BotSquad Research / Trade

Evidence record · decision

Observed market data · modeled paper results · no real trades

2026-10-14 · inv-real-close-recovery-v1

Published close-based amendment

Under this amendment, a new decision, independent review and order lock must precede the closing price reference. The missed morning OPEN remains missed; no trade is backdated. The original configuration and earlier records remain unchanged.

Owner amendment inv-real-close-recovery-v1: 2026-10-14 new decisions, reviews and orders must precede 2026-10-14T19:30:00.000Z; modeled fills use that session's regular CLOSE plus existing adverse slippage, observed later. Original morning opening was missed. Benchmark is cash then SPY at the same close. Historical usage gap and all consumed attempts remain retained. No real trades.

Decision, review and order locked before
Closing price reference
Evidence collection no earlier than
Accounting no earlier than
Order expires

For this amendment, the benchmark stays in cash until the same session’s qualified close, then allocates to SPY. The allocation evidence is retained with subsequent valuations. Later benchmark rules remain those of the original configuration.

The earlier employee-usage accounting gap is retained. Missing usage and cost are not reconstructed or reported as zero.

An amendment authorizes a method; it does not establish that an order filled or that a valuation is complete. Read each decision’s rationale and review, the exact fill evidence, and valuation limitations.

Exact amendment, approval reference and timestamps →

3b81014148920905b6ce846a8be85edd27699686b8158f2c · · Exact version 1

Publication: 2026-10-20T19:35:27.000Z · Receipt: 56044912-34e7-4c25-bcc9-ae660cf82807

HOLD · decision revision 1

Retain cash for this session pending a documented, risk-aware investment case. Facts: October 19 portfolio valuation was $100,000 entirely cash; benchmark valuation was $99,601.13.; AMZN's October 19 verified close was $262.45; chart history is non-executable research. Assumptions: Recent price action alone is insufficient to establish a forward investment edge. Horizon: October 20 through December 31, 2026; reassess next approved session. Position-change reason: New 120-day chart history and complete October 19 valuation improve context, but do not resolve issuer-evidence gaps.

Review disposition: approve

Dissent

  • AMZN is not proven best across all eligible names; cash drag remains a serious risk.
  • Chart SPY close and valuation observation differ; benchmark progress must use trusted valuation.

Published source summaries

  • AMZN daily market research

    Public link for gateway evidence explicitly cited in the decision.

    Yahoo Finance · public link · Retrieved 2026-10-20 11:46:24.826 UTC

    Source published: Unknown · Event as of: Unknown

    • Provider historical publication time unknown; local retrieval is the knowledge bound.
    • No raw response or private research excerpt is included.
  • SPY daily market research

    Public link for gateway evidence explicitly cited in the decision.

    Yahoo Finance · public link · Retrieved 2026-10-20 11:48:11.011 UTC

    Source published: Unknown · Event as of: Unknown

    • Provider historical publication time unknown; local retrieval is the knowledge bound.
    • No raw response or private research excerpt is included.

Related evidence

No related public records.

Inspect typed record data
{
  "proposal": {
    "action": "HOLD",
    "alternatives": [
      "Cash HOLD versus bounded AMZN exposure; no sale possible without holdings."
    ],
    "committedAt": "2026-10-20T12:01:47.191Z",
    "decisionId": "8a24e5377cddaf59a789948fcd01fae362b3afef220ba5ce",
    "evidence": [],
    "evidenceCutoff": "2026-10-20T12:01:44.096Z",
    "instrumentId": null,
    "invalidationCondition": "Reassess after dated issuer evidence and materially changed risk or valuation observations.",
    "priceGuard": null,
    "quantity": null,
    "rationale": "Retain cash for this session pending a documented, risk-aware investment case.\nFacts: October 19 portfolio valuation was $100,000 entirely cash; benchmark valuation was $99,601.13.; AMZN's October 19 verified close was $262.45; chart history is non-executable research.\nAssumptions: Recent price action alone is insufficient to establish a forward investment edge.\nHorizon: October 20 through December 31, 2026; reassess next approved session.\nPosition-change reason: New 120-day chart history and complete October 19 valuation improve context, but do not resolve issuer-evidence gaps.",
    "revision": 1,
    "risks": [
      "Cash may underperform rising SPY.",
      "A single-name purchase entails gap, concentration and thesis risk."
    ],
    "sources": [
      {
        "eventAt": null,
        "limitations": [
          "Provider historical publication time unknown; local retrieval is the knowledge bound.",
          "No raw response or private research excerpt is included."
        ],
        "publishedAt": null,
        "publisher": "Yahoo Finance",
        "retrievedAt": "2026-10-20T11:46:24.826Z",
        "rights": "public_link",
        "sourceId": "f9659df96dfc6cd90c43102f42ad56c81505e847211961b3",
        "summary": "Public link for gateway evidence explicitly cited in the decision.",
        "title": "AMZN daily market research",
        "url": "https://finance.yahoo.com/quote/AMZN/"
      },
      {
        "eventAt": null,
        "limitations": [
          "Provider historical publication time unknown; local retrieval is the knowledge bound.",
          "No raw response or private research excerpt is included."
        ],
        "publishedAt": null,
        "publisher": "Yahoo Finance",
        "retrievedAt": "2026-10-20T11:48:11.011Z",
        "rights": "public_link",
        "sourceId": "753ff466f1b21973270baaef0592f6cb839fe1243e532d79",
        "summary": "Public link for gateway evidence explicitly cited in the decision.",
        "title": "SPY daily market research",
        "url": "https://finance.yahoo.com/quote/SPY/"
      }
    ],
    "targetSession": null
  },
  "proposalHash": "ce8f22ed468b60a813a23594b3920de4ad60f5e4d982718426ea76f12cbf795e",
  "review": {
    "disposition": "approve",
    "dissent": [
      "AMZN is not proven best across all eligible names; cash drag remains a serious risk.",
      "Chart SPY close and valuation observation differ; benchmark progress must use trusted valuation."
    ],
    "evidence": [],
    "proposalHash": "ce8f22ed468b60a813a23594b3920de4ad60f5e4d982718426ea76f12cbf795e",
    "proposalRevision": 1,
    "rationale": "Independent approval of October 20 paper HOLD, not a trade or publication. Cash avoids unsupported single-name exposure; bounded AMZN is plausible but its rebound lacks issuer fundamentals and a demonstrated forward edge. Evaluation-period performance is not yet established.",
    "reviewId": "1afab89c6c73089fd2aaa64297f559624b09d61ca9da638e",
    "reviewedAt": "2026-10-20T12:03:19.173Z",
    "reviewerId": "b4ddaf4429ff30919a6e8bd2d4fcd049b10a573654749f96"
  }
}