From 3df4666bedcf71c2074da344d33ffb4e0bd4fccf Mon Sep 17 00:00:00 2001
From: jaxperro <jaxtorres@gmail.com>
Date: Mon, 3 Aug 2026 13:40:12 -0400
Subject: [PATCH] =?UTF-8?q?live:=20daily=20refresh=20=E2=80=94=20skilled?=
 =?UTF-8?q?=20+=20sharp=20wallets=20[skip=20ci]?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 history/reconcile.csv             |    1 +
 live/conviction_wallets.json      |  440 ++++----
 live/dashboard.html               |   12 +-
 live/portfolio.json               |    2 +-
 live/portfolio_follow.json        |    2 +-
 live/portfolio_follow_missed.json |    2 +-
 live/portfolio_live_replica.json  |    2 +-
 live/portfolio_missed.json        |    2 +-
 live/watch_sharps.json            | 1658 +++++++++++++++--------------
 live/watch_skilled.json           |  699 +++++++++++-
 10 files changed, 1769 insertions(+), 1051 deletions(-)

diff --git a/history/reconcile.csv b/history/reconcile.csv
index 99d4fd58..742ac209 100644
--- a/history/reconcile.csv
+++ b/history/reconcile.csv
@@ -5,3 +5,4 @@ date,live_bt_ev,live_fill_gap,live_filled_ev,live_filled_n,live_missed_ev,live_m
 2026-07-29,5143,-12,-58,29,2504,84,-27.31,-341,5,3038,139,257,5143,613,1375,75,1062,71,-249,9,2955,102,44.11
 2026-07-30,4943,-12,-58,29,2318,87,-27.31,-273,7,2956,172,295,4943,657,1519,79,702,77,-247,14,2969,125,82.87
 2026-08-02,-447,22,226,6,-92,12,-27.31,-132,4,-449,22,44,-447,76,-120,16,-172,13,-340,7,185,8,48.98
+2026-08-03,4843,-27,279,26,1133,76,-27.31,-117,9,3548,219,330,4843,-5,288,88,940,101,362,31,3253,110,104.43
diff --git a/live/conviction_wallets.json b/live/conviction_wallets.json
index 6d5b3148..5b9854f1 100644
--- a/live/conviction_wallets.json
+++ b/live/conviction_wallets.json
@@ -37,9 +37,9 @@
     "med_stake": 9800,
     "avg_entry": 0.46,
     "train_n": 79,
-    "fwd_win": 97.0,
-    "fwd_conv_roi": 1.064,
-    "fwd_n": 33
+    "fwd_win": 96.9,
+    "fwd_conv_roi": 1.063,
+    "fwd_n": 32
   },
   {
     "wallet": "0x72e1597864456eda62878413cf3e60c332e4a45d",
@@ -51,9 +51,9 @@
     "med_stake": 474,
     "avg_entry": 0.52,
     "train_n": 322,
-    "fwd_win": 99.4,
-    "fwd_conv_roi": 1.074,
-    "fwd_n": 337
+    "fwd_win": 98.6,
+    "fwd_conv_roi": 1.049,
+    "fwd_n": 360
   },
   {
     "wallet": "0xc78cdeb598f0bb8bae62a80e8134e842b3c44455",
@@ -135,23 +135,23 @@
     "med_stake": 308,
     "avg_entry": 0.47,
     "train_n": 259,
-    "fwd_win": 74.1,
-    "fwd_conv_roi": 0.768,
-    "fwd_n": 81
+    "fwd_win": 73.5,
+    "fwd_conv_roi": 0.746,
+    "fwd_n": 83
   },
   {
     "wallet": "0xfc81760d44a21acc9fd4b749a5bf9a9b2eeae072",
     "name": "0xfc81760d",
     "train_win": 88.5,
-    "train_conv_roi": 0.615,
-    "train_z": 7.92,
-    "z_all": 7.89,
+    "train_conv_roi": 0.612,
+    "train_z": 7.89,
+    "z_all": 7.91,
     "med_stake": 80,
     "avg_entry": 0.63,
     "train_n": 183,
-    "fwd_win": 92.8,
-    "fwd_conv_roi": 0.782,
-    "fwd_n": 69
+    "fwd_win": 92.6,
+    "fwd_conv_roi": 0.792,
+    "fwd_n": 68
   },
   {
     "wallet": "0xd7664fe4744856866d3ee36b84ec6e77a7025eb1",
@@ -205,9 +205,9 @@
     "med_stake": 537,
     "avg_entry": 0.5,
     "train_n": 21,
-    "fwd_win": 50.0,
-    "fwd_conv_roi": 0.515,
-    "fwd_n": 34
+    "fwd_win": 48.6,
+    "fwd_conv_roi": 0.471,
+    "fwd_n": 35
   },
   {
     "wallet": "0x945bccea4eeb353bf459e95c7c98ad8f3557e533",
@@ -265,20 +265,6 @@
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
-  {
-    "wallet": "0xbadaf319415c17f28824a43ae0cd912b9d84d874",
-    "name": "0xbadaf319",
-    "train_win": 78.3,
-    "train_conv_roi": 0.485,
-    "train_z": 3.93,
-    "z_all": 4.64,
-    "med_stake": 67,
-    "avg_entry": 0.6,
-    "train_n": 83,
-    "fwd_win": 80.1,
-    "fwd_conv_roi": 0.14,
-    "fwd_n": 391
-  },
   {
     "wallet": "0x9def39cb6f7f37a9bdd91c444e4c200778576eac",
