{ "schema_version": "v13_source_eod_review_2", "plan_date": "20260924", "trade_date": "20260928", "source_paths": { "paper_runtime_snapshot": "/Users/tonyyu/sector_wave_agent/local_paper_runtime/reports/trading/paper_runtime_postclose_audit_20260928.json", "postclose_audit": "/Users/tonyyu/sector_wave_agent/local_paper_runtime/reports/trading/paper_runtime_postclose_audit_20260928.json", "execution_decision_snapshot": "", "legacy_trading_log": "", "latest_signals": "local_paper_runtime/reports/trading/local_paper_latest_signals.json", "portfolio_state": "local_paper_runtime/reports/trading/local_paper_portfolio_state.json", "trading_log": "local_paper_runtime/reports/trading/local_paper_trading_log_20260924.json", "latest_signals_date_mismatch": "requested=20260928,available=20260925" }, "status": "ERROR", "mode": "OBSERVE_ONLY", "allow_new_positions": false, "permission_timeline": { "configured_trade_mode": "OBSERVE_ONLY", "configured_allow_new_positions": false, "close_effective_trade_mode": "OBSERVE_ONLY", "close_effective_allow_new_positions": false, "transition_reason": "overridden_by_execution_data_health", "reasons": [ "data_pipeline_health_gate:evidence_pack_20260928_missing,market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN,plan_contract_execution_date_mismatch_20260925_vs_20260928,execution_regime_unconfirmed,plan_contract_disallows_new_positions" ], "chronology_note": "成交按各自发生时点的盘中权限认定；收盘有效模式只描述收盘状态，不能倒推抹除午盘前成交。" }, "account": { "initial_capital": 1000000.0, "cash": 1026300.83933, "market_value": 0.0, "total_value": 1026300.83933, "unrealized_pnl": 0.0, "realized_pnl": -23286.87603999997, "daily_pnl": 0.0, "daily_pnl_source": "cash_plus_market_value_equity_delta", "daily_pnl_mark_to_prev_close": 0.0, "prior_session_trade_date": "20260925", "prior_session_total_value": 1026300.83933, "daily_return_pct": 0.0, "total_pnl": 26300.839329999988, "total_pnl_pct": 2.630083932999999, "realized_pnl_source": "fifo_lot_pairing_net_of_costs_v2", "account_integrity_warning": null, "realized_pnl_scope": "trade_date", "cumulative_realized_pnl_estimate": 26300.839329999988, "cumulative_realized_pnl_estimate_source": "equity_minus_unrealized", "equity_source": "cash_plus_market_value", "upstream_total_value": 1026300.83933, "transaction_costs": 66.67067, "transaction_costs_trade_date": 0, "transaction_costs_source": "account_registered_cost_ledger", "gross_realized_pnl": -21902.99999999997, "daily_pnl_reference_source": "reports/trading/paper_runtime_postclose_audit_20260925.json" }, "summary": { "total_assets": 1026300.83933, "total_pnl": 26300.839329999988, "total_pnl_pct": 2.630083932999999, "unrealized_pnl": 0.0, "realized_pnl": -23286.87603999997, "daily_pnl": 0.0, "daily_pnl_source": "cash_plus_market_value_equity_delta", "daily_pnl_mark_to_prev_close": 0.0, "daily_return_pct": 0.0, "transaction_costs": 66.67067, "transaction_costs_trade_date": 0.0, "transaction_costs_source": "account_registered_cost_ledger", "filled_orders": 0, "rejected_orders": 0, "unfilled_orders": 0, "waiting_orders": 0, "official_buy_filled": 0, "shadow_buy_filled": 0, "risk_sell_filled": 0, "normal_sell_filled": 0, "position_add_filled": 0, "positions": 0, "raw_positions": 0, "dust_positions": 0, "signals": 0, "active_contracts": 0, "conditional_contracts": 0, "active_plan_contracts": 0, "watch_candidate_contracts": 0, "actionable": 0, "shadow_actionable": 0, "actionable_source": "runtime_gate_funnel", "preopen_sector_flow_passed": null, "integrity_warning": null, "account_integrity_warning": null, "realized_pnl_source": "fifo_lot_pairing_net_of_costs_v2", "vwap_reconciliation": {}, "vwap_reconciliation_scope": "all_signal_rows", "preopen_regime_alert": { "schema_version": "preopen_regime_transition_alert_v1", "trade_date": "20260928", "status": "ALERT", "severity": "AMBER", "window": "09:00-09:25", "plan_regime": "MIXED", "execution_regime": "UNKNOWN", "plan_score": null, "execution_score": null, "score_delta": null, "mismatch": true, "comparison_state": "unknown_execution", "execution_regime_confirmed": false, "external_level": "LOW", "external_source_path": "reports/external_checks/external_tech_shock_20260928.json", "triggers": [ "execution_regime_unknown" ], "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。", "no_silent_reopen": true }, "position_risk_event_count": 0, "t1_blocked_risk_count": 0 }, "positions": [], "orders": [], "shadow_observation_summary": { "total": 0, "status_counts": {}, "actionable_count": 0, "touched_count": 0, "cancelled_count": 0, "near_trigger_count": 0, "observe_count": 0, "chase_ceiling_blocked_count": 0, "invalid_price_broken_count": 0, "sector_divergence": [], "top_reasons": [], "policy_note": "OBSERVE_ONLY 下 actionable 仅为影子候选，不等于实际可执行买入；正式可执行数量以 runtime_gate_funnel.actionable 为准。" }, "shadow_position_lifecycle": [], "intended_but_blocked": [], "position_risk_events": [], "risk_action_summary": { "event_count": 0, "t1_blocked_count": 0, "triggered_count": 0, "next_session_required": false, "next_session_actions": [] }, "shadow_gate_audit": [], "risk_flags": { "coverage": "dated_candidate_coverage", "quality_state": "verified_candidate_coverage", "execution_impact": "normal_candidate_coverage", "new_entry_blocked": false, "missing_reason": null, "latest_available_date": "20260928", "coverage_gap_days": 0, "coverage_gap_alert": false, "shadow_observation_policy": "observe_with_warning", "coverage_audit_path": "reports/audit/20260928_risk_flags_coverage.json", "ingest_path": "reports/audit/20260928_risk_flags_ingest.json", "backfill_state": "complete", "missing_backfill_dates": [], "affected_symbol_count": 0, "supported_flags": [ "ST", "退市风险", "监管", "减持", "质押", "停牌" ], "integrity_warning": null, "note": "轻量风险旗标源；命中后只用于降级/加速风控，不可替代人工确认。", "sources": [ "config/local_risk_flags_20260928.json" ], "items": {} }, "execution_health": { "schema_version": "execution_data_health_v1", "trade_date": "20260928", "plan_date": "20260924", "status": "SYSTEM_HALT", "hard_block_new_entries": true, "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "block_reason": "data_pipeline_health_gate:evidence_pack_20260928_missing,market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN,plan_contract_execution_date_mismatch_20260925_vs_20260928,execution_regime_unconfirmed,plan_contract_disallows_new_positions", "blockers": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ], "soft_restrictions": [], "entry_reconfirmation_required": false, "evidence": { "path": null, "state": "missing" }, "trajectory": { "path": "reports/theme_cleaning/market_trajectory_20260928.json", "state": "verified_full_market_breadth_candidate_regime_proxy", "current_record_state": "verified_full_market_breadth_candidate_regime_proxy", "window_state": "derived_price_sector", "historical_window_has_gaps": false, "regime": "UNKNOWN", "regime_alignment": { "plan_regime": "MIXED", "execution_regime": "UNKNOWN", "plan_regime_known": true, "execution_regime_confirmed": false, "comparison_state": "unknown_execution", "mismatch": true, "regime_delta": null, "transition_direction": "unknown", "blocking_reasons": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ], "note": "执行日 regime 未确认；UNKNOWN 不是一致，确认前不得放行新入场。", "action": "hard_block_new_entries_until_execution_regime_reconfirmed" }, "candidate_pool_breadth_alert": { "candidate_pool_up_ratio": null, "market_up_ratio": 