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323153
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evt_f3c843bd4c47
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opportunity_drop_decision
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2026-04-19T16:53:54.749273+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:53:54.749213+00:0 {"at":"2026-04-19T16:53:54.749213+00:00","entity_key":"equity:ZEC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_76542e7525d1","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-19T16:53:54.749276+00:00
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205870
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evt_f3c8a9b84e48
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opportunity_drop_decision
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2026-04-18T15:51:17.562344+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T15:51:17.562249+00:0 {"at":"2026-04-18T15:51:17.562249+00:00","entity_key":"equity:XPEV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_aa0f7b3a7ae3","where":"theme_universe_gate"}...
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2026-04-18T15:51:17.562348+00:00
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234449
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evt_f3c8b348e681
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opportunity_drop_decision
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2026-04-18T21:07:04.648780+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T21:07:04.648752+00:0 {"at":"2026-04-18T21:07:04.648752+00:00","entity_key":"equity:AVNT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d040f2ff1f3d","where":"theme_universe_gate"}...
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2026-04-18T21:07:04.648783+00:00
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162374
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evt_f3c8e53dc052
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2026-04-18T08:45:28.358284+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T08:45:28.358216+00:0 {"at":"2026-04-18T08:45:28.358216+00:00","entity_key":"equity:SYF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e9a2a45a6fd1","where":"theme_universe_gate"}...
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2026-04-18T08:45:28.358287+00:00
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234752
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evt_f3c92da42009
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opportunity_drop_decision
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2026-04-18T21:11:47.983216+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T21:11:47.983190+00:0 {"at":"2026-04-18T21:11:47.983190+00:00","entity_key":"equity:EWBC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8e0a4f5da3fe","where":"theme_universe_gate"}...
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2026-04-18T21:11:47.983220+00:00
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312863
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evt_f3c9595a7a00
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opportunity_drop_decision
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2026-04-19T14:23:38.888355+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T14:23:38.888299+00:0 {"at":"2026-04-19T14:23:38.888299+00:00","entity_key":"equity:F","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fcd3ca2a429e","where":"theme_universe_gate"}...
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2026-04-19T14:23:38.888360+00:00
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282051
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evt_f3c9651fd4d1
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2026-04-19T06:37:48.048241+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T06:37:48.048211+00:0 {"at":"2026-04-19T06:37:48.048211+00:00","entity_key":"equity:VRTX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_f2dced764dac","where":"theme_universe_gate"}...
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2026-04-19T06:37:48.048245+00:00
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101447
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evt_f3c982d3f3eb
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2026-04-17T23:19:31.018761+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T23:19:31.018726+00:0 {"at":"2026-04-17T23:19:31.018726+00:00","entity_key":"equity:VGT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_62591831cca9","where":"theme_universe_gate"}...
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2026-04-17T23:19:31.018766+00:00
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205072
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evt_f3ca2ec95aa3
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2026-04-18T15:46:08.144598+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T15:46:08.144558+00:0 {"at":"2026-04-18T15:46:08.144558+00:00","entity_key":"equity:PEGA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_414a42bc0887","where":"theme_universe_gate"}...
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2026-04-18T15:46:08.144603+00:00
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26284
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evt_f3ca8b7d2657
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llm_usage
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2026-04-11T23:35:43.667284+00:00
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llm:openai
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[]
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{"cost_usd":0.00061,"meta":{"g {"cost_usd":0.00061,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":3.254812,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":730,"input_tokens_original":730,"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_0bac152e6ec632190069dadacd1d348190b7c6de98c975bc86","usage":{"input_tokens":1048,"input_tokens_details":{"cached_tokens":0},"output_tokens":320,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1368}}...
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NULL
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0.0
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llm_usage:resp_0bac152e6ec632190069dadacd1d348190b llm_usage:resp_0bac152e6ec632190069dadacd1d348190b7c6de98c975bc86...
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2026-04-11T23:35:43.667366+00:00
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153285
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evt_f3cac9c26785
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2026-04-18T07:15:18.843421+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T07:15:18.843389+00:0 {"at":"2026-04-18T07:15:18.843389+00:00","entity_key":"equity:WHLRL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_571b01048ddb","where":"theme_universe_gate"}...