     "name": "0x9def39cb",
@@ -293,6 +279,20 @@
     "fwd_conv_roi": 0.028,
     "fwd_n": 169
   },
+  {
+    "wallet": "0xbadaf319415c17f28824a43ae0cd912b9d84d874",
+    "name": "0xbadaf319",
+    "train_win": 77.1,
+    "train_conv_roi": 0.454,
+    "train_z": 3.67,
+    "z_all": 4.52,
+    "med_stake": 67,
+    "avg_entry": 0.6,
+    "train_n": 83,
+    "fwd_win": 80.3,
+    "fwd_conv_roi": 0.148,
+    "fwd_n": 421
+  },
   {
     "wallet": "0xdf1ea9bb646c07f0c3d5cf08d34d76f891095d9b",
     "name": "0xdf1ea9bb",
@@ -367,15 +367,15 @@
     "wallet": "0xe542afd3881c4c330ba0ebbb603bb470b2ba0a37",
     "name": "0xe542afd3",
     "train_win": 68.4,
-    "train_conv_roi": 0.379,
-    "train_z": 7.98,
-    "z_all": 14.58,
+    "train_conv_roi": 0.378,
+    "train_z": 7.97,
+    "z_all": 14.59,
     "med_stake": 841,
     "avg_entry": 0.54,
     "train_n": 484,
-    "fwd_win": 52.6,
-    "fwd_conv_roi": 0.275,
-    "fwd_n": 215
+    "fwd_win": 54.5,
+    "fwd_conv_roi": 0.285,
+    "fwd_n": 231
   },
   {
     "wallet": "0xd5bf2e7a0871eccfecf7dc315deca1326d54f0cc",
@@ -387,9 +387,9 @@
     "med_stake": 150,
     "avg_entry": 0.6,
     "train_n": 179,
-    "fwd_win": 81.8,
-    "fwd_conv_roi": 0.621,
-    "fwd_n": 22
+    "fwd_win": 87.5,
+    "fwd_conv_roi": 0.61,
+    "fwd_n": 32
   },
   {
     "wallet": "0x2f53f2d2424d6592bce3d2522b048f6d542ad5ab",
@@ -429,9 +429,9 @@
     "med_stake": 138,
     "avg_entry": 0.56,
     "train_n": 72,
-    "fwd_win": 69.9,
-    "fwd_conv_roi": 0.179,
-    "fwd_n": 292
+    "fwd_win": 69.6,
+    "fwd_conv_roi": 0.165,
+    "fwd_n": 313
   },
   {
     "wallet": "0x82d2e4dbb0a849ff8e2f5380719769145648beea",
@@ -485,9 +485,9 @@
     "med_stake": 400,
     "avg_entry": 0.57,
     "train_n": 288,
-    "fwd_win": 55.5,
-    "fwd_conv_roi": 0.27,
-    "fwd_n": 348
+    "fwd_win": 54.7,
+    "fwd_conv_roi": 0.24,
+    "fwd_n": 362
   },
   {
     "wallet": "0xf6099a9eacfef24a4161bd857fbfbcd36cdfe68b",
@@ -499,9 +499,9 @@
     "med_stake": 60,
     "avg_entry": 0.65,
     "train_n": 83,
-    "fwd_win": 76.3,
-    "fwd_conv_roi": 0.138,
-    "fwd_n": 337
+    "fwd_win": 75.8,
+    "fwd_conv_roi": 0.128,
+    "fwd_n": 347
   },
   {
     "wallet": "0x0bd753cbeb82b4dc735fdd84955f99fbaf258553",
@@ -513,9 +513,9 @@
     "med_stake": 117,
     "avg_entry": 0.54,
     "train_n": 71,
-    "fwd_win": 54.4,
-    "fwd_conv_roi": 0.084,
-    "fwd_n": 103
+    "fwd_win": 53.8,
+    "fwd_conv_roi": 0.067,
+    "fwd_n": 117
   },
   {
     "wallet": "0x460d15ce9258fb8ce6a94d984574598d2f1c9d5f",
@@ -605,10 +605,10 @@
     "wallet": "0x098eddabb2d388f31e79aaf525e49588f22a6fa2",
     "name": "0x098eddab",
     "train_win": 81.2,
-    "train_conv_roi": 0.23,
-    "train_z": 3.76,
-    "z_all": 4.01,
-    "med_stake": 231,
+    "train_conv_roi": 0.236,
+    "train_z": 3.81,
+    "z_all": 3.88,
+    "med_stake": 221,
     "avg_entry": 0.68,
     "train_n": 112,
     "fwd_win": 74.2,
@@ -640,8 +640,8 @@
     "avg_entry": 0.71,
     "train_n": 166,
     "fwd_win": 67.4,
-    "fwd_conv_roi": 0.307,
-    "fwd_n": 230
+    "fwd_conv_roi": 0.299,
+    "fwd_n": 236
   },
   {
     "wallet": "0x753e554feb327f9d4f7bff8a6ebdced98fbd2046",
@@ -681,9 +681,9 @@
     "med_stake": 220,
     "avg_entry": 0.66,
     "train_n": 106,
-    "fwd_win": 75.9,
-    "fwd_conv_roi": 0.134,
-    "fwd_n": 58
+    "fwd_win": 77.0,
+    "fwd_conv_roi": 0.151,
+    "fwd_n": 61
   },
   {
     "wallet": "0xe0b311527157158117b34bb5841dcb45602c4132",
@@ -723,23 +723,9 @@
     "med_stake": 355,
     "avg_entry": 0.74,
     "train_n": 288,
-    "fwd_win": 87.4,
-    "fwd_conv_roi": 0.12,
-    "fwd_n": 462
-  },
-  {
-    "wallet": "0xa2e5927b38c42d1fdd6c05d70492c3f4208fc8d1",
-    "name": "0xa2e5927b",
-    "train_win": 70.5,
-    "train_conv_roi": 0.193,
-    "train_z": 1.78,