0.1549, "divergence_pct_points": null, "source": "kaipanla_exact_date_market_sentiment", "state": "unavailable", "alert_kind": "data_unavailable", "alert": false, "selection_review_required": false, "recommended_total_position_cap_pct": null, "action": "候选池或全市场广度缺失；补齐同交易日全市场数据后再判断剪刀差。" }, "preopen_regime_alert": { "schema_version": "preopen_regime_transition_alert_v1", "trade_date": "20260928", "status": "ALERT", "severity": "AMBER", "window": "09:00-09:25", "plan_regime": "MIXED", "execution_regime": "UNKNOWN", "plan_score": null, "execution_score": null, "score_delta": null, "mismatch": true, "comparison_state": "unknown_execution", "execution_regime_confirmed": false, "external_level": "LOW", "external_source_path": "reports/external_checks/external_tech_shock_20260928.json", "triggers": [ "execution_regime_unknown" ], "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。", "no_silent_reopen": true } }, "risk_flags": { "path": "config/local_risk_flags_20260928.json", "coverage_audit_path": "reports/audit/20260928_risk_flags_coverage.json", "state": "current", "latest_available_date": "20260928", "coverage_gap_days": 0, "max_allowed_gap_days": 5, "coverage_complete": true, "recovery_action": "当日风险旗标已覆盖，继续执行个股级风险过滤。" }, "daily_report": { "path": "reports/theme_cleaning/browser_dump_20260924_dashboard.cleaned.json", "fallback_to_plan_date": true }, "sector_external_validation": { "status": "UNAVAILABLE", "role": "external_confirmation_only", "can_grant_entry_permission": false, "missing_or_stale_is_bearish": false, "validation_path": "reports/external_checks/kaipanla/kaipanla_sector_second_wave_validation_20260928.json", "crosscheck_path": "reports/external_checks/kaipanla/kaipanla_preopen_plan_crosscheck_20260928.json", "preopen_overall_state": "PLAN_UNAVAILABLE", "preopen_summary": { "active_theme_count": 0, "active_confirmed_count": 0, "active_reconfirm_count": 0, "active_unverified_count": 0, "rotation_candidate_count": 0 }, "confirmed_sectors": [ "AI应用" ], "watch_sectors": [], "rotation_candidates_not_in_plan": [], "interval_start": "20260918", "interval_end": "20260924", "interval_provisional": false, "action": "开盘啦证据缺失只记数据质量告警，继续依赖主板块合同，不得判成板块转弱。" }, "plan_contract": { "path": "reports/trade_plan/20260924_active_plan_v2_for_trading.json", "target_trade_date": "20260925", "targets_execution_date": false, "requested_allow_new_positions": false, "requested_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "reconciliation_status": "overridden_by_execution_health_gate", "entry_reconfirmation_required": false, "soft_restrictions": [], "permission_source": "execution_data_health_gate", "conditional_probe_reconfirmation": { "path": null, "status": "MISSING", "candidate_symbols": [], "valid": false, "max_official_buys": null, "max_initial_position_pct": null, "reason": "" } }, "position_management_policy": "risk_sell_and_position_management_remain_enabled" }, "execution_health_observed": { "schema_version": "execution_data_health_v1", "trade_date": "20260928", "plan_date": "20260924", "status": "SYSTEM_HALT", "hard_block_new_entries": true, "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "block_reason": "data_pipeline_health_gate:evidence_pack_20260928_missing,market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN,plan_contract_execution_date_mismatch_20260925_vs_20260928,execution_regime_unconfirmed,plan_contract_disallows_new_positions", "blockers": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ], "soft_restrictions": [], "entry_reconfirmation_required": false, "evidence": { "path": null, "state": "missing" }, "trajectory": { "path": "reports/theme_cleaning/market_trajectory_20260928.json", "state": "verified_full_market_breadth_candidate_regime_proxy", "current_record_state": "verified_full_market_breadth_candidate_regime_proxy", "window_state": "derived_price_sector", "historical_window_has_gaps": false, "regime": "UNKNOWN", "regime_alignment": { "plan_regime": "MIXED", "execution_regime": "UNKNOWN", "plan_regime_known": true, "execution_regime_confirmed": false, "comparison_state": "unknown_execution", "mismatch": true, "regime_delta": null, "transition_direction": "unknown", "blocking_reasons": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ], "note": "执行日 regime 