Claude Code backtesting examples: minute rules, crypto and options

TL;DR

Claude Code submitted a SPY filled-buy cooldown test that returned 0.08% over October 7 to 9, 2026. Its BTC minute crossover lost 31.14% and charged $2,804.54 in fees over October 7 to 8. The options and dividend examples include readbacks of tests created elsewhere. Inspect saved rules, accepted IDs and full stored histories. An earlier Aurora test missed its requested interval and entry timing; after the readback repair, a fresh daily SPY run reports $9,672.45. Detailed order events were disabled, and hourly exports omit some replay lows.

A filled buy starts the next entry’s cooldown

Animation: a SPY strategy has one condition, DaysSinceOrder(SPY, Buy, Filled) at least 1 day, and buys $1,000 of SPY when it passes. A sawtooth chart of hours since the last filled buy rises from 0 to the 1-day line and resets at each fill. Buys fill at 13:30 UTC on Oct 7, 8 and 9, 2026, with brackets marking 24 h between consecutive fills, while the condition flips true at each fill and false after it, and SPY shares held grow to 1.28904182, 2.57959756 and 3.86785894. — Each filled buy restarted the clock, and the next two buys filled exactly 24 hours apart on Oct 8 and Oct 9, 2026.

Portfolio value (USD)

Strategy 2026-10-09, 20:00:00 EDT: $10,008.40
SPY buy and hold 2026-10-09, 20:00:00 EDT: $9,994.09

Strategy: 0.12% largest decline in plotted observations. 2026-10-07, 15:00:00 EDT ($10,001.42) to 2026-10-08, 14:00:00 EDT ($9,989.24).

StrategySPY buy and holdHistorical simulationDates shown in New York time

Strategy return: 0.08%
Engine maximum drawdown: 0.16%
Fees: $3.00
Closed trades: 0

Show the table · 7 rows, 2 columns

Exact setting	Saved input
Instrument	SPY
Initial value	$10,000
Sizing	$1,000 per buy
Evaluation cadence	Constant, 60 seconds
Condition	DaysSinceOrder(targetAssets:[SPY], side:Buy, orderStatus:Filled) ≥ 1
Stock fee	0.1% of notional per fill
Events	Not generated

The strategy buys $1,000 of SPY when DaysSinceOrder is at least one day, restricted to Buy orders with Filled status. The saved evaluation cadence is 60 seconds. Before the first matching fill, the indicator permits the initial entry; afterward it measures elapsed time from the matching fill, not the previous signal or submission.

The tool returned all 51 stored observations through query_backtest_history. These are hourly exports from a Minute replay, not every evaluated minute.

The completed Claude-submitted run reports $3 of fees and no closed trades. It generated no detailed traces. A separately approved native diagnostic rerun kept the exact same rules, dates, fees and cadence and enabled events. Its three filled buys below occurred exactly 24 hours apart; the second and third BuySignal audits returned one elapsed day against a one-day threshold, with the condition passing. A favorable three-day return cannot show that the cooldown improves a strategy.

Four different questions, four recorded results

Show the table · 4 rows, 5 columns

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Filled-buy cooldown	Minute, SPY	Oct 7 to 9, 2026	0.08%	Claude Code created and submitted; 51 stored observations
A 50-minute trend crossover	Minute, BTC-USD	Oct 7 to 8, 2026	-31.14%	Claude Code submitted and read 48 stored observations
Long-call entry and held position	Minute, SPY options	Jan 2 to 3, 2024	-2.49%	Native MCP created; Claude Code read 34 stored observations
Five dividend growers	Day, US stocks	Jan 2, 2025 to Oct 7, 2026	44.80%	Existing test; Claude Code read status and 2 of 956 history rows

Each row is a historical simulation. The three short Minute windows demonstrate execution and inspection; the longer dividend example is a readback of an existing completed test. These already viewed periods do not establish a durable investment edge. The client receipt identifies who created the run and which actual tool results Claude Code received.

The actual filled orders reset the clock

Show the table · 3 rows, 5 columns

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2026-10-07T13:30:00.000Z	$775.7700	1.28904182	No prior matching fill	≥ 1 day
2026-10-08T13:30:00.000Z	$774.8600	1.29055574	1 day	≥ 1 day
2026-10-09T13:30:00.000Z	$776.2400	1.28826138	1 day	≥ 1 day

All three orders have Filled status and Buy side. The diagnostic events prove this rule uses elapsed time since a completed buy. This specific run filled immediately at the signal timestamp, so it does not establish behavior under delayed fills or rejected orders.

Verify the repair against a fresh saved rule

Show the table · 4 rows, 3 columns

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After the repair: symbol SPY with descriptive name SPDR S&P 500 ETF Trust	The first preview passed and retained the SPY filled-buy filter.	The client created once and read back the same SPY filter, inactive with Constant 60-second cadence.
Before the repair: symbol SPY with a descriptive asset name	Validation rejected the asset name as a ticker.	The client revised the asset fields.
Before the repair: symbol SPY with name omitted	Validation passed, but the canonical filled-order asset filter was empty.	The client inspected the output and withheld creation.
Before the repair: symbol SPY with name SPY	Validation passed with the SPY filter retained.	The client created once and read back the saved inactive draft.

