💡 Recommendations & Actions

Dynamic end-to-end analysis — re-computed every 30s · 2026-10-11 10:43:27 CDT · just now · JSON API

📋 Recommendations — what needs attention right now

🎯 Strategy Engine path is losing

2292 trades · WR 42.2% · PF 0.84 · net -868.72. Worst contributor: ai_atr_14_gt_70 (-258.20).

Review this order path — tighten its entry gate or reduce budget.

order_type:strategy_engine · current: net -868.72 → suggested: Target PF ≥ 1.0

📰 News path is losing

20 trades · WR 35.0% · PF 0.26 · net -93.75. Worst contributor: news_momentum (-93.75).

Review this order path — tighten its entry gate or reduce budget.

order_type:news · current: net -93.75 → suggested: Target PF ≥ 1.0

📉 Worst strategy: markov_self_learning

92 trades · WR 58.7% · PF 0.52 · net -86.32 (-0.938/trade). ⚪ DORMANT — not enabled in any env; loss is historical.

No action needed (already dormant).

strategy:markov_self_learning · current: PF 0.52 → suggested: none

📉 Worst strategy: news_momentum

20 trades · WR 35.0% · PF 0.26 · net -93.75 (-4.688/trade).

Cull candidate — confirm 90d window before removing.

strategy:news_momentum · current: PF 0.26 → suggested: Cull or re-tune

📉 Worst strategy: pairs_trading

77 trades · WR 37.7% · PF 0.64 · net -102.44 (-1.330/trade). ⚪ DORMANT — not enabled in any env; loss is historical.

No action needed (already dormant).

strategy:pairs_trading · current: PF 0.64 → suggested: none

📉 Worst strategy: ai_macd_hist_lo_vwap_dev_lo

151 trades · WR 46.4% · PF 0.73 · net -115.64 (-0.766/trade). ⚪ DORMANT — not enabled in any env; loss is historical.

No action needed (already dormant).

strategy:ai_macd_hist_lo_vwap_dev_lo · current: PF 0.73 → suggested: none

📉 Worst strategy: hermes_precision_alpha

76 trades · WR 7.9% · PF 0.07 · net -234.23 (-3.082/trade). ⚪ DORMANT — not enabled in any env; loss is historical.

No action needed (already dormant).

strategy:hermes_precision_alpha · current: PF 0.07 → suggested: none

📉 Worst strategy: ai_atr_14_gt_70

22 trades · WR 63.6% · PF 0.18 · net -258.20 (-11.736/trade). ⚪ DORMANT — not enabled in any env; loss is historical.

No action needed (already dormant).

strategy:ai_atr_14_gt_70 · current: PF 0.18 → suggested: none

🩸 Top loss driver: stop_loss

350 losing trades · -2779.09 combined.

Audit this exit mechanism — tighten stop or change exit logic.

loss_reason:stop_loss · current: -2779.09 → suggested: Reduce frequency

✂️ Exit envelope inverted — losers ride, winners clipped

Stop-loss exits -3004.15 (410T) vs early-profit +3353.10 (413T).

Widen TP / activate trailing earlier so winners run.

smart_exit / TP config · current: SL -3004.15 vs TP +3353.10 → suggested: Earlier trailing activation

⚖️ LIVE allocation concentrated: ai_autocorr_1_lt_70 at 60.0%

Single-strategy share exceeds the 30% governance cap (allocation.max_strategy_allocation).

Rebalance toward the next-best strategies.

live/config.yaml · current: 60.0% → suggested: ≤ 30%

⚖️ PROD allocation concentrated: ai_autocorr_1_lt_70 at 60.0%

Single-strategy share exceeds the 30% governance cap (allocation.max_strategy_allocation).

Rebalance toward the next-best strategies.

prod/config.yaml · current: 60.0% → suggested: ≤ 30%

📊 SuperChart path is profitable

197 trades · WR 44.7% · PF 3.37 · net +141.44. Consider raising its budget share.

Increase allocation to this order path.

order_type:superchart · current: net +141.44 → suggested: Add budget

🔗 External Signal path is profitable

597 trades · WR 39.0% · PF 1.28 · net +412.66. Consider raising its budget share.

