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231146
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evt_1e4b5c301662
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opportunity_drop_decision
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2026-04-18T20:26:47.272880+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:26:47.272805+00:0 {"at":"2026-04-18T20:26:47.272805+00:00","entity_key":"equity:SGI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ee0b0c00defe","where":"theme_universe_gate"}...
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2026-04-18T20:26:47.272884+00:00
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123071
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evt_1e4b4d0d81a9
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opportunity_drop_decision
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2026-04-18T02:29:48.978193+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:29:48.978163+00:0 {"at":"2026-04-18T02:29:48.978163+00:00","entity_key":"equity:NVR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_836a5fb75569","where":"theme_universe_gate"}...
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2026-04-18T02:29:48.978197+00:00
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36469
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evt_1e4b4b620b2a
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artifact_upsert
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2026-04-13T21:43:26.070771+00:00
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planner
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-13","confidence":0.95,"created_at":"2026-04-13T21:43:26.070771+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-13","fingerprint":"354b03f7d6ef5571e0991343d541e73bd848a09b","plan_fingerprint":"07b039bbbaf67c9c3ab84ba180be16ae350352b1","source":"planner"},"output_json":{"day":"2026-04-13","plan":{"day":"2026-04-13","do_now":[],"do_today":[],"meta":{"built_at":"2026-04-13T21:43:26.070771+00:00","daily_synthesis_source":"fallback","day":"2026-04-13","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":1,"stale_question":0,"stale_workflow":0},"fingerprint":"23cd879c78afc4a8984337113a346888a4a13cb8","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[],"notes":[],"one_thing":null,"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":0,"do_now":0,"do_today":0,"inbox_in":0,"must_do":0,"parked":0,"pending_in":0,"should_do":0,"visible":0,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"23cd879c78afc4a8984337113a346888a4a13cb8","planner_model":"gpt-5.4-nano"}},"output_mrkdwn":"*Daily Plan* \u2014 2026-04-13","ready_at":"2026-04-13T21:43:26.070771+00:00","status":"ready","summary":null,"title":"Daily Plan 2026-04-13","updated_at":"2026-04-13T21:43:26.070771+00:00"}...
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0.95
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artifact_upsert:daily_plan:2026-04-13:354b03f7d6ef artifact_upsert:daily_plan:2026-04-13:354b03f7d6ef5571e0991343d541e73bd848a09b...
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2026-04-13T21:43:26.248186+00:00
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13003
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2026-04-10T02:33:37.544391+00:00
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planner
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[]
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{"day":"2026-04-09","plan" {"day":"2026-04-09","plan":{"day":"2026-04-09","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","id":"sig:e63084a0acfa41f9","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:CBNK:1d:2026-04-07T00:00:00Z:2026-04-09","evidence_event_ids":["evt_7f72ac3a0660"],"reason_trace":{"cutoff_iso":"2026-04-06T20:17:55Z","eligible_timeframes":["1d"],"market_now":"2026-04-09T16:17:55.410554-04:00","period_key":"2026-04-09","recent_signal_hours":72,"signal_timestamp":"2026-04-07T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_e5afb356d1b5","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:950ac63774ed8839","triage":{"action_hints":["schedule review to confirm whether the big-move signal still holds and whether any user-relevant action is warranted"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged high severity but is not user-visible","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for relevance/confirmation.","review_in_days":30,"route":"review","urgency":"low"},"user_visible":false},"next_touch_at_iso":null,"route":"review","score":25.0,"score_hint":0.0,"source_kind":"signal","tags":["family:general","priority:high","route:review","severity:high","signal","signal:technical_indicator_signal","source:technical_analyzer","triage:park","urgency:low"],"ts":"2026-04-09T20:17:55.410532+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a background technical signal with no direct user-visible action required now, so it can be reviewed later for relevance/confirmation."