Trading-lane handoff: freeze us-equities blueprints behind a pointer to UET (D3); IBKR deferred #618

Trading-lane handoff: freeze the us-equities blueprints behind a pointer to UET (D3); IBKR is deferred

This handoff is for the NAS trading-lane owner. It comes from the Claude Code session that finalized the ecosystem architecture on 2026-10-02 with a blind Claude/Codex convergence. Nothing in this repository was edited. It is a contest under the user's pinned decisions and is not a change request from another lane.

The user's pinned decisions (2026-09-25)

These are in ai-memory personal/agent-ecosystem, decisions/north-star-*.md.

• D3: trading code lives in the private us-equities-trading (UET). The NAS trading blueprints freeze at a pinned commit, with a pointer README.
• IBKR is out of scope. Record it only as deferred (user decision). Never list an IBKR login or step.
• Paper leverage: 1x hard cap now. 2x only after the leverage.py:225 fail-open fix and the drills. 4x is removed.
• Keys live in the login Keychain only and reach each command through secret run.

What main still says (18eea2c, read via the GitHub API)

• blueprints/us-equities/README.md and north-star.md still name NautilusTrader 2.0.0rc5 with IBKR and Alpaca paper as the destination. No pointer README or freeze exists.
• AGENTS.md ("Trading north star") still names the NautilusTrader/IBKR destination plus a separate Alpaca path. Credentials are "per-provider 0600 files".
• The blueprints/us-equities directory kept taking commits through 2026-10-01: Qualify Codex 0.159.3 and align the SDK pair #580, Native faults: the 2026-10-01 run on engine dca821cc becomes the gate's current receipt (native_faults_passed) #584, Trading layers 2026-10-01: closure assessment artifact, owner's verdicts, #4983 reconciliation, SPY parity superseding note #578, Mover v3 round 18: pre-freeze residual coverage, seal recovery for dry runs and live samples, ABJK/LPS literature correction — not frozen #360, Mover mode's first Alpaca paper runs on the Mac (trials A and C) and the partial-fill precision fix #205, Paper receipts 2026-09-29: pre, rth and ext mover series, incentive monitor and overnight watch (mechanics-only) #564, Adaptive paper: book Alpaca FEE activities in ledger cash accounting (unblocks account 2's IOVA recovery) #559.

Requested owner actions

• Freeze blueprints/us-equities/** at a pinned commit. Add a pointer README to UET, PR Qualify native recovery and a pinned local GPU workflow #6's docs/north-star.md once merged.
• Rewrite the IBKR destination text in AGENTS.md and the blueprint as deferred (user decision).
• File or confirm the leverage.py:225 fail-open fix. It gates any future 2x rung.
• Confirm whether NAS mover mode's Alpaca paper account is shared with extreme-gainer-desk (lane mac-egd) or extreme-mover. Compare keyed account references only, never raw IDs. The user will provision one account per lane.

Related: #602 (merged at 675bdd5) is cited as the new-WSL agent-plane install record. The final manifest changes none of its rows.

Final manifest and dashboard: https://claude.ai/artifact/KdotpfPtHnyxu9UvzTwMmQ (private; ask the user for access). UET registration PR: https://github.com/seathatflowsinourveins/us-equities-trading/pull/7.