Increase allocation to this order path.

order_type:external · current: net +412.66 → suggested: Add budget

🏆 Best strategy: external_confluence

597 trades · WR 39.0% · PF 1.28 · net +412.66 (+0.691/trade). Across: LIVE:162T, DEV:162T, QA:125T, PROD:148T.

Fund more / protect from cull.

strategy:external_confluence · current: PF 1.28 → suggested: Raise budget_pct

🏆 Best strategy: qc_large_cap_momentum_defensive

43 trades · WR 39.5% · PF 5.72 · net +299.36 (+6.962/trade). Across: LIVE:21T, DEV:22T, QA:0T, PROD:0T.

Fund more / protect from cull.

strategy:qc_large_cap_momentum_defensive · current: PF 5.72 → suggested: Raise budget_pct

🏆 Best strategy: ai_autocorr_1_lt_70

434 trades · WR 42.4% · PF 1.49 · net +265.89 (+0.613/trade). Across: LIVE:95T, DEV:75T, QA:140T, PROD:124T.

Fund more / protect from cull.

strategy:ai_autocorr_1_lt_70 · current: PF 1.49 → suggested: Raise budget_pct

🔗 Red/Yellow/White → Action status — live tracking: what's being done about each item

🟢 Auto-executor: scheduled off (weekend/after-hours) — next run Mon 08:00 CDT · last run 2026-10-10 16:08:43 CDT

Item	Status	Last action taken
🎯 Strategy Engine path is losing 2292 trades · WR 42.2% · PF 0.84 · net -868.72. Worst contributor: ai_atr_14_gt_70 (-258.2…	🔄 Monitoring (15-min loop)	path-level red — tightening flows through worst strategies; strategy changes require the multi-model gate
📰 News path is losing 20 trades · WR 35.0% · PF 0.26 · net -93.75. Worst contributor: news_momentum (-93.75).…	🔄 Monitoring (15-min loop)	path-level red — tightening flows through worst strategies; strategy changes require the multi-model gate
📉 Worst strategy: markov_self_learning 92 trades · WR 58.7% · PF 0.52 · net -86.32 (-0.938/trade). ⚪ DORMANT — not enabled in any…	⚪ Dormant — no action	not enabled in any env; loss is historical
📉 Worst strategy: news_momentum 20 trades · WR 35.0% · PF 0.26 · net -93.75 (-4.688/trade).…	✅ Auto-applied	budget_trim prod news_momentum 5.0 → 2.0 (10-10 16:08)
📉 Worst strategy: pairs_trading 77 trades · WR 37.7% · PF 0.64 · net -102.44 (-1.330/trade). ⚪ DORMANT — not enabled in an…	⚪ Dormant — no action	not enabled in any env; loss is historical
📉 Worst strategy: ai_macd_hist_lo_vwap_dev_lo 151 trades · WR 46.4% · PF 0.73 · net -115.64 (-0.766/trade). ⚪ DORMANT — not enabled in a…	⚪ Dormant — no action	not enabled in any env; loss is historical
📉 Worst strategy: hermes_precision_alpha 76 trades · WR 7.9% · PF 0.07 · net -234.23 (-3.082/trade). ⚪ DORMANT — not enabled in any…	⚪ Dormant — no action	not enabled in any env; loss is historical
📉 Worst strategy: ai_atr_14_gt_70 22 trades · WR 63.6% · PF 0.18 · net -258.20 (-11.736/trade). ⚪ DORMANT — not enabled in a…	⚪ Dormant — no action	not enabled in any env; loss is historical
🩸 Top loss driver: stop_loss 350 losing trades · -2779.09 combined.…	⛔ Needs approval — reply `approve loss_stop_loss` in Telegram	strategy-level change → multi-model gate
✂️ Exit envelope inverted — losers ride, winners clipped Stop-loss exits -3004.15 (410T) vs early-profit +3353.10 (413T).…	⛔ Needs approval — reply `approve envelope_trailing` in Telegram	strategy-level change → multi-model gate
⚖️ LIVE allocation concentrated: ai_autocorr_1_lt_70 at 60.0% Single-strategy share exceeds the 30% governance cap (allocation.max_strategy_allocation).…	🔄 Monitoring
⚖️ PROD allocation concentrated: ai_autocorr_1_lt_70 at 60.0% Single-strategy share exceeds the 30% governance cap (allocation.max_strategy_allocation).…	🔄 Monitoring
📊 SuperChart path is profitable 197 trades · WR 44.7% · PF 3.37 · net +141.44. Consider raising its budget share.…	🔄 Monitoring (15-min loop)	path-level red — tightening flows through worst strategies; strategy changes require the multi-model gate
🔗 External Signal path is profitable 597 trades · WR 39.0% · PF 1.28 · net +412.66. Consider raising its budget share.…	🔄 Monitoring (15-min loop)	no action yet this window
🏆 Best strategy: external_confluence 597 trades · WR 39.0% · PF 1.28 · net +412.66 (+0.691/trade). Across: LIVE:162T, DEV:162T,…	✅ Auto-applied (paper fund)	budget_raise prod external_confluence 5.0 → 8.0 (10-10 16:08)
🏆 Best strategy: qc_large_cap_momentum_defensive 43 trades · WR 39.5% · PF 5.72 · net +299.36 (+6.962/trade). Across: LIVE:21T, DEV:22T, QA…	✅ Auto-applied (paper fund)	budget_raise dev qc_large_cap_momentum_defensive 5.0 → 8.0 (10-10 16:08)
🏆 Best strategy: ai_autocorr_1_lt_70 434 trades · WR 42.4% · PF 1.49 · net +265.89 (+0.613/trade). Across: LIVE:95T, DEV:75T, Q…	🔄 Monitoring (15-min loop)	winner — auto fund-more on ALL enabled envs (LIVE when ARMED)

