Repository navigation
P0 Evidence: licensed historical source rights, original vintages and TBSP income-index methodology for research #116
Description
Cel
Udokumentować rzeczywiste, niezależne dowody dla kwalifikacji historycznych źródeł badawczych M1–M3. Zielone CI Draft I1–I7 to wyłącznie weryfikacja oprogramowania na danych syntetycznych, nie prawo do automatycznego pobierania danych, niezależny historic PIT ani dowód uzyskanych stóp zwrotu.
Powiązane: I7 Draft #115, I5 Draft #113, I6 Draft #114, istniejące M1 source #97. I7 zweryfikował wzorzec NBP dirYYYY.txt bez pozyskiwania prawdziwych notowań.
P0 — trzy niezależne osie dowodów (właściciel danych / niezależny reviewer)
- Source identity / methodology: oficjalny identyfikator indeksu, dokładna waluta, price/NAV/total-return, data wejścia metodologii w życie i ewentualna zmiana administratora. Nie łączyć indeksu dochodowego z ceną transakcyjną.
- Rights / entitlement: umowa, licencja, regulamin albo pisemne potwierdzenie upoważnionego dostawcy obejmujące dokładnie: dataset, kanał pobrania, przechowywanie, przetwarzanie analityczne, automatyzację, funkcje AI i dystrybucję. Sam publiczny URL czy pomyślny download nie wystarcza.
- Historical PIT / original vintage: dla każdej obserwacji
first_available_at, identyfikator i skrót oryginalnej wersji, sposób potwierdzenia historycznej dostępności przeddecision_at, ścieżka rewizji oraz obsługa opóźnionych publikacji. Gdy brak dowodu, zachowaćHOLD_CASH, nie przypisywać domyślnego historycznego czasu publikacji.
P0 — dostawcy / źródła pierwotne
- TBSP.Index / PL_BONDS_TR_PLN: BondSpot 2019, §3.1 opisuje benchmark dochodowy (zmiany cen, narosłe odsetki, reinwestowane kupony), lecz jego wartości nie są ceną wykonania. BondSpot wskazuje GPW Benchmark jako administratora od 2019-12-01. Potrzebne: aktualna metodologia GPW Benchmark, uprawniona historia i dokument dopuszczalnych zastosowań/licencja oraz daty wersji i publikacji.
- MSCI ACWI NETR / GLOBAL_EQUITY_TR_PLN: MSCI Terms of Use, §2.1/2.4, aktualizacja 2026-07-15, wyraźnie ograniczają nieautoryzowane boty, AI agents i MCP. Nie zbierać automatycznie bez właściwego upoważnienia. Poprzedni pięciokolumnowy eksport nie ma kolumny waluty; wymagane źródłowe potwierdzenie waluty i basis, a nie wnioskowanie z
NETRlub dopasowania dat USD/PLN. Rozważyć alternatywne źródło z jasną licencją i równoważną semantyką, nie kopię obchodzącą ograniczenia. - Vanguard ETF NAV (alternatywny benchmark, nie MSCI ACWI): Vanguard Terms, User license ogranicza wykorzystanie danych, a strona ETF osobno pokazuje NAV i ceny rynkowe. Potrzebne: nazwa/ISIN, waluta, dokładny zakres praw do danych, rozdzielenie NAV od cen giełdowych i faktyczna historia dostępności.
- NBP USD/PLN, gold: API daje
EffectiveDate, instrukcja archiwum dajedirYYYY.txt, terminy publikacji opisują obecny kalendarz. I6 i I7 weryfikują lokalną spójność, nie autentyczność ani historyczną godzinę. Potrzebny dowód PIT oraz ocena zasad użycia danych w zakresie projektu. Kurs FX jest referencyjny; złoto NBP ma semantykę PRICE_ONLY.
P1 — proces odbioru
- Review źródeł przez właściciela danych (identyfikator + prawa + zakres wykorzystania) i review PIT przez niezależną osobę/technikę.
