HScreen

rendered 2026-08-24 02:15 UTC STALE inputs (113h)

Regime is this a day to buy protection or sell it?

not built — hedge regime chips (FRIENDLY / NEUTRAL / HOSTILE) and vol-harvest regime
needs: vol_regime.json from the vol daemon — MASTER-BUILD-ADDENDUM-SHORT-HEDGE, built by the parallel session

ALPHA 0d old

15 holdings vs target 15
gross78.97%
cash21.03%

INCOME 3d old

20 holdings vs target 20
gross73.0%
cash27.0%

Needs you 27 open

triggerwhatdefault if you say nothing
SYSTEMATIC_PATTERNIs the recurring objection a real doctrinal limit on what we can underwrite, or a gap in the evidence we assemble?Treat it as an evidence gap and log a build task; do NOT cap conviction without an explici
MANDATE_SHORTFALLIs this the gates working correctly, or is coverage too thin to run the mandate? And do you want the cash held, or the universe widened first?Hold the cash and widen coverage. §10: the system reports the shortfall and does not reach
DIMENSION_DEADLOCKWhich dimension should size AMD versus ARM? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap AMD at the weight the quant ranking would justify — i.e
DIMENSION_DEADLOCKWhich dimension should size GOOGL versus META? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap GOOGL at the weight the quant ranking would justify — i
DIMENSION_DEADLOCKWhich dimension should size INTC versus ARM? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap INTC at the weight the quant ranking would justify — i.
DIMENSION_DEADLOCKWhich dimension should size QCOM versus ARM? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap QCOM at the weight the quant ranking would justify — i.
DIMENSION_DEADLOCKWhich dimension should size MU versus 000660.KS? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap MU at the weight the quant ranking would justify — i.e.
DIMENSION_DEADLOCKWhich dimension should size 8035.T versus 6146.T? Or should the pair be treated as one position and sized on the weaker of the two?Keep the analyst's ranking but cap 8035.T at the weight the quant ranking would justify —

Short-screen flags on names we hold the sell discipline's early warning

not built — deterioration feeds (Stage 3→4 transitions, revisions rolling, transcript hedging) fired against held names
needs: the SHORT book's screener — parallel session, A2.4

Heartbeat no date

started2026-08-23T22:30:17.492303+00:00
finished2026-08-23T22:32:18.042697+00:00
steps[{'step': 'monitors', 'ok': True, 'rc': 0, 'seconds': 106, 'tail': ' revenue -4.0% y/y\n TRIP TXN capex_l
stale_dossiers[]
stale_reviews[]
escalations[{'kind': 'falsifier_tripped', 'detail': '0003.HK capex_level issuer capex -45.7% y/y — WARNING: if the fa
Rendered from canonical artifacts only (T1) — no terminal database exists. Every figure is read from the system's own files at render time; where an artifact is missing the panel names the dependency rather than showing an empty box. No execution path exists anywhere in this interface (T5), not even a link.