-    "z_all": 2.39,
-    "med_stake": 85,
-    "avg_entry": 0.58,
-    "train_n": 44,
-    "fwd_win": 50.0,
-    "fwd_conv_roi": -0.101,
-    "fwd_n": 32
+    "fwd_win": 87.2,
+    "fwd_conv_roi": 0.121,
+    "fwd_n": 500
   },
   {
     "wallet": "0x0c3e55cf50a00a7e74fabd8584c6fdde21603c4c",
@@ -751,9 +737,9 @@
     "med_stake": 449,
     "avg_entry": 0.64,
     "train_n": 234,
-    "fwd_win": 72.4,
-    "fwd_conv_roi": 0.033,
-    "fwd_n": 591
+    "fwd_win": 72.8,
+    "fwd_conv_roi": 0.046,
+    "fwd_n": 621
   },
   {
     "wallet": "0xd7d36345c4aab150e59577e360696b01d01d698b",
@@ -765,9 +751,9 @@
     "med_stake": 287,
     "avg_entry": 0.58,
     "train_n": 65,
-    "fwd_win": 54.5,
-    "fwd_conv_roi": 0.003,
-    "fwd_n": 378
+    "fwd_win": 55.2,
+    "fwd_conv_roi": 0.007,
+    "fwd_n": 393
   },
   {
     "wallet": "0x93164f2f061f931cd4d549834d657bb342ffc00c",
@@ -775,7 +761,7 @@
     "train_win": 65.6,
     "train_conv_roi": 0.189,
     "train_z": 3.16,
-    "z_all": 2.72,
+    "z_all": 2.76,
     "med_stake": 100,
     "avg_entry": 0.55,
     "train_n": 224,
@@ -807,9 +793,9 @@
     "med_stake": 488,
     "avg_entry": 0.66,
     "train_n": 139,
-    "fwd_win": 70.6,
-    "fwd_conv_roi": 0.233,
-    "fwd_n": 269
+    "fwd_win": 71.3,
+    "fwd_conv_roi": 0.24,
+    "fwd_n": 293
   },
   {
     "wallet": "0x98a5dfa64a24be313adebf9a2c052411f04fd074",
@@ -821,9 +807,9 @@
     "med_stake": 148,
     "avg_entry": 0.54,
     "train_n": 53,
-    "fwd_win": 54.2,
-    "fwd_conv_roi": 0.174,
-    "fwd_n": 24
+    "fwd_win": 54.8,
+    "fwd_conv_roi": 0.166,
+    "fwd_n": 31
   },
   {
     "wallet": "0x12f93b2a5cd5d370e2e2772246c3c7ceed7774ba",
@@ -839,6 +825,20 @@
     "fwd_conv_roi": -0.021,
     "fwd_n": 226
   },
+  {
+    "wallet": "0xc684828f6b03487759ced2ebdd975f91f3532228",
+    "name": "0xc684828f",
+    "train_win": 77.1,
+    "train_conv_roi": 0.171,
+    "train_z": 3.85,
+    "z_all": 4.23,
+    "med_stake": 929,
+    "avg_entry": 0.67,
+    "train_n": 249,
+    "fwd_win": 71.4,
+    "fwd_conv_roi": -0.018,
+    "fwd_n": 105
+  },
   {
     "wallet": "0xa6a67037b21956e7fbec5bc7e27a076276088651",
     "name": "0xa6a67037",
@@ -853,30 +853,16 @@
     "fwd_conv_roi": 0.375,
     "fwd_n": 76
   },
-  {
-    "wallet": "0xc684828f6b03487759ced2ebdd975f91f3532228",
-    "name": "0xc684828f",
-    "train_win": 77.0,
-    "train_conv_roi": 0.17,
-    "train_z": 3.81,
-    "z_all": 4.2,
-    "med_stake": 938,
-    "avg_entry": 0.67,
-    "train_n": 248,
-    "fwd_win": 71.0,
-    "fwd_conv_roi": -0.017,
-    "fwd_n": 100
-  },
   {
     "wallet": "0xfdb826a0fb4a90b4cc9049e408ea3ef1b73ae4c9",
     "name": "0xfdb826a0",
-    "train_win": 67.9,
-    "train_conv_roi": 0.162,
-    "train_z": 4.91,
-    "z_all": 4.58,
+    "train_win": 68.0,
+    "train_conv_roi": 0.164,
+    "train_z": 4.95,
+    "z_all": 4.59,
     "med_stake": 133,
     "avg_entry": 0.57,
-    "train_n": 443,
+    "train_n": 444,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
@@ -909,6 +895,20 @@
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
+  {
+    "wallet": "0xa0bca9bdd8540da95060ed1fafb78aa03835d428",
+    "name": "0xa0bca9bd",
+    "train_win": 76.3,
+    "train_conv_roi": 0.159,
+    "train_z": 2.77,
+    "z_all": 4.36,
+    "med_stake": 1066,
+    "avg_entry": 0.68,
+    "train_n": 135,
+    "fwd_win": 78.6,
+    "fwd_conv_roi": 0.6,
+    "fwd_n": 56
+  },
   {
     "wallet": "0x1c5575dc20e4ea54d1bb09ccda72ccf8a3b684ce",
     "name": "0x1c5575dc",
@@ -943,7 +943,7 @@
     "train_win": 73.2,
     "train_conv_roi": 0.149,
     "train_z": 3.13,
-    "z_all": 10.29,
+    "z_all": 10.3,
     "med_stake": 1317,
     "avg_entry": 0.66,
     "train_n": 306,
@@ -965,6 +965,20 @@
     "fwd_conv_roi": -0.014,
     "fwd_n": 36
   },
+  {