- Bezpieczna ewidencja dokumentów dowodowych (minimum metadanych + hash, bez wrzucania licencjonowanych szeregów, sekretów i prywatnych umów do GitHub).
- Pary okres
observation_date/first_available_at, wersjonowanie i test historycznej chronologii na rzeczywistych uprawnionych danych; nie dawać zgody tylko na podstawie syntetycznych fixture. - Dopiero po P0 planować nowy audyt backtestu M1–M3 w trybie edukacyjnym / symulacyjnym z kosztami, ujemnymi scenariuszami i sensitivity. Bez handlu, zleceń, portfela realnego ani transferów.
Acceptance definition: dla każdej rodziny GLOBAL_EQUITY_TR_PLN, PL_BONDS_TR_PLN, GOLD_TR_PLN osobno jawnie APPROVED_FOR_SPECIFIED_RESEARCH_SCOPE albo BLOCKED, z dokładnym odwołaniem do dowodu i recenzenta. Ogólny source_sha256 lub link publiczny nie jest certyfikacją. Istniejące I4/I5/G1 nadal fail-closed. main i środowiska produkcyjne nietknięte.
Activity
gniewkob commentedon Nov 10, 2026
Decision record — real, permitted market-data sources (2026-11-10)
Decision: do not add further synthetic qualification gates until we have an actionable, permission-aware source pilot. No real-data series is newly qualified by this review. Source readings are primary-provider disclosures, not signed rights or PIT certificates issued to this project.
Verified facts, assumptions and route
adjusted_close. Historic adjusted close downloaded today is not an independent as-of data series. Never imply MSCI ACWI index equivalence, true historical PIT, or executable total-return results. Plans FAQ: free plan is 1 year EOD history; >=36 months not guaranteed on free plan. No subscription/payment is authorized here.api.nbp.placcess channel. I6/I7 handle local chronology but not independent historical release hour.GLOBAL_EQUITY_TR_PLN.Important economic-methodology caveat: adjusted EOD prices
EODHD's own methodology FAQ states
adjusted_closeis recalculated across the whole history when new dividend/split information arrives and corrections can overwrite bars without version history. It would create historical look-ahead/revision leakage if we simply use the latest adjusted series and label the resultPIT_BACKTEST. A current historic series is at most RETROSPECTIVE_RECONSTRUCTION_CURRENT_VINTAGE, unless independent period-specific evidence exists. Prospective daily captured snapshots can establish our own first_observed_at, but cannot reconstruct what the vendor published before those captures.Do not treat provider's personal-use FAQ as user-specific entitlement: product availability, plan eligibility, audience, cloud/AI processing and access must be resolved first. No provider credentials/raw licensed data may enter GitHub, issue comments, public actions logs or shared artifacts.
Concrete next work, in the order that unlocks evidence (without buying anything)
close,adjusted_close, paid dividends, splits, accumulating/distributing fund structure, FX conversion using eligible NBP dates, costs and whether adjustments are latest-vintage. NoPIT_CERTIFIEDclaim.INSUFFICIENT_DATA/HOLD_CASH.Approval and integration
No real trades, orders, wallet/broker/asset transfer, paid subscription, source download, provider activation, scheduling, Neon/cloud write or main merge was authorized or done in this research. I4/I5/I6/I7 and G1 gates remain fail-closed; no synthetic test validates live market-data rights. Status:
SOURCE_SELECTION_RESEARCH_IN_PROGRESS; QUALIFIED_SERIES=0.gniewkob commentedon Nov 10, 2026
Stage 2 source qualification: open macro/reference lane vs investable total-return (2026-11-10)
Draft PR #118 now includes
docs/EODHD_STAGE0_RIGHTS_INSTRUMENTS_PIT_DECISION_20261110_PL.md§7 as a source-backed, documentation-only alternative-source decision. Exact SHAd3559325cd76a591e7b4cadb4a35668ea67e13d4. No supplier API calls, credentials, data downloads, purchases, executable integrations, new schedules or external DB writes.Positive evidence that does not qualify TR
OECD.SDD.STES,DSD_STES@DF_FINMARK. OECD Terms §3 permit broad reuse where no third-party conditions override, but require examining per-series ownership and restrictions. Country share-price index ≠ global ETF return.*_TR_PLNinstruments.Concrete gate structure
dataflow_id,series_key,measure_type, publisher/third-party owner, rights scope, attribution, frequency, revision policy and first observed timestamp before any new automated ingestion.GLOBAL_EQUITY_TR_PLN,PL_BONDS_TR_PLN,GOLD_TR_PLNor unblock C1/A1.Decision:
OPEN_MACRO_RESEARCH_FEASIBLE_CONDITIONALLY; REAL_TOTAL_RETURN_SERIES=0; LICENSED_ETF_HISTORY=0; NO_EODHD_INGEST; HOLD_CASH.No new issue or competing Draft PR was opened for this review; the Stage 2 evidence is contained in existing #118 and #116.