⚙️ Auto-applied actions — tighten-only (confidence raises + paper budget trims + shared knobs), backup+validate+rollback, audit log · LIVE: raises only, never culls/trims

When	Action	Env/Scope	Target	Change
10-10 16:08	budget_raise	DEV	qc_large_cap_momentum_defensive	5.0 → 8.0
10-10 16:08	budget_raise	PROD	external_confluence	5.0 → 8.0
10-10 16:08	budget_raise	QA	external_confluence	5.0 → 8.0
10-10 16:08	budget_raise	DEV	external_confluence	5.0 → 8.0
10-10 16:08	confidence_override	DEV	congressional_mc_caul	0.55 → 0.7
10-10 16:08	budget_trim	PROD	news_momentum	5.0 → 2.0
10-10 16:08	confidence_override	PROD	news_momentum	0.55 → 0.7
10-10 16:08	budget_trim	QA	news_momentum	5.0 → 2.0
10-10 16:08	confidence_override	QA	news_momentum	0.55 → 0.7
10-10 16:08	budget_trim	DEV	news_momentum	5.0 → 2.0

🎯 4 trading order types — profit by path (lifetime closed)

Path	Trades	WR%	PF	Net PnL	avg
🎯 Strategy Engine	2292	42.2%	0.84	-$868.72	-0.379
📊 SuperChart	197	44.7%	3.37	+$141.44	0.718
🔗 External	597	39.0%	1.28	+$412.66	0.691
📰 News	20	35.0%	0.26	-$93.75	-4.688

🎯 qc_large_cap_momentum_defensive +$299.36 ai_autocorr_1_lt_70 +$265.89 ai_atr_14_gt_70 -$258.20 hermes_precision_alpha -$234.23 ai_rsi_14_gt_80 -$148.58 congressional_mc_caul -$139.65 📊 superchart_ema_vol +$141.44 🔗 external_confluence +$412.66 📰 news_momentum -$93.75

📅 Daily closed (today) — profit by path

Path	WR%	Net PnL
🎯 Strategy Engine	0.0%	+$0.00
📊 SuperChart	0.0%	+$0.00
🔗 External	0.0%	+$0.00
📰 News	0.0%	+$0.00

— no profitable path in this window

🗓️ Weekly closed (7d) — profit by path

Path	T	WR%	PF	Net PnL	avg
🎯 Strategy Engine	81	39.5%	0.48	-$82.65	-1.02
📊 SuperChart	0	0.0%	0.0	+$0.00	0.0
🔗 External	0	0.0%	0.0	+$0.00	0.0
📰 News	0	0.0%	0.0	+$0.00	0.0