+    "wallet": "0xc2d9576f67db505cf2e74a9c82b8be2b09f81ef4",
+    "name": "0xc2d9576f",
+    "train_win": 67.4,
+    "train_conv_roi": 0.148,
+    "train_z": 6.77,
+    "z_all": 2.47,
+    "med_stake": 188,
+    "avg_entry": 0.57,
+    "train_n": 733,
+    "fwd_win": null,
+    "fwd_conv_roi": null,
+    "fwd_n": 2
+  },
   {
     "wallet": "0xa7c21cf7c6882cd95bcc642eb2bc7a009fd173bf",
     "name": "0xa7c21cf7",
@@ -979,27 +993,13 @@
     "fwd_conv_roi": 0.061,
     "fwd_n": 79
   },
-  {
-    "wallet": "0xc2d9576f67db505cf2e74a9c82b8be2b09f81ef4",
-    "name": "0xc2d9576f",
-    "train_win": 67.3,
-    "train_conv_roi": 0.143,
-    "train_z": 6.71,
-    "z_all": 2.42,
-    "med_stake": 189,
-    "avg_entry": 0.57,
-    "train_n": 732,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 2
-  },
   {
     "wallet": "0x7ccec29637829abd9e5d6f2cb68d4225c8fa8713",
     "name": "0x7ccec296",
     "train_win": 67.2,
     "train_conv_roi": 0.142,
     "train_z": 2.61,
-    "z_all": 2.75,
+    "z_all": 2.74,
     "med_stake": 772,
     "avg_entry": 0.56,
     "train_n": 122,
@@ -1017,9 +1017,9 @@
     "med_stake": 168,
     "avg_entry": 0.62,
     "train_n": 337,
-    "fwd_win": 67.2,
-    "fwd_conv_roi": 0.188,
-    "fwd_n": 174
+    "fwd_win": 68.5,
+    "fwd_conv_roi": 0.201,
+    "fwd_n": 181
   },
   {
     "wallet": "0x3ab5ad27c676c4be1218397912eab5396e6de56f",
@@ -1073,9 +1073,9 @@
     "med_stake": 1410,
     "avg_entry": 0.59,
     "train_n": 255,
-    "fwd_win": 63.2,
-    "fwd_conv_roi": 0.32,
-    "fwd_n": 212
+    "fwd_win": 60.7,
+    "fwd_conv_roi": 0.303,
+    "fwd_n": 219
   },
   {
     "wallet": "0xb8f6c79e452d7247d0cf47d16eaf7911953c4f7f",
@@ -1087,9 +1087,9 @@
     "med_stake": 68,
     "avg_entry": 0.63,
     "train_n": 342,
-    "fwd_win": 81.3,
-    "fwd_conv_roi": 0.139,
-    "fwd_n": 305
+    "fwd_win": 77.0,
+    "fwd_conv_roi": 0.099,
+    "fwd_n": 405
   },
   {
     "wallet": "0xc52fead8edac49825f5c52aff6e63cd331980981",
@@ -1115,9 +1115,9 @@
     "med_stake": 690,
     "avg_entry": 0.62,
     "train_n": 182,
-    "fwd_win": 58.2,
-    "fwd_conv_roi": 0.11,
-    "fwd_n": 67
+    "fwd_win": 58.0,
+    "fwd_conv_roi": 0.095,
+    "fwd_n": 69
   },
   {
     "wallet": "0x40db60f96894e44b9f0ea967021452280a12ca8c",
@@ -1171,23 +1171,9 @@
     "med_stake": 1690,
     "avg_entry": 0.69,
     "train_n": 313,
-    "fwd_win": 74.5,
-    "fwd_conv_roi": 0.094,
-    "fwd_n": 200
-  },
-  {
-    "wallet": "0x8f69269039b9a401de28a38c2f1c3001364b7df1",
-    "name": "0x8f692690",
-    "train_win": 77.0,
-    "train_conv_roi": 0.11,
-    "train_z": 2.37,
-    "z_all": 2.85,
-    "med_stake": 6680,
-    "avg_entry": 0.71,
-    "train_n": 226,
-    "fwd_win": 59.5,
-    "fwd_conv_roi": 0.027,
-    "fwd_n": 74
+    "fwd_win": 74.0,
+    "fwd_conv_roi": 0.101,
+    "fwd_n": 208
   },
   {
     "wallet": "0xab417c0bacc9fe17368d5d662c957f54a1fcc453",
@@ -1199,9 +1185,9 @@
     "med_stake": 226,
     "avg_entry": 0.63,
     "train_n": 361,
-    "fwd_win": 66.4,
-    "fwd_conv_roi": 0.113,
-    "fwd_n": 271
+    "fwd_win": 66.7,
+    "fwd_conv_roi": 0.116,
+    "fwd_n": 273
   },
   {
     "wallet": "0x8fe9f78102c6f550b6bb88ba695e45917df2c6dc",
@@ -1273,6 +1259,20 @@
     "fwd_conv_roi": 0.1,
     "fwd_n": 77
   },
+  {
+    "wallet": "0x8f69269039b9a401de28a38c2f1c3001364b7df1",
+    "name": "0x8f692690",
+    "train_win": 76.3,
+    "train_conv_roi": 0.1,
+    "train_z": 2.12,
+    "z_all": 2.78,
+    "med_stake": 6696,
+    "avg_entry": 0.71,
+    "train_n": 228,
+    "fwd_win": 57.3,
+    "fwd_conv_roi": -0.024,
+    "fwd_n": 89
+  },
   {
     "wallet": "0x3c1e0ca47fda726d4711e193f63c44e20ce29514",
     "name": "0x3c1e0ca4",
@@ -1315,20 +1315,6 @@
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
-  {
-    "wallet": "0x60a92c8620846d81f5ea17b0564e0d4b7c545a71",