gniewkob commentedon Nov 10, 2026
Stage 3 — P0 exact OECD series rights/metadata gate (2026-11-10)
Source-selection record: Draft PR #118, updated research doc §8, pinned HEAD
4e76aa8119fbe7af3c08ebf42e54189098f2570a. No code, provider API request, prices, financial operations, or schedules were added.Precisely identified candidate for independent MACRO_CONTEXT_REFERENCE only:
OECD.SDD.STES,DSD_STES@DF_FINMARK,4.0.REF_AREA=POL, FREQ=M, MEASURE=SHARE, UNIT_MEASURE=IX, ACTIVITY=_Z, ADJUSTMENT=_Z, TRANSFORMATION=_Z, TIME_HORIZ=_Z, METHODOLOGY=N. Candidate SDMX keyPOL.M.SHARE.IX._Z._Z._Z._Z.Nis constructed from those nine filters but not directly OECD-API-tested; do not claim working endpoint/coverage.Blocking rights constraints, with exact source:
Sourcemetadata and secure permission for third-party-owned content. The underlying original Polish equity index owner / exact rights for use in ISL are not independently established. OECD portal visibility does not clear them.Copyrighted: Citation Required. FRED is a metadata corroboration link, NOT an authorised alternative automated data source, and must not be integrated into the AI/agent workflow.first_available_atfor each observation, official revision archive or authenticated real data sample. A current monthly price index alone is notGLOBAL_EQUITY_TR_PLN.Definition of next evidence-based milestone — no new parser first:
POL.M.SHARE.IX._Z._Z._Z._Z.Nselection in the official OECD Data Explorer/SDMX structure; capture its true per-seriesSOURCE, rights notice and upstream compiler identity.stat.contact@oecd.org, referring to full dataflow/series key, use for one-user private AI-assisted research, retention and derived results. No email sent; ask for permission and any necessary original-owner contact.MACRO_CONTEXT_REFERENCEstorage with citation and no promotion into A1/C1 total-return source inputs.DIRECT_SDMX_RESPONSE=UNVERIFIED; ORIGINAL_OWNER_RIGHTS=UNVERIFIED; HISTORICAL_PIT=UNVERIFIED; PERMITTED_SOURCE_INGEST=NO_GO; QUALIFIED_TR_SERIES=0; M1–M3=HOLD_CASH.Stage 3 decision: Exact macro series identification has advanced materially, but legal/source acceptance remains blocked. No market or broker API integrations, orders, account actions, real trades/transfers or changes to
main.gniewkob commentedon Nov 10, 2026
2026-11-10 — P0 discovery: OECD Poland series may not be price-only despite OECD generic label
New finding, source-backed: OECD definition of Share prices explains national price indices vs total-return indices. But GUS official WIG definition states WIG is a total-return index that includes dividends and subscription rights, calculated from the 1991 opening session, while GUS WIG20 definition defines WIG20 as a price index, initiated in 1994. The selected OECD Poland monthly
SHAREseries secondary FRED metadata starts May 1991.This is an identity/semantics ambiguity, not proof OECD uses WIG. The original OECD
SOURCEmetadata and underlying Polish compiler were not independently verified. Possible scenarios WIG rebasing, separate price-only original, or splicing/methodology change are hypotheses, not accepted facts. An attempted direct OECD SDMX read could not be processed by the available web tool, so do not report the constructedPOL.M.SHARE.IX._Z._Z._Z._Z.Nas HTTP-verified or the feed as invalid.Defensive source gate: the POL series must not enter even
