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live: daily refresh — skilled + sharp wallets [skip ci]

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jaxperro
2026-08-02 21:29:42 -04:00
parent c0a0ed9bff
commit b79dd7c4cc
9 changed files with 117 additions and 1490 deletions
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history/reconcile.csv
+1
View File
@@ -4,3 +4,4 @@ date,live_bt_ev,live_fill_gap,live_filled_ev,live_filled_n,live_missed_ev,live_m
2026-07-28,4443,43,-248,22,1908,68,-27.31,-241,4,3024,111,205,4443,617,996,46,543,60,-300,3,3204,96,170.53
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
1 date live_bt_ev live_fill_gap live_filled_ev live_filled_n live_missed_ev live_missed_n live_realized live_rejected_ev live_rejected_n live_unseen_ev live_unseen_n n paper_bt_ev paper_fill_gap paper_filled_ev paper_filled_n paper_missed_ev paper_missed_n paper_rejected_ev paper_rejected_n paper_unseen_ev paper_unseen_n replica_pnl
4 2026-07-28 4443 43 -248 22 1908 68 -27.31 -241 4 3024 111 205 4443 617 996 46 543 60 -300 3 3204 96 170.53
5 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
6 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
7 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
live/conviction_wallets.json
+109 -53
View File
@@ -33,7 +33,7 @@
"train_win": 100.0,
"train_conv_roi": 1.249,
"train_z": 9.66,
"z_all": 20.92,
"z_all": 20.89,
"med_stake": 9800,
"avg_entry": 0.46,
"train_n": 79,
@@ -369,7 +369,7 @@
"train_win": 68.4,
"train_conv_roi": 0.379,
"train_z": 7.98,
"z_all": 14.61,
"z_all": 14.58,
"med_stake": 841,
"avg_entry": 0.54,
"train_n": 484,
@@ -551,7 +551,7 @@
"train_win": 89.6,
"train_conv_roi": 0.271,
"train_z": 3.09,
"z_all": 2.21,
"z_all": 2.22,
"med_stake": 131,
"avg_entry": 0.72,
"train_n": 48,
@@ -607,7 +607,7 @@
"train_win": 81.2,
"train_conv_roi": 0.23,
"train_z": 3.76,
"z_all": 4.0,
"z_all": 4.01,
"med_stake": 231,
"avg_entry": 0.68,
"train_n": 112,
@@ -727,6 +727,20 @@
"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,
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"train_n": 44,
"fwd_win": 50.0,
"fwd_conv_roi": -0.101,
"fwd_n": 32
},
{
"wallet": "0x0c3e55cf50a00a7e74fabd8584c6fdde21603c4c",
"name": "0x0c3e55cf",
@@ -737,9 +751,9 @@
"med_stake": 449,
"avg_entry": 0.64,
"train_n": 234,
"fwd_win": 72.5,
"fwd_conv_roi": 0.034,
"fwd_n": 592
"fwd_win": 72.4,
"fwd_conv_roi": 0.033,
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},
{
"wallet": "0xd7d36345c4aab150e59577e360696b01d01d698b",
@@ -761,7 +775,7 @@
"train_win": 65.6,
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"train_z": 3.16,
"z_all": 2.69,
"z_all": 2.72,
"med_stake": 100,
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"train_n": 224,
@@ -853,27 +867,13 @@
"fwd_conv_roi": -0.017,
"fwd_n": 100
},
{
"wallet": "0x84571f1bf97a5c710cbe51daff2dd4556cc887fd",
"name": "0x84571f1b",
"train_win": 74.8,
"train_conv_roi": 0.166,
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"z_all": 2.48,
"med_stake": 907,
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"fwd_win": 57.3,
"fwd_conv_roi": 0.346,
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},
{
"wallet": "0xfdb826a0fb4a90b4cc9049e408ea3ef1b73ae4c9",
"name": "0xfdb826a0",
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"z_all": 4.59,
"z_all": 4.58,
"med_stake": 133,
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@@ -881,6 +881,20 @@
"fwd_conv_roi": null,
"fwd_n": 0
},
{
"wallet": "0x84571f1bf97a5c710cbe51daff2dd4556cc887fd",
"name": "0x84571f1b",
"train_win": 74.7,
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"train_z": 2.06,
"z_all": 2.48,
"med_stake": 759,
"avg_entry": 0.72,
"train_n": 289,
"fwd_win": 61.0,
"fwd_conv_roi": 0.323,
"fwd_n": 308
},
{
"wallet": "0x2842d5201b2119d0ec14581fee3c3324bc0c9bab",