}],"do_today":[],"meta":{"built_at":"2026-04-10T02:33:37.544391+00:00","daily_synthesis_source":"fallback","day":"2026-04-09","filters":{"deduped":0,"internal_shadow":0,"noise_signal":1,"stale":3,"stale_question":0,"stale_workflow":0},"fingerprint":"23b45a1593336cde7d246deecf5d426c63cf3596","intelligence_directives":[{"action_type":null,"confidence":0.55,"evidence_event_id":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","implication":"This item is currently one of the highest-leverage moves for trajectory control.","recommended_action":"Do this next: Technical indicator signal flagged high severity but is not 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relevance/confirmation."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high severity but is not user-visible","id":"sig:e63084a0acfa41f9","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:CBNK:1d:2026-04-07T00:00:00Z:2026-04-09","evidence_event_ids":["evt_7f72ac3a0660"],"reason_trace":{"cutoff_iso":"2026-04-06T20:17:55Z","eligible_timeframes":["1d"],"market_now":"2026-04-09T16:17:55.410554-04:00","period_key":"2026-04-09","recent_signal_hours":72,"signal_timestamp":"2026-04-07T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_e5afb356d1b5","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:950ac63774ed8839","triage":{"action_hints":["schedule review to confirm whether the big-move signal still holds and whether any user-relevant action is 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action required now, so it can be reviewed later for relevance/confirmation."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"23b45a1593336cde7d246deecf5d426c63cf3596","planner_model":"gpt-5.4-nano"}}...
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planner_plan_built:2026-04-09:52791e41be6f5a090122 planner_plan_built:2026-04-09:52791e41be6f5a0901226edb208068dfd20167f5...
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2026-04-10T02:33:37.683344+00:00
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2026-04-17T05:09:40.708032+00:00
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llm:openai
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[]
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{"cost_usd":0.001307,"meta":{" {"cost_usd":0.001307,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":1.426312,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":789,"input_tokens_original":789,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1800,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1800,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0bcfa1089af31c9b0069e1c08f0fec8193a26106e36ff334dd","usage":{"input_tokens":1343,"input_tokens_details":{"cached_tokens":0},"output_tokens":831,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2174}}...
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llm_usage:resp_0bcfa1089af31c9b0069e1c08f0fec8193a llm_usage:resp_0bcfa1089af31c9b0069e1c08f0fec8193a26106e36ff334dd...
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2026-04-10T17:02:48.759624+00:00
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llm:openai
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{"cost_usd":0.001106,"meta":{" {"cost_usd":0.001106,"meta":{"governance":{"chars_trimmed":5481,"complexity":"medium","cost_24h_usd":6.095235,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1648,"input_tokens_original":1648,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1500,"response_format_type":"json_schema","schema_name":"bounded_reasoning_final","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1500,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.05},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_090294ac9e7994f70069d92d356e148196a7920caf9434e8a2","usage":{"input_tokens":2500,"input_tokens_details":{"cached_tokens":0},"output_tokens":485,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2985}}...
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llm_usage:resp_090294ac9e7994f70069d92d356e148196a llm_usage:resp_090294ac9e7994f70069d92d356e148196a7920caf9434e8a2...
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2026-04-19T03:42:32.687696+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T03:42:32.687643+00:0 {"at":"2026-04-19T03:42:32.687643+00:00","entity_key":"equity:HAL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a78e59edab22","where":"theme_universe_gate"}...
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2026-04-18T08:35:30.879616+00:00
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{"at":"2026-04-18T08:35:30.879536+00:0 {"at":"2026-04-18T08:35:30.879536+00:00","entity_key":"equity:FALN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_dfd285f3b401","where":"theme_universe_gate"}...
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2026-04-11T23:05:56.372520+00:00
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{"cost_usd":0.000528,"meta":{" {"cost_usd":0.000528,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.053483,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":295,"input_tokens_original":295,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0be03da5466ab9f80069dad3d1edd08197bda76346a52880ab","usage":{"input_tokens":642,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":962}}...
