Session goal: Review open ideas, assess Phase 2 blockers, and identify any autonomous work possible while ibkr-creds is still missing.
Context:
- Phase 1 complete (BH + quarterly rebalancing confirmed optimal)
- DRIP study done (+485pp edge over BH price-only)
- Phase 2 paper trading validation blocked on
ibkr-credsrestoration - Last session: 2026-05-23 (DRIP study)
Progress log:
- 13:15 — Created today’s session. Engagement check: idle (user not engaged).
- 13:16 — Reviewed open tasks and project state. Active tasks: “Merge or archive identified wiki content” and “Project: wiki-lint-daily”. No asx-trading-specific active tasks. Phase 2 remains blocked on
ibkr-creds.
Assessment:
- V1 pattern definition is complete (trade-pattern-v1.md)
- DRIP research adds ~485pp edge — needs to be incorporated into V2 execution layer, but paper trading can’t validate without IBKR creds
- Next actionable item: waiting on pvs for ibkr-creds or deciding whether to explore alternative brokers
Next chunk picks up:
- Revisit when
ibkr-credsrestored or if pvs approves exploring non-IBKR paper trading options