Commit Graph

483 Commits

Author SHA1 Message Date
jaxperro d45255c48e cleanup + calibration tracker
- Railway project magnificent-kindness DELETED (soft-delete, purges
  2026-07-10) — retired-infra fully gone; requirements.txt loses its
  Railway-detection rationale (stdlib core, optional extras noted).
- tests/test_check_book.py: the Option A orphan-fix regression harness
  moves into the repo (was session-local); 6 cases, no network/config.
- daily.sh: calibration step — one row/day of live-book vs backtest
  equity to live/history/calibration.csv, the series that sizes real
  money (day-zero row seeded: live $1,000 vs model $22,027).
- config.json.bak (untracked, stale copy of the leaked Alchemy key)
  deleted locally.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 17:09:46 -04:00
jaxperro a690323f68 docs: 2026-07-08 full-day sync — alignment audit, Set E, refund harvesters, calibration reset
README: Set E + fresh-book framing in 'system today', /live page in the
dashboard row, --bank in the ops table, book-reset procedure row, gotchas
12-15 (three cache cursors, res_t is endDate metadata / price is the sold
discriminator / redeemable is resolution truth, refund-harvester
archetype, single-writer state-surgery rule). FINDINGS: three new
sections — aligning the three books (7/9 cross-check, honest 29.1k->17.4k,
Set E selection), the refund harvesters, the calibration experiment
(in-sample warning + bank-size ceiling effect). HANDOFF rev 3: fresh
pickup with watch-list, rejected-with-evidence list, Phase 2 framing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 17:02:33 -04:00
jaxperro a186d5a839 portfolio: --bank flag (and backtest.json 'bank') — replay any starting bankroll
$500 Set E 30d: $14,140 (+2728%) vs $1,000's +2103% — smaller books
compound purer because 4% stakes hit the their-bet ceilings later.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 16:55:16 -04:00
copybot[bot] 136072989c copybot: live paper feed [skip ci] 2026-07-08 20:26:07 +00:00
jaxperro 7965868181 copybot: publish recovers from a conflicted rebase instead of wedging
Abort -> hard-reset to origin -> re-commit the running book. The
process is the book's single writer; remote state surgery must stop
the bot first (2026-07-08 BOOK RESET race: stale boot clone rebased
old state onto the reset and every publish died in UU until reboot).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 16:25:49 -04:00
jaxperro 35201963e3 copybot: BOOK RESET — fresh $1,000 paper book from 2026-07-08 (Set E era)
Old book (started Jun 25, Sets B–D, ended $1,000 bank / +$229.79
realized / 8 open discarded) lives in git history and
archive/copybot_fills.pre-reset-2026-07-08.jsonl. Clean slate so the
book measures Set E from day one.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 16:19:07 -04:00
jaxperro e979e07f59 sharps: publish sold-split records (W/L held-only, S and R split out)
First list on the aligned taxonomy. Notable: 0xb0E43B and
ArbTraderRookie's records reveal refund-harvesting (~800/1150 EXACT-0.5
redeems on ITF totals bought under 50c — $148k of 0xb0E43B's $218k) —
real edge, but 1-2c/share margins that taker copies can't clear.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 16:10:05 -04:00
copybot[bot] 8cca9f31c2 copybot: live paper feed [skip ci] 2026-07-08 20:05:50 +00:00
jaxperro 7bb165536b sharps: refund band 1e-4 — 0.005 mislabeled ~50c sells as refunds
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 16:04:54 -04:00
jaxperro 5602429144 sharps: split SOLD out of the record — W/L = held to resolution only
rtally now uses the same redeem-vs-sell price discriminator as the
backtest (exit_p ≈ payout ⇒ held; mid print ⇒ SOLD). The sign-only
tally counted a mirror-seller's exits as wins — 0xb0E43B read '94.4%
all-time' on 937 sells with almost no held outcomes. Win% is held-only
now, sold P&L stays in the P&L columns, all_sold/conv_sold/conv30_sold
populate for the dashboard's +NS record chips.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 15:52:44 -04:00
copybot[bot] 20ebb2a07d copybot: live paper feed [skip ci] 2026-07-08 19:03:54 +00:00
jaxperro e7610d1003 portfolio: first Set E backtest publish (7 wallets, pinned floors) — $22.0k/+2103% 30d
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 14:52:27 -04:00
copybot[bot] a19c43d98f copybot: live paper feed [skip ci] 2026-07-08 18:49:27 +00:00
copybot[bot] 863eaf0df3 copybot: live paper feed [skip ci] 2026-07-08 18:39:08 +00:00