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llm_usage:resp_0be03da5466ab9f80069dad3d1edd08197b llm_usage:resp_0be03da5466ab9f80069dad3d1edd08197bda76346a52880ab...
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2026-04-18T15:41:08.161023+00:00
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{"at":"2026-04-18T15:41:08.160981+00:0 {"at":"2026-04-18T15:41:08.160981+00:00","entity_key":"equity:ALGO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a54ea0805249","where":"theme_universe_gate"}...
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2026-04-18T16:26:14.425329+00:00
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{"at":"2026-04-18T16:26:14.425274+00:0 {"at":"2026-04-18T16:26:14.425274+00:00","entity_key":"equity:SON","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_99831978a884","where":"theme_universe_gate"}...
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2026-04-17T22:14:12.435498+00:00
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{"at":"2026-04-17T22:14:12.435470+00:0 {"at":"2026-04-17T22:14:12.435470+00:00","entity_key":"equity:UAL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ad84e0059e5e","where":"theme_universe_gate"}...
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2026-04-18T00:29:35.829114+00:00
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{"at":"2026-04-18T00:29:35.829009+00:0 {"at":"2026-04-18T00:29:35.829009+00:00","entity_key":"equity:UPST","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ed6783543a57","where":"theme_universe_gate"}...
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2026-04-18T13:55:56.697782+00:00
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{"at":"2026-04-18T13:55:56.697755+00:0 {"at":"2026-04-18T13:55:56.697755+00:00","entity_key":"equity:BMXI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_4e2b25016b5a","where":"theme_universe_gate"}...
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259174
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evt_1e48e1e529d6
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2026-04-19T01:47:39.360370+00:00
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{"at":"2026-04-19T01:47:39.360303+00:0 {"at":"2026-04-19T01:47:39.360303+00:00","entity_key":"equity:MOH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_90b0c0c24360","where":"theme_universe_gate"}...
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188786
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2026-04-18T13:00:52.975778+00:00
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{"at":"2026-04-18T13:00:52.975740+00:0 {"at":"2026-04-18T13:00:52.975740+00:00","entity_key":"equity:BAH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fdde541aa42f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T13:00:52.975782+00:00
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248326
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evt_1e48c2a4d70b
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opportunity_drop_decision
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2026-04-18T23:47:07.035817+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T23:47:07.035790+00:0 {"at":"2026-04-18T23:47:07.035790+00:00","entity_key":"equity:CSX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_296ceeea17ce","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T23:47:07.035821+00:00
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318402
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evt_1e489fb95cee
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opportunity_drop_decision
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2026-04-19T15:44:11.632422+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T15:44:11.632348+00:0 {"at":"2026-04-19T15:44:11.632348+00:00","entity_key":"equity:RIVN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_be724141ab61","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T15:44:11.632426+00:00
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26896
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evt_1e489c7e1085
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llm_usage
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2026-04-12T01:31:09.272336+00:00
|
llm:openai
|
[]
|
{"cost_usd":0.000522,"meta":{" {"cost_usd":0.000522,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.351935,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":288,"input_tokens_original":288,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_092029ba300ec6340069daf5db22f48193bc2cba07b8024917","usage":{"input_tokens":623,"input_tokens_details":{"cached_tokens":0},"output_tokens":318,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":941}}...
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NULL
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0.0
|
llm_usage:resp_092029ba300ec6340069daf5db22f48193b llm_usage:resp_092029ba300ec6340069daf5db22f48193bc2cba07b8024917...