-    "name": "0x60a92c86",
-    "train_win": 77.2,
-    "train_conv_roi": 0.089,
-    "train_z": 1.97,
-    "z_all": 2.0,
-    "med_stake": 5599,
-    "avg_entry": 0.7,
-    "train_n": 123,
-    "fwd_win": 73.4,
-    "fwd_conv_roi": 0.038,
-    "fwd_n": 79
-  },
   {
     "wallet": "0x3746dc1ec0dc01352dc141b310e5da81fd7ea99f",
     "name": "0x3746dc1e",
@@ -1367,9 +1353,9 @@
     "med_stake": 5466,
     "avg_entry": 0.61,
     "train_n": 277,
-    "fwd_win": 72.7,
-    "fwd_conv_roi": -0.127,
-    "fwd_n": 11
+    "fwd_win": 85.7,
+    "fwd_conv_roi": -0.02,
+    "fwd_n": 21
   },
   {
     "wallet": "0x02a40699b5893d160ac1ae719c0700fb95ca6854",
@@ -1381,24 +1367,38 @@
     "med_stake": 131,
     "avg_entry": 0.6,
     "train_n": 410,
-    "fwd_win": 66.4,
-    "fwd_conv_roi": 0.009,
-    "fwd_n": 122
+    "fwd_win": 64.2,
+    "fwd_conv_roi": -0.011,
+    "fwd_n": 148
   },
   {
     "wallet": "0x3a847382ad6fff9be1db4e073fd9b869f6884d44",
     "name": "0x3a847382",
-    "train_win": 67.4,
-    "train_conv_roi": 0.051,
-    "train_z": 3.68,
-    "z_all": 2.26,
-    "med_stake": 687,
+    "train_win": 67.7,
+    "train_conv_roi": 0.06,
+    "train_z": 3.87,
+    "z_all": 2.28,
+    "med_stake": 677,
     "avg_entry": 0.59,
-    "train_n": 411,
+    "train_n": 421,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
+  {
+    "wallet": "0x4478d7bd8a295691ac84f60a5ec2b47e122102a4",
+    "name": "0x4478d7bd",
+    "train_win": 79.4,
+    "train_conv_roi": 0.058,
+    "train_z": 2.2,
+    "z_all": 3.01,
+    "med_stake": 6141,
+    "avg_entry": 0.74,
+    "train_n": 155,
+    "fwd_win": 86.4,
+    "fwd_conv_roi": 0.011,
+    "fwd_n": 103
+  },
   {
     "wallet": "0x1dd17e22aaf80db74706d3771843aeba576fc5eb",
     "name": "0x1dd17e22",
@@ -1416,31 +1416,17 @@
   {
     "wallet": "0x809205fb1c91f746b9703ca412c4fdd0435db8a2",
     "name": "0x809205fb",
-    "train_win": 76.0,
+    "train_win": 76.1,
     "train_conv_roi": 0.045,
     "train_z": 1.88,
     "z_all": 2.96,
     "med_stake": 98,
     "avg_entry": 0.72,
-    "train_n": 263,
+    "train_n": 264,
     "fwd_win": 77.8,
     "fwd_conv_roi": 0.082,
     "fwd_n": 27
   },
-  {
-    "wallet": "0x011f2d377e56119fb09196dffb0948ae55711122",
-    "name": "0x011f2d37",
-    "train_win": 79.9,
-    "train_conv_roi": 0.043,
-    "train_z": 2.73,
-    "z_all": 7.09,
-    "med_stake": 3630,
-    "avg_entry": 0.75,
-    "train_n": 268,
-    "fwd_win": 59.6,
-    "fwd_conv_roi": -0.077,
-    "fwd_n": 109
-  },
   {
     "wallet": "0xa85ce6075994cf3e069feeb2ccd9667608533463",
     "name": "0xa85ce607",
@@ -1483,20 +1469,6 @@
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
-  {
-    "wallet": "0x0d42cc5ff0526fbb8f0bb9eafa9ebba3f23df124",
-    "name": "0x0d42cc5f",
-    "train_win": 67.6,
-    "train_conv_roi": 0.018,
-    "train_z": 2.18,
-    "z_all": 5.79,
-    "med_stake": 438,
-    "avg_entry": 0.63,
-    "train_n": 343,
-    "fwd_win": 70.8,
-    "fwd_conv_roi": 0.113,
-    "fwd_n": 168
-  },
   {
     "wallet": "0x16abe608bee11347334a2da15b96c185ee8e2f10",
     "name": "0x16abe608",
@@ -1517,7 +1489,7 @@
     "train_win": 75.6,
     "train_conv_roi": 0.016,
     "train_z": 1.88,
-    "z_all": 2.22,
+    "z_all": 2.2,
     "med_stake": 3442,
     "avg_entry": 0.72,
     "train_n": 361,
@@ -1539,32 +1511,32 @@
     "fwd_conv_roi": 0.866,
     "fwd_n": 16
   },
+  {
+    "wallet": "0x0d42cc5ff0526fbb8f0bb9eafa9ebba3f23df124",
+    "name": "0x0d42cc5f",
+    "train_win": 67.4,
+    "train_conv_roi": 0.015,
+    "train_z": 2.12,
+    "z_all": 5.75,
+    "med_stake": 438,
+    "avg_entry": 0.63,
+    "train_n": 344,
+    "fwd_win": 70.3,
+    "fwd_conv_roi": 0.118,
+    "fwd_n": 172
+  },
   {
     "wallet": "0xe1d6b51521bd4365769199f392f9818661bd907c",
     "name": "0xe1d6b515",
     "train_win": 65.0,