Read the explanation

After the asset normalization repair reached production, a fresh natural-language request asked for a $1,000 SPY buy after one elapsed day since its last filled buy, evaluated every 60 seconds. Claude Code discovered the tools, supplied symbol SPY with a descriptive asset name, validated once, created once and read the saved draft. The first preview and saved rule retained SPY, Buy and Filled, with Constant 60-second cadence, inactivity and disabled automated approval. No client correction was needed.

This separate post-repair acceptance took 43.85 seconds of observed client wall time and reported $1.68509 in model cost. It submitted no backtest. These are restricted client observations, not a competitor speed comparison.

The earlier capture remains below. Its second preview exposed an authoring problem: a valid result had dropped the requested SPY filter. An empty filter broadens the order history being inspected. The client supplied the ticker as the asset name in a third preview before creating. The production repair now preserves an explicit Stock symbol when the display name is descriptive or missing.

The first earlier invocation stopped at its $0.75 requested soft budget before any creation call. Its continuation used the identical request with a larger soft budget, preserved the first receipt and made exactly one creation. Those two invocations reported $3.296719 in total model cost. The successful continuation took 37.60 seconds of observed client wall time and submitted no backtest.

Reproduce the cooldown with your own returned identifiers

Inspect the request

Use this frozen strategy and historical request as an execution example. Validate with build_portfolio. After I approve creation, create one inactive draft, set its Constant cadence to 60 seconds using the supported setDeploymentFrequency operation, and read it back. Confirm the rules, inactivity and disabled automated approval. Stop before submitting the backtest until I approve the exact request. Use only identifiers returned to my own account; never deploy or place orders.

{
  "draft": {
    "name": "Claude Code worked example - SPY filled-buy one-day cooldown - Oct 7-9 2026",
    "initialValue": 10000,
    "cash": 10000,
    "buyingPower": 10000,
    "supportsFractionalShares": true,
    "supportsCrypto": false,
    "alertsEnabled": false,
    "dividendPolicy": "cash",
    "strategies": [
      {
        "name": "Buy $1000 SPY after a filled-buy cooldown",
        "condition": {
          "type": "Base",
          "lhs": {
            "type": "DaysSinceOrder",
            "targetAssets": [
              {
                "type": "Stock",
                "symbol": "SPY",
                "name": "SPY"
              }
            ],
            "side": "Buy",
            "orderStatus": "Filled"
          },
          "comparison": "greaterThanOrEqual",
          "rhs": {
            "type": "Value",
            "value": 1
          }
        },
        "action": {
          "type": "Buy",
          "targetAsset": {
            "type": "Stock",
            "symbol": "SPY",
            "name": "SPY"
          },
          "amount": {
            "type": "dollars",
            "amount": 1000
          },
          "orderType": "Market"
        }
      }
    ]
  },
  "backtestRequest": {
    "start_date": "2026-10-07",
    "end_date": "2026-10-09",
    "interval": "Minute",
    "initial_value": 10000,
    "baseline_symbol": "SPY",
    "dividend_policy": "cash",
    "fee_config": {
      "Stock": {
        "amount": 0.1,
        "type": "percent"
      }
    },
    "generate_events": false
  }
}

Compare a BTC minute crossover with BTC buy and hold

Portfolio value (USD)

Strategy 2026-10-08, 23:00:00 EDT: $6,862.69
BTC-USD buy and hold 2026-10-08, 23:00:00 EDT: $9,733.25

Strategy: 31.37% largest decline in plotted observations. 2026-10-07, 00:00:00 EDT ($10,000.00) to 2026-10-08, 23:00:00 EDT ($6,862.69).

StrategyBTC-USD buy and holdHistorical simulationDates shown in New York time

Strategy return: -31.14%
Engine maximum drawdown: 31.46%
Fees: $2804.54
Closed trades: 177

Show the table · 8 rows, 2 columns

Exact setting	Submitted input
Instrument and benchmark	Cryptocurrency BTC-USD
Initial value	$10,000
Entry	Price > native SMA over 50 elapsed minutes, with no held BTC
Sizing	95% of buying power
Exit	Price ≤ the same average, with a held BTC position
Evaluation cadence	Constant, 60 seconds
Crypto fee	0.1% of notional per fill
Event traces	Not generated

Inspect the request

Inspect and validate this exact inactive BTC draft and historical request. Explain the 50-minute average, entry, exit, sizing, saved cadence, crypto fee and typed BTC benchmark. Ask before creating another draft or submitting a test. Use identifiers returned to my own account, keep event diagnostics disabled, and never activate, deploy or place orders.

{
  "kind": "frozen-proposed-example",
  "scope": "Historical minute simulation, not out-of-sample strategy validation.",
  "draft": {
    "name": "Claude Code worked example - BTC 50-minute trend - Oct 7-8 2026",
    "initialValue": 10000,
    "cash": 10000,
    "buyingPower": 10000,
    "strategies": [
      {
        "name": "Enter BTC 50-minute trend",
        "condition": {
          "type": "And",
          "conditions": [
            {
              "type": "Base",
              "lhs": {
                "type": "Price",
                "targetAsset": {
                  "type": "Cryptocurrency",
                  "symbol": "BTC-USD",
                  "name": "BTC-USD"
                }
              },
              "comparison": "greaterThan",
              "rhs": {
                "type": "SimpleMovingAverage",
                "targetAsset": {
                  "type": "Cryptocurrency",
                  "symbol": "BTC-USD",
                  "name": "BTC-USD"
                },
                "window": {
                  "length": 50,
                  "interval": "Minute"
                }
              }
            },
            {
              "type": "Base",
              "lhs": {
                "type": "PositionValue",
                "targetAssets": [
                  {
                    "type": "Cryptocurrency",
                    "symbol": "BTC-USD",
                    "name": "BTC-USD"
                  }
                ]
              },
              "comparison": "equal",
              "rhs": {
                "type": "Value",
                "value": 0
              }
            }
          ]
        },
        "action": {
          "type": "Buy",
          "targetAsset": {
            "type": "Cryptocurrency",
            "symbol": "BTC-USD",
            "name": "BTC-USD"
          },
          "amount": {
            "type": "percent of buying power",
            "amount": 95
          }
        },
        "orderExecution": {
          "type": "Market"
        }
      },
      {
        "name": "Exit BTC 50-minute trend",
        "condition": {
          "type": "And",
          "conditions": [
            {
              "type": "Base",
              "lhs": {
                "type": "Price",
                "targetAsset": {
                  "type": "Cryptocurrency",
                  "symbol": "BTC-USD",
                  "name": "BTC-USD"
                }
              },
              "comparison": "lessThanOrEqual",
              "rhs": {
                "type": "SimpleMovingAverage",
                "targetAsset": {
                  "type": "Cryptocurrency",
                  "symbol": "BTC-USD",
                  "name": "BTC-USD"
                },
                "window": {
                  "length": 50,
                  "interval": "Minute"
                }
              }
            },
            {
              "type": "Base",
              "lhs": {
                "type": "PositionValue",
                "targetAssets": [
                  {
                    "type": "Cryptocurrency",
                    "symbol": "BTC-USD",
                    "name": "BTC-USD"
                  }
                ]
              },
              "comparison": "greaterThan",
              "rhs": {
                "type": "Value",
                "value": 0
              }
            }
          ]
        },
        "action": {
          "type": "Sell",
          "targetAsset": {
            "type": "Cryptocurrency",
            "symbol": "BTC-USD",
            "name": "BTC-USD"
          },
          "amount": {
            "type": "percent of current positions",
            "amount": 100
          }
        },
        "orderExecution": {
          "type": "Market"
        }
      }
    ],
    "supportsFractionalShares": true,
    "supportsCrypto": true,
    "alertsEnabled": false,
    "dividendPolicy": "cash"
  },
  "backtestRequest": {
    "start_date": "2026-10-07",
    "end_date": "2026-10-08",
    "interval": "Minute",
    "initial_value": 10000,
    "dividend_policy": "cash",
    "fee_config": {
      "Cryptocurrency": {
        "amount": 0.1,
        "type": "percent"
      }
    },
    "generate_events": false,
    "baseline_asset": {
      "type": "Cryptocurrency",
      "symbol": "BTC-USD",
      "name": "BTC-USD"
    }
  },
  "costSource": "server/src/utils/backtestWorkload.ts calculateAssetWeightedBacktestTokenCost: <=90 calendar days returns0 research tokens",
  "reportedResearchTokenCostBySource": 0,
  "executionCadenceRequirementSeconds": 60
}

Read the explanation

Claude Code created the inactive strategy draft, set its cadence, submitted one accepted job and read its completed result.

The tool returned all 48 stored observations through query_backtest_history. These are hourly exports from a Minute replay, not every evaluated minute.

The replay returned -31.14% and charged $2804.54 in fees, equal to 28.05% of its $10,000 initial capital. Its native closed-trade count is 177. These are substantial trading costs; they do not isolate the effect of fees without a matched cost rerun.

The native average uses a 50-minute elapsed-time window over the retained price observations. The request does not specify a fixed count of 50 bars. The typed BTC benchmark keeps the comparison on the same instrument as the strategy.

The last stored hourly observation returned $6862.6896, or -31.3731% versus the initial capital. The engine's completed return is -31.1393%. Statistics update on every replay tick, while this curve retains one observation per hour. Its final plotted value and terminal statistics therefore describe different observation boundaries. The engine maximum drawdown also includes observations omitted from this chart.

Inspect fees, return and drawdown before proposing another period. This two-day window demonstrates the execution workflow; it does not establish that the crossover improves BTC returns. Without event diagnostics, the retained curve does not prove every signal or fill timestamp.

