- copybot: model Polymarket taker fees (V2, since 2026-03-30: shares*rate*p*(1-p),
sports 0.03) on every paper/live fill; track fees_paid in state + feed; settle
P&L nets the entry fee. publish_feed now commits state + fills ledger with the
feed (autostash rebase) so the local poller is the sole state writer.
- validate_timing: copy_pnl/held_pnl are fee-aware -> sharp selection now requires
clearing real copy costs; conv stats + lead profile use resolved bets only.
- conviction_scan/skill: exclude res_t>now rows (early-sold positions in
unresolved markets scored at curPrice - a mark, not an outcome; was ~5% of the
June test window at a 72% pseudo-win rate).
- portfolio: skip unresolved rows (stake used to vanish from equity); missed bets
of kind=open no longer KeyError - mark-to-market hypothetical P&L.
- collect: cap stale refreshes at STALE_CAP=2500/run (bulk-aged pool turned the
daily refresh into a ~40h pull holding the DuckDB lock).
- Actions cron disabled: GitHub ran */5 every ~1.5-2.5h and the 10-min stale
window skipped the rest -> 1 of ~104 qualifying buys copied. launchd --poll 60
is now the runner; workflow stays as manual backstop.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
jaxperro
08f87c589e