-    "train_conv_roi": 0.015,
-    "train_z": 3.31,
-    "z_all": 3.57,
+    "train_conv_roi": 0.014,
+    "train_z": 3.34,
+    "z_all": 3.62,
     "med_stake": 1177,
     "avg_entry": 0.59,
-    "train_n": 529,
+    "train_n": 532,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
-  },
-  {
-    "wallet": "0x993c072519306017fe9a6b3ee6fa4a02b3056787",
-    "name": "0x993c0725",
-    "train_win": 65.6,
-    "train_conv_roi": 0.007,
-    "train_z": 1.78,
-    "z_all": 2.02,
-    "med_stake": 6032,
-    "avg_entry": 0.58,
-    "train_n": 93,
-    "fwd_win": 63.0,
-    "fwd_conv_roi": -0.081,
-    "fwd_n": 46
   }
 ]
\ No newline at end of file
diff --git a/live/dashboard.html b/live/dashboard.html
index 909917fc..90b3b83c 100644
--- a/live/dashboard.html
+++ b/live/dashboard.html
@@ -36,13 +36,13 @@ td.name{font-weight:600}a{color:var(--blue);text-decoration:none}a:hover{text-de
 .b{color:var(--green)}.s{color:var(--red)}
 </style></head><body><div class="wrap">
 <h1>Skilled Wallets <span style="color:var(--dim);font-weight:400;font-size:18px">· Polymarket</span></h1>
-<p class="sub">63 wallets that beat their own entry prices and held up out-of-sample · generated 2026-08-01 23:12</p>
+<p class="sub">58 wallets that beat their own entry prices and held up out-of-sample · generated 2026-08-03 13:40</p>
 <div class="cards">
-  <div class="card"><div class="k">Validated wallets</div><div class="v">63</div></div>
+  <div class="card"><div class="k">Validated wallets</div><div class="v">58</div></div>
   <div class="card"><div class="k">Median z</div><div class="v">4.3</div></div>
-  <div class="card"><div class="k">Median OOS z</div><div class="v" style="color:var(--green)">3.2</div></div>
-  <div class="card"><div class="k">Value / longshot</div><div class="v" style="color:var(--green)">46</div></div>
-  <div class="card"><div class="k">Favorite-rider</div><div class="v" style="color:var(--amber)">7</div></div>
+  <div class="card"><div class="k">Median OOS z</div><div class="v" style="color:var(--green)">3.1</div></div>
+  <div class="card"><div class="k">Value / longshot</div><div class="v" style="color:var(--green)">45</div></div>
+  <div class="card"><div class="k">Favorite-rider</div><div class="v" style="color:var(--amber)">6</div></div>
 </div>
 <div class="controls">
   <input id="q" placeholder="search name or address…">
@@ -68,7 +68,7 @@ td.name{font-weight:600}a{color:var(--blue);text-decoration:none}a:hover{text-de
 <p class="note"><b>How to read it.</b> <b>z</b> = how far the wallet beat the prices it paid (skill; >3 is strong). <b>OOS z</b> = whether that skill held on held-out bets — the gate that separates real edge from luck. <b>Alpha 0.2–0.4</b> = share of bets in the underdog value zone where research finds real edge concentrates. <span class="value" style="padding:1px 7px">Value</span> wallets win by beating longshot/mid prices (the copyable alpha); <span class="favorite" style="padding:1px 7px">Favorite-rider</span> wallets post high win rates buying near-certain favorites (real but thin, hard to copy). Click any row for live recent trades. Not financial advice — split-half OOS, forward-track before sizing.</p>
 </div>
 <script>
-const DATA=[{"wallet": "0xf419556a9758214628edff29dce8f39a8aa13ce7", "name": "2j289uUmAio7ap245975", "weight": 0.0556, "tier": "validated", "z": 17.93, "z_oos": 9.44, "n": 2081, "win_rate": 69.9, "avg_entry": 0.51, "band_0204": 0.13, "rank": 1, "arch": "balanced", "wins": 1455}, {"wallet": "0x8e9eedf20dfa70956d49f608a205e402d9df38e4", "name": "Siziriv", "weight": 0.0452, "tier": "validated", "z": 14.57, "z_oos": 7.26, "n": 2482, "win_rate": 50.6, "avg_entry": 0.44, "band_0204": 0.03, "rank": 2, "arch": "value", "wins": 1256}, {"wallet": "0x2257901897e83d39e778fa86d568dc1cd9a2dca2", "name": "iuii899889", "weight": 