> ## Documentation Index
> Fetch the complete documentation index at: https://retinaos.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Retina Wallet Policy Engine: Set Your Trading Rules Once

> Configure Retina Wallet policies — budget caps, risk thresholds, Cortex score minimums, and flag exclusions to filter down to signals worth acting on.

The Retina Wallet policy engine lets you define your trading rules in plain language. When a token or wallet event matches your policy, you receive a targeted notification with the AI-generated reasoning. You decide whether to confirm or dismiss — the policy does the filtering so you only see signals worth your attention.

## Setting Up a Policy

<Steps>
  <Step title="Open the Policies screen">
    Navigate to **Retina Wallet → Policies → New Policy**.
  </Step>

  <Step title="Name your policy">
    Give the policy a descriptive name — for example, `Small cap opportunity scanner`. A clear name helps you identify which policy fired when notifications arrive.
  </Step>

  <Step title="Set your conditions">
    Configure the conditions that determine when this policy triggers. See the [Policy Conditions Reference](#policy-conditions-reference) below for all available options.
  </Step>

  <Step title="Set a per-trade budget cap">
    Enter the maximum USD amount you are willing to spend on any single trade triggered by this policy.
  </Step>

  <Step title="Choose a notification channel">
    Select push notification, email, or both. You can change this at any time from **Settings → Notifications**.
  </Step>

  <Step title="Save and activate">
    Tap **Save**. The policy becomes active immediately and will begin evaluating incoming signals against your conditions.
  </Step>
</Steps>

## Policy Conditions Reference

| Condition                     | Type    | Example Value      | Description                                                              |
| ----------------------------- | ------- | ------------------ | ------------------------------------------------------------------------ |
| `max_position_usd`            | Number  | `500`              | Max per-trade budget in USD                                              |
| `min_cortex_score`            | Number  | `70`               | Minimum Cortex reputation score for triggering the policy                |
| `max_risk_score`              | Number  | `40`               | Maximum token risk score — lower values indicate safer tokens            |
| `exclude_flags`               | Array   | `["wash_trading"]` | Risk flags that automatically disqualify a token from triggering         |
| `min_liquidity_usd`           | Number  | `100000`           | Minimum token liquidity (USD) at the time of trigger                     |
| `max_market_cap_usd`          | Number  | `5000000`          | Maximum token market cap — useful for targeting early-stage tokens       |
| `require_early_mover_holders` | Boolean | `true`             | Only trigger if at least one Early Mover wallet is actively accumulating |
| `wallet_whitelist`            | Array   | `["0xabc..."]`     | Restrict triggers to wallets you explicitly follow                       |

## Example Policy

The following policy targets early-stage tokens with strong reputation signals, meaningful liquidity, and no major risk flags:

```json theme={null}
{
  "name": "Early opportunity scanner",
  "max_position_usd": 250,
  "min_cortex_score": 72,
  "max_risk_score": 35,
  "exclude_flags": ["wash_trading", "liquidity_pulled", "concentrated_ownership"],
  "min_liquidity_usd": 75000,
  "max_market_cap_usd": 3000000,
  "require_early_mover_holders": true
}
```

## Managing Policies

You can have **multiple active policies running simultaneously**. Each policy evaluates signals independently and fires its own notifications — a single token event can match more than one policy if your conditions overlap.

To manage your policies, go to **Retina Wallet → Policies**. From there you can:

* **View** all active and paused policies
* **Edit** conditions, budget caps, or notification channels
* **Pause** a policy temporarily without deleting it
* **Delete** a policy you no longer need

<Info>
  Free users can create **1 active policy**. Pro users have **unlimited policies**.
</Info>

## Policy Match Notifications

When a policy match occurs, you receive a notification that includes everything you need to make a fast decision — without having to open the app first:

* **Token name** and current key metrics (price, liquidity, market cap)
* **Which policy conditions** triggered the match
* **AI-generated one-line reasoning** surfaced from Retina Terminal
* **Reputation scores** of the key wallets involved in the signal
* A **'Confirm'** button that takes you directly to the trade confirmation screen