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2026-07-23 23:57:31 +00:00
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#24 v0: three-book reconciliation — backtest story is 82-112% unseen+missed; +312% is decoration, rankings only
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com >
2026-07-23 19:15:00 -04:00
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2026-07-23 23:08:10 +00:00
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companion missed rows carry entry price
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full missed-row companion feeds (portfolio[_follow]_missed.json): wallet-card would-be totals now reconstructable row-by-row in the dash modal
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com >
2026-07-23 19:01:17 -04:00
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follow-only backtest book (--follow-only -> portfolio_follow.json, daily-wired): followed-7 replay +312% vs +41% bench — bench crowding was starving the follow set
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com >
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2026-07-23 22:41:31 +00:00
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backtest book regenerated under band-guarded mirror (sells >=90c)
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band-guarded mirror exits ( #21 successor): mirror sells >=90c only, sub-band sells ignored+ledgered; sell-band study slice; backtest parity
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Sell-band evidence: every band <90c LOSES by mirroring (<30c +$79/sell
given up, 50-70c +$7.29); >=90c SAVES (-$0.85/sell, n=68).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com >
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backtest book regenerated under maker/hold parity
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backtest execution follows the paper bot's follow flags (#20/#21 parity): maker entries at the sharp's price, hold-through exits; sold-unresolved carry as open at exit print
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com >
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