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2026-04-18T07:15:18.843424+00:00
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173805
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2026-04-18T10:35:42.939252+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T10:35:42.939193+00:0 {"at":"2026-04-18T10:35:42.939193+00:00","entity_key":"equity:UCB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_65d18d61b7de","where":"theme_universe_gate"}...
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2026-04-18T10:35:42.939256+00:00
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120016
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evt_f3cb3b7b4b9c
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2026-04-18T01:59:47.009857+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T01:59:47.009766+00:0 {"at":"2026-04-18T01:59:47.009766+00:00","entity_key":"equity:XWEL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8f40b5a97da4","where":"theme_universe_gate"}...
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2026-04-18T01:59:47.009864+00:00
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334860
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2026-04-19T19:44:30.064817+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T19:44:30.064747+00:0 {"at":"2026-04-19T19:44:30.064747+00:00","entity_key":"equity:TFIN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e23c1d42c7b0","where":"theme_universe_gate"}...
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2026-04-19T19:44:30.064822+00:00
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83004
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2026-04-17T20:43:59.780549+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T20:43:59.780520+00:0 {"at":"2026-04-17T20:43:59.780520+00:00","entity_key":"equity:AUB","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_9d729e88f600","where":"theme_universe_gate"}...
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2026-04-17T20:43:59.780553+00:00
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75018
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evt_f3cbc6e58d3e
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2026-04-17T19:33:52.149206+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T19:33:52.149153+00:0 {"at":"2026-04-17T19:33:52.149153+00:00","entity_key":"equity:CZNC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_beebba3958f7","where":"theme_universe_gate"}...
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2026-04-17T19:33:52.149215+00:00
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33319
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evt_f3cc056ce541
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llm_usage
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2026-04-13T08:47:28.295571+00:00
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llm:openai
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[]
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{"cost_usd":0.002604,"meta":{" {"cost_usd":0.002604,"meta":{"governance":{"chars_trimmed":61704,"complexity":"high","cost_24h_usd":2.484257,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1540,"input_tokens_original":1540,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:opportunity_case_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"opportunity_case_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5200,"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_098f7ab4918e1f010069dcad930d7881959f88540c89c60e94","usage":{"input_tokens":1770,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3570}}...
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llm_usage:resp_098f7ab4918e1f010069dcad930d7881959 llm_usage:resp_098f7ab4918e1f010069dcad930d7881959f88540c89c60e94...
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2026-04-13T08:47:28.295683+00:00
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152412
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opportunity_drop_decision
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2026-04-18T07:10:14.994225+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T07:10:14.994190+00:0 {"at":"2026-04-18T07:10:14.994190+00:00","entity_key":"equity:MON","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_94a93eba03c9","where":"theme_universe_gate"}...
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2026-04-18T07:10:14.994228+00:00
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205409
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evt_f3cce84fcdb3
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opportunity_drop_decision
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2026-04-18T15:46:12.310919+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T15:46:12.310844+00:0 {"at":"2026-04-18T15:46:12.310844+00:00","entity_key":"equity:CAKE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_414a42bc0887","where":"theme_universe_gate"}...
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2026-04-18T15:46:12.310922+00:00
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232316
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2026-04-18T20:41:45.856824+00:00
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[]
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{"at":"2026-04-18T20:41:45.856783+00:0 {"at":"2026-04-18T20:41:45.856783+00:00","entity_key":"equity:MORPHO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fa0ff97e0893","where":"theme_universe_gate"}...
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2026-04-18T20:41:45.856828+00:00
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244629
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2026-04-18T23:02:04.674303+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T23:02:04.674274+00:0 {"at":"2026-04-18T23:02:04.674274+00:00","entity_key":"equity:PSTL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_950a7bb29f02","where":"theme_universe_gate"}...
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2026-04-18T23:02:04.674306+00:00
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176032
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evt_f3cd7a443a5c
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2026-04-18T10:55:43.845666+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T10:55:43.845575+00:0 {"at":"2026-04-18T10:55:43.845575+00:00","entity_key":"equity:VLN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_063bad5cf4cc","where":"theme_universe_gate"}...
