Hybrid cloud AWS learning ecosystem six bots

Got it. Here’s a clean, developer-ready Genesis X / Retail AI Specification that captures everything we locked. It’s written so a dev (or you) can implement the logic and infrastructure without exposing proprietary internals. No code—just exact behavior, numbers, and guardrails.

0) Scope & Roles

• Products:
  • Genesis X (Institutional) – seed/master, not sold.
  • Retail AIs: Helix, Catalyst, Titan.
  • Prop AIs: Apex 1 Evaluation, Apex 1 Funded.
• Symbols:
  • XAUUSD (Gold RAW feed).
  • BTCUSD allowed only as shadow-learning on the seed instance. Retail users do not run BTC charts.
• One EA file for all users. Mode auto-selects from license key; users cannot change settings or see proprietary parameters.

1) License & Mode Resolution (immutable client rules)

• License binding: LicenseKey ↔ wallet (first name removed), display tag = WALLET_LAST3 (e.g., “…aF3”).
• Mode mapping (AUTO server-resolved):
  • Helix → Retail (low risk)
  • Catalyst → Retail (medium risk)
  • Titan → Retail (higher risk, still conservative)
  • ApexEval → Prop evaluation safe mode
  • ApexFunded → Prop funded safe mode
  • Institutional → Genesis X (seed & private)
• Enforcement: EA must refuse to run if license mode and account type aren’t compatible (e.g., Apex mode on non-prop accounts; retail license on prop; etc.).

2) Risk Framework (hard ceilings per mode)

Targets are ceiling values; actual sizing may be lower based on signals/spread/news.

* Gross Lot Cap = total open lots on Symbol for this EA/magic.

Global risk principles (all modes):

• No margin calls, no stop-outs as a core principle.
• Position sizing: equity-scaled, Risk% per trade using SL distance; cap by Gross Lot Cap .
• Compounding: ON by default (equity-scaled), but never exceed per-mode ceilings.
• Daily DD Stop: When DailyDrawdown% >= cap , stop opening new trades for the day. Existing trades may be managed safely.

3) News & Session Policy

• Red-news avoidance windows:
  • Default: ±60 minutes (configurable server-side).
  • Mandatory for ApexEval/Funded (prop modes).
  • Retail (Helix/Catalyst/Titan): Avoid by default.
  • Institutional: Can trade into/through news only if server marks the event as permitted for current conditions.
• Weekend behavior:
  • Seed instance: BTC shadow-learning allowed over weekends; no live orders on BTC.
  • Retail/Prop: No weekend trading unless markets actually open (forex close rules apply).

4) Execution Hygiene (fill quality & anti-choke)

Gold RAW fine-tune (seed & retail):

• Max spread filter: ≤ 0.5 pips (XAUUSD RAW).
• Slippage guard: ≤ 0.5 pips.
• Order batch delay: ~120 ms (staggering bursts).
• Min distance to next trade: ~0.8 pips (micro-scalp spacing).

Anti-choke principle:

• System must avoid “silent weeks.” If no trades placed for > 2 trading days because filters are too tight, relax thresholds incrementally (server policy) to re-enable safe entries. Never force entries into bad spreads/news.

Max concurrency & spacing:

• Enforce symbol-level concurrency by Gross Lot Cap and cooldown between entries (e.g., 3–5 minutes) unless a scale-in is explicitly signaled.

5) Entries / Exits (strategy-agnostic envelope)

We did not lock a specific indicator recipe in this thread; the system is designed so the signal model lives in the hybrid cloud and the EA executes with local guards. Developer may implement one of:

• Cloud-signaled entries/exits (preferred): EA receives {action, side, lots_hint, sl, tp} from server once local guards pass.
• Local model (acceptable): If implemented locally, it must still obey all risk, spread, and news constraints.

Stops/Targets & management:

• Broker SL/TP: Always place hard SL on entry; TP optional (can be managed).
• SL source: swing-based or ATR-based (server policy); EA must compute SL distance for sizing.
• TP: target R:R per mode (e.g., 1.2–1.8x SL) or server-provided dynamic target.
• Trail: optional trailing once unrealized RR ≥ 1.0, tighten to break-even+buffer.
• Time-stop: max bars in trade (e.g., ≤ 120 bars M5 equivalent) to avoid stagnation.

6) Mode-specific behavior

• Helix (retail low-risk):
  • Fewer trades, very tight spread filter, strict news avoidance, narrower session window.
  • Target lower DD & steady compounding.
• Catalyst (retail medium):
  • Moderate trade frequency, slightly wider spread tolerance than Helix, still news-avoid.
• Titan (retail higher):
  • Highest trade frequency among retail, broader spread tolerance (still RAW-friendly), still avoid red news.
• ApexEval / ApexFunded (prop: strict mode)
  • Mandatory red-news block (±60m), daily DD caps <5%, conservative risk, no grid/martingale.
• Institutional (Genesis X):
  • May use conditional news trading if volatility model greenlights; otherwise same hygiene.
  • BTC shadow-learn ON on a separate chart; no BTC orders.

