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(gemma4:31b)","status":"working","duration_ms":0.0,"detail":null,"progress":0.0,"detail_pruned":"llm_call"},{"timestamp":"2026-09-14T10:24:36.217519+00:00","message":"LLM: analyze_risk (gemma4:31b)","status":"working","duration_ms":0.0,"detail":null,"progress":0.0,"detail_pruned":"llm_call"},{"timestamp":"2026-09-14T10:24:39.282139+00:00","message":"LLM: final_decision (gemma4:26b)","status":"working","duration_ms":0.0,"detail":null,"progress":0.0,"detail_pruned":"llm_call"},{"timestamp":"2026-09-14T10:24:51.328895+00:00","message":"LLM: score_signals (gemma4:26b)","status":"working","duration_ms":0.0,"detail":null,"progress":0.0,"detail_pruned":"llm_call"},{"timestamp":"2026-09-14T10:25:03.512298+00:00","message":"LLM: second_opinion (gemma4:31b)","status":"working","duration_ms":0.0,"detail":null,"progress":0.0,"detail_pruned":"llm_call"},{"timestamp":"2026-09-14T10:25:07.474809+00:00","message":"LLM: analyze_risk (gemma4:31b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"analyze_risk","model":"gemma4:31b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"VRT\",\n  \"current_price\": 257.06,\n  \"forecast_target_price\": 263.24,\n  \"stop_loss_price\": 250.88,\n  \"take_profit_price\": 263.24,\n  \"composite_score\": 0.6222,\n  \"predicted_pct_change\": 2.4,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.823,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\": 1","response":"```json\n{\n  \"key_risks\": [\n    \"Severe negative momentum in Industrials sector (-7.27%) and rising VIX/10Y yields pressuring high-P/E stocks\",\n    \"Recent 5-day slide (-8.37%) creating gap-down risk below the $250.88 stop loss\",\n    \"High trailing P/E (58.16) increasing sensitivity to shifts in AI infrastructure growth sentiment\"\n  ],\n  \"risk_level\": \"medium\",\n  \"summary\": \"While fundamentals and AI demand are strong, the trade faces significant headwinds from a bearish Industrials sector trend "},"progress":0.0},{"timestamp":"2026-09-14T10:25:11.195293+00:00","message":"LLM: final_decision (gemma4:26b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"final_decision","model":"gemma4:26b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"VRT\",\n  \"current_price\": 257.06,\n  \"forecast_target_price\": 263.24,\n  \"stop_loss_price\": 250.88,\n  \"take_profit_price\": 263.24,\n  \"composite_score\": 0.6222,\n  \"predicted_pct_change\": 2.4,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.823,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\": 1","response":"```json\n{\n  \"action\": \"buy\",\n  \"confidence\": \"medium\",\n  \"reasoning\": \"The case for a BUY is driven by a strong divergence between fundamental value and recent price weakness. Vertiv (VRT) exhibits exceptional fundamentals, including a 43.94% ROE and a significant valuation decompression (trailing P/E of 58.16 dropping to a forward P/E of 28.18), which provides a margin of safety. The qualitative catalysts are highly positive, with headlines highlighting VRT as a primary beneficiary of the AI in"},"progress":0.0},{"timestamp":"2026-09-14T10:25:23.004398+00:00","message":"LLM: score_signals (gemma4:26b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"score_signals","model":"gemma4:26b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"FLEX\",\n  \"current_price\": 115.78,\n  \"forecast_target_price\": 118.23,\n  \"stop_loss_price\": 113.33,\n  \"take_profit_price\": 118.23,\n  \"composite_score\": 0.5719,\n  \"predicted_pct_change\": 2.11,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.547,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\":","response":"```json\n{\n  \"signal_scores\": {\n    \"ts\": 0.57,\n    \"sentiment\": 0.75,\n    \"fundamental\": 0.75,\n    \"technical\": 0.65,\n    \"crowd\": 0.75,\n    \"macro\": 0.48\n  },\n  \"summary\": \"Bullish case for FLEX driven by a massive $4.4B AI data center catalyst and strong fundamentals (52% growth potential). Technicals show upward momentum and a bullish MACD. While macro risks (rising VIX/yields) and thin margins exist, the specific AI-driven news and positive directional forecast of 2.55% support a BUY.