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2026-04-18T10:55:43.845673+00:00
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4373
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evt_f3cdc8a1b9a5
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planner_plan_built
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2026-04-09T06:25:45.088073+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":"What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes?","id":"pend_69af741fe6","kind":"followup","links":{"action_id":null,"action_type":"email_send","approval_id":null,"choices":[],"event_id":"evt_5dbea6a4b598","pending_kind":"missing_detail","source":"proposal_materializer","thread_id":"thr_3cb85089cf8d9aec18"},"next_touch_at_iso":null,"route":"today","score":57.0,"score_hint":6.0,"source_kind":"pending","tags":["missing_detail"],"ts":"2026-04-08T21:09:18.188900+00:00","urgency":"high","user_visible":true,"waiting_on":null,"why_it_matters":"The workflow cannot continue until the missing message details are provided."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged as high severity (TVTX, 1d)","id":"sig:10706db12f1c9589","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:TVTX:1d:2026-04-06T00:00:00Z:2026-04-08","evidence_event_ids":["evt_718def9d1fe2"],"reason_trace":{"cutoff_iso":"2026-04-05T20:35:04Z","eligible_timeframes":["1d"],"market_now":"2026-04-08T16:35:04.790359-04:00","period_key":"2026-04-08","recent_signal_hours":72,"signal_timestamp":"2026-04-06T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_8266541bced0","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:ec9e77491915df5d","triage":{"action_hints":["schedule review","verify signal context and whether it aligns with any active constraints or plans"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged as high severity (TVTX, 1d)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a non-user-visible technical signal with elevated tags but no clear immediate action or deadline, so it can be reviewed later for confirmation and context.","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":"2026-04-08T20:35:04.790339+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a non-user-visible technical signal with elevated tags but no clear immediate action or deadline, so it can be reviewed later for confirmation and context."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high (big move up, 1d)","id":"sig:316f1079555a570e","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:SSSS:1d:2026-04-08T00:00:00Z:2026-04-08","evidence_event_ids":["evt_479db44a8ea0"],"reason_trace":{"cutoff_iso":"2026-04-05T20:40:08Z","eligible_timeframes":["1d"],"market_now":"2026-04-08T16:40:08.728352-04:00","period_key":"2026-04-08","recent_signal_hours":72,"signal_timestamp":"2026-04-08T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_25924f783726","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:cadbf1c1d410acf9","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged high (big move up, 1d)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a non-user-visible technical signal with no grounded action details, so it can be reviewed later rather than acted on immediately.","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":"2026-04-08T20:40:08.728332+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a non-user-visible technical signal with no grounded action details, so it can be reviewed later rather than acted on immediately."}],"do_today":[],"meta":{"built_at":"2026-04-09T06:25:45.088073+00:00","daily_synthesis_source":"fallback","day":"2026-04-09","filters":{"deduped":1,"internal_shadow":0,"noise_signal":1,"stale":0,"stale_question":0,"stale_workflow":0},"fingerprint":"63480f983a004bb18bd00361fcc1ddddbb506fa9","intelligence_directives":[{"action_type":null,"confidence":0.55,"evidence_event_id":null,"headline":"What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes?","implication":"This item is currently one of the highest-leverage moves for trajectory control.","recommended_action":"Do this next: What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes?","source":"heuristic","urgency":"high"},{"action_type":null,"confidence":0.55,"evidence_event_id":null,"headline":"Technical indicator signal flagged as high severity (TVTX, 1d)","implication":"This item is currently one of the highest-leverage moves for trajectory control.","recommended_action":"Do this next: Technical indicator signal flagged as high severity (TVTX, 1d)","source":"heuristic","urgency":"low"},{"action_type":null,"confidence":0.55,"evidence_event_id":null,"headline":"Technical indicator signal flagged high (big move up, 1d)","implication":"This item is currently one of the highest-leverage