Adaptive Investment Research Graph

Bounded LangGraph runs · JSON artifact handoff · current production remains unchanged

implemented existing adapter external adapter replay no-op planned placeholder blocked safety placeholder

Latest shadow execution

RUN IDlive-discovery:2026-09-15:142031-hardened-v2

MODEread_only_shadow

STATUSsucceeded

ROUTEunknown

Ranking observations106

Analyzed observations511

Themes30

Read-only market data calls39

Expanded themes: 2차전지(생산), 고체산화물 연료전지(SOFC), 2차전지(나트륨이온)

orders 0 · notifications 0 · canonical writes 0

#	Node	Status
1	`prepare_live_discovery`	complete
2	`collect_market_rankings`	complete
3	`collect_theme_metadata`	degraded
4	`freshness_and_session_gate`	complete
5	`discover_intraday_market_movers`	complete
6	`merge_observation_watchlist`	complete
7	`finalize_live_discovery`	complete

US close collection

us_close · bounded_run · market_calendar_scheduler

prepare_us_sessionFreeze session and cutoffplanned_placeholder
collect_us_marketCollect marketplanned_placeholder
collect_us_macroCollect macroplanned_placeholder
collect_us_newsCollect newsplanned_placeholder
collect_us_disclosuresCollect disclosuresplanned_placeholder
normalize_us_eventsNormalize and freshness gateplanned_placeholder
commit_us_closeCommit canonical artifactplanned_placeholder

Korean pre-open research

kr_preopen · bounded_run · market_calendar_scheduler

resolve_us_closeResolve prior artifactsplanned_placeholder
refresh_preopen_inputsRefresh executable inputsplanned_placeholder
preopen_freshness_gateQuarantine stale inputsplanned_placeholder
discover_market_wide_themesDiscover cross-sectional themesexternal_adapter
split_driver_company_responsesSplit common drivers by companyexternal_adapter
analyze_cross_marketCross-market modelplanned_placeholder
analyze_sectorSector transmission modelplanned_placeholder
analyze_macroMacro shock modelplanned_placeholder
analyze_newsNews/event modelplanned_placeholder
analyze_calendarCalendar-risk modelplanned_placeholder
summarize_disagreementPreserve disagreementplanned_placeholder
commit_preopenCommit pre-open artifactplanned_placeholder

Candidate or cash decision

candidate_decision · bounded_run · market_calendar_scheduler

freeze_preopen_inputFreeze pre-open inputplanned_placeholder
refresh_candidate_marketRefresh candidate marketplanned_placeholder
scan_candidate_opportunitiesScan themes and company transmissionexternal_adapter
compare_instrumentsCompare implementationsplanned_placeholder
choose_exposure_or_cashChoose exposure or cashplanned_placeholder
candidate_policy_gateApply authority policyplanned_placeholder
commit_candidatesCommit candidate artifactplanned_placeholder
candidate_summaryPrepare concise summaryplanned_placeholder

One intraday monitoring tick

intraday_tick · bounded_run · market_calendar_scheduler_or_event

prepare_intraday_runFreeze run identity and sourceimplemented
load_intraday_replayLoad sanitized replay summaryimplemented
discover_intraday_market_moversDiscover new market-wide moversimplemented
assess_intraday_packetAssess anomalies and routeimplemented
bounded_followupBounded follow-upreplay_noop
no_followupNo follow-upreplay_noop
update_watch_statesResolve every watchimplemented
commit_intraday_shadowPrepare shadow artifact pathimplemented
stage_alert_shadowRecord alert candidate onlyreplay_noop
no_alertNo alertreplay_noop
finalize_intraday_traceAtomic write and finalize traceimplemented

Post-close evaluation

post_close · bounded_run · market_calendar_scheduler

freeze_daily_artifactsFreeze daily artifactsplanned_placeholder
audit_outcomesAudit realized outcomesplanned_placeholder
audit_decision_qualityAudit decision processplanned_placeholder
audit_data_qualityAudit data qualityplanned_placeholder
audit_discovery_recallAudit missed themes and instrumentsimplemented
attribute_changesAttribute model/data changesplanned_placeholder
commit_close_reviewCommit close reviewplanned_placeholder
close_summaryPrepare concise summaryplanned_placeholder

Urgent alert delivery

urgent_delivery · bounded_run · pending_alert_artifact_event_or_scheduler

load_pending_alertLoad pending alertexisting_adapter
urgent_idempotency_gateReject duplicate alertplanned_placeholder
deliver_urgent_messageDeliver urgent messageexisting_adapter
verify_delivery_receiptVerify delivery receiptplanned_placeholder
acknowledge_alertAcknowledge only verified deliveryplanned_placeholder

Historical bounded backfill

history_backfill · bounded_run · batch_scheduler_or_manual

prepare_history_batchResolve bounded batchexisting_adapter
collect_history_batchCollect source batchexisting_adapter
quality_gate_historyValidate and quarantineexisting_adapter
commit_history_batchCommit data and progressexisting_adapter

Future execution safety path

execution_safety · bounded_run · authorized_decision_artifact_only

validate_order_intentValidate order intentblocked_placeholder
paper_real_identity_gateEnforce account identityblocked_placeholder
stale_data_gateReject stale datablocked_placeholder
duplicate_and_cash_gateCheck idempotency and cashblocked_placeholder
kill_switch_gateApply kill switchblocked_placeholder
dry_run_order_gatewayDry-run onlyblocked_placeholder
paper_order_gatewayPaper orderblocked_placeholder
real_order_gatewayReal orderblocked_placeholder
reconcile_executionReconcile order and accountblocked_placeholder

Safety: shadow mode may perform read-only market-data calls; it performs no order calls, canonical artifact writes, or notifications.