Inspect the exact BTC client receipt and retained history

Complete sanitized crypto receipt and history

JSON

View complete record

{
  "kind": "actual-client-minute-read",
  "client": {
    "name": "Claude Code",
    "version": "2.1.296",
    "model": "claude-opus-5-5"
  },
  "recordedAt": "2026-10-13T08:59:13.344359+00:00",
  "provenance": "Claude Code created the inactive strategy draft, set its cadence, submitted one accepted job and read its completed result.",
  "returnedStatus": {
    "status": "COMPLETE",
    "interval": "Minute",
    "createdAt": "2026-10-13T08:57:29.133Z",
    "updatedAt": "2026-10-13T08:57:32.107Z",
    "nativeReportedTimeElapsedSeconds": 2.133170191,
    "statistics": {
      "percentChange": -31.139325120871774,
      "maxDrawdown": 31.462046827961988,
      "closedTradeCount": 177,
      "totalFees": 2804.5437032672344
    },
    "feeConfig": {
      "Stock": {
        "type": "percent",
        "amount": 0.1
      },
      "Cryptocurrency": {
        "amount": 0.1,
        "type": "percent"
      },
      "Option": {
        "type": "dollars",
        "amount": 0.65
      },
      "OptionSlippageFraction": 0.5
    },
    "warnings": []
  },
  "historyScope": "The tool returned all 48 stored observations through query_backtest_history. These are hourly exports from a Minute replay, not every evaluated minute.",
  "nativeDurationScope": "Unmodified completed worker-item timeElapsed from the verified runtime release. Its clock starts at worker-item construction and ends when its result is produced; it includes worker wait, loading, replay and artifact work. It excludes prior HTTP/queue age and does not measure client or individual tool latency.",
  "history": [
    {
      "time": "2026-10-07T04:00:00.000Z",
      "value": 10000.0,
      "cash": 10000.0,
      "positionValue": 0.0,
      "comparisonValue": 10000.0,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T05:00:00.000Z",
      "value": 9856.0851,
      "cash": 9856.0851,
      "positionValue": 0.0,
      "comparisonValue": 9972.7422,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T06:00:00.000Z",
      "value": 9785.0271,
      "cash": 477.8833,
      "positionValue": 9307.1438,
      "comparisonValue": 10000.2724,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T07:00:00.000Z",
      "value": 9651.3081,
      "cash": 488.2988,
      "positionValue": 9163.0094,
      "comparisonValue": 9987.5461,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T08:00:00.000Z",
      "value": 9573.0416,
      "cash": 9573.0416,
      "positionValue": 0.0,
      "comparisonValue": 9975.6928,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T09:00:00.000Z",
      "value": 9512.2358,
      "cash": 9512.2358,
      "positionValue": 0.0,
      "comparisonValue": 9954.8097,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T10:00:00.000Z",
      "value": 9454.5249,
      "cash": 9454.5249,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T11:00:00.000Z",
      "value": 9368.4428,
      "cash": 9368.4428,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T12:00:00.000Z",
      "value": 9269.9793,
      "cash": 455.9502,
      "positionValue": 8814.0291,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T13:00:00.000Z",
      "value": 9144.0627,
      "cash": 9144.0627,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T14:00:00.000Z",
      "value": 9020.4994,
      "cash": 9020.4994,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T15:00:00.000Z",
      "value": 8976.0202,
      "cash": 8976.0202,
      "positionValue": 0.0,
      "comparisonValue": 9842.5601,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-07T16:00:00.000Z",
      "value": 8982.2407,
      "cash": 437.4543,
      "positionValue": 8544.7863,
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      "reservedCollateral": 0.0
    },
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      "time": "2026-10-07T17:00:00.000Z",
      "value": 8968.5792,
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      "reservedCollateral": 0.0
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      "cash": 8880.1577,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
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      "reservedCollateral": 0.0
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      "reservedCollateral": 0.0
    },
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      "time": "2026-10-07T21:00:00.000Z",
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      "cash": 8652.1675,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
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      "reservedCollateral": 0.0
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      "reservedCollateral": 0.0
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      "reservedCollateral": 0.0
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      "time": "2026-10-08T11:00:00.000Z",
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      "cash": 7490.142,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
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      "time": "2026-10-08T12:00:00.000Z",
      "value": 7408.8678,
      "cash": 7408.8678,
      "positionValue": 0.0,
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      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T14:00:00.000Z",
      "value": 7330.3276,
      "cash": 7330.3276,
      "positionValue": 0.0,
      "comparisonValue": 9739.8851,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T15:00:00.000Z",
      "value": 7325.4134,
      "cash": 341.2326,
      "positionValue": 6984.1808,
      "comparisonValue": 9802.3712,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T16:00:00.000Z",
      "value": 7309.6383,
      "cash": 7309.6383,
      "positionValue": 0.0,
      "comparisonValue": 9603.395,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T17:00:00.000Z",
      "value": 7260.1219,
      "cash": 7260.1219,
      "positionValue": 0.0,
      "comparisonValue": 9595.3031,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T18:00:00.000Z",
      "value": 7220.3226,
      "cash": 7220.3226,
      "positionValue": 0.0,
      "comparisonValue": 9568.9971,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T19:00:00.000Z",
      "value": 7246.187,
      "cash": 341.928,
      "positionValue": 6904.2589,
      "comparisonValue": 9659.8873,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T20:00:00.000Z",
      "value": 7241.2204,
      "cash": 358.957,
      "positionValue": 6882.2633,
      "comparisonValue": 9695.7587,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T21:00:00.000Z",
      "value": 7192.2111,
      "cash": 357.8612,
      "positionValue": 6834.3499,
      "comparisonValue": 9695.2991,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T22:00:00.000Z",
      "value": 7134.8055,
      "cash": 7134.8055,
      "positionValue": 0.0,
      "comparisonValue": 9689.4609,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-08T23:00:00.000Z",
      "value": 7106.322,
      "cash": 345.4514,
      "positionValue": 6760.8706,
      "comparisonValue": 9707.5287,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-09T00:00:00.000Z",
      "value": 7024.5236,
      "cash": 7024.5236,
      "positionValue": 0.0,
      "comparisonValue": 9690.1476,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-09T01:00:00.000Z",
      "value": 6918.6752,
      "cash": 6918.6752,
      "positionValue": 0.0,
      "comparisonValue": 9695.1193,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-09T02:00:00.000Z",
      "value": 6879.4203,
      "cash": 335.8636,
      "positionValue": 6543.5567,
      "comparisonValue": 9717.1098,
      "reservedCollateral": 0.0
    },
    {
      "time": "2026-10-09T03:00:00.000Z",
      "value": 6862.6896,
      "cash": 337.6907,
      "positionValue": 6524.9989,
      "comparisonValue": 9733.2481,
      "reservedCollateral": 0.0
    }
  ],
  "exposedToolCount": 3,
  "reportedClientReadCostUsd": 0.11208080000000001,
  "rawTranscriptSha256": "a313405979379ace8e956eb35945870c4ba2c21cfce557237ff1b3619da19c68",
  "redactions": [
    "Backtest, portfolio, user and strategy identifiers are withheld. Use newly returned identifiers from your own account."
  ],
  "baselineVerification": {
    "kind": "owner-bound-saved-benchmark-verification",
    "verifiedAt": "2026-10-13T09:49:55.215Z",
    "verifiedAsset": {
      "type": "Cryptocurrency",
      "symbol": "BTC-USD",
      "name": "BTC-USD"
    },
    "ownerBindingVerified": true,
    "acceptedToolInputToVerifiedDraftBindingVerified": true,
    "storedRulesMatchOwnedDraft": true,
    "sourcePortfolioReferencePersisted": false,
    "bindingScope": "The actual accepted tool input names the owned draft, and the saved job's rule snapshot matches that draft. The chat-portfolio quicktest path stores the snapshot without a source portfolioId.",
    "draftInactive": true,
    "status": "COMPLETE",
    "interval": "Minute",
    "timeElapsedSeconds": 2.133170191,
    "clockScope": "Completed worker-item clock, excluding earlier HTTP/queue time and later result persistence.",
    "sourceDocumentSha256": "2fa268166cc1e326109c26fa1340d0edbe1bc080716c224068390864bfb5e3e1",
    "ownerScopedMcpStatusSha256": "814f60d8f8d51f358700de31d214e727348c1c60af0d123d2e6c45df6778a248",
    "databaseMutations": 0,
    "jobsSubmitted": 0,
    "providerCalls": 0
  },
  "completedWorkerClockRelease": "4d9aee54f5d6dbdd692bb513792db5fe7e4bb871"
}