moves for trajectory control.","recommended_action":"Do this next: Technical indicator signal flagged high (big move up, 1d)","source":"heuristic","urgency":"low"}],"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":"2026-04-06"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes?","id":"pend_69af741fe6","kind":"followup","links":{"action_id":null,"action_type":"email_send","approval_id":null,"choices":[],"event_id":"evt_5dbea6a4b598","pending_kind":"missing_detail","source":"proposal_materializer","thread_id":"thr_3cb85089cf8d9aec18"},"next_touch_at_iso":null,"route":"today","score":57.0,"score_hint":6.0,"source_kind":"pending","tags":["missing_detail"],"ts":"2026-04-08T21:09:18.188900+00:00","urgency":"high","user_visible":true,"waiting_on":null,"why_it_matters":"The workflow cannot continue until the missing message details are provided."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged as high severity (TVTX, 1d)","id":"sig:10706db12f1c9589","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:TVTX:1d:2026-04-06T00:00:00Z:2026-04-08","evidence_event_ids":["evt_718def9d1fe2"],"reason_trace":{"cutoff_iso":"2026-04-05T20:35:04Z","eligible_timeframes":["1d"],"market_now":"2026-04-08T16:35:04.790359-04:00","period_key":"2026-04-08","recent_signal_hours":72,"signal_timestamp":"2026-04-06T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_8266541bced0","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:ec9e77491915df5d","triage":{"action_hints":["schedule review","verify signal context and whether it aligns with any active constraints or plans"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged as high severity (TVTX, 1d)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a non-user-visible technical signal with elevated tags but no clear immediate action or deadline, so it can be reviewed later for confirmation and context.","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":"2026-04-08T20:35:04.790339+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a non-user-visible technical signal with elevated tags but no clear immediate action or deadline, so it can be reviewed later for confirmation and context."},{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"Technical indicator signal flagged high (big move up, 1d)","id":"sig:316f1079555a570e","kind":"inbox","links":{"dedupe_key":"ta:technical_indicator_signal:bigMoveUp:big_move:SSSS:1d:2026-04-08T00:00:00Z:2026-04-08","evidence_event_ids":["evt_479db44a8ea0"],"reason_trace":{"cutoff_iso":"2026-04-05T20:40:08Z","eligible_timeframes":["1d"],"market_now":"2026-04-08T16:40:08.728352-04:00","period_key":"2026-04-08","recent_signal_hours":72,"signal_timestamp":"2026-04-08T00:00:00Z","strategy":"big_move"},"severity":"high","signal_id":"sig_25924f783726","signal_type":"technical_indicator_signal","source":"technical_analyzer","topic_key":"signal:technical_indicator_signal:cadbf1c1d410acf9","triage":{"action_hints":["schedule review"],"confidence":0.62,"disposition":"park","entity_ids":[],"headline":"Technical indicator signal flagged high (big move up, 1d)","prior":{"family":"general","importance_band":"background","suggested_disposition":"park","suggested_route":"review","suggested_urgency":"low"},"priority_score":28.7,"rationale":"This is a non-user-visible technical signal with no grounded action details, so it can be reviewed later rather than acted on immediately.","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":"2026-04-08T20:40:08.728332+00:00","urgency":"low","user_visible":true,"waiting_on":null,"why_it_matters":"This is a non-user-visible technical signal with no grounded action details, so it can be reviewed later rather than acted on immediately."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes?","id":"pend_69af741fe6","kind":"followup","links":{"action_id":null,"action_type":"email_send","approval_id":null,"choices":[],"event_id":"evt_5dbea6a4b598","pending_kind":"missing_detail","source":"proposal_materializer","thread_id":"thr_3cb85089cf8d9aec18"},"next_touch_at_iso":null,"route":"today","score":57.0,"score_hint":6.0,"source_kind":"pending","tags":["missing_detail"],"ts":"2026-04-08T21:09:18.188900+00:00","urgency":"high","user_visible":true,"waiting_on":null,"why_it_matters":"The workflow cannot continue until the missing message details are provided."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":3,"do_now":3,"do_today":0,"inbox_in":2,"must_do":3,"parked":0,"pending_in":1,"should_do":0,"visible":3,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"63480f983a004bb18bd00361fcc1ddddbb506fa9","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-09:07aa28801cbf29e93d1a planner_plan_built:2026-04-09:07aa28801cbf29e93d1ade938405324a47c2de22...
