From 6503c19e60e6f84ea77697436a9c2a6ffe1b7f3d Mon Sep 17 00:00:00 2001 From: chris harris <283105756+Chris-ObtuseAI@users.noreply.github.com> Date: Sun, 26 Jul 2026 16:45:37 -0500 Subject: [PATCH] Standardize portfolio presentation --- README.md | 41 ++++++++++++++++++++++++++++++----------- 1 file changed, 30 insertions(+), 11 deletions(-) diff --git a/README.md b/README.md index fe56ab1..cb93de4 100644 --- a/README.md +++ b/README.md @@ -20,14 +20,14 @@ DOPEY - Evidence before promotion -An evidence operating system for equities, options, macro, extreme-market intelligence, autonomous research, and governed execution. +An evidence operating system for equities, options, macro, extreme-market intelligence, governed research, and human-owned authority. [Why DOPEY is different](#why-dopey-is-different) | [How it works](#how-dopey-works) | [Capability atlas](#capability-atlas) | [Squeeze engine](#short-squeeze-intelligence) | [Bubble engine](#bubble-leverage-ipo-and-valuation-intelligence) | -[Autonomy](#autonomy-recursive-improvement-and-dynamic-control) | +[Research autonomy](#research-autonomy-recursive-improvement-and-dynamic-control) | [Desktop](#native-desktop-control-center) | [Quick start](#quick-start) @@ -35,9 +35,28 @@ --- +## Product truth + +| Contract | Current public state | +| --- | --- | +| **Portfolio role** | **Governed Market Research OS** — paper-only intelligence for equities and options with provenance, adversarial validation, durable memory, and bounded research. | +| **Maturity** | **Paper-only research release** | +| **Engineering evidence baseline** | [`57a806af`](https://github.com/ObtuseAI/dopey/commit/57a806af4578ac599b2ae979136a4cf39c4b3935) · required [public test workflow](https://github.com/ObtuseAI/dopey/actions/workflows/tests.yml) | +| **Proved now** | The required public shards pass 1,245 collected nodes from the protected 70-file manifest and exercise the evidence kernel, market-intelligence contracts, paper research, governance, and fail-closed boundaries. | +| **Authority ceiling** | **Live-disabled** and `not_action_ready`. Research, paper simulation, recommendations, and broker-readiness evidence do not grant order authority. | +| **Clean demonstration** | Follow the [quick start](#quick-start) to validate a fresh public checkout and run bounded research surfaces with explicit blocked states when governed inputs are absent. | +| **Known limit** | A fresh clone contains no provider market data, broker session, credentials, account history, or private runtime lake. The broader collected suite remains `inconclusive_timeout`; required-shard success is not full-suite coverage. | + +**Designed for:** investment research and risk teams that want machine-scale market investigation without collapsing backtests, paper evidence, broker state, and capital authority into one unsafe score. + +[Explore the ObtuseAI portfolio](https://github.com/ObtuseAI) · +[Inspect the evidence lifecycle](#how-dopey-works) · +[Start a technical conversation](https://github.com/ObtuseAI/dopey/issues) + ## What is DOPEY? -DOPEY is an autonomous, evidence-first market-intelligence operating system. +DOPEY is a governed, evidence-first market-intelligence operating system for +paper research. It is built to investigate equities, options, volatility, macro conditions, market structure, short crowding, speculative bubbles, IPO reflexivity, portfolio risk, and the quality of its own reasoning. @@ -60,11 +79,11 @@ connected by explicit evidence contracts: DOPEY is designed around a difficult question: > How do you build a market-research system that becomes more capable, -> adaptive, and autonomous without becoming more vulnerable to overfitting, +> adaptive and increasingly self-directed in research without becoming more vulnerable to overfitting, > hindsight, duplicated evidence, stale state, fabricated certainty, or > authority creep? -Its answer is to make truth, memory, autonomy, and execution separate systems +Its answer is to make truth, memory, research autonomy, and execution separate systems that must agree through typed, content-addressed artifacts. > **Public-release truth:** a fresh clone starts with no provider market data, @@ -83,7 +102,7 @@ that must agree through typed, content-addressed artifacts. | Research option expressions | Models IV, skew, term structure, Greeks, liquidity, scenarios, and defined-risk structures | The derivative expresses an underlying thesis; it does not invent one | | Learn per-symbol skill | Settles prior calls, collapses overlapping windows, tests chronological eras, and runs a circular-shift null | Repeated detections cannot inflate confidence | | Evolve research methods | Generates bounded challengers, runs protected experiments, records lineage, and rolls back fitness drops | Self-improvement cannot rewrite the rules that judge it | -| Operate autonomously | Runs a dependency-aware 39-stage supervisor with locks, heartbeats, timeouts, recovery, and repair queues | A failed lane remains visible without erasing independent work | +| Operate scheduled research | Runs a dependency-aware 39-stage supervisor with locks, heartbeats, timeouts, recovery, and repair queues | A failed lane remains visible without erasing independent work | | Preserve institutional memory | Uses immutable IDs, append-only ledgers, hashes, atomic publication, and rebuildable projections | Every conclusion can be traced to the evidence that produced it | | Enforce a live boundary | Keeps broker authority inside `dopey_live/` and requires an exact paper twin before review | Research cannot silently become execution | @@ -191,7 +210,7 @@ flowchart TB E["Memory and evolution
trade memory | failure memory | mutations | tournaments"] F["Governance
fitness | readiness | rollback | constitution"] G["Execution boundary
exact paper twin | broker review | Live Branch"] - H["Autonomous operations
39-stage DAG | dynamic scheduler | snapshots | recovery"] + H["Scheduled research operations
39-stage DAG | dynamic scheduler | snapshots | recovery"] A --> B B --> C @@ -220,12 +239,12 @@ flowchart TB | Strategy research | Playbooks, baselines, challengers, honest backtests, purged rolling origin, era walk-forward, forward paper walk | [`dopey_backtest/`](dopey_backtest/), [`dopey_strategy_lab/`](dopey_strategy_lab/), [`dopey_walk_forward/`](dopey_walk_forward/) | | Statistical and causal truth | Selection-aware truth, negative controls, causal evaluation, cohort analysis, calibration, abstention | [`dopey/truth/`](dopey/truth/), [`dopey_stats/`](dopey_stats/), [`dopey_calibration/`](dopey_calibration/) | | Portfolio and risk | Exposure policy, capacity, risk throttles, stress ladders, crisis mode, exit policy, drawdown, concentration, kill switches | [`dopey_portfolio/`](dopey_portfolio/), [`dopey_risk_engine/`](dopey_risk_engine/), [`dopey_governor/`](dopey_governor/) | -| Autonomous research | Invention, experiments, evidence synthesis, mutation genealogy, fitness quarantine, tournaments, rollback | [`dopey/autoresearch/`](dopey/autoresearch/), [`dopey_evolution/`](dopey_evolution/), [`dopey_fitness/`](dopey_fitness/) | +| Governed research automation | Invention, experiments, evidence synthesis, mutation genealogy, fitness quarantine, tournaments, rollback | [`dopey/autoresearch/`](dopey/autoresearch/), [`dopey_evolution/`](dopey_evolution/), [`dopey_fitness/`](dopey_fitness/) | | Metacognition | Confidence, calibration, abstention, disagreement, difficulty, resource control, knowledge boundaries, strategy selection | [`dopey/metacognition/`](dopey/metacognition/) | | Durable memory | Immutable predictions, settlements, trade memory, source registry, content-addressed generations, SQLite projection | [`dopey/strategy_engineering/`](dopey/strategy_engineering/), [`dopey_audit/`](dopey_audit/) | | Resilient operations | 39-stage DAG, dynamic scheduling, snapshots, locks, heartbeats, timeouts, process-tree termination, recovery, repair queues | [`dopey_autonomy/`](dopey_autonomy/), [`dopey_acceleration/`](dopey_acceleration/), [`dopey_ops/`](dopey_ops/) | | Operator experience | Native React control center, command palette, Market Tissue, Symbol Lab, Evidence, Truth, Evolution, Constitution, Paper, Playbooks | [`desktop/`](desktop/) | -| Governed execution | Exact paper twins, account attestation, reconciliation, immutable intents, no-day-trade guard, broker outcome evidence | [`dopey_live/`](dopey_live/), [`dopey_execution/`](dopey_execution/), [`dopey_broker_readiness/`](dopey_broker_readiness/) | +| Sealed execution-readiness research | Exact paper twins, account attestation, reconciliation, content-addressed intents, no-day-trade guard, broker outcome evidence | [`dopey_live/`](dopey_live/), [`dopey_execution/`](dopey_execution/), [`dopey_broker_readiness/`](dopey_broker_readiness/) | ## Market sensing and data intelligence @@ -689,7 +708,7 @@ uses: These are explicit policy values, so changes are reviewable and testable. -## Autonomy, recursive improvement, and dynamic control +## Research autonomy, recursive improvement, and dynamic control DOPEY uses **RSI** in two distinct ways: @@ -1003,7 +1022,7 @@ Critical rules: Read the full authority contract in [`DOPEY_CONSTITUTION.md`](DOPEY_CONSTITUTION.md). -## Why the architecture is impressive +## Architecture principles ### 1. It models mechanisms, not just correlations