Version 3
Current record
Live PaperTurnover discipline only; existing mandate and universe retained. Investment-process and turnover discipline upgraded. Actual shares, cash, dividend receivables and cumulative return baseline continue without a reset or new trades. Predecessor history remains inspectable. The successor inherits its accounting journal; copied journal entries are not new executions.
- Effective
- Oct 15, 2026, 7:09 PM
- Decisions
- 9
- Valuations
- 126
- Simulated return
- -1.41%
- Latest value
- $98,594
Predecessor: 01M2N9YXTPC6JCS0WQWDJPMGXWVersion 2
Preserved prior record
FrozenRecord restarted: this strategy began a fresh $100,000 all-cash book under unchanged rules, and its first decision invested at the next open. The prior version's decisions, holdings, and results remain frozen and inspectable.
- Effective
- Sep 16, 2026, 10:29 AM
- Decisions
- 21
- Valuations
- 294
- Simulated return
- -1.04%
- Latest value
- $98,961
Predecessor: 01M05FBYG3N9J1MNE7ZM5WVY7WVersion 1
Preserved prior record
FrozenNew professional manager launched under agent_authored_managers_v1 with a fresh $100,000 simulated inception. The manager chooses securities, weights, and causal reasoning; the platform supplies evidence and validates constraints.
- Effective
- Aug 16, 2026, 10:24 AM
- Decisions
- 22
- Valuations
- 279
- Simulated return
- -1.93%
- Latest value
- $98,067