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NULL
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2026-04-12T01:31:09.272387+00:00
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63740
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evt_1e489a2df8ce
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signal_candidate_ingest
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2026-04-17T11:07:21.921826+00:00
|
collector:news
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[]
|
{"created_at":"2026-04-17T11:07:21.921 {"created_at":"2026-04-17T11:07:21.921826+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxOYnJ2NVU3ZThNclBYbUJQUXhJNldadDFIZWtDeDNoU3FSclVjVmZtS1hkTmNFZkNOaUF2NmVYOG1PczU3WFluYlJ5MHJ3NVNTRDFySEE5S0FrQ1lWaG1DUE5qY2ZRUjlVQTNJM19nMmdvdmN0eVhBQ2lRZnpZY2tHaWRmajdpaGVrUjdBT2tnRE83eHRUenVyag?oc=5","value":{"fp":"6fb4f83873222a18","published_at":"2026-04-17T10:53:00+00:00","source":"Barron's","source_domain":"barrons.com","source_url":"https://www.barrons.com","summary":"Markets Are Pivoting From Iran War. But Earnings Pose a Reality Check and 4 Other Things to Know Today. Barron's","title":"Markets Are Pivoting From Iran War. But Earnings Pose a Reality Check and 4 Other Things to Know Today. - Barron's","url":"https://news.google.com/rss/articles/CBMimAFBVV95cUxOYnJ2NVU3ZThNclBYbUJQUXhJNldadDFIZWtDeDNoU3FSclVjVmZtS1hkTmNFZkNOaUF2NmVYOG1PczU3WFluYlJ5MHJ3NVNTRDFySEE5S0FrQ1lWaG1DUE5qY2ZRUjlVQTNJM19nMmdvdmN0eVhBQ2lRZnpZY2tHaWRmajdpaGVrUjdBT2tnRE83eHRUenVyag?oc=5"}}...
|
rss:Barron's
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1.0
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news_delta:ef906968630c1bad
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NULL
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2026-04-17T11:07:21.922091+00:00
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241741
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evt_1e4880bc2002
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opportunity_drop_decision
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2026-04-18T22:31:58.639013+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-18T22:31:58.638963+00:0 {"at":"2026-04-18T22:31:58.638963+00:00","entity_key":"equity:CBSH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0b4450b5d093","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T22:31:58.639018+00:00
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203890
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evt_1e4845637c04
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opportunity_drop_decision
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2026-04-18T15:31:09.364462+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T15:31:09.364430+00:0 {"at":"2026-04-18T15:31:09.364430+00:00","entity_key":"equity:YCBD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_9379000c819f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T15:31:09.364465+00:00
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161007
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evt_1e47d4e1b16c
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opportunity_drop_decision
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2026-04-18T08:30:30.114069+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T08:30:30.114035+00:0 {"at":"2026-04-18T08:30:30.114035+00:00","entity_key":"macro:us_yield_curve","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"yield_curve","tick_id":"otick_16bb0f1c9194","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T08:30:30.114072+00:00
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201241
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evt_1e47c6b367d8
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opportunity_drop_decision
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2026-04-18T15:06:07.441971+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T15:06:07.441931+00:0 {"at":"2026-04-18T15:06:07.441931+00:00","entity_key":"equity:WASH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0564cbabbec2","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T15:06:07.441976+00:00
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190013
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evt_1e47b4cd960f
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opportunity_drop_decision
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2026-04-18T13:15:52.569419+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T13:15:52.569377+00:0 {"at":"2026-04-18T13:15:52.569377+00:00","entity_key":"equity:TSSI","reason_code":"noise:10b5_1","signal_id":"sig_147ab90054b7","tick_id":"otick_d70b1c3a83c1","where":"signal_interpretation"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T13:15:52.569423+00:00
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286520
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evt_1e475c2218df
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opportunity_drop_decision
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2026-04-19T07:47:55.753449+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T07:47:55.753409+00:0 {"at":"2026-04-19T07:47:55.753409+00:00","entity_key":"equity:MSFT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b2c469533b67","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T07:47:55.753452+00:00
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40993
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evt_1e47037ce795
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llm_usage
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2026-04-14T07:35:39.864209+00:00
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llm:openai
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[]
|
{"cost_usd":0.000495,"meta":{" {"cost_usd":0.000495,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.928556,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":373,"input_tokens_original":373,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_04e1e3dc5d791f550069ddee4858fc819094eba3edecdd14b5","usage":{"input_tokens":693,"input_tokens_details":{"cached_tokens":0},"output_tokens":285,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":978}}...
