Skip to content
Release 22

The Portfolio Manager keeps its mandate on every posture

What changed for people using Bellwether

  • Mandate held in 40 live sessions. Across every posture the PM read its inputs before trading, put a real stop on every order, and did not re-enter after a halt, over-pace, or churn.
  • Adds by posture. Moderate books may add to a winning position once; Aggressive and Speculative may add repeatedly within their caps; Conservative and Preservation do not add.
  • Score correction. An earlier reported jump in PM scores was mostly a grading change, not a behaviour change; the record now says so.

Switched on in this release

  • The reworded always-on instruction text, the conditional mandate lines in the decision inputs, the Moderate one-add number and the re-pinned entry-confirmation skill are live for every book from this release. The new intraday desk procedure module is proven on the live protocol (k = 5, p = 0.004) and listed for the Portfolio Manager, but like the other situational modules it takes effect only where the situational-modules switch is on, which is still off in production.

Known gaps and what’s next

  • A weekly PM tournament compares prompt variants on the same live protocol; first results pending.
  • Intraday procedure module is proven but stays off until situational modules are enabled.

Release 22 f0faedc