MACRO_CONTEXT_REFERENCEproduction until we know exactly which primary index/algorithm was used; it must never be silently labelledGLOBAL_EQUITY_TR_PLNnor used to prove profits or signal live investment. CurrentQUALIFIED_TR_SERIES=0, all M1–M3 remainINSUFFICIENT_DATA/HOLD_CASH.Completed action: Updated Draft PR #118 Stage 4 at pinned head
49766d2d564f5cefe80adf7e584586012ab2d9dawith explicit GUS/OECD source comparison and a ready-to-send, not sent, four-question clarification email to the OECD dataset contactstat.contact@oecd.org. Questions cover (1) original index/compiler/price-vs-TR and exact rights holder, (2) methodology changes/splicing since 1991, (3) exact SDMX key + source/revision/PIT metadata, and (4) permissible one-user private AI-assisted research/retention and any third-party licences.Issue #116 P0 acceptance additions:
SOURCEfield/primary compiler and official description for exact PolandSHARESDMX series.No email was sent, no API source values were downloaded, no Git main/CI/provider security changes, no account registration/paid rights, no financial operations.
gniewkob commentedon Nov 10, 2026
OECD source clarification — email status and next evidence gate (2026-11-10)
Gmail verification: searched messages
to:stat.contact@oecd.org,from:stat.contact@oecd.org, and OECD-related drafts. No existing sent inquiry, reply or draft was found in the connected Gmail search at this check.Outbound communication: an attempt to send the already documented source/methodology inquiry via Gmail required additional user authorization and was declined by the connected service. EMAIL_NOT_SENT; no resend or bypass attempted. The complete four-question text remains available in Draft PR #118, Stage 4. The OECD data owner/methodology is therefore still UNVERIFIED.
Additional public evidence: historical WIG20 index methodology says WIG20 is a price index with dividend income excluded, consistent with the prior GUS glossary WIG20. GUS WIG definition treats WIG as an income index. This does not identify which index OECD's Poland
SHAREseries uses or clear rights/PIT. The secondary FRED documentation monthly POL SHARE confirms the field structure only and must not be used as an ingestion route.Decision:
OECD_INQUIRY_UNSENT_AUTHORIZATION_DECLINED; OWNER=UNVERIFIED; SEMANTICS=UNVERIFIED; INGEST=BLOCKED; QUALIFIED_TR_SERIES=0; HOLD_CASH.Next unblocked action: arrange direct, user-authorized clarification with OECD or GPW Benchmark using official channels; request underlying index compiler, full historic methodology/rewisions and reuse permissions for this exact series. No real price feeds, AI or rehosted CSV scraping, source-licence inference, account operations, payments or trades.
gniewkob commentedon Nov 10, 2026
P0 source discovery — two explicitly licensed historical TOTAL-RETURN research datasets (2026-11-10)
Meaningful change in evidence: rather than repeatedly constructing synthetic proxy source gates or conflating prices/NAV with total returns, identified two publisher-hosted primary datasets with explicit publication licences and actual historical equity/bond return semantics. No actual files have yet been fetched or audited. Neither meets the 2021-11–2026-10 monthly Poland/world-equities/gold target; they are historical methodology-validation baselines, not an automatic M1–M3 source unblock.
