Strategies

Recurring and autonomous execution, bounded and default-off

When you ask for something recurring ("keep my XRP between 45% and 55%"), the model can call propose_strategy. That tool only validates the strategy and returns a paper preview. It cannot create, approve or activate anything. Activation always needs your fresh wallet signature.

Declarative strategies (`declarative_strategy_v1`)

{
  semantics_version: "harbor.declarative-strategy/1",
  kind: "declarative_strategy_v1",
  network: "testnet",
  account: "r...",
  issued_asset: { currency: "524C555344000000000000000000000000000000",
                  issuer: "rQhWct2fv4Vc4KRjRgMrxa8xPN9Zx9iLKV" },  // Testnet RLUSD only
  plan: {
    plan_version: "1",
    trigger: { kind: "interval", interval_seconds: 900 },     // 300–86400
    rules: [                                                  // 1–8 rules, first match wins
      {
        rule_id: "dip-buy",
        all: [{ kind: "price_threshold", side: "ask", comparator: "lte", price: "0.45" }],
        action: { kind: "fixed_swap", direction: "buy_xrp", order_value: "10" }
      },
      {
        rule_id: "rebalance",
        all: [{ kind: "xrp_allocation_outside", lower_xrp_bps: 4500, upper_xrp_bps: 5500 }],
        action: { kind: "target_allocation", target_xrp_bps: 5000,
                  lower_xrp_bps: 4500, upper_xrp_bps: 5500 }
      }
    ],
    fallback: { kind: "hold" }
  },
  limits: { /* see below */ },
  execution_mode: "offer_create_fok",
  not_before: "2026-10-26T00:00:00Z",
  expires_at: "2026-11-02T00:00:00Z"
}

Element	Options
Conditions (1–8 per rule, all must hold)	`always` (must be the only condition), `price_threshold` (`side`: bid/ask, `comparator`: lte/gte, `price` in test-RLUSD per XRP), `xrp_allocation_outside` (`lower_xrp_bps`, `upper_xrp_bps`)
Actions	`fixed_swap` (`direction`: `buy_xrp`/`sell_xrp`, `order_value` in test-RLUSD), `target_allocation` (`target_xrp_bps` strictly inside `lower_xrp_bps`–`upper_xrp_bps`)
Limits	min/max order, max daily value, fee, slippage (1–1000 bps), price impact, reserve and fee buffer, XRP and issued exposure, minimum liquidity, cooldown (60 s – 1 day), quote age (1–300 s), ledger gap (0–4), cumulative value and fees, daily trades (≤ 1000), total trades (≤ 100k), optional occurrence cap

Cross-field checks enforce orderings such as daily ≤ cumulative. The pair is fixed to XRP against Testnet RLUSD.

Legacy Testnet rebalancer (`xrp_issued_rebalancer_v1`)

A single-purpose allocation band rebalancer: target and band in bps (UI defaults: 50% target, 45–55% band, 5-minute interval), schedule 300 s – 1 day, execution as fill-or-kill OfferCreate.

Lifecycle

Object	States
Strategy	`draft`, `active`, `paused`, `stopped`, `error`
Mandate	`draft`, `approved`, `revoked`, `expired`

Owner authorization is a wallet_action_proof_v1 binding the owner, the mandate digest, its version and its expiry.

Operations

Operation	Purpose
`strategy.validate`	Check against the grammar.
`strategy.simulate`	Deterministic paper-only preview.
`strategy.create`	Create a non-authorizing draft.
`strategy.list`, `strategy.get`, `strategy.audit`	Read.
`strategy.authorize`	Activate with fresh owner authorization.
`strategy.pause`, `strategy.resume`, `strategy.stop`, `strategy.kill`	Lifecycle controls.
`strategy.globalKill.get`, `strategy.globalKill.set`	Account-wide kill switch. It must be verified clear before any autonomous authorization.

Pilot never schedules or executes strategies itself. The engine owns scheduling; Pilot's /api/strategy/[action] route and the Strategy page are the control surface.

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