未确认；UNKNOWN 不是一致，确认前不得放行新入场。", "action": "hard_block_new_entries_until_execution_regime_reconfirmed" }, "candidate_pool_breadth_alert": { "candidate_pool_up_ratio": null, "market_up_ratio": 0.1549, "divergence_pct_points": null, "source": "kaipanla_exact_date_market_sentiment", "state": "unavailable", "alert_kind": "data_unavailable", "alert": false, "selection_review_required": false, "recommended_total_position_cap_pct": null, "action": "候选池或全市场广度缺失；补齐同交易日全市场数据后再判断剪刀差。" }, "preopen_regime_alert": { "schema_version": "preopen_regime_transition_alert_v1", "trade_date": "20260928", "status": "ALERT", "severity": "AMBER", "window": "09:00-09:25", "plan_regime": "MIXED", "execution_regime": "UNKNOWN", "plan_score": null, "execution_score": null, "score_delta": null, "mismatch": true, "comparison_state": "unknown_execution", "execution_regime_confirmed": false, "external_level": "LOW", "external_source_path": "reports/external_checks/external_tech_shock_20260928.json", "triggers": [ "execution_regime_unknown" ], "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。", "no_silent_reopen": true } }, "risk_flags": { "path": "config/local_risk_flags_20260928.json", "coverage_audit_path": "reports/audit/20260928_risk_flags_coverage.json", "state": "current", "latest_available_date": "20260928", "coverage_gap_days": 0, "max_allowed_gap_days": 5, "coverage_complete": true, "recovery_action": "当日风险旗标已覆盖，继续执行个股级风险过滤。" }, "daily_report": { "path": "reports/theme_cleaning/browser_dump_20260924_dashboard.cleaned.json", "fallback_to_plan_date": true }, "sector_external_validation": { "status": "UNAVAILABLE", "role": "external_confirmation_only", "can_grant_entry_permission": false, "missing_or_stale_is_bearish": false, "validation_path": "reports/external_checks/kaipanla/kaipanla_sector_second_wave_validation_20260928.json", "crosscheck_path": "reports/external_checks/kaipanla/kaipanla_preopen_plan_crosscheck_20260928.json", "preopen_overall_state": "PLAN_UNAVAILABLE", "preopen_summary": { "active_theme_count": 0, "active_confirmed_count": 0, "active_reconfirm_count": 0, "active_unverified_count": 0, "rotation_candidate_count": 0 }, "confirmed_sectors": [ "AI应用" ], "watch_sectors": [], "rotation_candidates_not_in_plan": [], "interval_start": "20260918", "interval_end": "20260924", "interval_provisional": false, "action": "开盘啦证据缺失只记数据质量告警，继续依赖主板块合同，不得判成板块转弱。" }, "plan_contract": { "path": "reports/trade_plan/20260924_active_plan_v2_for_trading.json", "target_trade_date": "20260925", "targets_execution_date": false, "requested_allow_new_positions": false, "requested_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "reconciliation_status": "overridden_by_execution_data_health", "entry_reconfirmation_required": false, "soft_restrictions": [], "permission_source": "execution_data_health_gate", "conditional_probe_reconfirmation": { "path": null, "status": "MISSING", "candidate_symbols": [], "valid": false, "max_official_buys": null, "max_initial_position_pct": null, "reason": "" } }, "position_management_policy": "risk_sell_and_position_management_remain_enabled", "permission_reconciliation": { "configured_allow_new_positions": false, "configured_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "effective_position_cap_pct": null, "reconciliation_status": "overridden_by_execution_data_health", "reasons": [ "data_pipeline_health_gate:evidence_pack_20260928_missing,market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN,plan_contract_execution_date_mismatch_20260925_vs_20260928,execution_regime_unconfirmed,plan_contract_disallows_new_positions" ], "premarket_execution_brief_path": null, "midday_execution_overlay_path": null }, "sizing_reason_reconciliation": { "schema_version": "signal_sizing_reason_reconciliation_v1", "legacy_reason": "position_sizing_no_room_or_cash", "reconciled_count": 0, "reason_counts": {}, "account_cash": 