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NULL
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0.0
|
llm_usage:resp_04e1e3dc5d791f550069ddee4858fc81909 llm_usage:resp_04e1e3dc5d791f550069ddee4858fc819094eba3edecdd14b5...
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NULL
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2026-04-14T07:35:39.864260+00:00
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199538
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evt_1e46e6c05768
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opportunity_drop_decision
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2026-04-18T14:50:57.987824+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T14:50:57.987792+00:0 {"at":"2026-04-18T14:50:57.987792+00:00","entity_key":"equity:TCRX","reason_code":"noise:proxy_routine","signal_id":"sig_2be144d5709e","tick_id":"otick_0d370ddb204a","where":"signal_interpretation"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T14:50:57.987828+00:00
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100597
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evt_1e46cdc99be1
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opportunity_drop_decision
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2026-04-17T23:14:22.012660+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-17T23:14:22.012620+00:0 {"at":"2026-04-17T23:14:22.012620+00:00","entity_key":"equity:TFIN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e4b9719bb980","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T23:14:22.012663+00:00
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290479
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evt_1e46a87cf238
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opportunity_drop_decision
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2026-04-19T08:48:05.963304+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T08:48:05.963273+00:0 {"at":"2026-04-19T08:48:05.963273+00:00","entity_key":"macro:sp500","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_39b621a5a12b","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T08:48:05.963308+00:00
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188466
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evt_1e465617fa94
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llm_usage
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2026-04-18T13:00:50.484376+00:00
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llm:openai
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[]
|
{"cost_usd":0.001135,"meta":{" {"cost_usd":0.001135,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":11834,"complexity":"medium","cost_24h_usd":2.363737,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0803342407ee46580069e3807dc9f88195a36dd3c6c850fe1f","usage":{"input_tokens":1981,"input_tokens_details":{"cached_tokens":1792},"output_tokens":591,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2572}}...
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NULL
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0.0
|
llm_usage:resp_0803342407ee46580069e3807dc9f88195a llm_usage:resp_0803342407ee46580069e3807dc9f88195a36dd3c6c850fe1f...
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NULL
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2026-04-18T13:00:50.485764+00:00
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314935
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evt_1e46322a526f
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opportunity_drop_decision
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2026-04-19T14:53:50.360145+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T14:53:50.360107+00:0 {"at":"2026-04-19T14:53:50.360107+00:00","entity_key":"equity:SEC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_4cf5fa7d36e1","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T14:53:50.360149+00:00
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114139
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evt_1e462fabc6e7
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opportunity_drop_decision
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2026-04-18T01:04:42.361671+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T01:04:42.361644+00:0 {"at":"2026-04-18T01:04:42.361644+00:00","entity_key":"equity:MAMO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1770ff42079d","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T01:04:42.361674+00:00
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167476
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evt_1e45d074928e
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opportunity_drop_decision
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2026-04-18T09:35:34.228571+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T09:35:34.228510+00:0 {"at":"2026-04-18T09:35:34.228510+00:00","entity_key":"equity:STC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ca1b84bc4538","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T09:35:34.228575+00:00
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Edit
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37792
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evt_1e45892ed8e0
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llm_usage
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2026-04-13T23:21:49.251056+00:00
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llm:openai
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[]
|
{"cost_usd":0.00054,"meta":{"g {"cost_usd":0.00054,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.988385,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":354,"input_tokens_original":354,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":320,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0fa14a91bb3a1e0a0069dd7a8a5d888195a4e6f156976d4f61","usage":{"input_tokens":702,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1022}}...
|
NULL
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0.0
|
llm_usage:resp_0fa14a91bb3a1e0a0069dd7a8a5d888195a llm_usage:resp_0fa14a91bb3a1e0a0069dd7a8a5d888195a4e6f156976d4f61...