— no profitable path in this window

📆 Monthly closed (30d) — profit by path

Path	T	WR%	PF	Net PnL	avg
🎯 Strategy Engine	559	38.1%	1.32	+$282.61	0.506
📊 SuperChart	32	62.5%	1.28	+$2.89	0.09
🔗 External	62	61.3%	3.89	+$744.02	12.0
📰 News	0	0.0%	0.0	+$0.00	0.0

💰 Top earner: External +$744.02 — budget candidate

♾️ All-time (lifetime) — profit by path

Path	T	WR%	PF	Net PnL	avg
🎯 Strategy Engine	2292	42.2%	0.84	-$868.72	-0.379
📊 SuperChart	197	44.7%	3.37	+$141.44	0.718
🔗 External	597	39.0%	1.28	+$412.66	0.691
📰 News	20	35.0%	0.26	-$93.75	-4.688

💰 Top earner: External +$412.66 — budget candidate

🏆 Strategy ranking — realized lifetime

Strategy	T	WR%	PF	PnL	avg
external_confluence	597	39.0%	1.28	+$412.66	0.691
qc_large_cap_momentum_defensive	43	39.5%	5.72	+$299.36	6.962
ai_autocorr_1_lt_70	434	42.4%	1.49	+$265.89	0.613
superchart_ema_vol	197	44.7%	3.37	+$141.44	0.718
ai_macd_hi_rsi_14_hi	22	72.7%	7.64	+$84.44	3.838
ai_vol_ratio_gt_80	8	100.0%	84.34	+$84.34	10.543
ai_bb_width_lt_70	2	100.0%	81.0	+$81.00	40.5
ai_bb_pos_hi_bb_width_hi	16	37.5%	2.6	+$64.56	4.035

🩸 Loss drivers — loss_reason taxonomy

Reason	Trades	PnL
stop_loss	350	-$2779.09
broker_reconcile	351	-$1546.33
bracket_close	252	-$896.23
emergency_stop	160	-$679.28
bracket_stop	484	-$594.12
short_cover	78	-$250.14
stop_hit	60	-$225.06
superchart_sell_exit	33	-$196.16

🧪 Backtest STALE

Strategy	T	WR%	PnL	Good
hermes_precision_alpha	8578	58.7	+$1624.04	✅
ai_bb_pos_lo_macd_signal_lo	31291	50.8	+$767.06	✅
ai_atr_ratio_gt_80	1983	55.2	+$630.67	✅
ai_bb_pos_lo_vwap_dev_lo	36135	50.3	+$510.43	✅
ai_macd_hist_lo_vwap_dev_lo	5132	49.8	+$366.54	✅