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2026-04-09T06:25:45.158164+00:00
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119081
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evt_f3cdd6ce0882
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opportunity_drop_decision
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2026-04-18T01:49:48.464273+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T01:49:48.464244+00:0 {"at":"2026-04-18T01:49:48.464244+00:00","entity_key":"equity:TTWO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_140d817863ac","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-18T01:49:48.464277+00:00
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238302
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evt_f3cdfe6e4702
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opportunity_drop_decision
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2026-04-18T21:51:58.148850+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T21:51:58.148798+00:0 {"at":"2026-04-18T21:51:58.148798+00:00","entity_key":"equity:MBWM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_feb7e9a502c3","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-18T21:51:58.148854+00:00
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231545
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evt_f3ce01cdd1ba
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opportunity_drop_decision
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2026-04-18T20:31:47.313614+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T20:31:47.313586+00:0 {"at":"2026-04-18T20:31:47.313586+00:00","entity_key":"equity:WEA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_59e3c9cdf4a9","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-18T20:31:47.313617+00:00
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98830
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evt_f3ce380e3e6e
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opportunity_drop_decision
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2026-04-17T22:59:15.890133+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T22:59:15.890106+00:0 {"at":"2026-04-17T22:59:15.890106+00:00","entity_key":"equity:WLD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0189b3f8eb15","where":"theme_universe_gate"}...
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NULL
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2026-04-17T22:59:15.890136+00:00
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172454
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evt_f3cec537ca20
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opportunity_drop_decision
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2026-04-18T10:20:45.693084+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T10:20:45.693001+00:0 {"at":"2026-04-18T10:20:45.693001+00:00","entity_key":"equity:BE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2d2ea2db34e6","where":"theme_universe_gate"}...
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NULL
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2026-04-18T10:20:45.693089+00:00
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116407
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evt_f3cf29c11b1d
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opportunity_drop_decision
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2026-04-18T01:24:31.149902+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T01:24:31.149866+00:0 {"at":"2026-04-18T01:24:31.149866+00:00","entity_key":"equity:MRX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_018fa4551975","where":"theme_universe_gate"}...
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2026-04-18T01:24:31.149905+00:00
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266895
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evt_f3cf3d05f617
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opportunity_drop_decision
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2026-04-19T03:12:28.581439+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T03:12:28.581378+00:0 {"at":"2026-04-19T03:12:28.581378+00:00","entity_key":"equity:XPEV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a63f03868297","where":"theme_universe_gate"}...
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NULL
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2026-04-19T03:12:28.581442+00:00
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281494
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evt_f3cfb53523da
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opportunity_drop_decision
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2026-04-19T06:32:50.879934+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T06:32:50.879906+00:0 {"at":"2026-04-19T06:32:50.879906+00:00","entity_key":"equity:OZK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d60c560f123b","where":"theme_universe_gate"}...
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2026-04-19T06:32:50.879937+00:00
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156618
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evt_f3cfee83c61b
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signal_candidate_ingest
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2026-04-18T07:45:38.592603+00:00
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collector:news
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[]
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{"created_at":"2026-04-18T07:45:38.592 {"created_at":"2026-04-18T07:45:38.592603+00:00","signal_type":"news_headline_delta","source":"news_rss","url":"https://news.google.com/rss/articles/CBMinwFBVV95cUxNOGtfUUFrMnQxLTV6dks5aDh6Q3dIX2xEVDR2ZzNBOUF2d25EZXBOeG1RVmI5V2poVV9oV0t3RGlNTllaTnhGdlIybTdoYV9wLUpqVmE5X3RFb1VjVGxNOGZyWDdlX0I3b2lwMXNZVFM0RmM2WXljLVN2OUlYWDY0VXlEc29PZ2RWdWRPazlySGpDUkNHLTItcXROS0NZelE?oc=5","value":{"fp":"9a1bb2624d315225","published_at":"2026-04-18T06:57:38+00:00","source":"Rolling Stone","source_domain":"rollingstone.com","source_url":"https://www.rollingstone.com","summary":"Madonna, Sabrina Carpenter Make Coachella History With Stunning 'Vogue' and 'Like a Prayer' Duets Rolling Stone Sabrina Carpenter Goes Full \u2018Thelma & Louise\u2019 at Coachella Weekend Two With Geena Davis Monologue Variety Sabrina Carpenter brings her hits (and Susan Sarandon?) to Coachella Los Angeles Times Coachella 2026: Sabrina Carpenter will bring 'Sabrinawood' back to the desert as weekend 2 kicks off Yahoo Sabrina Carpenter is taking the stage at Coachella 2026. How to watch USA Today","title":"Madonna, Sabrina Carpenter Make Coachella History With Stunning 'Vogue' and 'Like a Prayer' Duets - Rolling Stone","url":"https://news.google.com/rss/articles/CBMinwFBVV95cUxNOGtfUUFrMnQxLTV6dks5aDh6Q3dIX2xEVDR2ZzNBOUF2d25EZXBOeG1RVmI5V2poVV9oV0t3RGlNTllaTnhGdlIybTdoYV9wLUpqVmE5X3RFb1VjVGxNOGZyWDdlX0I3b2lwMXNZVFM0RmM2WXljLVN2OUlYWDY0VXlEc29PZ2RWdWRPazlySGpDUkNHLTItcXROS0NZelE?oc=5"}}...
