aggregate allocation limit. Remaining strategy capacity and available buying
# power may further reduce the permitted position value.
MAX_POSITION_VALUE_PCT: 100
# Targets a maximum loss budget of 100% of current account equity per position.
# With a positive trade-plan STOP_LOSS_ATR and current ATR, this budget limits
# position size. Without STOP_LOSS_ATR, value-based sizing determines the
# position size, and this budget is used to derive a stop-loss price.
# The stop is checked only at the trade plan's evaluation interval.
# Gaps, execution delay, slippage, and commissions can cause realized losses
# to exceed this target; it is not a guaranteed-loss limit.
# No minimum position-value threshold is requested or enforced by this policy.
MAX_POSITION_RISK_PCT: 100

# ------------------------------------------------------------------------------
# LEGAL AND RISK NOTICE
# ------------------------------------------------------------------------------
# This configuration is provided for technical and informational use only.
# It is not investment, financial, legal, or tax advice and is not a
# recommendation or solicitation to buy, sell, or hold any instrument.
# Trading involves risk of loss. Margin and short selling may result in
# losses exceeding the capital initially committed.
# Historical, backtested, and simulated results do not guarantee future results.
# ==============================================================================

# ==============================================================================
# WHALERIDER STRATEGY CONFIGURATION
# ==============================================================================
# Artifact Name: MFI_DOWN_STRATEGY
# Purpose: Connects one deployed trade plan to one deployed risk policy.
# Status: Generated configuration; validation is required before deployment.
# Website: https://whalerider.org
# WhaleRider © 2026 RockSoldi. All rights reserved.
# ------------------------------------------------------------------------------

# Identifies the strategy that binds the supplied trade plan and risk policy.
NAME: MFI_DOWN_STRATEGY

# ------------------------------------------------------------------------------
# DEPLOYED ARTIFACT REFERENCES
# ------------------------------------------------------------------------------
# Binds the strategy to validated, deployed artifact identifiers.
# Uses the exact trade plan identifier supplied by the caller.
# The referenced trade plan defines indicators, signals, entry and exit
# criteria, and trade-management rules.
TRADE_PLAN_ID: 6ac668a72d45d7263f24a0bd
# Uses the exact risk policy identifier supplied by the caller.
# The referenced risk policy defines position-value and position-risk limits.
RISK_POLICY_ID: 6ac668d32d45d7263f24a0be

# ------------------------------------------------------------------------------
# LEGAL AND RISK NOTICE
# ------------------------------------------------------------------------------
# This configuration is provided for technical and informational use only.
# It is not investment, financial, legal, or tax advice and is not a
# recommendation or solicitation to buy, sell, or hold any instrument.
# Trading involves risk of loss. Margin and short selling may result in
# losses exceeding the capital initially committed.
# Historical, backtested, and simulated results do not guarantee future results.
# ==============================================================================

# ==============================================================================
# WHALERIDER SIMULATION CONFIGURATION
# ==============================================================================
# Artifact Name: MFI_DOWN_SIMULATION
# Purpose: Defines a historical multi-strategy simulation and account model.
# Status: Generated configuration; validation is required before execution.
# Website: https://whalerider.org
# WhaleRider © 2026 RockSoldi. All rights reserved.
# ------------------------------------------------------------------------------

# ------------------------------------------------------------------------------
# SIMULATION IDENTITY
# ------------------------------------------------------------------------------
# Identifies the historical simulation using the requested definition name.
NAME: MFI_DOWN_SIMULATION

# ------------------------------------------------------------------------------
# STRATEGY ALLOCATION
# ------------------------------------------------------------------------------
# Runs the supplied strategy using the simulation account and its buying power.
# No strategy-specific gross-equity-exposure cap is requested or applied.
STRATEGIES:
  - STRATEGY_ID: 6ac668fd2d45d7263f24a0bf

# ------------------------------------------------------------------------------
# INITIAL ACCOUNT CAPITAL
# ------------------------------------------------------------------------------
# Starts the account with $100,000 in cash and initial equity.
# Margin configuration is omitted because leverage and financing were not
# requested.
INITIAL_CASH: 100000

# ------------------------------------------------------------------------------
# HISTORICAL DATE SCOPE
# ------------------------------------------------------------------------------
# Defines the inclusive historical evaluation period using ISO calendar dates.
# Covers January 1, 2016 through December 31, 2025.
FROM: 2016-01-01
TO: 2025-12-31

# ------------------------------------------------------------------------------
# LEGAL AND RISK NOTICE
# ------------------------------------------------------------------------------
# This configuration is provided for technical and informational use only.
# It is not investment, financial, legal, or tax advice and is not a
# recommendation or solicitation to buy, sell, or hold any instrument.
# Trading involves risk of loss. Margin and short selling may result in
# losses exceeding the capital initially committed.
# Historical, backtested, and simulated results do not guarantee future results.
# ==============================================================================