1026300.83933, "account_exposure_pct": 0.0, "effective_position_cap_pct": null, "policy_allows_new_positions": false, "policy": "diagnostic_only_no_order_or_quantity_mutation" } }, "execution_health_reconciliation": { "observed_at_runtime": { "status": "SYSTEM_HALT", "hard_block_new_entries": true, "blockers": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ] }, "recomputed_after_close": { "status": "SYSTEM_HALT", "hard_block_new_entries": true, "blockers": [ "evidence_pack_20260928_missing", "market_trajectory_verified_full_market_breadth_candidate_regime_proxy_UNKNOWN", "plan_contract_execution_date_mismatch_20260925_vs_20260928", "execution_regime_unconfirmed", "plan_contract_disallows_new_positions" ], "entry_reconfirmation_required": false }, "policy_changed_after_repair": false, "classification": "historical_runtime_and_recomputed_policy_consistent", "audit_note": "盘中原始轨迹保留为历史事实；修复后的规则仅用于回溯验证和后续交易日，不能倒写为当日已执行。" }, "candidate_pool_coverage_review": { "schema_version": "candidate_pool_coverage_review_v1", "status": "NOT_REQUIRED", "trigger": { "candidate_pool_up_ratio": null, "market_up_ratio": 0.1549, "divergence_pct_points": null, "source": "kaipanla_exact_date_market_sentiment", "state": "unavailable", "alert_kind": "data_unavailable", "alert": false, "selection_review_required": false, "recommended_total_position_cap_pct": null, "action": "候选池或全市场广度缺失；补齐同交易日全市场数据后再判断剪刀差。" }, "candidate_theme_count": 0, "candidate_theme_summary": [], "execution_boundary": { "research_only": true, "can_create_orders": false, "can_change_same_day_permission": false, "can_change_same_day_whitelist": false, "can_change_position_cap": false, "rule": "覆盖缺口只触发下一交易日研究与盘前计划更新；当日仍由既有 Strict Gate、外部冲击和风险规则决定。" }, "research_queue": [] }, "entry_arbitration_review": { "schema_version": "entry_arbitration_review_v1", "status": "TRACE_UNAVAILABLE", "trace_path": null, "no_lookahead": true, "rank_source": "active_plan.execution_rank_or_preopen_priority", "missed_priority_actions": [], "second_theme_seat_fills": [], "candidate_rule": { "energy_ratio_min": 1.2, "three_bar_momentum_min_pct": 0.0, "production_enabled": false, "validation_status": "INSUFFICIENT_SAMPLE", "minimum_required_samples": 5, "observed_samples": 0, "reason": "避免用单日单笔结果直接改动生产阈值；先连续样本外记录第二席位质量。" } }, "gate_funnel_reconciliation": { "status": "NOT_ENOUGH_EVIDENCE", "trace_path": null, "postclose_one_shot_reset_detected": false }, "intraday_metric_reconciliation": {}, "auction": { "used_as_standalone_gate": false, "usage_note": "集合竞价只做板块/个股预确认与早盘择时加权，不单独触发买入。", "preopen_gate_legacy": {}, "auction_board_confirm_score": 20, "auction_stock_accept_score": 0, "auction_liquidity_score": 0, "covered_signal_count": 0, "covered_holding_count": 0, "slot_holding_count": 0, "dust_holding_count": 0, "holding_symbols": [], "slot_holding_symbols": [], "reason": "no_preopen_fact", "external_gate_reconciliation": { "status": "reconciled", "source_file": "reports/external_checks/external_tech_shock_20260928.json", "source_generated_at": "2026-09-28T09:25:13+08:00", "source_quality": "reviewable_live_fallback", "observed_runtime_gate": { "level": null, "source_status": null, "source_quality": null, "reasons": [] }, "verified_gate": { "level": "LOW", "score": 0.0, "reasons": [ "external_source_partial_confidence_degraded" ], "source_quality": "reviewable_live_fallback" }, "korea_market_stress_pct": -2.2234, "korea_market_close_pct": -2.2234, "korea_stress_basis": "kospi_intraday_low_pct", "stress_mismatch": false, "note": "执行时与收盘后核验的韩国压力口径一致；后续统一使用 kospi_intraday_low_pct，收盘涨跌幅单独展示。" } }, "gate_funnel": { "evaluated_count": 0, "passed_count": 0, "policy_blocked_observe_only": 0, "market_gate_blocked": 0, "minute_energy_blocked": 0, "vwap_blocked": 0, "chase_ceiling_blocked": 0, "capital_blocked": 0, "quote_stale_blocked": 0, "data_source": 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