docs: status review of 2026-08-16 - #275
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A single-page review of where keel actually stands: live deployment shape, the one order it has ever placed and why, the measured state of the strategy library, the compliance rails, the asset sweep, the venue studies, the engineering and versioning work, and the roadmap. Its thesis is the honest one and worth stating in the commit as well as the page: the instrument works and the strategies do not. Across the universe, 0 of 20 rules are net-positive at the taker rate actually paid on hourly bars (median n=268), and 0 of 20 reach n>=100 on daily. Daily and hourly rankings correlate at rho = -0.009, so the flattering daily table carries no information. Cost, not signal, is the binding constraint. REDACTED ON PURPOSE. This repository is public. The presented copy carries the live account's equity high-water mark, the open position's quantity, entry fill, fee, cost basis and mark, the exact order timestamp, and the configured position caps. None of that is in this file: it is personal account state, it would enter git history permanently, and no claim in the analysis depends on it. Every structural fact, verdict, measurement and roadmap item is intact. The withholding is stated in the page itself rather than left as a silent gap, so a reader knows the figures exist and were deliberately omitted. Placed under docs/reports/ alongside the existing engine-validation reports, which set the precedent for committing a rendered HTML report to the repo. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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A single-page review of where keel stands, for a status meeting on 2026-08-16.
Covers: the live deployment, the one order ever placed and why, rules and strategies, the experiment record, compliance rails, the asset sweep, venue feasibility, engineering and versioning, and the roadmap.
Thesis
The instrument works; the strategies don't. Across the universe,
0 of 20rules are net-positive at the taker rate actually paid on hourly bars (mediann=268), and0 of 20reachn>=100on daily. Daily and hourly rankings correlate atrho = -0.009. Cost, not signal, is the binding constraint — and establishing that rigorously is the project's main result to date.This repository is public. The version presented from carries the live account's equity high-water mark, the open position's quantity, entry fill, fee, cost basis and mark, the exact order timestamp, and the configured position caps.
None of that is in this file. It is personal account state, it would enter git history permanently, and no claim in the analysis depends on it. Every structural fact, verdict, measurement and roadmap item is intact, and the page says the figures were withheld rather than leaving a silent gap.
Placement
docs/reports/, alongside the existingdocs/superpowers/reports/*.htmlengine-validation reports, which set the precedent for committing a rendered report.Verified: parses cleanly, no residual account figures (
grepfor each withheld value returns nothing), and both light and dark themes are defined at token level.🤖 Generated with Claude Code