strategies

PAPER

Overview

Is the book healthy, and did it actually trade? Everything below is live from the broker.

Equity
Unrealized
Cash
Buying pwr
Long $
Short $
Positions

Signals · did the machine do its job?

Book health · continuous review

Performance

The track record since inception — is this actually making money, and how?

Track record

Closed trades · realized P&L

Positions

Everything held right now, largest exposure first.

Strategies

Which sleeve is contributing — and whether that contribution is real alpha or factor beta.

Per-sleeve P&L

Real-alpha oversight · factor attribution

Risk & sizing

Exposure against every hard limit, the books reconciliation, and the sizing tools applied this step.

Limits

Gross
Net
Max name (alpha)
Kill-switch headroom
Drawdown
Books (shadow reconcile)
Internal offset (self-crossing)
Hedge / ETF sleeve (cap-exempt)

Per-strategy exposure gross / net · #pos

Sizing · tools applied

Activity

What the bot has actually done — orders that reached the broker, and recent ops events.

Recent orders

Ops timeline

Event log

Every strategy, risk and lifecycle decision as it happens — the hedge being sized or skipped, a sleeve going on or off, exposure climbing toward a cap, a gate refusing a step. Newest first.

Go-live readiness

Would real capital be justified yet? Every row must be GREEN before funding.

Validation & replays

The gate verdict behind each sleeve, and the vectorbtpro replay charts that back it.

Full-stack verdict per sleeve

Backtest evidence · vectorbtpro replay

no pre-rendered visuals yet — uv run python scripts/build_dashboard_visuals.py

Data catalog what a study can be written against

Before an idea is worth writing down: is the data here, from whom, and how far back? Spans come from one probe file per store — an indication of coverage, not a promise that every symbol reaches the same date.

ttengine pipeline stream → Redis → aggregator → QuestDB

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Recent additions what changed since the previous scan

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Vendors

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On disk

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Research pipeline where ideas enter, and where they die

This is not an account. It is the programme that decides what an account is ever allowed to trade. Attrition is the product: a falsification ships the same artifacts as a confirmation.

Waiting on you a machine proposed this; only you can confirm it

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The funnel

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Research steps every step is a notebook you can re-run

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Replay coverage two engines, independently, on the same weight matrix

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Verdict mix gate status across the sleeve population

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Multiple-testing position the denominator every result is deflated at

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Backtest runs the evidence under the verdicts

Every strategies backtest writes a run to the registry: params, config, metrics, span and an equity curve. The gating panel shows what those runs concluded; this shows the runs themselves, because a PASS over 150 sessions is not the same object as a PASS over 2,500.

Registry

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Recent runs

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Trials ledger the multiple-testing denominator

Every Deflated Sharpe in this repo is deflated at N, the total trials this programme has spent. Since the 2026-08-30 migration every row carries a machine-readable spend, so canonical_n() returns the number instead of refusing to guess — and still fails closed if a cell ever stops parsing, because a wrong N reads as rigour while deflating nothing.

Reconciliation

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Adjudication queue rows no parser may infer

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Research gating

Every sleeve's position on the G0–G7 ladder, each verdict shown with the gate's own measured error rate. A §21 PASS is evidence, not proof — these numbers say how much.

The gate ladder what clearing each rung actually proves

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The §21 bar what a verdict is measured against — configurable, and stamped on every report

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Gate calibration what a PASS is worth

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Ladder · per-sleeve evidence

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Declaration gaps what is not frozen yet

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Allocator pre-flight ASSP-09-R4 · conflict C1

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Controls

Bounded, audited changes to live parameters. Out-of-bounds values are refused, never clamped.

Functions

loading the control surface…

Brain

The LLM investing loop on paper-2 — what it is allowed to do, whether it is doing it, and the reason it gives when it does not. Read-only.

Why proposals are not landing

Limits · what can block a trade

Services

Reviewer guidance

Log

Fomo book

The LLM decision book on paper-2 — orchestrator-fed; strategies decision new to add manually.

cash day

Decisions · reasoning + per-decision P&L

Positions