Inspect an option fill and the position that remained open

Portfolio value (USD)

Strategy 2024-01-03, 20:00:00 EST: $9,750.77
SPY buy and hold 2024-01-03, 20:00:00 EST: $9,853.88

Strategy: 2.55% largest decline in plotted observations. 2024-01-02, 12:00:00 EST ($10,005.27) to 2024-01-03, 16:00:00 EST ($9,750.27).

StrategySPY buy and holdHistorical simulationDates shown in New York time

Strategy return: -2.49%
Engine maximum drawdown: 2.93%
Fees: $0.65
Closed trades: 0

Read the explanation

Native NexusTrade MCP created the option test; Claude Code read its completed result.

The tool returned all 34 stored observations through query_backtest_history. These are hourly exports from a Minute replay, not every evaluated minute.

The chart uses the retained production history values at their original precision. The Claude Code receipt preserves the rounded values that its tool actually returned.

The engine reported 2.9272% maximum drawdown. The largest decline visible in the 34 stored observations is 2.5487%; the hourly export does not capture every intraday low.

The native event receipt records one long-call buy, created at 14:31 UTC and filled at 14:32 UTC on January 2, 2024. The run bought one SPY240202C00472500 contract. It ended holding that contract, so zero closed trades is expected; the loss includes the held option’s ending mark. This is an entry and valuation example.

Historical option candidates or quote accesses without verified timing or observed quotes were excluded. These counters are eligibility checks, not counts of mispriced accepted trades. Coverage is not certified for strategy comparison.

Inspect the opening signal, executable fill and ending position before changing the exit rule. The SPY benchmark is underlying buy and hold, not an option with equivalent risk.

The retained quote warning describes admission in this run.Inspect the data-provenance worksheet for the exact counters, Massive’s documented market-data sources and the distinction between upstream historical availability, stored coverage and a certified research comparison. The warning alone does not establish inaccurate or low-quality vendor data, or competitor superiority. An actual missing, stale or incorrect mark needs its own source and consumer evidence.

Read the premium debit and held value together

Show the table · 7 rows, 2 columns

Actual execution field	Recorded value
Contract	SPY240202C00472500
Filled buy	2024-01-02T14:32:00.000Z
Premium	$8.235833 × 1 contract × 100 multiplier
Fee	$0.65
Entry cash debit including fee	$824.233333
Ending held contract value	$575.00
Ending portfolio value	$9750.766667

Inspect the request

Inspect the exact frozen SPY long-call draft and request. Validate with build_portfolio, then explain the entry, two exits, sizing, cadence and fee/slippage contract. Ask before creating a new inactive draft or submitting this historical test. Use only identifiers returned to my own account. Retain the option quote coverage warning and inspect filled orders and the held end position. Never deploy or place orders.