copybot[bot] 8f4be45afc copybot: live paper feed [skip ci] 2026-07-08 18:30:51 +00:00
copybot[bot] fc9609d05a copybot: live paper feed [skip ci] 2026-07-08 18:24:40 +00:00
copybot[bot] b2e548b353 copybot: live paper feed [skip ci] 2026-07-08 18:16:24 +00:00
copybot[bot] 18eba50d10 copybot: live paper feed [skip ci] 2026-07-08 18:12:18 +00:00
copybot[bot] 91a1ceeb57 copybot: live paper feed [skip ci] 2026-07-08 18:06:02 +00:00
copybot[bot] 42e336a213 copybot: live paper feed [skip ci] 2026-07-08 17:59:44 +00:00
copybot[bot] 312b74e594 copybot: live paper feed [skip ci] 2026-07-08 17:26:47 +00:00
copybot[bot] b2b9a75b8b copybot: live paper feed [skip ci] 2026-07-08 17:20:35 +00:00
copybot[bot] edee62bb87 copybot: live paper feed [skip ci] 2026-07-08 16:22:50 +00:00
jaxperro bc81b93575 HANDOFF: Set E deployed (7 wallets, aligned-replay selection)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 12:20:49 -04:00
copybot[bot] de9ad6255b copybot: live paper feed [skip ci] 2026-07-08 16:18:45 +00:00
jaxperro c90fe340aa copybot: follow-set update (deploy_bot.sh) 2026-07-08 12:18:27 -04:00
jaxperro 8f8c65689e backtest: Set E — 7 wallets (drop 42021, BikesAreTheBikes, lma0o0o0o-class laggards; add gkmgkldfmg, AIcAIc, 1kto1m)
Chosen by the aligned honest 30d replay (2026-07-08): Set E $24.4k
(+2338%) vs Set D $17.4k (+1636%); every member positive in the shared
book. oliman2/leegunner excluded on the anti-survivorship audit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 12:18:27 -04:00
copybot[bot] 6e49f301bb copybot: live paper feed [skip ci] 2026-07-08 16:10:46 +00:00
jaxperro b5508b521b sharps: _open_split folds by the data-api redeemable flag, not price-pinning
Audit of the two biggest All-Time-vs-PM divergences (oliman2, leegunner)
proved the fold-in RIGHT and PM's leaderboard wrong: live per-position
sums reproduce our numbers to the dollar (oliman2 +181,594 closed
-160,644 abandoned = ~+19k true vs leaderboard 112k; leegunner +323,707
-58,762 = ~274k true vs 347k). redeemable is exact (set on resolution
for winners AND losers); pinning misfolded a few unresolved longshots.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 11:59:36 -04:00
copybot[bot] 24c3b9aa1e copybot: live paper feed [skip ci] 2026-07-08 15:35:33 +00:00
jaxperro 542fe700b6 portfolio: align the backtest's booking with the live bot and Polymarket truth
Three fixes from the 2026-07-08 alignment audit (bot feed vs replay,
row-by-row):
1. sold-detection no longer trusts res_t alone — for in-play markets
   res_t is endDate metadata (game-DAY midnight, pre-dates the entry) so
   the timestamp test never fired and every in-play sell booked as
   held-to-resolution. Price is the fallback truth: a redeem prints
   exactly the payout, a real sell prints a mid price (>2c off payout).
2. round trips on resolved-on-chain markets are booked, not dropped —
   when the trusted cache row never qualifies (bogus forward res_t:
   Chidekh 'unresolved until Jul 14' on a Jul-5 match) the bet used to
   vanish; now redeem-closes book at chain truth, sell-closes mirror.
3. Set-D wallets gate on the bot's PINNED floors (copybot.paper.json),
   not a recomputed p80 that drifts a few % and takes different bets.
Also: resolved display slice 60 -> 250 rows.
Cross-check: 9 settled Set-D bot bets -> 7 agree, 0 absent, 2 diffs that
are real execution gaps (bot missed the sharp's exit, rode to
resolution) — each book records what actually happened to IT.
Equity 30d: $29.1k -> $17.4k (+1636%) — the flattering artifacts are gone.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 11:35:31 -04:00
jaxperro 861ba01830 cache: invalidate() clears pulled_entries too — stale entries dropped fresh bets from the backtest
The daily freshen reset the bets + exits cursors but never pulled_entries,
so a watchlist wallet's first_buy map went up to 14 days stale and
portfolio.py silently dropped every bet on conds entered since the last
pull (`if not et: continue`) — neither resolved nor open. Kruto2027's
Jul-7 Brewers bets (visible SOLD in the live bot) and two losing bets
were absent from the backtest for exactly this. Entries re-pulled for
Set D + portfolio regenerated: Kruto 43->49 bets, both Brewers rows
booked, hidden losses folded in.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 11:17:51 -04:00
jaxperro d02fb05e9d live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-08 10:55:02 -04:00
copybot[bot] e91bdc4bbd copybot: live paper feed [skip ci] 2026-07-08 14:44:01 +00:00
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