16 Dashboard Governance

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Visual definition of Dashboard II, establishing the governance baseline for capital, risk, and portfolio state within the Micro Harvesting system.

📘 Dashboard II — Governance Baseline Definition

Policy Name: Dashboard II — Governance Baseline Definition
Version: v1.0
Status: ✅ LOCKED
Effective Date: December 21, 2025
Applies To: Micro Harvesting Portfolio (primary monitoring and governance interface)

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1. Purpose

This definition establishes Dashboard II as the authoritative governance interface for the Micro Harvesting portfolio.

Its objectives are to:

• Separate actionable signals from informational data

• Prevent metric-driven overreaction

• Standardize how portfolio health is interpreted

• Encode governance priorities directly into the dashboard

• Ensure consistency between rules, reporting, and behavior

Dashboard II is a control panel, not a trading prompt.

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2. Role of Dashboard II

Dashboard II exists to:

• Reflect the current governance state of the portfolio

• Surface structural risks before tactical decisions

• Confirm compliance with locked policies

• Reduce decision fatigue by clarifying what does not require action

The dashboard informs decisions; it does not mandate them.

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3. Governance Hierarchy (How to Read the Dashboard)

Dashboard II must be interpreted in the following priority order:

1. Portfolio-Level Governance Metrics (highest authority)

2. Level and Concentration Controls

3. Capital Deployment and Structure

4. RTS and Position-Level Visibility

5. Informational Metrics (lowest authority)

Lower-priority metrics may never override higher governance rules.

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4. Portfolio-Level Governance Metrics (Authoritative)

The following metrics are governance-critical and require review before any action:

• Total Allocated Capital

• Total Deployed Capital & % Deployed

• Level 6 Capital & Level 6 Ratio

• SUNSET Stock Count

• SUNSET Total Capital

These metrics determine:

• Eligibility for promotion

• Concentration compliance

• Capital containment status

If these are compliant, no action is required by default.

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5. Capital Structure Metrics (Structural)

These metrics describe how capital is organized, not how it should be traded:

• Allocated vs Deployed Capital

• Undeployed (Buffer) Capital

• Anchor Shares

• Rotating Trading Shares (RTS)

These metrics:

• Support planning and sizing

• Do not independently trigger trades

• Must remain structurally separated

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6. Level Indicators (Behavioral Governance)

The Level column reflects:

• Earned trust status

• Monitoring intensity expectations

• Capital responsibility tier

Levels:

• Do not imply upside potential

• Do not force harvesting or holding

• Change slowly and deliberately

Level changes occur only under the Level Promotion / Demotion Protocol.

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7. Informational Metrics (Non-Triggering)

The following metrics are informational only:

• Gains/(Loss)

• DHER (Daily Harvest Efficiency Ratio)

• Sparklines and short-term movement indicators

These metrics:

• Provide context and diagnostics

• Do not compel action

• Must never override harvesting thresholds or governance limits

Green numbers do not obligate selling.
Red numbers do not obligate intervention.

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8. What Dashboard II Is Not

Dashboard II is not:

• A signal generator

• A performance scoreboard

• A reason to intervene intraday

• A substitute for governance rules

• A justification engine for emotional trades

Any attempt to trade “because the dashboard says so” violates governance.

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9. Required Behaviors When Using Dashboard II

The portfolio manager shall:

• Review portfolio-level metrics first

• Confirm governance compliance before execution

• Treat silence as compliance when no rule is breached

• Document actions only when a rule is triggered

If no rule is triggered, no action is correct.

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10. Relationship to Other Governance Pages

This definition operates in conjunction with:

• Harvesting Policy v1.0

• Level Promotion / Demotion Protocol v1.0

• Level 6 Capital Concentration Rules

• SUNSET Governance & Reactivation Protocols

• Non-Action Is a Valid Action Principle

In case of conflict:

• Governance rules override dashboard interpretation.

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11. Meta-Rule

If the dashboard is quiet and compliant,
the portfolio is doing its job.

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Change Log

• v1.0 — December 21, 2025
  Initial codification and lock-in of the Dashboard II — Governance Baseline Definition.

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