{
  "draft": {
    "name": "Explore example SPY long call minute Jan2-3 2024",
    "initialValue": 10000,
    "alertsEnabled": false,
    "dividendPolicy": "cash",
    "strategies": [
      {
        "name": "Open SPY long call above SMA50",
        "condition": {
          "type": "And",
          "conditions": [
            {
              "type": "Base",
              "lhs": {
                "type": "Price",
                "targetAsset": {
                  "symbol": "SPY",
                  "name": "SPY",
                  "type": "Stock"
                }
              },
              "comparison": "greaterThan",
              "rhs": {
                "type": "SimpleMovingAverage",
                "targetAsset": {
                  "symbol": "SPY",
                  "name": "SPY",
                  "type": "Stock"
                },
                "window": {
                  "length": 50,
                  "interval": "Day"
                }
              }
            },
            {
              "type": "Base",
              "lhs": {
                "type": "OptionPositionCount",
                "underlying": "SPY",
                "optionType": "call",
                "direction": "long",
                "spreadType": "custom"
              },
              "comparison": "equal",
              "rhs": {
                "type": "Value",
                "value": 0
              }
            }
          ]
        },
        "action": {
          "type": "OpenOption",
          "builder": {
            "legs": [
              {
                "optionType": "call",
                "direction": "long",
                "expirationSelector": {
                  "minDaysToExpiration": 30,
                  "maxDaysToExpiration": 45,
                  "preference": "nearest"
                },
                "strikeSelector": {
                  "distanceType": "percent",
                  "distance": 0
                },
                "ratio": 1
              }
            ],
            "underlyingSymbol": "SPY",
            "spreadType": "custom"
          },
          "allocation": {
            "type": "dollars",
            "amount": 1000
          }
        },
        "orderExecution": {
          "type": "Market"
        }
      },
      {
        "name": "Close when trend breaks",
        "condition": {
          "type": "Base",
          "lhs": {
            "type": "Price",
            "targetAsset": {
              "symbol": "SPY",
              "name": "SPY",
              "type": "Stock"
            }
          },
          "comparison": "lessThanOrEqual",
          "rhs": {
            "type": "SimpleMovingAverage",
            "targetAsset": {
              "symbol": "SPY",
              "name": "SPY",
              "type": "Stock"
            },
            "window": {
              "length": 50,
              "interval": "Day"
            }
          }
        },
        "action": {
          "type": "CloseOption",
          "underlyings": [
            "SPY"
          ],
          "spreadType": "custom",
          "closeScope": "spread",
          "quantity": {
            "type": "all"
          }
        },
        "orderExecution": {
          "type": "Market"
        }
      },
      {
        "name": "Close at 14 DTE",
        "condition": {
          "type": "Base",
          "lhs": {
            "type": "Value",
            "value": 1
          },
          "comparison": "greaterThan",
          "rhs": {
            "type": "Value",
            "value": 0
          }
        },
        "action": {
          "type": "CloseOption",
          "underlyings": [
            "SPY"
          ],
          "spreadType": "custom",
          "closeScope": "spread",
          "triggers": [
            {
              "type": "dte",
              "maxDte": 14
            }
          ],
          "quantity": {
            "type": "all"
          }
        },
        "orderExecution": {
          "type": "Market"
        }
      }
    ],
    "deployment": {
      "frequency": "Constant",
      "intervalSeconds": 60
    },
    "main": false,
    "supportsFractionalShares": false,
    "supportsCrypto": false
  },
  "backtestRequest": {
    "start_date": "2024-01-02",
    "end_date": "2024-01-03",
    "initial_value": 10000,
    "interval": "Minute",
    "baseline_symbol": "SPY",
    "dividend_policy": "cash",
    "generate_events": true,
    "fee_config": {
      "Stock": {
        "type": "percent",
        "amount": 0.1
      },
      "Cryptocurrency": {
        "type": "percent",
        "amount": 0.7
      },
      "Option": {
        "type": "dollars",
        "amount": 0.65
      },
      "OptionSlippageFraction": 0.5
    }
  }
}

The entry rule requires SPY above its native average over a 50-calendar-day window and no existing matching call. The native Day data retains both session opens and closes, so this is not an average of 50 daily closing bars. It allocates $1,000 to a long call with the nearest expiration between 30 and 45 days. Exit rules close when the trend breaks or days to expiration reaches 14. Neither produced a closing fill in this window.

Native pricing contract 8 recorded one observed-quote pricing, zero synthetic pricings and 27 unknown quote-timing accesses. No rejected fill groups or marks were recorded. The counter tracks quote accesses whose price-availability timing was unknown; it does not count distinct missing vendor quotes or establish mispriced accepted trades. The source warning remains: coverage is not certified for strategy comparison. No independent full quote-admission audit is claimed.

Use the longer dividend example to inspect a complete research comparison

Show the table · 6 rows, 2 columns

Returned field	Actual Claude Code read
Status	COMPLETE
Original created date	2026-10-08T14:00:58.797Z
Return	44.80%
Maximum drawdown	24.33%
Fees	$24.15
This client history read	Only 2 rows of 956 stored points

Claude Code read an existing completed daily test. It did not create that original run. The full guide preserves the original plotted result, exact rules, fees and weaker longer-period comparison. Read the universe and development-period caveats before interpreting the performance.

Inspect the full dividend rules and historical comparisons ↗

Check the request even when the test completes

Show the table · 5 rows, 2 columns

Requested setting	Observed Aurora outcome
Daily replay, Jan 2 to Mar 20, 2025	The final answer disclosed a completed Minute replay.
One SPY buy at the Jan 2 regular-market close	The saved rule used a flat SPY position and Minutes After Market Open > 0. Exact close entry remained unverified.
Ending portfolio value and trade details	The agent disclosed that its read had not returned an ending portfolio value.
Verify exact settings before running	The mismatches were disclosed in the final answer after execution.
Open the saved historical result	The portfolio preview displayed Oct 9 to 13, 2026. Its separate operation identity was not verified.

A separate Aurora browser request asked for a simple $10,000 SPY buy-and-hold test with daily data, zero stock costs and an exact close entry. The operation completed, but it did not satisfy that requested contract. The final response correctly disclosed the interval and timing differences; it should have resolved them before submitting the test.

The agent trace displayed 99.17 seconds, 12 steps, four model calls and a 100% success rate. That success rate counts steps without tool errors. It does not verify that the saved rules, dates, fill timing and result fields match the request. The trace duration includes agent work and does not establish native replay speed.

This browser case used an existing staff account with comped Wall Street Elite access. It is separate from the Claude Code executions above. Its settings and incomplete evidence prevent a matched competitor performance ranking. Use the requested-versus-saved check below before approving your own run.

Return to the exact-rule submission checklist ↗

Continue from the accepted operation, then ask a narrower question

Validate and read the saved rule
Compare the canonical saved condition and action with the frozen inputs. A Constant 60-second cadence and Minute history are separate settings. An inactive draft does not start trading.
Retain the accepted ID
After backtest_portfolio returns an ID, poll that same operation. A client interruption or budget stop can happen after a resource has been created. Check the actual resource before repeating a mutation.
Read the complete stored history
Paginate until all returned points are saved. An exported hourly curve does not contain every evaluated minute; request bounded event diagnostics if exact signal and fill timing is necessary.
Change one rule and name the next period first
The displayed windows have already been examined. Freeze the next experiment and an unused evaluation period before running it. Compare return, drawdown, deployment and fees; keep errors and weaker results in the record.

Audit point-in-time eligibility and publication dates ↗

Measure the client steps separately from the replay

Show the table · 4 rows, 4 columns

Filter rows

Scroll sideways to compare all columns. Select a heading to sort.


Submit the stock request	5.50 seconds	$0.05	Accepted as PENDING
Read the stock status and 51 history rows	31.44 seconds	$0.14	Completed client read
Read the option status and 34 history rows	29.63 seconds	$0.14	Completed client read
Create the stock draft	12.21 seconds	$1.82	Client budget stopped; the draft had persisted

These are the installed CLI’s reported duration fields from separate restricted audit invocations, including a slower completed history read and a failed client run. They do not measure the default client UI, browser responsiveness or a competitor’s equivalent workflow. The earlier logs did not timestamp each tool exchange, so a precise per-tool latency is unavailable for these rows.

A request becoming PENDING, the native replay completing, and the coding client writing its interpretation are separate stages. Retain each clock and its scope when comparing latency.

The stock run’s raw timeElapsed field reported 7.726e-06 seconds, while its creation and final-update timestamps span 7.656 seconds. The captured service retained a progress-heartbeat age at completion. That field is an unreliable speed benchmark; the raw value remains in the receipt.

Two real client interruptions to recognize

These are observed workflow failures, not fabricated tutorial states. They explain why the accepted identifier, saved rule and tool result matter more than the final chat summary.

A soft budget is not a hard cost ceiling
The installed Claude Code CLI can finish an initial request above the requested model budget and then stop. One attempt persisted a draft before its result was printed. The operator found that single draft and continued its cadence edit, preserving the original operation.
Check optional object fields against the advertised schema
In the captured test, an optional deployment object arrived as a string and creation rejected it before persistence. The successful continuation used declared creation fields and the supported cadence operation on the newly created inactive draft.

