Berkshire Alpha

last updated 12:28:39 PM
LIVELLM onmarket closed — next: the opening bell in 1h 1m · opens the session and queues its entry scans
session 13:30–20:00 UTC4 entry scans queued
ENTRIES FROZENThe gate stood the agent down

46

refused at REDUCE_ONLY

350

candidates evaluated

2

consecutive sessions

Portfolio delta breached its limit, so the deterministic gate refused every new entry before it was ever priced — while exits, assignment reconciliation and the five-minute management tick kept running. The LLM layer never ran: every decision the dashboard still holds from those sessions is labelled quant-only, because the gate short-circuits the pipeline before the first token is spent. The agent's own Reflector then examined both sessions independently, named REDUCE_ONLY as the binding constraint, and voted HOLD.

2026-09-03: 18 of 150 · 2026-09-02: 28 of 200 — summed from the Reflector's own per-session digest, not from the decisions window.

Account
$98,911
-$88-0.09%today
vs previous close $99,000
Buying power $395,646Cash $98,911

What the agent does, and what it just did

Market closed

Screen · chain · regime · shortlist — arithmetic, no speaker

Analysts — in parallel

Quant

News

Debate — Bull vs Bear, 2 rounds

Bull

Bear

Trader

Trader

Risk team — one shared model, on purpose

Conservative

Neutral

Aggressive

Risk gate — deterministic, not a vote

Runs after the votes, on arithmetic. No model output can bypass it.

Eight personas speak, and each prints the model it actually ran on. Everything else on this cycle is arithmetic.

Transcript

  1. Press play. Every line below is text the agent actually produced — nothing here is written for the demo.

Every stage can end a candidate, and a rejected candidate still gets a decisions row with its reason — nothing is silent.

Portfolio greeks
Delta$0.00 (flat)
0.00% of limit · $14,837 of headroomlimit ±$14,837
Vega$0.00 (flat)
0.00% of limit · $1,978 of headroomlimit ±$1,978

As of Sep 9, 19:56:48 UTC — the tick on each track is the limit; anything past it is a breach.

Operational Continuity — RTH

100.0% up over 14 market hours (0 failed checks)
Sep 8, 13:00 UTC — first health samplenow