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NULL
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2026-04-13T23:21:49.251111+00:00
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113997
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evt_1e4505880a2e
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signal_candidate_ingest
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2026-04-18T01:02:58.998063+00:00
|
collector:discovery
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[]
|
{"created_at":"2026-04-18T01:02:58.998 {"created_at":"2026-04-18T01:02:58.998063+00:00","signal_type":"discovery_ipo_delta","source":"discovery_ingestor","url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQYVNHV2Z3ZzVLZ1k1WUoxZ2FVemdtLWxRYmE2dGJFank4NXRqOTJEZnpTT0E4Vm9HY19WVTZjR0Rtc25VS3QtRGNwUzRhcVBFeFp1NWRpM1BSR3dpdm1NSzlYSXBSSldjNjJNR2RkOGtGLXRfT1M4UUxtZkQ1TF8zN1NGVjl2ck9VUTktT3ZLMFpqWDc0V19SQ29B?oc=5","value":{"fp":"8b54f08aac972054","kind":"ipo_calendar","published_at":"2026-04-17T14:17:54+00:00","source":"Gotrade","summary":"AI Investment Surge Fuels IPO Frenzy and Rising Chip Costs Gotrade","tickers":[],"title":"AI Investment Surge Fuels IPO Frenzy and Rising Chip Costs - Gotrade","url":"https://news.google.com/rss/articles/CBMimgFBVV95cUxQYVNHV2Z3ZzVLZ1k1WUoxZ2FVemdtLWxRYmE2dGJFank4NXRqOTJEZnpTT0E4Vm9HY19WVTZjR0Rtc25VS3QtRGNwUzRhcVBFeFp1NWRpM1BSR3dpdm1NSzlYSXBSSldjNjJNR2RkOGtGLXRfT1M4UUxtZkQ1TF8zN1NGVjl2ck9VUTktT3ZLMFpqWDc0V19SQ29B?oc=5"}}...
|
rss
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1.0
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discovery_ipo_delta:7eb29c926a447f74
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NULL
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2026-04-18T01:03:03.466556+00:00
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104120
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evt_1e44f48c82f4
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opportunity_drop_decision
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2026-04-17T23:44:22.213972+00:00
|
opportunity_daemon
|
[]
|
{"at":"2026-04-17T23:44:22.213896+00:0 {"at":"2026-04-17T23:44:22.213896+00:00","entity_key":"equity:CZNC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2b782e630c55","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T23:44:22.213976+00:00
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Edit
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48068
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evt_1e44d4687145
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signal_candidate_ingest
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2026-04-15T11:17:39.659330+00:00
|
collector:discovery
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[]
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{"created_at":"2026-04-15T11:17:39.659 {"created_at":"2026-04-15T11:17:39.659330+00:00","signal_type":"discovery_new_listings_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/cava-group-reaches-analyst-target-price-0","value":{"fp":"14be4c44864e0d75","kind":"new_listings","published_at":"2026-04-15T11:00:49+00:00","source":"Nasdaq Stocks","summary":"In recent trading, shares of CAVA Group Inc (Symbol: CAVA) have crossed above the average analyst 12-month target price of $87.00, changing hands for $88.18/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua","tickers":[],"title":"CAVA Group Reaches Analyst Target Price","url":"https://www.nasdaq.com/articles/cava-group-reaches-analyst-target-price-0"}}...