\"\n}\n```"},"progress":0.0},{"timestamp":"2026-09-14T10:25:34.268070+00:00","message":"LLM: second_opinion (gemma4:31b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"second_opinion","model":"gemma4:31b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"FLEX\",\n  \"current_price\": 115.78,\n  \"forecast_target_price\": 118.23,\n  \"stop_loss_price\": 113.33,\n  \"take_profit_price\": 118.23,\n  \"composite_score\": 0.5719,\n  \"predicted_pct_change\": 2.11,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.547,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\":","response":"```json\n{\n  \"agree\": true,\n  \"concerns\": [\n    \"Severe negative momentum in Industrials sector (-7.27%)\",\n    \"Rising VIX and 10Y yields creating a risk-off environment\",\n    \"Thin profit margins (3.33%) increase vulnerability to cost shocks\"\n  ],\n  \"summary\": \"Strong bullish catalysts outweigh macro headwinds. A massive $4.4B AI data center deal provides a concrete fundamental trigger, supported by a bullish MACD and consistent earnings surprises. While the broader industrial sector is weak, th"},"progress":0.0},{"timestamp":"2026-09-14T10:25:37.685770+00:00","message":"LLM: analyze_risk (gemma4:31b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"analyze_risk","model":"gemma4:31b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"FLEX\",\n  \"current_price\": 115.78,\n  \"forecast_target_price\": 118.23,\n  \"stop_loss_price\": 113.33,\n  \"take_profit_price\": 118.23,\n  \"composite_score\": 0.5719,\n  \"predicted_pct_change\": 2.11,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.547,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\":","response":"```json\n{\n  \"key_risks\": [\n    \"Macro headwinds from rising VIX and 10Y yields creating a risk-off environment for Industrials/Tech\",\n    \"Thin profit margins (3.33%) increasing vulnerability to cost spikes or sector volatility\",\n    \"Historical tendency for price to reverse following high-sentiment news cycles\"\n  ],\n  \"risk_level\": \"medium\",\n  \"summary\": \"Bullish AI catalyst and technical momentum are countered by a fragile macro regime and thin margins. The primary risk is a systemic risk-off "},"progress":0.0},{"timestamp":"2026-09-14T10:25:41.017330+00:00","message":"LLM: final_decision (gemma4:26b)","status":"working","duration_ms":0.0,"detail":{"type":"llm_call","step":"final_decision","model":"gemma4:26b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"FLEX\",\n  \"current_price\": 115.78,\n  \"forecast_target_price\": 118.23,\n  \"stop_loss_price\": 113.33,\n  \"take_profit_price\": 118.23,\n  \"composite_score\": 0.5719,\n  \"predicted_pct_change\": 2.11,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.547,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\":","response":"```json\n{\n  \"action\": \"buy\",\n  \"confidence\": \"medium\",\n  \"reasoning\": \"The trade case for FLEX is driven by a powerful, specific fundamental catalyst: a $4.4 billion AI data center power deal, which provides a concrete reason for price appreciation independent of broader market trends. This is supported by strong technical indicators, including a bullish MACD signal and a positive directional forecast of 2.55% toward a target of $118.23. Fundamental metrics are also robust, with a significant P/"},"progress":0.0},{"timestamp":"2026-09-14T10:27:48.339899+00:00","message":"BUY FLEX!","status":"alert","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T10:27:48.339986+00:00","message":"DRY RUN: Would buy FLEX","status":"done","duration_ms":0.0,"detail":null,"progress":0.0}],"latestDetail":{"type":"llm_call","step":"final_decision","model":"gemma4:26b","prompt":"Context from previous steps:\n{\n  \"ticker\": \"FLEX\",\n  \"current_price\": 115.78,\n  \"forecast_target_price\": 118.23,\n  \"stop_loss_price\": 113.33,\n  \"take_profit_price\": 118.23,\n  \"composite_score\": 0.5719,\n  \"predicted_pct_change\": 2.11,\n  \"predicted_pct_change_note\": \"daily-high spread (mechanically >= 0); NOT a directional signal\",\n  \"directional_pct_change\": 2.547,\n  \"trend\": \"up\",\n  \"forecast_status\": \"ok\",\n  \"forecast_method\": \"direct+ensemble(arima+neural+momentum)\",\n  \"forecast_horizon_days\":","response":"```json\n{\n  \"action\": \"buy\",\n  \"confidence\": \"medium\",\n  \"reasoning\": \"The trade case for FLEX is driven by a powerful, specific fundamental catalyst: a $4.4 billion AI data center power deal, which provides a concrete reason for price appreciation independent of broader market trends. This is supported by strong technical indicators, including a bullish MACD signal and a positive directional forecast of 2.55% toward a target of $118.23. Fundamental metrics are also robust, with a significant P/"}},"bonds":{"state":"done","last_event_at":"2026-09-14T08:02:23.635139+00:00","current_task":"Regime: bear_steepener (score: 0.20)","ticker":"","progress":0,"history":[{"timestamp":"2026-09-14T08:01:42.618890+00:00","message":"Analyzing fixed income...