A. JST Macrohistory R6 — official CC BY-NC-SA 4.0, annual asset TOTAL RETURNS
HISTORIC_ANNUAL_TOTAL_RETURN_RESEARCH_REFERENCE. This licence is verified for an eligible noncommercial research scope, but the XLSX/DTA source file, columns, row coverage, source SHA, quality and historical release vintages are not verified. Not a monthly current proxy; no Poland, no 2021–2026 monthly periods, no direct tradable execution prices.B. Swinkels / Erasmus University Rotterdam — official CC BY 4.0, monthly government-bond returns
10.25397/eur.8152748.v6. Published 2023; series updated through December 2022. Monthly estimated investor bond holding-period returns based on YTM and documented bond-pricing formula, not raw yield and not exchange-traded fund close. Countries: US, Germany, Japan, Australia, France, Canada, UK, Norway, Sweden; no Poland.HISTORIC_MONTHLY_GOVT_BOND_RETURN_METHOD_VALIDATION. Good candidate for a real source-backed, offline 36-month educational regression of monthly return calculations over an older period, notPL_BONDS_TR_PLNand not 2026 source/PIT certification. Full original workbook has not been downloaded, parsed or SHA-pinned by this review.C. Kenneth R. French — dividend-inclusive USD developed-equity returns, rights still unclear
Mkt-RFis excess return and needs same-sourceRFaddition to describe market return; it is not a world ETF or MSCI ACWI NETR. Publisher states full historical return files are reconstructed on updates, subject to revisions; present export is NOT a historical-vintage snapshot. US format changes FIZ→CIZ in 2025 are flagged and must not be generalized without checking the exact Developed series.RIGHTS_UNVERIFIED / NO_AUTOMATED_INGEST; ask source owner before agent ingestion, avoid mirrored ZIPs.Exact decisions
Required next physical evidence (no new synthetic adapter): obtain one permitted ORIGINAL source file from its academic publisher using the stated licence; record URL, licence, original filename, local SHA-256, actual format/columns, unit, country and observed window; ensure no unauthorized third-party or AI-use terms in the file. Keep data and unreviewed derived values out of public GitHub/CI and all brokerage/wallet systems. Use the pre-existing offline scientific review process before any new parser. Actual file not obtained or tested yet. See focused implementation issue to follow.
Status:
TWO_LICENSED_HISTORICAL_RETURN_SOURCE_FAMILIES_IDENTIFIED; REAL_ORIGINAL_FILES_VERIFIED=0; QUALIFIED_M1_M2_M3_SERIES=0; HOLD_CASH. All Draft PRs unmerged, financial operations 0.gniewkob commentedon Nov 11, 2026
2026-11-11 evidence checkpoint — P0 still OPEN
All M1–M3 research engine/backtest PRs closed via original or clean integrations #125–#129, final main
7ffc43e23d0f4376bcf2c4ea6860c1f88d8772fc, offline regression 43085587408 1,237 tests PASS, one skipped. Original DataverseNL Swinkels CC BY ODS/README and 360 historical modeled bond-return observations validated in merged #128, but non-Polish and historical through 2022, not eligible PLN 2021–2026 M1–M3 source. P0 still requires exact data-owner entitlements and permitted AI/automation uses, current TBSP methodology, properly typed global equity and bond TR, original point-in-time vintages and first-available dates. ALFRED PIT remainsBLOCKED_NO_FRED_API_KEY. No assumed rights, inferred release timestamps, model-source promotion or financial operations.qualified_model_series=[],INSUFFICIENT_DATA/HOLD_CASH.Docs: reconcile bounded Swinkels #123 acceptance (#132)
gniewkob commentedon Nov 11, 2026
2026-11-11 — precise source-rights decision, original-file evidence reconciled
Engineering baseline updated: All post-merge P2 fixes #134–#137 are merged; final
main3f809b5016f63c527ad14d19276e156e6d9e4d2e, offline regression #43091417131 1247 tests run, one skipped, result SUCCESS. This closes no owner entitlement/PIT gate.Actual private Vanguard NAV data should not be counted as "missing altogether." Original XLSX SHA
