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🎨 Palette: Add concrete example tooltips to financial parameter inputs#70

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aarjava wants to merge 4 commits intomainfrom
palette/financial-parameter-tooltips-6219316027630247623
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🎨 Palette: Add concrete example tooltips to financial parameter inputs#70
aarjava wants to merge 4 commits intomainfrom
palette/financial-parameter-tooltips-6219316027630247623

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@aarjava aarjava commented Mar 14, 2026

💡 What:
Added help tooltips to various statistical and financial parameter inputs in the src/dashboard.py Streamlit application.

The following inputs now have tooltips with concrete examples:

  • Factor Beta Window: "Lookback window for factor beta estimation (e.g., 63 days = ~3 months)."
  • Regime Vol Window: "Lookback window for historical volatility (e.g., 21 days = ~1 month)."
  • ADV Participation %: "Max percentage of average daily volume allowed per trade (e.g., 0.10 = 10%)."
  • High Volatility Quantile: "Threshold for 'High' volatility regime. E.g., 0.80 means the top 20% most volatile days are classified as High Volatility."
  • Transaction Cost (bps): "Trading friction in basis points. 10 bps = 0.10%."
  • Max Drawdown Alert: "Triggers an alert if drawdown exceeds this threshold (e.g., -0.2 = -20%)."
  • Volatility Alert (ann.): "Triggers an alert if annualized volatility exceeds this threshold (e.g., 0.35 = 35%)."
  • Beta Alert: "Triggers an alert if portfolio beta to benchmark exceeds this threshold."
  • Days-to-Liquidate Alert: "Triggers an alert if estimated days to liquidate the portfolio exceeds this value."

Also created .Jules/palette.md to journal the learning that inputs involving statistical/financial parameters require concrete examples for clarity.

🎯 Why:
Parameters like "basis points" or "quantiles" can be opaque or easily misinterpreted (e.g., entering 0.1 for 10 bps instead of 10). By providing concrete examples directly in the UI where the user makes the input, we reduce cognitive load, prevent input errors, and make the application more accessible to users with varying levels of financial domain expertise.

📸 Before/After:
(See attached screenshot from verification step demonstrating the tooltip on hover).

♿ Accessibility:
Improves cognitive accessibility by providing immediate, contextual help text without requiring the user to seek external documentation. Streamlit's native help tooltips are also standard and screen-reader friendly compared to custom implementations.


PR created automatically by Jules for task 6219316027630247623 started by @aarjava

Added `help` tooltips with concrete examples to statistical and financial
parameter inputs (e.g., "10 bps = 0.10%") in `src/dashboard.py`. This
improves clarity and accessibility for users configuring complex backtest
settings like transaction costs, volatility quantiles, and alert thresholds.
Also recorded this learning in the UX journal.

Co-authored-by: aarjava <218419324+aarjava@users.noreply.github.com>
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google-labs-jules bot and others added 3 commits March 14, 2026 02:55
Added `help` tooltips with concrete examples to statistical and financial
parameter inputs (e.g., "10 bps = 0.10%") in `src/dashboard.py`. This
improves clarity and accessibility for users configuring complex backtest
settings like transaction costs, volatility quantiles, and alert thresholds.
Also recorded this learning in the UX journal.

Additionally, formatted `src/` and `tests/` with `black` to resolve CI failures.

Co-authored-by: aarjava <218419324+aarjava@users.noreply.github.com>
Added `help` tooltips with concrete examples to statistical and financial
parameter inputs (e.g., "10 bps = 0.10%") in `src/dashboard.py`. This
improves clarity and accessibility for users configuring complex backtest
settings like transaction costs, volatility quantiles, and alert thresholds.
Also recorded this learning in the UX journal.

Additionally, formatted `src/` and `tests/` with `black`, fixed unused
imports in `src/modules/` and tests, added `__all__` export definitions
in `src/modules/__init__.py`, removed unused variables, and resolved
all remaining linting issues to ensure the CI check suite passes.

Co-authored-by: aarjava <218419324+aarjava@users.noreply.github.com>
Added `help` tooltips with concrete examples to statistical and financial
parameter inputs (e.g., "10 bps = 0.10%") in `src/dashboard.py`. This
improves clarity and accessibility for users configuring complex backtest
settings like transaction costs, volatility quantiles, and alert thresholds.
Also recorded this learning in the UX journal.

Additionally, formatted `src/` and `tests/` with `black`, fixed unused
imports in `src/modules/` and tests, added `__all__` export definitions
in `src/modules/__init__.py`, removed unused variables, and resolved
all remaining linting issues to ensure the CI check suite passes.

Co-authored-by: aarjava <218419324+aarjava@users.noreply.github.com>
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