0.031, "tier": "validated", "z": 9.99, "z_oos": 6.55, "n": 1538, "win_rate": 50.0, "avg_entry": 0.38, "band_0204": 0.25, "rank": 3, "arch": "value", "wins": 769}, {"wallet": "0xda24f0caf5766fc36df8ac2f6ae3a567b71a9f1f", "name": "Thewinwin", "weight": 0.0285, "tier": "validated", "z": 9.18, "z_oos": 6.84, "n": 2001, "win_rate": 41.0, "avg_entry": 0.32, "band_0204": 0.31, "rank": 4, "arch": "value", "wins": 820}, {"wallet": "0x14d2bf01e3e7bac9b1799265db3c7d8a993dfa3e", "name": "8998yueyye", "weight": 0.0283, "tier": "validated", "z": 9.12, "z_oos": 5.97, "n": 1531, "win_rate": 50.0, "avg_entry": 0.39, "band_0204": 0.25, "rank": 5, "arch": "value", "wins": 766}, {"wallet": "0xf508f2dde64316531b4eab2f0956636b9dd63a0e", "name": "0xf508f2dd\u2026", "weight": 0.0279, "tier": "validated", "z": 8.99, "z_oos": 5.5, "n": 2454, "win_rate": 20.6, "avg_entry": 0.15, "band_0204": 0.23, "rank": 6, "arch": "value", "wins": 506}, {"wallet": "0xf1a437dc0ac31303fbc288d1b1dbaf7e7f4c9779", "name": "0xd0C09b7e25f88eFfde2", "weight": 0.026, "tier": "validated", "z": 8.37, "z_oos": 6.63, "n": 2241, "win_rate": 37.1, "avg_entry": 0.3, "band_0204": 0.25, "rank": 7, "arch": "value", "wins": 831}, {"wallet": "0x1b44945f8992fcea2b43034557e47d11827fd8de", "name": "BrickThrower", "weight": 0.0253, "tier": "validated", "z": 8.16, "z_oos": 5.87, "n": 2473, "win_rate": 44.2, "avg_entry": 0.38, "band_0204": 0.24, "rank": 8, "arch": "value", "wins": 1093}, {"wallet": "0x47946decc4e4aafee23df84d6bf1a4b3c6c2ba33", "name": "0x47946Decc4e4AAFee23df84D6Bf1A4B3C6c2ba33-1783372491387", "weight": 0.0248, "tier": "validated", "z": 8.0, "z_oos": 5.05, "n": 2154, "win_rate": 28.0, "avg_entry": 0.22, "band_0204": 0.27, "rank": 9, "arch": "value", "wins": 603}, {"wallet": "0x753e554feb327f9d4f7bff8a6ebdced98fbd2046", "name": "hfdffdhr", "weight": 0.0227, "tier": "validated", "z": 7.31, "z_oos": 4.99, "n": 1379, "win_rate": 49.8, "avg_entry": 0.41, "band_0204": 0.2, "rank": 10, "arch": "value", "wins": 687}, {"wallet": "0x5da978e2df4d17bfe7214c017e2151d4b827ce46", "name": "Skovie", "weight": 0.0203, "tier": "validated", "z": 6.54, "z_oos": 6.46, "n": 1009, "win_rate": 30.8, "avg_entry": 0.23, "band_0204": 0.28, "rank": 11, "arch": "value", "wins": 311}, {"wallet": "0x657b0517a6599f82ada5281817041165c4e843c1", "name": "0x657b0517a6599F82aDA5281817041165c4E843c1-1782796906468", "weight": 0.0197, "tier": "validated", "z": 6.34, "z_oos": 2.83, "n": 1496, "win_rate": 35.6, "avg_entry": 0.3, "band_0204": 0.19, "rank": 12, "arch": "value", "wins": 533}, {"wallet": "0x4b51d90a0f8024a1d3d169b6a4a6473d3f75de5e", "name": "0x4b51d90a\u2026", "weight": 0.0192, "tier": "validated", "z": 6.19, "z_oos": 5.82, "n": 470, "win_rate": 31.3, "avg_entry": 0.21, "band_0204": 0.26, "rank": 13, "arch": "value", "wins": 147}, {"wallet": "0x9e8af8843814cbf9f0433bf1d5ff8bd2119f9899", "name": "0x9e8af884\u2026", "weight": 0.0192, "tier": "validated", "z": 6.19, "z_oos": 4.62, "n": 1632, "win_rate": 31.8, "avg_entry": 0.26, "band_0204": 0.27, "rank": 14, "arch": "value", "wins": 519}, {"wallet": "0x4e54c676b17713152dd18894adae0274f2c72cd8", "name": "Houngpid", "weight": 0.0184, "tier": "validated", "z": 5.94, "z_oos": 4.1, "n": 1678, "win_rate": 39.5, "avg_entry": 0.34, "band_0204": 0.2, "rank": 15, "arch": "value", "wins": 663}, {"wallet": "0xa75f077c6e2510b020967c6230bac2bf342300f0", "name": "0xa75f077c\u2026", "weight": 0.0175, "tier": "validated", "z": 5.63, "z_oos": 3.2, "n": 2362, "win_rate": 49.1, "avg_entry": 0.44, "band_0204": 0.32, "rank": 16, "arch": "value", "wins": 1160}, {"wallet": "0xce0baf873d63724d19559b6e02645c5d898fb5a0", "name": "0xce0baf87\u2026", "weight": 0.0172, "tier": "validated", "z": 5.55, "z_oos": 4.44, "n": 1295, "win_rate": 31.7, "avg_entry": 0.26, "band_0204": 0.27, "rank": 