Adds each followed wallet's cache p80 conviction threshold so the dashboard
can filter LIVE open positions the same way the server does.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Set portfolio.py START to today so the $1k book tracks these wallets from
now forward (clean forward test, no in-sample backfill). Equity resets to
~$1,000; the daily run fills it in as bets resolve.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Update the dev-facing docs so others can follow the current system:
- live/README: copy-positive-holder selection (replaces lead-time gate),
Copy P&L as the copyability metric, new Paper portfolio (portfolio.py)
+ Dashboard feeds (watch_sharps.json / portfolio.json) sections, the
full 8-step daily flow, the cache rolling-180d/replace retention gotcha,
and a Copy execution (copybot/sync_floors, separate WIP) note.
- README: top portfolio is now precomputed off the cache (correct
recycling), judge by Copy P&L not win%, copy execution is separate.
- FINDINGS: capital-recycling / $1k-book section + repo-layout refresh.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
New portfolio.py replays the followed wallets' conviction bets ($1k/$50,
hold-to-resolution) from cache.duckdb — which has res_t, so capital
RECYCLES at the true resolution time (no client-side clob storms, no
phantom-locked capital) and covers the full bet history (~40 pages, not
the browser's 4). Writes portfolio.json (equity, splits, current/
resolved/missed tables, per-wallet); wired into daily.sh + publish. The
dashboard now renders the top page from this feed (1 request) with the
client-side replay kept as a fallback.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace the blunt 24h lead gate with a copy-replay selection run on EVERY
conviction wallet: keep only those that are copy-positive AND have a
genuine hold-to-resolution edge (held_pnl>0, held win-rate>=55% over >=8
resolved held bets), active in 30d, with a light >=1h lead floor vs true
snipers. display_stats now splits copy P&L into scalp vs held legs and
uses fresh-positions resolution (clob fallback) so it's cheap enough to
run on all ~229 wallets.
Effect: drops scalper-traps whose win% looked great but lose copied
(ArbTrader, iohihoo, S888, ttj01) and the old lead gate's discards;
surfaces fast-resolving copy-positive holders it used to throw away
(raid3r, 0x6d1A94f4, 0xec1d07e5, mantaray, earthisgood, shisan...).
14 copy-positive holders now in watch_sharps.json.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
jaxperro