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Clarify IPO short-exit strategy horizon

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Request:
- Emphasize that the analyst model is for selling allocated IPO shares in T2 grey market or on D1, not for long-term holding.

Changes:
- Add explicit T2/D1 sell discipline to the analyst skill.
- Update ipo_score_v0 targets and holding policy so D1 sell return is primary and T2 is the intended extension when reliable grey-market data exists.
- Clarify that D5/D20/D60 are review labels only, not planned holding targets.
- Update the model report, single-ticker report generator, README, and the 06106 report language to reflect the short-exit horizon.

Verification:
- Rebuilt the model report with the same dataset timestamp and confirmed the analysis dataset did not change.
- Ran py_compile for build_analysis_dataset.py and generate_ipo_report.py.
- Generated a 06106 dry-run report showing T2/D1 exit discipline.
- Ran git diff --check.

Next useful context:
- T2 is still disabled in v0 until archivist approves a reliable grey-market data source; D1 remains the live modeled sell label.
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geometrybase
2026-06-15 14:20:56 +00:00
parent bd5a06465d
commit 29ed22e476
8 changed files with 96 additions and 34 deletions
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rules/rule_change_log.md
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# Rule Change Log
## 2026-06-15 - Clarify short-exit IPO strategy horizon
Request:
- Emphasize that the analyst model is focused on selling allocated IPO shares in T2 grey market or on D1, not long-term holding.
Change:
- Added an explicit T2/D1 sell horizon to the analyst skill.
- Updated `ipo_score_v0` targets and holding policy to make D1 sell return the primary modeled label and T2 the intended extension when reliable grey-market data exists.
- Clarified that D5/D20/D60 are review labels only, not holding-period targets.
- Updated single-ticker reports and the report generator to show T2/D1 exit discipline.
Rationale:
- The subscription decision should optimize for immediate IPO exit execution, not a long-term equity thesis.
- This preserves stage safety while aligning report language, model targets, and review labels with the actual trading process.
Verification:
- Generated dry-run single-ticker reports after the template update.
- Rebuilt the analysis model report with the same dataset timestamp to refresh language without changing model rows.
- Ran py_compile for the modified scripts and checked Markdown/report text for the new T2/D1 discipline.
## 2026-06-15 - Refresh `ipo_score_v0` after T1 demand backfill
Request: