Earnings Decision Lab v4.0.0 — V4 Forward Engine

Earnings Decision Lab v4.0.0 — V4 Forward Engine

First official V4-only software release. This is a software-architecture release, not a
proof of profitability: the forward evidence sample is one natural decision (AVGO,
2026-09-02) whose first settlement is scheduled for 2026-09-03 15:30 ET.

Highlights

• One decision engine (V4). The V3 engine, its pipeline, track record and UI are retired;
  recovery points: archive/pre-v4-only-reset, archive/pre-v4-main.
• 15:30 ET decision on the last trading day before the announcement; 15:30 ET settlement on
  the first post-earnings trading day; due settlements are settled before any new decision
  observation (single forward-window job, bounded lock scope, per-attempt telemetry).
• Automatic research preparation with EDGAR company resolution and readiness KPIs.
• V4-only frontend with Live Operations, V4 Decision Lab, Candidate Explorer and the
  six-cohort Forward Track Record; SPA navigation stalls fixed at the root.

Architecture

Earnings Calendar → Research Preparation → Company Evidence / RAG → DeepSeek DecisionView →
Expected Move → Semantic Compatibility → Strike Geometry → Candidate Generation → T+1 Scenario
Valuation → Ranking v1 → Six Configurations → 15:30 Entry Observation → Post-Earnings T+1 15:30
Settlement → Forward Track Record.

Six cohorts

$2K and $10K standardized capital × Conservative (15% risk cap, 0.80 liquidity floor, no
single-leg longs) / Moderate (30%, 0.40) / Aggressive (50%, no floor). Same frozen evidence,
independent RANKED / NO_ACTION outcomes, per-configuration entry and settlement rows.

Market data

Interactive Brokers TWS API, one long-lived socket per process, bounded timeouts, typed errors.
Current entitlement: delayed market data, labelled delayed on every quote and page.

Safety

No brokerage execution, no order-placement API, no position modification; the IBKR
integration is read-only by application design. Evidence tables reject updates at the
database level. Tests cannot reach production.

Forward testing

V4 evidence begins prospectively on 2026-09-02. No historical backfill, no V3 performance,
no profitability claim. Below 30 settled observations a cohort shows INSUFFICIENT SAMPLE.

Known limitations

• The forward sample size is currently tiny; no profitability claim is made or implied.
• The current IBKR market-data feed is delayed.
• Some class-share / company-resolution edge cases may remain (e.g. BF.A, BF.B).
• Aggressive and Moderate currently share the strategy-family universe.
• No order execution exists, by design.