15 SUNSET Dashboard

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Visual definition of the SUNSET Dashboard Treatment Rule, showing how deactivated positions are clearly marked, isolated, and excluded from active performance monitoring.

📘 SUNSET Dashboard Treatment Rule

Policy Name: SUNSET Dashboard Treatment Rule
Version: v1.0
Status: ✅ LOCKED
Effective Date: December 21, 2025
Applies To: Micro Harvesting Portfolio (dashboard design, reporting, and interpretation)

1. Purpose

This rule governs how SUNSET-classified stocks are represented on dashboards, ensuring neutrality, clarity, and the absence of operational noise.

Its objectives are to:

Preserve the neutrality of SUNSET decisions
Prevent reactivation pressure through visual exposure
Maintain a clean separation between active and inactive capital
Standardize reporting treatment across all dashboards
Eliminate metric-driven emotional bias

SUNSET visibility exists for governance, not execution.

2. Definition of SUNSET Dashboard Treatment

SUNSET Dashboard Treatment is defined as:

The standardized method by which SUNSET-related information is displayed exclusively at the portfolio level and excluded from all active operational metrics.

SUNSET is reported, not managed.

3. Governing Principles (Non-Negotiable)

SUNSET data is informational only.
SUNSET data must not influence trading behavior.
SUNSET visibility must be minimal but auditable.
Aggregation reduces noise; granularity invites bias.
Silence after SUNSET is compliance.

4. Mandatory Dashboard Rules

The following rules are mandatory for all Micro Harvesting dashboards:

4.1 Portfolio-Level Aggregation Only

SUNSET metrics shall appear only in the portfolio summary row
Required fields:
- SUNSET Stock Count
- SUNSET Total Capital

No per-stock SUNSET breakdown is permitted.

4.2 Exclusion From Active Metrics

SUNSET positions shall be excluded from:

Deployed capital calculations
Deployment percentage
DHER
Harvest velocity metrics
Level and concentration computations
RTS reporting

SUNSET capital is non-operational.

4.3 Visual Neutrality

No conditional formatting, alerts, or emphasis
No color coding tied to P/L or change
No trendlines, sparklines, or momentum indicators

SUNSET must remain visually quiet.

5. Treatment of Residual Capital

Residual capital associated with SUNSET (e.g., small realized gains or accounting remnants):

Shall be included only in SUNSET Total Capital
Shall not be reclassified as active cash by default
Shall not be used to justify redeployment urgency

Residual outcomes do not alter SUNSET status.

6. Prohibited Dashboard Practices

The portfolio manager shall not:

Display SUNSET stocks alongside active positions
Highlight SUNSET P/L to influence sentiment
Track SUNSET performance trends
Use SUNSET rows as “watchlists”
Introduce per-stock SUNSET columns

Any such practice constitutes governance erosion.

7. Relationship to Other Governance Protocols

This rule operates in conjunction with:

SUNSET Governance Protocol v1.0
SUNSET Reactivation Protocol v1.0
Removal Is Neutral Principle
Dashboard II — Governance Baseline Definition
Quarterly Reset & Capital Containment Rule

In case of conflict:

SUNSET governance rules supersede dashboard presentation preferences.

8. Behavioral Safeguards

The portfolio manager shall:

Treat SUNSET metrics as closed-state indicators
Avoid revisiting SUNSET decisions during routine reviews
Act only if containment thresholds are breached

If SUNSET metrics are compliant, no action is correct.

9. Meta-Rule

If SUNSET is quiet on the dashboard,
governance is working.

Change Log

v1.0 — December 21, 2025
Initial codification and lock-in of the SUNSET Dashboard Treatment Rule.

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