eadddaf00d6c9ac14fefb3a396ffb521cb82bbaa1d1b71289c650060712e64, actual file layout 1886 entries, 60/60 monthly USD NAV observations and exact-day NBP conversion were operator-tested in #97 receipt; current freeze remains intentionally PENDING until the first complete post-freeze November month. This is existing original-file observation evidence, not third-party identity, permission for automated reuse, benchmark TR, or historic publication vintages.Verified first-party site/legal constraints:
Actual external evidence still missing: dataset-specific permission/entitlement and AI/automated use decision per candidate, original published historical vintages with
first_available_atand revision history, current GPW Benchmark TBSP method + release schedule. The independent owner must review provider terms and underlying data-source identity; absence of such approval is not a software error.Disposition by required model input:
GLOBAL_EQUITY_TR_PLN=BLOCKED_RIGHTS_PIT_SEMANTICS;PL_BONDS_TR_PLN=BLOCKED_RIGHTS_CURRENT_METHOD_PIT;GOLD_TR_PLN=BLOCKED_REAL_TOTAL_RETURN_SOURCE.NBP FX and gold PRICE_ONLY remain descriptive public reference inputs, not total-return indexes. All M1–M3
INSUFFICIENT_DATA/HOLD_CASH. No live trading, financial operations, provider automation, downloads bypassing access controls, or external DB writes.gniewkob commentedon Nov 11, 2026
2026-11-11 — VERIFIED applicable POLISH retail website Terms (source-channel rights correction)
Exact first-party primary source: Vanguard Poland Individual Investors — Warunki i zasady, section “Ograniczone licencje i ograniczenia dotyczące użytkowania materiałów”, and scope preamble. The publisher is Vanguard Group (Ireland) Limited, and these terms explicitly govern this Polish retail website itself (the original NAV XLSX acquisition channel), not the separate UK Professional website previously cited.
What the Polish section actually says: it grants a limited, revocable, non-exclusive, non-transferable licence to browse/store/bookmark/download/print website pages for personal, informational, noncommercial purposes or as explicitly authorized in writing. Unless otherwise authorized it restricts reproduction, derivative use, transfer/distribution of site-generated data/material, and repeated automated access to the website via third-party tools. It also identifies
intellectualproperty@vanguard.comas a possible written-permission channel. Do not treat the website's terms as an automatically acquired API/data-reuse contract.Impact on this project's private evidence: The operator's actual retail XLSX original SHA
eadddaf00d6c9ac14fefb3a396ffb521cb82bbaa1d1b71289c650060712e64and verified 60/60 local month/FX conversion are genuine technical source-ingest evidence but do not themselves authorize public dissemination, shared AI-agent data loading, persistent automated collection, licensed third-party redistribution, or qualification of an investable total-return model. Local/private educational statistical calculations and further publisher-scope questions must be assessed under these exact terms and any additional terms that applied during XLSX export. No repetitive automated downloader should be activated without explicit applicable permission.Remaining review: save a sanitized rights decision referencing the exact Polish section and version/access date (no raw proprietary NAV rows), identify the intended private AI-assisted research processing boundary, and seek written clarification only if that scope is not covered. Independent NAV historic
first_available_atvintages and first post-November freeze observation remain separate open checks.SOURCE_RIGHTS_FOR_AI_AUTOMATION=NOT_APPROVED,M1-M3=INSUFFICIENT_DATA/HOLD_CASH, financial operations 0.gniewkob commentedon Nov 12, 2026
2026-11-12 — current TBSP.Index / GPW Benchmark methodology located (source identity sub-gate advanced)
New primary administrator publication (replacing reliance solely on legacy 2019 BondSpot document): GPW Benchmark,
