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The PM trades to its posture · Quant suggestions you keep are acknowledged, not silently edited

The PM trades to its posture.

What changed for people using Bellwether

  • The PM trades to its posture. Each posture now carries an explicit Mandate in the PM's brief: expected pace (entries per week), churn tolerance, and a "large gap, no trigger" rule so an under-invested Aggressive/Moderate book takes starter positions instead of waiting indefinitely; the number of orders a session may place is derived from posture (Preservation 2 · Conservative 3 · Moderate 3 · Aggressive 5 · Speculative 8) instead of one number for everyone — verified in live evaluation runs on both models.
  • Quant suggestions you keep are acknowledged, not silently edited. Desk suggestion cards get a Keep button; auto-applied tuning shows as such and self-reverts after 7 days if it did not help (bounded auto-applier; the strategy history stays append-only).
  • Consult → PM requests are fenced. Anything Consult passes to the PM (symbols, question, wake reason) is validated and quoted inside a fenced block the PM treats as a request, never as instructions; Consult can no longer confirm order-producing cards on its own — an owner or operator must.
  • One daily AI budget per book shared by PM, Quant and Consult sessions with plain "budget reached" wording; tool handlers never raise into the SDK.
  • Citations mean something: research claims the PM cites must resolve to a brief it actually read (citation-fidelity hold).
  • Lab backtests blend signals with the same scoring the live desk uses (5 bps default costs, 520-day lookback), so Lab and live agree.

Release 26af505