Communitygithub.com

austin-starks/Public-Portfolio-Challenge

The GATED deploy + cleanup flow for a NexusTrade live book — clone the finalist, preview a delta reconcile, stage UNAPPROVED orders, verify fills. Use ONLY after the human explicitly says \"deploy + clean up\" and names a finalist. Covers the clone-before-reconcile ordering, the single-tick reconcile expectation, stale-pending-order hygiene, the signal-freshness gate, and why you can never approve orders yourself. Nothing here runs during certification.

Public-Portfolio-Challenge 是什么？

Public-Portfolio-Challenge is a Claude Code agent skill that the GATED deploy + cleanup flow for a NexusTrade live book — clone the finalist, preview a delta reconcile, stage UNAPPROVED orders, verify fills. Use ONLY after the human explicitly says \"deploy + clean up\" and names a finalist. Covers the clone-before-reconcile ordering, the single-tick reconcile expectation, stale-pending-order hygiene, the signal-freshness gate, and why you can never approve orders yourself. Nothing here runs during certification.

兼容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/austin-starks/Public-Portfolio-Challenge/tree/HEAD/skills/deploy-gate
查看原文→浏览所有技能

在你喜欢的 AI 中提问

打开一个已预加载此 Agent Skill 的新对话。

OpenAIChatGPTClaudeClaudeGeminiGeminiGrokGrokPerplexityPerplexityDeepSeekDeepSeek

文档

Deploy Gate (Stage E — GATED)

Nothing deploys and no orders are placed until the human explicitly says "deploy + clean up" and names the specific finalist. This skill only runs then. Goal: make the live positions equal a fresh deploy of the chosen finalist today via delta trades (don't round-trip overlaps).

Pre-deploy gates (hard)

  1. Signal-freshness gate. A finalist whose alt-data series does not extend to the present with a working refresh path may NOT deploy, whatever its cert says — a stale rank series is a dead book.
  2. Stale pending orders FIRST. Check the live book for pending/Pending User Approval → Canceled orders — they block new staging. Surface them; the human cancels in the UI. Note automaticOrderApproval state (default: leave as-is unless told to flip it at deploy).

The five steps

  1. Clone the finalist onto the live book FIRST — clone_strategies_to_portfolio (source = finalist, target = live book), then field-verify the clone. This IS the "deploy": it sets the live book's strategies that the next step reconciles against. reconcile_portfolio_to_strategy has no strategy_source arg — it reconciles the live book against its own strategies, so the clone must happen first. If the finalist is the already-deployed live book unchanged, no clone is needed — say so.
  2. Reconcile preview — reconcile_portfolio_to_strategy({ portfolio_id: "<live>", mode: "delta" }). Preview-only — it never places orders. Returns target, current, orders (already in create_orders shape), estimated cost, realized P&L, and wash-sale flags. Expect a single-tick target — the live strategy accretes the rest over daily rebalances. Say so; don't re-diagnose it as a bug.
  3. Show the human the preview and get explicit approval. Sanity-check: orders touch only the delta (overlaps untouched), costs sane, target == a fresh deploy, and — for a participation fix — the target spans multiple names, not just one.
  4. Stage the orders — create_orders({ portfolio_id: "<live>", orders: <the orders array from step 2> }). Staged UNAPPROVED; the tool never submits to the broker. The human approves them manually in the NexusTrade UI — there is no approval tool and you cannot approve them. Options auto-stage as LIMIT.
  5. Verify after fills — re-run the reconcile preview; the delta orders array should be ~empty. Report fills, any remainder, realized P&L, wash-sale flags, and the resulting live participation (distinct names held).

Rules

  • Default mode: "delta". Only use "liquidate_all" if the human explicitly asks for a clean cost-basis reset.
  • Never run this without an explicit go for that specific finalist.
  • Discover the live target via fetch_portfolios when it isn't already pinned in the run — never hardcode a live portfolio id you haven't confirmed by field/posture.
  • On sign-off, re-attach any weekly monitor agent the deploy expects.

Individual skills in this repo

This repo contains 11 individual skills — each has its own dedicated page.

austin-starks/Public-Portfolio-Challenge

Build alternative-data custom indicators on NexusTrade (Reddit/WSB mentions, congressional disclosures, insider filings, news-flow) and wire them into a certified book as a rank/tilt/filter signal. Use when adding alt-data to a strategy, building a CustomIndicator via compute sessions, auditing lookahead safety or per-ticker coverage, or deciding whether a data series is dense enough to drive a rank. Covers the compute-session workflow, the sparse-series rule, and source recipes (see references/). Invoke with the NexusTrade MCP connected.

austin-starks/Public-Portfolio-Challenge

Measure a NexusTrade options book's TRUE participation at a fixed cold-start capital base, defeating the compounded-NAV breadth illusion. Use whenever a book's headline \"holds N/21 names\" needs validating, when a live book collapses to a single name (the OSCR trap), when checking whether a SelectTop / per-name-allocation / total-budget change degraded simultaneous participation, or when a certification needs a breadth gate. Uses audit_backtest_breadth at held-fixed $25k.

