Daily Replay · Aug 3, 2026

What the bot did vs what it should have done

← All replay days daily replay report missed opportunities ai learning engine update error patch diff test results rollback bundle validated learning dataset dev action items
42
News received
32
FN decisions
0
Trades taken
11
Missed flagged
40
Backtrack events
14
Slippage rows
9
Paper fills
6.45%
Avg premium expansion
Reject reasons

4 reason types

ReasonCount
impact_below_threshold 25
underlying_reaction_disagrees 4
duplicate_headline 2
REJECT_WIDE_SPREAD 1
Validation & P/L

Replay engine health

  • Actual bot P/L: $0.00
  • Validation tests: 10/10
  • AI learning promote: Not yet
  • Generated: Aug 4, 2026 9:16 AM EDT
Missed Fast News (sample)

Showing 10 of 10

TickerReject / reasonHeadlineLesson
MSFT missed_due_to_scanner_gap_or_no_decision Live On CNBC, Inside The (JOET) Rebalance; Removed Microsoft, Removed Meta Platforms —
AMZN missed_due_to_scanner_gap_or_no_decision Amazon, Alphabet Lead 'AI Debt Tsunami' Now Blamed for 20-Year-High Rates —
AAPL missed_due_to_scanner_gap_or_no_decision Trump’s Illegal Tariffs Delivered 85% of Apple’s Earnings Beat —
AAPL missed_due_to_scanner_gap_or_no_decision Crude Oil Gains 1%; Apple Shares Tumble After Q3 Results —
AAPL missed_due_to_scanner_gap_or_no_decision Apple Just Flagged a Headwind That Could Hit iPhone, Mac and iPad All at Once —
AAPL missed_due_to_scanner_gap_or_no_decision Fed's Warsh Sparks Bond Selloff, Apple Warns of '100-Year' Memory Flood: What Moved Markets This Week —
SPY missed_due_to_scanner_gap_or_no_decision S&P 500 Earnings Growth Hits 47.4%, Best Since 2021 —
AAPL missed_due_to_scanner_gap_or_no_decision Consumer Tech (July 27-31): AI Boom Drives Tech Earnings As Apple, Amazon Lead Markets & More —
AMZN missed_due_to_scanner_gap_or_no_decision Nasdaq Jumps 1% as Amazon Shares Surge: Investor Sentiment Improves, But Greed Index Remains in 'Fear' Zone —
SPY missed_due_to_scanner_gap_or_no_decision Stock Market Today: S&P 500, Dow Jones Futures Gain as Trump Halts 'Massive Attack' on Iran—Atkore, Alibaba, ArcelorMitt —
Missed A+ setups

1 setup(s)

TickerDirectionStatusNotes
USO PUT reject_vwap_confirmed premarket_setup_rejected_by_rules
Learning candidates

Not auto-applied — review only

  • Reject reason 'impact_below_threshold' occurred 25 times on 2026-08-03
  • Reject reason 'underlying_reaction_disagrees' occurred 4 times on 2026-08-03
  • missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, tariff_or_export_restriction, general_catalyst, general_catalyst
  • Scanner gap: MSFT — Live On CNBC, Inside The (JOET) Rebalance; Removed Microsoft, Removed Meta Platf
  • AMD had intraday confirmation window 09:55:00–10:31:00 (stored replay)

Needs repeated validation across different days/sectors (client level_2+).

Dev action items

Auto-generated notes

# Dev action items — 2026-08-03

## Detected errors
- None critical

## Top reject reasons
- `impact_below_threshold`: 25
- `underlying_reaction_disagrees`: 4
- `duplicate_headline`: 2
- `REJECT_WIDE_SPREAD`: 1

## Learning candidates (not auto-applied)
- Reject reason 'impact_below_threshold' occurred 25 times on 2026-08-03
- Reject reason 'underlying_reaction_disagrees' occurred 4 times on 2026-08-03
- missed_due_to_scanner_gap: add category or source for: general_catalyst, general_catalyst, tariff_or_export_restriction, general_catalyst, general_catalyst
- Scanner gap: MSFT — Live On CNBC, Inside The (JOET) Rebalance; Removed Microsoft, Removed Meta Platf
- AMD had intraday confirmation window 09:55:00–10:31:00 (stored replay)
- AMD replay final monitor status: pending_vwap_confirmation
- AAPL had intraday confirmation window 09:55:00–09:57:00 (stored replay)
- AAPL replay final monitor status: reject_vwap
- CVX had intraday confirmation window 10:03:00–10:05:00 (stored replay)
- CVX replay final monitor status: reject_vwap
- NOW had intraday confirmation window 09:40:00–09:41:00 (stored replay)
- NOW replay final monitor status: reject_vwap
- NVDA had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- NVDA replay final monitor status: pending_vwap_confirmation
- INTC had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- INTC replay final monitor status: pending_vwap_confirmation
- ARM had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- ARM replay final monitor status: pending_vwap_confirmation
- USO had intraday confirmation window 09:40:00–09:41:00 (stored replay)
- USO replay final monitor status: reject_vwap
- IBM had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- IBM replay final monitor status: reject_vwap
- AVGO had intraday confirmation window 09:59:00–10:01:00 (stored replay)
- AVGO replay final monitor status: pending_vwap_confirmation
- MRVL had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- MRVL replay final monitor status: pending_vwap_confirmation
- SMCI had intraday confirmation window 09:51:00–09:52:00 (stored replay)
- SMCI replay final monitor status: pending_vwap_confirmation
- JETS had intraday confirmation window 09:40:00–09:41:00 (stored replay)
- JETS replay final monitor status: pending_vwap_confirmation
- MU had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- MU replay final monitor status: pending_vwap_confirmation
- DAL had intraday confirmation window 09:37:00–09:38:00 (stored replay)
- DAL replay final monitor status: pending_vwap_confirmation
- XLE had intraday confirmation window 09:36:00–09:37:00 (stored replay)
- XLE replay final monitor status: reject_vwap
- TSM had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- TSM replay final monitor status: pending_vwap_confirmation
- XOM had intraday confirmation window 09:45:00–09:46:00 (stored replay)
- XOM replay final monitor status: reject_vwap

## Next steps
1. Review missed_fast_news entries in missed_opportunities JSON
2. Tune NEWS_FEED_DELAY_SECONDS / sandbox grace if news_stale dominates
3. Promote learning rules only after 3+ validated days
Options confirmation bot · alert-only