# Current Status

Last updated: 2026-05-25 Asia/Shanghai.

## Live Trading

Main live service:

- Service: `bb-squeeze-executor.service`
- Host: `ubuntu@66.253.42.170`
- App dir: `/opt/okx-codex-trader`
- Symbol: `ETH-USDT-SWAP`
- Bar: `15m`
- Strategy module: `okx_codex_trader/bb_squeeze_strategy.py`
- Runner: `scripts/run_bb_squeeze_executor.py`

The service is live-capable and has submitted real OKX orders before. It must remain small-risk unless explicitly changed.

Current live strategy family:

- BB squeeze, both long/short.
- 15m completed-candle decision loop.
- Exchange-side stop-loss attachment is required for opening orders.
- No fixed exchange-side take-profit is currently part of the live strategy.
- Strategy exits are primarily signal/middle-band exits plus stop-loss.

Recent server backtest snapshot, data through `2026-05-24T16:15:00Z`:

| strategy | 30d | 14d | 7d | trades_30d |
| --- | ---: | ---: | ---: | ---: |
| live_bb_squeeze_mxbuf0.0005 | -9.99% | -5.42% | -3.22% | 23 |
| bb_squeeze_t_gated_tre96 | -10.22% | -9.32% | -9.32% | 0 |
| crash_follow_short | 0.00% | 0.00% | 0.00% | 0 |

Source:

- `reports/eth-exploration/current-strategy-recent-activity-report.md`
- Historical deployment note: `docs/live-strategy-status-2026-05-20.md`

## Read-only Observers

Currently active observer services on the server:

| service | purpose | current readout |
| --- | --- | --- |
| `bb-squeeze-t-gated-observer.service` | T-gated BB squeeze variant | Mostly state replay; 1 entry in latest 7d snapshot. |
| `calendar-fusion-observer.service` | Long/short calendar fusion candidate | Recently fixed after stale candidate failure; needs fresh observation. |
| `crash-follow-short-observer.service` | Crash-follow short candidate | Healthy, but no recent entry. |
| `eth-focused-portfolio-observer.service` | ETH-focused conservative portfolio | Has recent ETH entry signals; remains read-only. |
| `eth-nextgen-micro-observer.service` | ETH nextgen + micro switch | Has sparse recent long entries; remains read-only. |
| `high-frequency-portfolio-observer.service` | Cross-symbol high-frequency portfolio `risk-3-hf00486` | Newly added; current target flat. |
| `short-bias-readonly-observer.service` | Short-bias overlay | Has sparse recent short entries. |

Latest unified snapshot:

- `reports/live-recent/readonly-observers-snapshot.md`

Generate it on the server or locally with available `var/` logs:

```bash
rtk .venv/bin/python scripts/summarize_readonly_observers.py
```

## Most Recent Changes

- Fixed `calendar-fusion-observer`: it no longer reads an empty selected-candidate CSV with stale hardcoded names. It now selects top observation candidates from `reports/long-short-fusion/fusion-calendar-total.csv` by explicit rule.
- Added high-frequency portfolio read-only observer for `risk-3-hf00486`.
- Added unified read-only observer snapshot generator.
- Deployed `high-frequency-portfolio-observer.service` to the server.
- Confirmed `bb-squeeze-executor.service`, `calendar-fusion-observer.service`, and `high-frequency-portfolio-observer.service` are active after deployment.

## Current Strategy Ranking Read

Near-term replacement is not justified by current evidence.

Important candidates:

1. `risk-3-hf00486` high-frequency portfolio
   - Report: `reports/ultrashort/high-frequency-portfolio-report.md`
   - Full return: `+114.17%`
   - 1y: `+22.94%`
   - 6m: `+2.78%`
   - 3m: `+7.39%`
   - Frequency: about `46.4` trades/month
   - Status: now read-only observed.

2. ETH-focused conservative portfolio
   - Report: `reports/eth-exploration/eth-focused-portfolio-conservative-report.md`
   - Existing observer: `eth-focused-portfolio-observer.service`
   - Status: read-only, recent entries observed.

3. ETH nextgen + micro
   - Report: `reports/eth-exploration/eth-nextgen-micro-portfolio-report.md`
   - Existing observer: `eth-nextgen-micro-observer.service`
   - Status: read-only, sparse recent entries.

4. Short-bias overlay
   - Report: `reports/short-bias/overlay-mix-report.md`
   - Existing observer: `short-bias-readonly-observer.service`
   - Status: read-only, sparse short entries.

## Open Work

- Let the newly added high-frequency portfolio observer accumulate forward logs before considering promotion.
- Continue monitoring recent BB squeeze degradation before changing live risk.
- Keep improving modularity by moving reusable research accounting into `okx_codex_trader/`.
- If a strategy is promoted from observer to executor, first design target-position reconciliation and exchange-side risk orders.

## Safety Boundary

Do not convert any observer into a live executor by adding order calls in-place. A live promotion needs a separate executor path with:

- explicit margin caps
- idempotent candle processing
- position reconciliation
- OKX fill and fee logging
- exchange-side stop-loss handling
- tests for long, short, flat, reduce, and no-op states