"name": "0x2842d520",
@@ -926,13 +940,13 @@
{
"wallet": "0xed61f86bb5298d2f27c21c433ce58d80b88a9aa3",
"name": "0xed61f86b",
"train_win": 73.1,
"train_win": 73.2,
"train_conv_roi": 0.149,
"train_z": 3.11,
"train_z": 3.13,
"z_all": 10.29,
"med_stake": 1315,
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"avg_entry": 0.66,
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"fwd_win": 85.7,
"fwd_conv_roi": 0.156,
"fwd_n": 21
@@ -971,7 +985,7 @@
"train_win": 67.3,
"train_conv_roi": 0.143,
"train_z": 6.71,
"z_all": 2.4,
"z_all": 2.42,
"med_stake": 189,
"avg_entry": 0.57,
"train_n": 732,
@@ -1087,9 +1101,9 @@
"med_stake": 120,
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"fwd_win": 68.1,
"fwd_conv_roi": -0.036,
"fwd_n": 135
"fwd_win": 69.2,
"fwd_conv_roi": -0.024,
"fwd_n": 156
},
{
"wallet": "0xe74b89a7c41f37460a977a542488429bbe09ee88",
@@ -1147,20 +1161,6 @@
"fwd_conv_roi": 0.065,
"fwd_n": 98
},
{
"wallet": "0x8f69269039b9a401de28a38c2f1c3001364b7df1",
"name": "0x8f692690",
"train_win": 77.0,
"train_conv_roi": 0.113,
"train_z": 2.41,
"z_all": 2.83,
"med_stake": 6664,
"avg_entry": 0.71,
"train_n": 226,
"fwd_win": 59.5,
"fwd_conv_roi": 0.027,
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},
{
"wallet": "0x86c878cde72660ec52f5e6f0f0438b76de8fc867",
"name": "0x86c878cd",
@@ -1175,6 +1175,20 @@
"fwd_conv_roi": 0.094,
"fwd_n": 200
},
{
"wallet": "0x8f69269039b9a401de28a38c2f1c3001364b7df1",
"name": "0x8f692690",
"train_win": 77.0,
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},
{
"wallet": "0xab417c0bacc9fe17368d5d662c957f54a1fcc453",
"name": "0xab417c0b",
@@ -1241,9 +1255,9 @@
"med_stake": 900,
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},
{
"wallet": "0xee01a81b4410e4341db0e15550c7d3b6f9f2bb53",
@@ -1301,13 +1315,27 @@
"fwd_conv_roi": null,
"fwd_n": 0
},
{
"wallet": "0x60a92c8620846d81f5ea17b0564e0d4b7c545a71",
"name": "0x60a92c86",
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"med_stake": 5599,
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},
{
"wallet": "0x3746dc1ec0dc01352dc141b310e5da81fd7ea99f",
"name": "0x3746dc1e",
"train_win": 69.0,
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"z_all": 2.11,
"z_all": 2.09,
"med_stake": 56,
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"train_n": 319,
@@ -1388,17 +1416,31 @@
{
"wallet": "0x809205fb1c91f746b9703ca412c4fdd0435db8a2",
"name": "0x809205fb",
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},
{
"wallet": "0x011f2d377e56119fb09196dffb0948ae55711122",
"name": "0x011f2d37",
"train_win": 79.9,
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},
{
"wallet": "0xa85ce6075994cf3e069feeb2ccd9667608533463",
"name": "0xa85ce607",
@@ -1510,5 +1552,19 @@
"fwd_win": null,
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},
{
"wallet": "0x993c072519306017fe9a6b3ee6fa4a02b3056787",
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}
]
live/portfolio.json
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live/portfolio_follow.json
+1 -1
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live/portfolio_follow_missed.json
+1 -1
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live/portfolio_live_replica.json
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live/portfolio_missed.json
+1 -1
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live/watch_sharps.json
+1 -674
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@@ -1,674 +1 @@
[
{
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{
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{
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{
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[]
live/watch_skilled.json
+1 -758
View File
@@ -1,758 +1 @@
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