Rules of the Treasury Bond Index Family, consolidated 29 July 2026, applicable changes from 17 August 2026. A read-only text extraction of the original official publisher PDF confirms:76/2022replaced the prior Treasury BondSpot Poland Index rules, effective 28 Nov 2022;22/2026effective 9 Mar 2026;127/2026of 29 July 2026 added GPWB-B3Y, effective 17 Aug 2026. The English publication explicitly notes that the Polish-language version is binding in the event of doubt. For formal source approval, independently obtain/review the matching Polish text.TBSP.Indexmeans Treasury BondSpot Poland Index covering PLN fixed-rate and zero-coupon Treasury Bonds with at least six months' maturity.first_available_atfor each day and version. Check source archives and exception logs rather than backdating all 2021–2026 observations to 17:20.3.8.8cross-reference to §3.8.1(b) while §3.8.7 references §3.8.1(c) for the closing index. Treat as review required against the controlling Polish text; do not infer index eligibility from an English translation inconsistency.Verification limits: Administrator PDF text was retrieved via the official site and independently inspected in extract; this environment did not support visual PDF screenshot rendering, so there is no visual-page attestation in this checkpoint. The document is marked public, but this is NOT an explicit licence for private AI/agent ingestion, storage, derived commercial use, onward transfer or recurring API collection. The author's/administrator's actual terms, signed dataset-specific entitlement, data source raw vintages and verified historic publication exceptions are still missing. No values, licensed market-data files, scraper, raw dataset, financial operations, provider scheduler, or database writes were created.
Evidence scope decision:
TBSP_CURRENT_ADMINISTRATOR_AND_METHOD_DOCUMENT_IDENTIFIED= documented;TBSP_PLN_BOND_INDEX_TOTAL_RETURN_SEMANTICS= supported by §§3.3.4;TBSP_SOURCE_REUSE_AI_AUTOMATION_LICENSE= UNVERIFIED;TBSP_HISTORIC_PIT_VINTAGES= UNVERIFIED;TBSP_POLISH_CONTROLLING_TEXT_INDEPENDENT_REVIEW= PENDING;PL_BONDS_TR_PLN= NOT QUALIFIED; M1–M3INSUFFICIENT_DATA/HOLD_CASH.gniewkob commentedon Nov 12, 2026
2026-11-12 — binding Polish 2026 TBSP methodology and licensing gate verified
Authoritative Polish original (supersedes prior reliance on the English translation): GPW Benchmark S.A., Regulamin Rodziny Indeksów Obligacji Skarbowych, tekst jednolity 29.07.2026; uchwała 127/2026 effective 17.08.2026. Verified against primary-publisher document text; the publisher's archive separately records prior rule vintages (9.03.2026–16.08.2026, 2.05.2023–8.03.2026 and earlier). The document is public, but publication does not equal market-data reuse entitlement.
Further primary licensing documentation: GPW/WSE Market Data License Agreement Appendices 2026 includes Product J BondSpot Indices and separate GPW Benchmark index license provisions in the product annexes. This establishes that contractual market-data and benchmark/index use rights are distinct. It does not prove that any current ISL user holds either entitlement or that every private, non-commercial statistics use requires the same contract. GPW Market Data offering identifies analytical/non-display and automated use as distinct categories. Official administrator kontakt publishes
kontakt@gpwbenchmark.pl.Decision / next evidence:
PL_BONDS_TR_PLN_TBSP_METHOD_CURRENT_VERIFIED=true;POLISH_BINDING_RULE_REVIEW=PASS;DATA_LICENSE_FOR_PRIVATE_AUTOMATED_AI_RESEARCH=UNCONFIRMED;PIT_RELEASE_HISTORY=UNCONFIRMED;CLOSING_VALUE_CROSSREF_ERRATUM=REVIEW_REQUIRED;qualified_model_series=[];M1–M3=INSUFFICIENT_DATA/HOLD_CASH; financial operations 0. No license, contract, purchase, scrape, history file, broker action, asset transfer or production source activation is authorized.Contact can be pursued via a separately approved email; no external email was sent during this evidence audit.