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T08:02:23.635139+00:00","message":"Regime: bear_steepener (score: 0.20)","status":"done","duration_ms":0.0,"detail":null,"progress":0.0}],"latestDetail":null},"simulation":{"state":"done","last_event_at":"2026-09-14T10:19:23.326450+00:00","current_task":"Simulated 5 Stocks events in 10.0s","ticker":"","progress":1.0,"history":[{"timestamp":"2026-09-14T08:08:55.296865+00:00","message":"Simulating Forex crowd...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T08:08:59.784104+00:00","message":"NZDUSD=X: Buy 15% / Sell 65%","status":"working","duration_ms":0.0,"detail":null,"progress":1.0,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:08:59.784218+00:00","message":"Simulated 1 Forex events in 4.5s","status":"done","duration_ms":4487.339973449707,"detail":null,"progress":0.0,"detail_pruned":"task_queue"},{"timestamp":"2026-09-14T08:19:43.463122+00:00","message":"Simulating Commodities crowd...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T08:19:47.517129+00:00","message":"CL=F: Buy 45% / Sell 15%","status":"working","duration_ms":0.0,"detail":null,"progress":1.0,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:19:47.517919+00:00","message":"Simulated 1 Commodities events in 4.1s","status":"done","duration_ms":4054.7728538513184,"detail":null,"progress":0.0,"detail_pruned":"task_queue"},{"timestamp":"2026-09-14T08:28:32.708391+00:00","message":"Simulating Bonds crowd...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T08:28:37.098733+00:00","message":"BND: Buy 72% / Sell 5%","status":"working","duration_ms":0.0,"detail":null,"progress":0.2,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:28:39.175825+00:00","message":"AGG: Buy 15% / Sell 55%","status":"working","duration_ms":0.0,"detail":null,"progress":0.4,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:28:41.672868+00:00","message":"TLT: Buy 12% / Sell 68%","status":"working","duration_ms":0.0,"detail":null,"progress":0.6,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:28:44.262835+00:00","message":"IEF: Buy 12% / Sell 68%","status":"working","duration_ms":0.0,"detail":null,"progress":0.8,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:28:45.931398+00:00","message":"HYG: Buy 5% / Sell 75%","status":"working","duration_ms":0.0,"detail":null,"progress":1.0,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:28:45.931507+00:00","message":"Simulated 5 Bonds events in 13.2s","status":"done","duration_ms":13223.097801208496,"detail":null,"progress":0.0,"detail_pruned":"task_queue"},{"timestamp":"2026-09-14T08:45:22.912339+00:00","message":"Simulating Small Caps crowd...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T08:45:26.889103+00:00","message":"LAC: Buy 62% / Sell 8%","status":"working","duration_ms":0.0,"detail":null,"progress":0.2,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:45:28.293312+00:00","message":"TLRY: Buy 15% / Sell 55%","status":"working","duration_ms":0.0,"detail":null,"progress":0.4,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:45:30.918231+00:00","message":"UP: Buy 68% / Sell 5%","status":"working","duration_ms":0.0,"detail":null,"progress":0.6,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:45:32.798943+00:00","message":"RXRX: Buy 15% / Sell 55%","status":"working","duration_ms":0.0,"detail":null,"progress":0.8,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:45:34.565554+00:00","message":"AXG: Buy 55% / Sell 10%","status":"working","duration_ms":0.0,"detail":null,"progress":1.0,"detail_pruned":"simulation"},{"timestamp":"2026-09-14T08:45:34.565708+00:00","message":"Simulated 5 Small Caps events in 11.7s","status":"done","duration_ms":11653.351068496704,"detail":{"type":"task_queue","asset_class":"small_caps","tasks":[{"step":"discover","label":"Scan