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rss
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1.0
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discovery_new_listings_delta:b630593645ff45c4
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NULL
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2026-04-15T11:17:42.033907+00:00
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103593
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evt_1e44ad196d3f
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opportunity_drop_decision
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2026-04-17T23:39:19.101104+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T23:39:19.101039+00:0 {"at":"2026-04-17T23:39:19.101039+00:00","entity_key":"equity:AFJK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_712571ba993d","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T23:39:19.101110+00:00
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265945
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evt_1e44820e407c
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opportunity_drop_decision
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2026-04-19T03:02:32.932545+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T03:02:32.932474+00:0 {"at":"2026-04-19T03:02:32.932474+00:00","entity_key":"equity:SSA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3ebd2c11aeb3","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T03:02:32.932549+00:00
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251103
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evt_1e4477145ac8
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opportunity_drop_decision
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2026-04-19T00:12:15.505897+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T00:12:15.505863+00:0 {"at":"2026-04-19T00:12:15.505863+00:00","entity_key":"equity:BKE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_79e099bb3e50","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T00:12:15.505902+00:00
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171550
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evt_1e4464c0e84a
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llm_usage
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2026-04-18T10:13:43.770224+00:00
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llm:openai
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[]
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{"cost_usd":0.001451,"meta":{" {"cost_usd":0.001451,"meta":{"feature":null,"governance":{"chars_trimmed":221,"complexity":"medium","cost_24h_usd":2.486927,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0b494bab550fa6cf0069e3595191bc819395a162148be36fee","usage":{"input_tokens":1629,"input_tokens_details":{"cached_tokens":0},"output_tokens":900,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2529}}...
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NULL
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0.0
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llm_usage:resp_0b494bab550fa6cf0069e3595191bc81939 llm_usage:resp_0b494bab550fa6cf0069e3595191bc819395a162148be36fee...
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NULL
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2026-04-18T10:13:43.770276+00:00
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233599
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evt_1e443af42390
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opportunity_drop_decision
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2026-04-18T20:56:48.354364+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:56:48.354335+00:0 {"at":"2026-04-18T20:56:48.354335+00:00","entity_key":"equity:CVX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_47472ad0a251","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T20:56:48.354367+00:00
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148684
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evt_1e4437910eaf
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opportunity_drop_decision
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2026-04-18T06:35:09.250836+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T06:35:09.250800+00:0 {"at":"2026-04-18T06:35:09.250800+00:00","entity_key":"macro:bitcoin","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_f835f4254f08","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T06:35:09.250840+00:00
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195684
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evt_1e4419d76189
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opportunity_drop_decision
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2026-04-18T14:11:04.019553+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T14:11:04.019502+00:0 {"at":"2026-04-18T14:11:04.019502+00:00","entity_key":"equity:RTX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d706f5a32b00","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T14:11:04.019557+00:00
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328755
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evt_1e43d38b49c8
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opportunity_drop_decision
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2026-04-19T18:14:06.642052+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T18:14:06.642024+00:0 {"at":"2026-04-19T18:14:06.642024+00:00","entity_key":"equity:SOL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_98b6bad7e4c7","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T18:14:06.642057+00:00
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81975
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evt_1e43c1b24c25
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opportunity_drop_decision
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2026-04-17T20:34:03.197376+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T20:34:03.197348+00:0 {"at":"2026-04-17T20:34:03.197348+00:00","entity_key":"equity:COF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_7cd89a2a8ef2","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T20:34:03.197380+00:00
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294888
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evt_1e4382b158d9
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opportunity_drop_decision
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2026-04-19T09:53:14.488165+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T09:53:14.488115+00:0 {"at":"2026-04-19T09:53:14.488115+00:00","entity_key":"equity:JPL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_365f7a16b171","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T09:53:14.488169+00:00
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183218
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evt_1e43669a3ea0
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opportunity_drop_decision
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2026-04-18T12:05:47.761872+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T12:05:47.761845+00:0 {"at":"2026-04-18T12:05:47.761845+00:00","entity_key":"equity:NXDR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_096242effb61","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T12:05:47.761876+00:00
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223273
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evt_1e43498435d4
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opportunity_drop_decision
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2026-04-18T19:01:31.591887+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T19:01:31.591817+00:0 {"at":"2026-04-18T19:01:31.591817+00:00","entity_key":"equity:ADX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_431494ae06e4","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T19:01:31.591891+00:00
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