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rss:Rolling Stone
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1.0
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news_delta:c0ab779472bdf813
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NULL
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2026-04-18T07:45:38.592828+00:00
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345544
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evt_f3cff39fa47f
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opportunity_drop_decision
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2026-04-19T22:19:42.151641+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T22:19:42.151574+00:0 {"at":"2026-04-19T22:19:42.151574+00:00","entity_key":"equity:WAFD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d0d18a7d5b84","where":"theme_universe_gate"}...
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2026-04-19T22:19:42.151644+00:00
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108529
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evt_f3cff8cef722
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opportunity_drop_decision
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2026-04-18T00:14:27.578183+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T00:14:27.578153+00:0 {"at":"2026-04-18T00:14:27.578153+00:00","entity_key":"equity:XRTX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_57d277e82bfb","where":"theme_universe_gate"}...
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2026-04-18T00:14:27.578187+00:00
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94824
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evt_f3d02c05c00c
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opportunity_drop_decision
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2026-04-17T22:24:15.723965+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T22:24:15.723935+00:0 {"at":"2026-04-17T22:24:15.723935+00:00","entity_key":"equity:QVCGA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_46f71c0e1401","where":"theme_universe_gate"}...
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NULL
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2026-04-17T22:24:15.723969+00:00
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273192
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evt_f3d09b55a63b
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opportunity_drop_decision
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2026-04-19T04:32:37.289250+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T04:32:37.289220+00:0 {"at":"2026-04-19T04:32:37.289220+00:00","entity_key":"equity:JNJ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ffc8325d399b","where":"theme_universe_gate"}...
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2026-04-19T04:32:37.289253+00:00
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216016
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evt_f3d0b67e4c24
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opportunity_drop_decision
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2026-04-18T17:41:27.637767+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T17:41:27.637736+00:0 {"at":"2026-04-18T17:41:27.637736+00:00","entity_key":"equity:SOL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_f8e0d99a8b04","where":"theme_universe_gate"}...
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2026-04-18T17:41:27.637770+00:00
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128370
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evt_f3d0de936051
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opportunity_drop_decision
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2026-04-18T03:19:48.138292+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T03:19:48.138260+00:0 {"at":"2026-04-18T03:19:48.138260+00:00","entity_key":"equity:AVGO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_57efce53976e","where":"theme_universe_gate"}...
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2026-04-18T03:19:48.138295+00:00
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96362
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evt_f3d0e4232357
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opportunity_drop_decision
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2026-04-17T22:39:14.847910+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T22:39:14.847882+00:0 {"at":"2026-04-17T22:39:14.847882+00:00","entity_key":"equity:CCS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_442b86ecbda7","where":"theme_universe_gate"}...
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2026-04-17T22:39:14.847913+00:00
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37363
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evt_f3d109c66110
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llm_usage
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2026-04-13T22:57:40.606376+00:00
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llm:openai
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[]
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{"cost_usd":0.000391,"meta":{" {"cost_usd":0.000391,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":2.837955,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":260,"input_tokens_original":260,"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_0952547166ea43840069dd74e276ac819095c44d072609848b","usage":{"input_tokens":603,"input_tokens_details":{"cached_tokens":0},"output_tokens":216,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":819}}...
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NULL
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0.0
|
llm_usage:resp_0952547166ea43840069dd74e276ac81909 llm_usage:resp_0952547166ea43840069dd74e276ac819095c44d072609848b...
