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Preserve strategy evidence across builds
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@@ -15,7 +15,7 @@ https://polymarket-site-eta.vercel.app/personal.html
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The site fetches live Polymarket markets, generates agent suggestions, lets you
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run frequent paper cycles, and syncs the shared arena state through Neon or
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Vercel Blob. Engine v41 also installs an offline app shell and caches timestamped
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Vercel Blob. Build 42 also installs an offline app shell and caches timestamped
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market snapshots. During an outage, cycles continue locally; cached entries are
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allowed for 90 minutes, older snapshots become mark-only, and all cached data
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expires after 24 hours.
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@@ -26,7 +26,7 @@ small samples toward neutral, caps sizing changes to 0.68x-1.30x, and reserves
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15% of candidates for deterministic exploration so a stale regime cannot become
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permanent.
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Engine v41 treats each binary stake as capable of falling to zero even when the
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Strategy 40 treats each binary stake as capable of falling to zero even when the
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18% stop cannot fill. New core positions are capped at 2.5%-4% of equity and
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aggressive positions at 3%-5%, with lower limits for near-term, extreme-price,
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reversal, and fast-moving setups. Oversized positions inherited from older
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@@ -42,7 +42,7 @@ without backfilling future information into old decisions.
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The initial seven-day chart seed is an approximate replay, not a live return.
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It uses only prices available on each simulated date, computes daily and weekly
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changes from those historical prices, disables unavailable hourly reversal data,
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and labels the combined number as legacy/replay. Engine-version returns are the
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and labels the combined number as legacy/replay. Adaptive-strategy returns are the
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clean live comparison.
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Run `npm run evaluate:signals` to test the price-signal rules against one month
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@@ -55,7 +55,7 @@ evidence. Set `EVAL_MARKETS`, `EVAL_CONCURRENCY`, `EVAL_HORIZONS`, or
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`EVAL_COST_CENTS` to change the audit.
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The first 80-market audit found that reversal signals lost 4.34% on average in
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both chronological partitions, while crypto and longshot samples were also
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negative overall. Engine v41 therefore blocks reversal and sports-trend entries outside the fixed
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negative overall. Strategy 40 therefore blocks reversal and sports-trend entries outside the fixed
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15% exploration lane and applies modest sizing penalties to crypto and longshots.
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It does not boost any rule from this audit because no positive rule was robust
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across the chronological split.
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@@ -66,29 +66,35 @@ segment and averaged -4.13%. Sports trends were negative in train and test and
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averaged -3.53% at 72 hours. Politics trends were the sole cohort with positive
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row-level returns in all three 72-hour segments, but its market-cluster interval
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still crossed zero; that supports a longer hold test, not a larger entry bet.
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Engine v41 gives Politics trend positions that 72-hour observation window before
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Strategy 40 gives Politics trend positions that 72-hour observation window before
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ordinary signal exits. Stops, profit locks, settlement handling, and risk-budget
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reductions remain immediate.
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Engine v41 also subtracts a half-cent round-trip cost when grading each live
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Strategy 40 also subtracts a half-cent round-trip cost when grading each live
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walk-forward signal. Confidence uses the largest independent matching bucket,
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not the sum of five overlapping feature buckets, and evidence from older engine
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versions is down-weighted. This prevents a handful of duplicated observations
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from authorizing larger positions or hiding a modest negative regime.
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Engine v41 adds uncertainty-aware promotion and demotion. A matching setup must
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Strategy 40 adds uncertainty-aware promotion and demotion. A matching setup must
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accumulate at least eight effective observations and agree across at least two
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feature views before repeatable positive evidence can increase size or repeatable
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negative evidence can block a new entry. Mixed evidence stays close to neutral
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instead of being mistaken for an edge.
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Engine v41 enforces the documented offline boundary end to end. Cached snapshots
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Build 42 enforces the documented offline boundary end to end. Cached snapshots
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under 90 minutes old may continue paper execution. Older snapshots remain usable
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for valuation and chart snapshots for up to 24 hours, but cannot trigger entries,
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stop-losses, gain-stops, risk rebalances, settlements, or policy exits. Network
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requests have bounded timeouts so a weak connection falls back to cache instead
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of leaving a cycle hanging indefinitely.
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Build identity is separate from strategy lineage starting with build 42. The
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service worker and deployment metadata advance with each code release, but
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adaptive baselines, pending signal grades, and trade evidence remain in strategy
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40 until the actual entry, sizing, or exit logic changes. Legacy build 40 and 41
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records are migrated into the same strategy lineage without losing evidence.
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Run `npm run evaluate:settlements` to evaluate fixed decisions made 1, 3, 7,
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14, 30, and 90 days before known binary settlements. The audit uses one
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observation per resolved market and horizon, includes losing contracts at zero,
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