Small Caps headlines + Reddit","status":"done","agent":"news"},{"step":"analyze","label":"Research Small Caps candidates","status":"working","agent":"research"},{"step":"forecast","label":"Time series forecasting","status":"pending","agent":"research"},{"step":"simulate","label":"Crowd 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Chainlink Is Flying\u2014Here's Why"},{"text":"Sunrise Brings Canonical Chainlink LINK Token to Solana"}]},"progress":0.2},{"timestamp":"2026-09-14T09:04:14.368754+00:00","message":"ADA-USD: Buy 15% / Sell 55%","status":"working","duration_ms":0.0,"detail":{"type":"simulation","buy_pct":0.15,"sell_pct":0.55,"hold_pct":0.3,"agent_count":1000,"confidence":"high","sentiment_shift":-0.35,"event":"ADA Price Forecast: Approaches Critical Support as Correction Risks Grow","ticker":"ADA-USD","sentiment_score":-0.56,"source_count":5,"headlines":[{"text":"Charles Hoskinson Says AI Has Destroyed The Old Crypto Growth Metric"},{"text":"ADA Price Forecast: Approaches Critical Support as Correction Risks Grow"},{"text":"What Would 10,000 XRP, 10,000 Cardano and 10,000 Dogecoin Be Worth in 2028?"},{"text":"Zcash Is Up More Than 2,000% in a Year While XRP, Solana and Cardano Are All Dow"},{"text":"Only One of These Four Cryptos Is Up in 2026, and It Is Not XRP, Cardano or Doge"}]},"progress":0.4},{"timestamp":"2026-09-14T09:04:16.994391+00:00","message":"ATOM-USD: Buy 5% / Sell 75%","status":"working","duration_ms":0.0,"detail":{"type":"simulation","buy_pct":0.05,"sell_pct":0.75,"hold_pct":0.2,"agent_count":1000,"confidence":"high","sentiment_shift":-0.65,"event":"Circle Is Leaving Cosmos Behind","ticker":"ATOM-USD","sentiment_score":-0.5,"source_count":2,"headlines":[{"text":"Circle Is Leaving Cosmos Behind"},{"text":"$1.8M in Bitcoin Frozen on Osmosis After Nomic nBTC Double-Spend Exploit"}]},"progress":0.6},{"timestamp":"2026-09-14T09:04:18.685635+00:00","message":"ETH-USD: Buy 55% / Sell 15%","status":"working","duration_ms":0.0,"detail":{"type":"simulation","buy_pct":0.55,"sell_pct":0.15,"hold_pct":0.3,"agent_count":1000,"confidence":"high","sentiment_shift":0.65,"event":"Tom Lee Explains Ethereum's Killer Application as ETH Bucks Market Downturn","ticker":"ETH-USD","sentiment_score":0.5,"source_count":23,"headlines":[{"text":"Machi Big Brother Sits $150M Long With Two of Three Assets Down"},{"text":"Tom Lee Explains Ethereum's Killer Application as ETH Bucks Market Downturn"},{"text":"Trump\u2019s Crypto Push Opens Perpetuals Race to Singapore Exchange"},{"text":"Ethereum On Track To Snap Its Longest Quarterly Losing Streak On Record"},{"text":"Warren Buffett's old favorite bank enters stablecoin business"}]},"progress":0.8},{"timestamp":"2026-09-14T09:04:21.298182+00:00","message":"AVAX-USD: Buy 62% / Sell 8%","status":"working","duration_ms":0.0,"detail":{"type":"simulation","buy_pct":0.62,"sell_pct":0.08,"hold_pct":0.3,"agent_count":1000,"confidence":"high","sentiment_shift":0.65,"event":"South Korea\u2019s Hanwha Is Building a Tokenization Platform on Avalanche \u2013 and It Is Not Alone","ticker":"AVAX-USD","sentiment_score":0.4,"source_count":1,"headlines":[{"text":"South Korea\u2019s Hanwha Is Building a Tokenization Platform on Avalanche \u2013 and It I"}]},"progress":1.0},{"timestamp":"2026-09-14T09:04:21.298314+00:00","message":"Simulated 5 Crypto events in 12.6s","status":"done","duration_ms":12616.61410331726,"detail":{"type":"task_queue","asset_class":"crypto","tasks":[{"step":"discover","label":"Scan Crypto headlines + Reddit","status":"done","agent":"news"},{"step":"analyze","label":"Research Crypto candidates","status":"working","agent":"research"},{"step":"forecast","label":"Time series forecasting","status":"pending","agent":"research"},{"step":"simulate","label":"Crowd simulation","status":"done","agent":"simulation"},{"step":"rank","label":"Rank & select best pick","status":"pending","agent":"trading"},{"step":"execute","label":"Execute trade","status":"pending","agent":"trading"}]},"progress":0.0},{"timestamp":"2026-09-14T10:19:13.375232+00:00","message":"Simulating Stocks crowd...","status":"working","duration_ms":0.0,"detail":null,"progress":0.0},{"timestamp":"2026-09-14T10:19:16.980169+00:00","message":"AKAM: Buy 55% 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