gniewkob commentedon Nov 12, 2026
Public-first policy update — 2026-11-12
Decision: With the present 100 PLN/month research budget, do not purchase GPW/TBSP/index access or assume a commercial data licence merely to progress the reference analysis. Work on official public data first (NBP gold/FX #142, Eurostat HICP #144), with properly typed
PRICE_ONLY,FX_MID_REFERENCE,CONSUMER_PRICE_INDEXoutputs. This does not waive the GPW Benchmark rules §§1.5 or third-party rights, and no TBSP scraper/download will be enabled without an approved entitlement.Keep #116 open as an optional future evidence/entitlement track for fully qualifying
PL_BONDS_TR_PLN, not a blocker for the independently labelled public-reference research. If there is a concrete later model need, make a cost/value analysis and ask the rights owner directly; no blanket subscription. M1–M3 currentlyINSUFFICIENT_DATA/HOLD_CASH, no financial actions.gniewkob commentedon Nov 12, 2026
Public-first supporting source observation module #150 / PR #151 now MERGED main
4aa4f1d619f73b618bed7ef041906a15061528a5, exact main 1329 offline tests SUCCESS Actions. It captures one-shot version fingerprints for public NBP and Eurostat and same-window later comparison; NOT historical original PIT, source license scope admission, verified total-return data, M1–M3 eligibility, or real financial operations. #116 remains open with all original source-rights/PIT conditions untouched.gniewkob commentedon Nov 12, 2026
Public-first P0 #116 source research partial evidence update, NOT source admission (12 Nov 2026).
Found and source-tested a genuine free official Polish long-term government bond YIELD series: Eurostat
irt_lt_mcby_m,freq=M/int_rt=MCBY/geo=PL. Official methodology, sections 3.4/4/17/18, confirms monthly national-currency ~10-year gov bond secondary-market yield percent per annum from ECB/national central banks. Eurostat reuse §2–3 generally allows credited reuse with exceptions (not general license of any downstream market indices).Real original API run #43325200200 59/59 published Polish months 2021-11…2026-09 on 2026-11-12, raw SHA
acc302b641ca981b5c8e22259a613d092e5c12d0cb01e39e7e093c07c59c3abf. Mean 5.6115% p.a., range 3.12%–7.82%, max absolute adjacent-month yield level change 154 bps; none are investment performance or holding-period total return. Working code and source/negative tests in PR #153, issue #152. Current 1348 offline full tests pass, 1 skipped on PR SHAf2aa795693872a6d37acce7d1a36d3bb8df4dfab, remaining G1+stack macOS queued before merge.Classification for #116:
EUROSTAT_PL_LONG_GOV_YIELD_PCT_PA = ORIGINAL_PUBLIC_SOURCE_VERIFIED_YIELD_REFERENCE_ONLYwith currently retrieved-vintage time and SHA. NOTPL_BONDS_TR_PLN/ TBSP income index; no coupon cashflows/reinvestment, no realized total return, no executable price and no evidence that today's historic response existed on original decision dates. Do not flip any source rights/PIT acceptance checkboxes; #116 stays OPEN, M1–M3 HOLD_CASH, zero orders/wallet/DB operations.research: public Eurostat PL 10Y sovereign yield reference (not bond …
research: integrated public-first multi-source macro evidence and exc…
gniewkob commentedon Nov 12, 2026
Research source evidence checkpoint: #154 and PR #155 now merged main SHA
1a9aabb969dd1444552c9bdf4bf21058db654209; original official NBP (gold, USD/EUR) + Eurostat HICP/PL 10Y yield five series jointly validated in one run, 1360 tests exact main PASS Actions. Found actual BondSpot TBSP.Index archive per-day index values and GPW historical XLS archive, with BondSpot explicit market-data policy including licence/user declaration/fee schedule. Both exchange bulk ingestion + historical source vintages still BLOCKED pending authorized rights, not circumvented. NBP/Eurostat derived macro references NOT Polish total-return benchmark, cannot close #116; M1–M3 HOLD_CASH, no financial operations.