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NULL
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2026-04-13T22:57:40.606425+00:00
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55265
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evt_f3d19da8b618
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signal_candidate_ingest
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2026-04-16T05:10:45.569493+00:00
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collector:discovery
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[]
|
{"created_at":"2026-04-16T05:10:45.569 {"created_at":"2026-04-16T05:10:45.569493+00:00","signal_type":"discovery_unusual_volume_delta","source":"discovery_ingestor","url":"https://www.nasdaq.com/articles/stocks-are-soaring-wall-street-underestimating-iran-energy-shock","value":{"fp":"687cd6c350f1c80c","kind":"unusual_volume","published_at":"2026-04-16T03:49:16+00:00","source":"Nasdaq Markets","summary":"Key PointsAccording to one estimate, there's already been $50 billion of damage to energy infrastructure from the war.","tickers":[],"title":"Stocks Are Soaring. Is Wall Street Underestimating the Iran Energy Shock?","url":"https://www.nasdaq.com/articles/stocks-are-soaring-wall-street-underestimating-iran-energy-shock"}}...
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rss
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1.0
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discovery_unusual_volume_delta:854d2d3aa7a72a25
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NULL
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2026-04-16T05:10:49.426223+00:00
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353967
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evt_f3d1c9f11aaa
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opportunity_drop_decision
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2026-04-20T00:14:48.578960+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T00:14:48.578921+00:0 {"at":"2026-04-20T00:14:48.578921+00:00","entity_key":"equity:CBAN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b375b18fe091","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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2026-04-20T00:14:48.578964+00:00
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134742
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evt_f3d269df1fff
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signal_ingest
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2026-04-18T04:16:23.190419+00:00
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collector:opportunity_research
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[]
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{"created_at":"2026-04-18T04:16:23.190 {"created_at":"2026-04-18T04:16:23.190419+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-18T04:16:23.190419+00:00","bucket":"2026-04-18T04:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"gold real yields dollar positioning central bank demand update","source":"opportunity_research_ingestor","source_ref":"web_search:serper","status":"http_400"}}...
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web_search:serper
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0.6
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opportunity_research_snapshot:fa8e1c2950b9dd9d
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NULL
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2026-04-18T04:16:24.762721+00:00
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Edit
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335330
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evt_f3d29ab1de3f
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opportunity_drop_decision
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2026-04-19T19:49:34.363634+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T19:49:34.363600+00:0 {"at":"2026-04-19T19:49:34.363600+00:00","entity_key":"equity:M","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_736f0239b619","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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2026-04-19T19:49:34.363637+00:00
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Edit
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349647
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evt_f3d2bf380bfa
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opportunity_drop_decision
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2026-04-19T23:24:40.364251+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T23:24:40.364213+00:0 {"at":"2026-04-19T23:24:40.364213+00:00","entity_key":"equity:WEA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_92bb4062fd9b","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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2026-04-19T23:24:40.364254+00:00
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251322
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evt_f3d323d0505f
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opportunity_drop_decision
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2026-04-19T00:17:09.944757+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T00:17:09.944718+00:0 {"at":"2026-04-19T00:17:09.944718+00:00","entity_key":"equity:EGP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_707c77b14dec","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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2026-04-19T00:17:09.944760+00:00
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201427
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evt_f3d360801bbd
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opportunity_drop_decision
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2026-04-18T15:06:08.911438+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T15:06:08.911379+00:0 {"at":"2026-04-18T15:06:08.911379+00:00","entity_key":"equity:YYGH","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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2026-04-18T15:06:08.911441+00:00
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155152
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evt_f3d386781066
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opportunity_drop_decision
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2026-04-18T07:35:21.362081+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T07:35:21.362049+00:0 {"at":"2026-04-18T07:35:21.362049+00:00","entity_key":"equity:ARR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_fecb71d7c3e0","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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2026-04-18T07:35:21.362085+00:00
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274275
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evt_f3d438a6b684
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opportunity_drop_decision
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2026-04-19T04:47:42.222510+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T04:47:42.222481+00:0 {"at":"2026-04-19T04:47:42.222481+00:00","entity_key":"equity:ZTO","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3f10591717af","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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2026-04-19T04:47:42.222514+00:00
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284737
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evt_f3d470d1de20
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opportunity_drop_decision
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2026-04-19T07:22:56.775600+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T07:22:56.775558+00:0 {"at":"2026-04-19T07:22:56.775558+00:00","entity_key":"equity:ADC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a9da6937be90","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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2026-04-19T07:22:56.775603+00:00
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