7) Safety & Resilience

• Safe reboot: Persist day start equity; auto-resume without duplicate orders.
• Daily reset: New “day start equity” each broker day; recalc daily DD.
• Spread/Slippage guards always on.
• No DLLs. HTTPS WebRequest only (license, news, telemetry).
• Order idempotency: Use MagicNumber; never duplicate on reconnect.

8) HUD & UX (MT5 chart)

• Always visible: product name + mode badge + version hash, heartbeat timestamp.
• Stats line: Equity, DailyDD%, LotCap, Risk%, “BTC Shadow” flag (when applicable).
• Drawdown glow: faint red glow only while floating DD present.
• Custom markers: replace default arrows with “anvil” (sell) / “forge” (buy) icons or themed bubbles.
• Sound pack (toggleable): trade open/close/win/loss.
• Welcome pop-up on attach:
  • “Allow algo trading” steps (Common tab + toolbar).
  • News/WebRequest allowlist reminder.
  • License status and bound mode.
• No proprietary descriptions exposed anywhere.

9) Telemetry & Licensing (off-chain)

• WebRequest allowlist:
  • https://api.wealthfoundryx.com (license/mode resolve)
  • https://news.wealthfoundryx.com (red-news feed)
  • https://admin.wealthfoundryx.com (telemetry)
• License check (attach & periodic): POST {licenseKey, walletLast3, build, accountId, broker, symbol} → {valid, mode, expires, message} .
• Telemetry (every 60s): {mode, equity, balance, openPnL, dailyDD, version, heartbeat} .
• No keys on-chain. License is off-chain + wallet-bound. Leaderboards display handle and WALLET_LAST3 only.

10) Seed vs. Retail Deployment

• Seed (Genesis X) instance (your VPS):
  • Chart A: XAUUSD → Trading ON (Institutional mode).
  • Chart B: BTCUSD → ShadowLearnBTC=TRUE, TradingEnabled=FALSE .
  • This instance feeds hybrid cloud learning; retail receives distilled updates.
• Retail users:
  • Single Gold chart only.
  • No BTC shadow.
  • Attach EA, license auto-selects mode; user cannot edit parameters.

11) “No-Choke” Minimum Activity Policy

• If no trades for > 2 trading days (and news/spread were not the cause), the server can nudge thresholds modestly to restore activity—without breaching risk/news constraints.
• This keeps accounts active while respecting “no margin call / no stop-out”.

12) Targets & Expectations (non-marketing, internal)

• Institutional (Genesis X): Compounding growth over months with low–moderate DD, steady weekly activity; performance is prioritized over frequency.
• Retail: Helix < Catalyst < Titan (risk/throughput ranking).
• Prop: Strict compliance with prop rules; priority = capital protection and pass/fund maintenance.

13) MT5 Settings (must)

• EA Common: Allow algo trading ✅; DLL ❌.
• Options → Expert Advisors: “Allow WebRequest for listed URL” ✅ (the three URLs above).
• AutoTrading toolbar: must be green.
• Profile: one chart per retail user (XAUUSD).
• Seed: two charts (Gold live + BTC shadow).

14) Versioning & Support

• Show: Product name, mode, version (semver), build hash, timestamp on HUD.
• On compile bump: v MAJOR.MINOR.PATCH and display on chart.
• Include pack ID for profile (e.g., “Retail-Helix-v1.2.3”).

15) Absolutely Prohibited

• No martingale, no grid recovery, no averaging down beyond explicit scale-in commands from server.
• No orders when red-news window active (retail/prop).
• No BTC orders on seed—shadow only.
• No hidden inputs exposed in UI.

1. EA skeleton with:

   • License check → resolves mode.
   • Mode → applies risk ceilings & behavior switches.
   • News fetch → enforces windows.
   • Spread/slippage guards.
   • Equity-scaled position sizing using SL distance + LotCap caps.
   • Daily DD cap stop.
   • HUD + sounds + custom markers.
   • Telemetry.

2. Signals:

   • Preferred: Cloud-signaled {action, sl, tp} (keeps proprietary model off client).
   • Alternate: Local indicator logic that respects all guards.

3. BTC shadow: A second chart on seed that never sends orders; only updates telemetry/learning flags.

4. Safety: Idempotent order layer (MagicNumber), safe reboot, no duplicates, no DLL.

If you need a plain-English “algorithm recipe”

If you want me to express a concrete entry/exit rule in plain English (indicators, thresholds, SL/TP computation, trailing, scale-in/scale-out) to hand your dev, tell me the style you prefer (e.g., “trend-pullback with EMA/RSI,” “breakout with VWAP/ATR”), and I’ll write the rulebook step-by-step so they can implement it exactly—still without revealing proprietary math you don’t want public.

This spec covers everything we locked: symbols, modes, risk caps, news policy, seed vs retail roles, execution hygiene, licensing, telemetry, HUD, and “no-choke” behavior.