austin-starks/Public-Portfolio-Challenge

The \"loudly declare\" protocol for platform, engine, or data bugs during a NexusTrade certification campaign — bugs are a first-class deliverable, not something to route around. Use whenever a NexusTrade tool errors, hangs, or returns numbers that contradict the config; whenever you're tempted to write \"probably an engine quirk\"; or when a discovered bug invalidates prior backtests and results must be quarantined. Includes the bug hand-off doc template (see references/BUG_TEMPLATE.md).

austin-starks/Public-Portfolio-Challenge

The mandatory pre-flight contract checks (Stage S0) that must pass before trusting NexusTrade's certification engine for any strategy work. Use at the start of a bakeoff or certification campaign to prove the walk-forward engine runs end-to-end, windows don't leak, fold winners persist, and the engine doesn't fabricate values for dead/not-yet-listed names. Each check has a STOP-and-report failure mode; these runs do NOT count toward any certification minimum.

austin-starks/Public-Portfolio-Challenge

The single-touch lockbox — a final anti-overfitting holdout run once, after design freeze, on a window held out from every fold, sweep, and search. Use when finalizing a bakeoff winner before deploy, setting up the A/B/C baselines as OOS bars, or running the S1.5 gate-coherence auto-relax. Covers why looking at the lockbox twice burns it, the lockbox pass conditions, and the three baselines. The lockbox is distinct from the walk-forward OOS folds.

austin-starks/Public-Portfolio-Challenge

The hard structural constraints for the Public Portfolio Challenge momentum-LEAP options book — the spread-shape rule, the take-profit convexity-cap footgun, the affordability ladder, and the known losers not to re-test. Use whenever building or auditing an options strategy structure, checking spread-shape compliance before a certification, choosing DTE/strike rungs, or deciding whether a proposed structure change is even allowed. A violation is an automatic certification FAIL.

austin-starks/Public-Portfolio-Challenge

Orchestrate an out-of-sample certification of a NexusTrade trading strategy or live book — the master discipline behind the Public Portfolio Challenge. Use whenever you must decide PASS/FAIL on whether a portfolio holds up out of sample before deploying real money, replaying the Episode 10 runbooks, or running a \"certify my book\" / \"prove it out of sample\" / \"re-certify the fix\" task with the NexusTrade MCP connected. Pulls in walk-forward-oos, breadth-audit, sweep-reoptimization, options-structure-rules, bug-protocol, and deploy-gate.

austin-starks/Public-Portfolio-Challenge

The single entry point that executes a Public Portfolio Challenge episode or addendum runbook end-to-end, delegating each stage to the functional skills. Use when asked to run/execute/replay Episode 10, its bakeoff, or its addendum with the NexusTrade MCP connected. Reads the target runbook, pins its real artifacts (IDs, the incumbent bar), sequences the stages, and stops at the gated deploy. It orchestrates; the functional skills do the work.

austin-starks/Public-Portfolio-Challenge

Run a multi-family strategy bakeoff — the SEARCH→CERTIFY funnel that screens many candidate mechanisms down to a certified deploy winner without letting the cheap search layer issue a verdict. Use when replaying the Episode 10 bakeoff, when exploring several distinct strategy families before certifying, when deciding whether \"no deployable winner\" is even a legal conclusion, or when building the per-family certification ledger. Enforces verdict-integrity: only certification can end a campaign.

austin-starks/Public-Portfolio-Challenge

Re-optimize a NexusTrade strategy with a walk-forward SWEEP and label parameter provenance — the discipline that prevents deploying inherited knobs. Use whenever a structural change (sizing, rung depth, universe membership, DTE family, adding a rank signal) forces a re-sweep, when authoring gene_intents from get_sweep_surface, when choosing sweep over GA for a deploy cert, or when selecting the cross-fold-robust winner instead of the per-fold argmax. Invoke with the NexusTrade MCP connected.

austin-starks/Public-Portfolio-Challenge

Run and read a NexusTrade walk-forward out-of-sample study — the certification engine behind the Public Portfolio Challenge. Use when certifying a fixed portfolio (backtest_only) or re-optimizing one (sweep), when setting fold_count / anchored / validation / embargo params, when monitoring a run_walk_forward_study to completion, when reading per-fold OOS returns/Sortino/drawdown, or when a variant's fold calendar needs calendar-alignment against a base control. Invoke with the NexusTrade MCP connected.

相关技能

steipete/sag

ElevenLabs text-to-speech with mac-style say UX.

community

steipete/oracle

Oracle CLI second-model review/debug/refactor/design with selected files, dry-run token checks, API or browser engine.

community

steipete/peekaboo

Capture and automate macOS UI with the Peekaboo CLI.

community

mattpocock/design-an-interface

Generate multiple radically different interface designs for a module using parallel sub-agents. Use when user wants to design an API, explore interface options, compare module shapes, or mentions "design it twice".

community

mattpocock/prototype

Build a throwaway prototype to flesh out a design — a runnable terminal app for state/business-logic questions, or several radically different UI variations toggleable from one route.

community

mattpocock/grill-me

Interview the user relentlessly about a plan or design until reaching shared understanding, resolving each branch of the decision tree. Use when user wants to stress-test a plan, get grilled on their design, or mentions "grill me".

community