From 7d2da35d7a8ac9eda56cd9604bf5128bd4e147fd Mon Sep 17 00:00:00 2001 From: "lp-publisher[bot]" Date: Wed, 3 Jun 2026 18:35:18 +0000 Subject: [PATCH 1/3] =?UTF-8?q?Add=20monthly=20statement=20for=202026-05-0?= =?UTF-8?q?1=20=E2=86=92=202026-05-31?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Generated by auditmos/ogsfrompoly@a8c37bff8d8bf4cbfdc748f95d447da0512d6e0a via .github/workflows/lp-publish.yml run 26904660666. Draft frontmatter — operator polish required before flipping to false. --- src/content/statements/2026-05-monthly.md | 94 ++++++++--------------- 1 file changed, 33 insertions(+), 61 deletions(-) diff --git a/src/content/statements/2026-05-monthly.md b/src/content/statements/2026-05-monthly.md index 742bbae..6b33921 100644 --- a/src/content/statements/2026-05-monthly.md +++ b/src/content/statements/2026-05-monthly.md @@ -2,78 +2,50 @@ schema_version: 1 type: monthly draft: true -title: "May 2026" -summary: "TODO: one-line teaser — N alerts, hit rate X.XX, project P&L attached." -period_start: 2026-05-01 -period_end: 2026-05-31 -# TODO: confirm bankroll size for the monthly view (may differ from weekly). -bankroll_usd: 10000 -# TODO: total alerts for the month — sum of weekly counts. -alert_count: 0 -# TODO: monthly aggregate hit rate (not the average of weekly rates). -hit_rate: 0 -# TODO: signed USD; hypothetical monthly PnL on bankroll_usd above. -hypothetical_pnl_usd: 0 +title: May 2026 +summary: poly-track monthly statement — 1128 alerts, hit rate 0.71. +period_start: '2026-05-01' +period_end: '2026-05-31' +bankroll_usd: 10000.0 +alert_count: 1128 +hit_rate: 0.7080745341614907 +hypothetical_pnl_usd: 462.2811135169738 categories: - - politics - - macro-finance - - crypto +- politics +- macro-finance top_wallets: - - truncated_id: wallet_TODO1 - category: politics - - truncated_id: wallet_TODO2 - category: macro-finance - - truncated_id: wallet_TODO3 - category: crypto -# TODO: project P&L section. Be honest: revenue is likely 0 for the first -# month — say so explicitly. +- truncated_id: wallet_1d0a + category: politics + hypothetical_pnl_usd: 72.95000000000002 +- truncated_id: wallet_f2a8 + category: politics + hypothetical_pnl_usd: -4.999999999999995 +- truncated_id: wallet_fa37 + category: politics + hypothetical_pnl_usd: 19.899999999999984 +- truncated_id: wallet_254c + category: macro-finance + hypothetical_pnl_usd: -1.6000000000000014 +- truncated_id: wallet_7bb2 + category: macro-finance + hypothetical_pnl_usd: 18.25 pnl: - revenue_usd: 0 - # TODO: itemize opex in the prose below. Sum here. - # Known recurring line items: Hostinger KVM, domain registrar, any APIs. - opex_usd: 0 - net_usd: 0 - # TODO: months of runway at current burn. Use `null` if revenue covers opex. + revenue_usd: 0.0 + opex_usd: 0.0 + net_usd: 0.0 runway_months: null --- - +Generated from poly-track warehouse for the monthly window 2026-05-01 → 2026-05-31. 1128 alerts emitted in this window across the LP-public categories (politics, macro-finance). Numbers in the frontmatter are mechanically derived; commentary below is left blank for the operator to fill before flipping `draft: false`. -## Strategy track record (May 2026) - -TODO: 1–2 paragraphs summarising the month's strategy performance. Same shape -as the weekly statement but at monthly aggregation. +Top wallets are ranked by realized PnL magnitude. A wallet-level `hypothetical_pnl_usd`, when present, is the $100-notional alert-model PnL for that wallet in this same window; it is an annotation, not the ranking key. ## Project P&L -### Revenue - -TODO: state revenue line by line. If $0, say "No revenue this month — the -project monetises later via paid acquirer conversations, not now." - -### Operating expenses - -TODO: itemise opex line by line. Example structure: - -- Hostinger KVM (compute): $XX -- Domain registrar (`ogsfrompoly.com`): $XX -- Other: $XX - -Sum should match the `opex_usd` field in frontmatter. - -### Runway - -TODO: 1 paragraph. Current cash on hand, monthly burn, months remaining. -If revenue covers opex, set `runway_months: null` and explain. +Revenue, opex, net, and runway are sourced from the operator's ledger (not the trading warehouse). See the `pnl` block above for the canonical numbers; the prose breakdown belongs here. ## Methodology reminder -See [/methodology](/methodology) for the skill test and the disclosure policy. -All wallet references are truncated IDs only. +See [/methodology](/methodology) for the sign-randomization skill test and the disclosure policy. All wallet references on this page are truncated IDs; no on-chain lookup is possible from this page alone. From bfc10392b3397cd3463c32f1ea02e0c83de28df1 Mon Sep 17 00:00:00 2001 From: Tom Kowalczyk Date: Mon, 8 Jun 2026 08:34:41 +0200 Subject: [PATCH 2/3] Publish May 2026 monthly statement --- src/content/statements/2026-05-monthly.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/content/statements/2026-05-monthly.md b/src/content/statements/2026-05-monthly.md index 6b33921..35dacb9 100644 --- a/src/content/statements/2026-05-monthly.md +++ b/src/content/statements/2026-05-monthly.md @@ -1,7 +1,7 @@ --- schema_version: 1 type: monthly -draft: true +draft: false title: May 2026 summary: poly-track monthly statement — 1128 alerts, hit rate 0.71. period_start: '2026-05-01' From d2e6422644376be0794a8eb49904f57335021961 Mon Sep 17 00:00:00 2001 From: Tom Kowalczyk Date: Mon, 8 Jun 2026 08:35:36 +0200 Subject: [PATCH 3/3] Update source reference in monthly report --- src/content/statements/2026-05-monthly.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/content/statements/2026-05-monthly.md b/src/content/statements/2026-05-monthly.md index 35dacb9..eb72853 100644 --- a/src/content/statements/2026-05-monthly.md +++ b/src/content/statements/2026-05-monthly.md @@ -38,7 +38,7 @@ pnl: ## Strategy track record (2026-05-01 → 2026-05-31) -Generated from poly-track warehouse for the monthly window 2026-05-01 → 2026-05-31. 1128 alerts emitted in this window across the LP-public categories (politics, macro-finance). Numbers in the frontmatter are mechanically derived; commentary below is left blank for the operator to fill before flipping `draft: false`. +Generated from ogsfrompoly warehouse for the monthly window 2026-05-01 → 2026-05-31. 1128 alerts emitted in this window across the LP-public categories (politics, macro-finance). Numbers in the frontmatter are mechanically derived; commentary below is left blank for the operator to fill before flipping `draft: false`. Top wallets are ranked by realized PnL magnitude. A wallet-level `hypothetical_pnl_usd`, when present, is the $100-notional alert-model PnL for that wallet in this same window; it is an annotation, not the ranking key.