17, "arch": "value", "wins": 411}, {"wallet": "0x751a2b86cab503496efd325c8344e10159349ea1", "name": "Sharky6999", "weight": 0.0172, "tier": "validated", "z": 5.54, "z_oos": 4.39, "n": 2391, "win_rate": 96.7, "avg_entry": 0.95, "band_0204": 0.01, "rank": 18, "arch": "favorite", "wins": 2312}, {"wallet": "0x30dc7f0cfa4c98590b1c77dd92c82570efa5eb4b", "name": "napahp", "weight": 0.0168, "tier": "validated", "z": 5.4, "z_oos": 2.21, "n": 2243, "win_rate": 48.2, "avg_entry": 0.43, "band_0204": 0.35, "rank": 19, "arch": "value", "wins": 1081}, {"wallet": "0x13a12ebadc50f6fa42c8f2595997d8adf329d9bc", "name": "12398498123498189239843", "weight": 0.016, "tier": "validated", "z": 5.16, "z_oos": 4.01, "n": 2093, "win_rate": 69.2, "avg_entry": 0.65, "band_0204": 0.12, "rank": 20, "arch": "balanced", "wins": 1448}, {"wallet": "0x8d650d146740463611db1f3974ae9b922953ce8f", "name": "PWBR", "weight": 0.0156, "tier": "validated", "z": 5.04, "z_oos": 2.56, "n": 2040, "win_rate": 39.5, "avg_entry": 0.35, "band_0204": 0.11, "rank": 21, "arch": "value", "wins": 806}, {"wallet": "0x13289e4d4538c0e7c282c451bd5ede8e27aef16d", "name": "0x13289e4d\u2026", "weight": 0.0156, "tier": "validated", "z": 5.03, "z_oos": 4.69, "n": 2484, "win_rate": 49.1, "avg_entry": 0.44, "band_0204": 0.24, "rank": 22, "arch": "value", "wins": 1220}, {"wallet": "0xce0daf49deff5b376baa41a1e8cb51bf966c1aaa", "name": "slovakianRat", "weight": 0.0155, "tier": "validated", "z": 4.99, "z_oos": 3.01, "n": 2237, "win_rate": 58.2, 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diff --git a/live/portfolio.json b/live/portfolio.json
index 437c39d4..d87b2dd1 100644
--- a/live/portfolio.json
+++ b/live/portfolio.json
@@ -1 +1 @@
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diff --git a/live/portfolio_follow.json b/live/portfolio_follow.json
index d7fdff9a..711b6f62 100644
--- a/live/portfolio_follow.json
+++ b/live/portfolio_follow.json
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diff --git a/live/portfolio_follow_missed.json b/live/portfolio_follow_missed.json
index 30df1959..00fb6709 100644
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diff --git a/live/portfolio_live_replica.json b/live/portfolio_live_replica.json
index 18fdf3f3..2ee932ac 100644
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+++ b/live/portfolio_live_replica.json
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diff --git a/live/portfolio_missed.json b/live/portfolio_missed.json
index 4c580ebe..64253aad 100644
--- a/live/portfolio_missed.json
+++ b/live/portfolio_missed.json
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/live/watch_sharps.json b/live/watch_sharps.json
index 99b74160..0b7d18cf 100644
--- a/live/watch_sharps.json
+++ b/live/watch_sharps.json
@@ -1,17 +1,65 @@
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@@ -1625,10 +1625,58 @@
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     "last_conv_bet": 1785420291,
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+    "med_lead_h": 3.8,
     "trust_n": 152,
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-    "trust_roi": 0.034,
+    "trust_wr": 0.618,
+    "trust_roi": 0.014,
     "trust_refunds": 2
+  },
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+    "fwd_conv_roi": null,
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+    "held_won": 2,
+    "held_lost": 0,
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+    "last_conv_bet": 1785765749,
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 ]
\ No newline at end of file
diff --git a/live/watch_skilled.json b/live/watch_skilled.json
index 0637a088..8d3e7d6b 100644
--- a/live/watch_skilled.json
+++ b/live/watch_skilled.json
@@ -1 +1,698 @@
-[]
\ No newline at end of file
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\ No newline at end of file