🧾 Recent closed orders — today: 0 orders +$0.00

Time	Env	Strategy	Sym	PnL

⚖️ Live allocations %

PROD: ai_autocorr_1_lt_70 60.0% · superchart_ema_vol 30.0% · external_confluence 8.0% · news_momentum 2.0% · vwap_momentum 0.0% · congressional_mc_caul 0.0% · malik 0.0% · titans_mallik 0.0% · LIVE: ai_autocorr_1_lt_70 60.0% · superchart_ema_vol 30.0% · external_confluence 5.0% · news_momentum 5.0% · vwap_momentum 0.0% · hermes_precision_alpha 0.0% · titans_mallik 0.0% · malik 0.0% · ride_winner 0.0% · DEV: superchart_ema_vol 30.0% · external_confluence 8.0% · news_momentum 2.0% · ml_intraday 1.3% · ai_autocorr_1_lt_70 1.2% · ai_mom_accel_hi_atr_14_hi 0.8% · chartinglens_rsi_reversal 0.7% · congressional_mc_caul 0.7% · malik 0.7% · opening_range_breakout 0.7% · qc_asset_class_momentum 0.7% · qc_asset_class_trend 0.7% · qc_large_cap_momentum 0.7% · qc_large_cap_momentum_defensive 0.7% · qc_low_vol_long_basket 0.7% · qc_momentum_profit_taking 0.7% · qc_monthly_mean_reversion 0.7% · qc_regime_defensive_rotation 0.7% · qc_sector_momentum_rotation 0.7% · qc_tail_risk_liquidity 0.7% · qc_tqqq_opening_breakout 0.7% · qc_trend_rotation_defensive 0.7% · qc_vix_regime_spy 0.7% · ride_winner 0.7% · titans_mallik 0.7% · vwap_dip_buy 0.7% · ai_bb_pos_hi_bb_width_hi 0.7% · ai_atr_ratio_lo_bb_width_lo 0.7% · ai_bb_pos_hi_ret_20_hi 0.7% · ai_bb_pos_hi_range_pos_10_hi 0.7% · ai_macd_signal_hi_autocorr_1_hi 0.7% · ai_autocorr_1_lo_range_pos_10_lo 0.7% · ai_bb_pos_lo_autocorr_1_lo 0.7% · ai_atr_ratio_lo_range_pos_20_lo 0.7% · ai_bb_width_hi_rsi_14_hi 0.7% · ai_macd_hi_macd_signal_hi 0.7% · ai_macd_hi_autocorr_1_hi 0.7% · ai_rsi_14_hi_bb_width_hi 0.7% · ai_rsi_14_hi_macd_hi 0.7% · ai_rsi_14_hi_macd_hist_hi 0.7% · ai_rsi_14_hi_macd_signal_hi 0.7% · ai_rsi_14_hi_atr_14_hi 0.7% · ai_macd_hi_macd_hist_hi 0.7% · ai_bb_pos_lo_rsi_14_lo 0.7% · ai_rsi_14_hi_ret_20_hi 0.7% · ai_rsi_14_hi_atr_ratio_hi 0.7% · ai_rsi_14_hi_bb_pos_hi 0.7% · ai_macd_signal_hi_bb_pos_hi 0.7% · ai_macd_hi_range_pos_20_hi 0.7% · ai_atr_14_hi_mom_accel_hi 0.7% · ai_ret_20_hi_vwap_dev_hi 0.7% · ai_ret_20_hi_macd_signal_hi 0.7% · ai_macd_signal_hi_rsi_14_hi 0.7% · ai_ret_10_lo_rsi_14_lo 0.7% · ai_range_pos_10_hi_macd_signal_hi 0.7% · ai_macd_hist_hi_range_pos_10_hi 0.7% · ai_atr_14_lt_90 0.7% · ai_range_pos_20_hi_vwap_dev_hi 0.7% · ai_vwap_dev_hi_macd_hi 0.7% · ai_mom_accel_hi_atr_ratio_hi 0.7% · ai_atr_ratio_lt_80 0.7% · ai_atr_ratio_lt_90 0.7% · ai_macd_signal_hi_range_pos_20_hi 0.7% · ai_vwap_dev_hi_range_pos_20_hi 0.7% · ai_autocorr_1_hi_range_pos_10_hi 0.7% · ai_autocorr_1_hi_atr_ratio_hi 0.7% · ai_bb_width_lo_vwap_dev_lo 0.7% · ai_atr_ratio_lo_macd_hist_lo 0.7% · ai_vwap_dev_lo_bb_pos_lo 0.7% · ai_vwap_dev_hi_autocorr_1_hi 0.7% · ai_bb_width_lo_range_pos_20_lo 0.7% · ai_bb_width_lo_rsi_14_lo 0.7% · ai_range_pos_10_lo_autocorr_1_lo 0.7% · ai_range_pos_10_lo_macd_signal_lo 0.7% · ai_autocorr_1_lo_range_pos_20_lo 0.7% · ai_bb_width_lo_ret_10_lo 0.7% · ai_ret_5_lt_80 0.7% · ai_vwap_dev_lo_ret_5_lo 0.7% · ai_ret_5_lt_90 0.7% · ai_rsi_14_hi_ret_5_hi 0.7% · ai_bb_pos_lo_macd_hist_lo 0.7% · ai_macd_hist_lo_bb_pos_lo 0.7% · ai_ret_20_hi_rsi_14_hi 0.7% · ai_vwap_dev_hi_ret_3_hi 0.7% · ai_vol_ratio_gt_70 0.0% · vwap_momentum 0.0% ·