Inspect the complete recorded client duration fields

Complete client duration receipts and clock definitions

JSON

View complete record

{
  "kind": "observed-client-stage-durations",
  "scope": "Separate restricted CLI harness invocations on one operator connection. These are actual observed durations, not timing samples of the default client UI or a controlled competitor latency benchmark.",
  "definitions": {
    "reportedCliDurationMs": "Unmodified duration_ms field from Claude Code result event.",
    "reportedModelApiDurationMs": "Unmodified duration_api_ms field from Claude Code result event; it is not native backtest runtime.",
    "observedWallSeconds": "Monotonic harness wall duration around subprocess invocation, stream capture and result parsing when instrumented; null for earlier logs.",
    "observedStreamExchanges": "Local arrival gap between actual tool_use and matching tool_result events. Not a server-side network-only latency measurement."
  },
  "limits": [
    "Earlier transcripts do not include per-tool timestamps; those latencies are unavailable.",
    "A CLI success means the client completed its response; actualToolOutcomes separately records rejected tool requests. A missing tool_result does not prove that a mutation did not persist.",
    "Model API time, tool schema preparation, MCP startup, queued execution, native replay and history reads are different stages.",
    "Cold schema setup and client budget interruptions were retained, including slower and failed attempts."
  ],
  "stages": [
    {
      "stage": "Existing dividend read",
      "recordedAt": "2026-10-13T03:01:35.507540+00:00",
      "resultSubtype": "success",
      "toolDiscoveryMode": "Built-ins disabled; filtered MCP definitions",
      "harnessScope": "Restricted print-mode audit; not an unrestricted interactive client measurement.",
      "toolSearchRequested": null,
      "toolSearchAdvertised": null,
      "toolSearchUsed": null,
      "reportedCliDurationMs": 20581,
      "reportedModelApiDurationMs": 19259,
      "observedWallSeconds": null,
      "exposedToolCount": 2,
      "actualToolExchangeTimestampsAvailable": false,
      "observedStreamExchanges": [],
      "toolCallCount": 2,
      "toolResultCount": 2,
      "actualToolOutcomes": [
        {
          "toolName": "mcp__nexustrade__query_backtest_status",
          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__query_backtest_history",
          "isError": false
        }
      ],
      "reportedClientModelCostUsd": 0.0974968,
      "requestedSoftBudgetUsd": 0.5,
      "previousAttemptSha256": null,
      "sourceSha256": "5a1f6502daf9c0fce994fcab82dde21c6cedb65cd516ca379d4f4fe02b301f8e"
    },
    {
      "stage": "Public SEC connection check with the unfiltered MCP catalog",
      "recordedAt": "2026-10-13T02:56:40.461749+00:00",
      "resultSubtype": "error_max_budget_usd",
      "toolDiscoveryMode": "Captured restricted harness; discovery mode not separately recorded",
      "harnessScope": "Restricted print-mode audit; not an unrestricted interactive client measurement.",
      "toolSearchRequested": null,
      "toolSearchAdvertised": null,
      "toolSearchUsed": null,
      "reportedCliDurationMs": 6723,
      "reportedModelApiDurationMs": 0,
      "observedWallSeconds": null,
      "exposedToolCount": 132,
      "actualToolExchangeTimestampsAvailable": false,
      "observedStreamExchanges": [],
      "toolCallCount": 1,
      "toolResultCount": 0,
      "actualToolOutcomes": [],
      "reportedClientModelCostUsd": 3.092604,
      "requestedSoftBudgetUsd": null,
      "previousAttemptSha256": null,
      "sourceSha256": "1ed9c6a1f47f1da0aeb70e5df728625a5ef2e70afd19a73a2b43b922fed26992"
    },
    {
      "stage": "stateful-stock-minute: accepted-submit",
      "recordedAt": "2026-10-13T03:25:10.563749+00:00",
      "resultSubtype": "success",
      "toolDiscoveryMode": "Built-ins disabled; filtered MCP definitions",
      "harnessScope": "Restricted print-mode audit; not an unrestricted interactive client measurement.",
      "toolSearchRequested": null,
      "toolSearchAdvertised": null,
      "toolSearchUsed": null,
      "reportedCliDurationMs": 5502,
      "reportedModelApiDurationMs": 5254,
      "observedWallSeconds": null,
      "exposedToolCount": 1,
      "actualToolExchangeTimestampsAvailable": false,
      "observedStreamExchanges": [],
      "toolCallCount": 1,
      "toolResultCount": 1,
      "actualToolOutcomes": [
        {
          "toolName": "mcp__nexustrade__backtest_portfolio",
          "isError": false
        }
      ],
      "reportedClientModelCostUsd": 0.045052800000000004,
      "requestedSoftBudgetUsd": 0.75,
      "previousAttemptSha256": null,
      "sourceSha256": "fd8735b08ef29fa2a847f6f90061cc0f8487429bd429014668d48013958bbdaf"
    },
    {
      "stage": "stateful-stock-minute: cadence-acceptance-discovery-continuation-1",
      "recordedAt": "2026-10-13T08:36:55.410586+00:00",
      "resultSubtype": "success",
      "toolDiscoveryMode": "ToolSearch requested; only approved MCP tools callable",
      "harnessScope": "Restricted print-mode audit, not the unrestricted interactive client. Strict MCP config, permission prompts denied, no Chrome or session persistence.",
      "toolSearchRequested": true,
      "toolSearchAdvertised": true,
      "toolSearchUsed": true,
      "reportedCliDurationMs": 36366,
      "reportedModelApiDurationMs": 35781,
      "observedWallSeconds": 37.60099329200011,
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      "observedStreamExchanges": [
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          "requestObservedAt": "2026-10-13T08:36:58.403805+00:00",
          "resultObservedAt": "2026-10-13T08:36:58.418588+00:00",
          "observedStreamGapSeconds": 0.014772374999893145
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        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "requestObservedAt": "2026-10-13T08:37:05.335140+00:00",
          "resultObservedAt": "2026-10-13T08:37:05.526241+00:00",
          "observedStreamGapSeconds": 0.19109037500015802
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        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "requestObservedAt": "2026-10-13T08:37:11.453880+00:00",
          "resultObservedAt": "2026-10-13T08:37:11.543463+00:00",
          "observedStreamGapSeconds": 0.08958566600017548
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        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "requestObservedAt": "2026-10-13T08:37:18.099662+00:00",
          "resultObservedAt": "2026-10-13T08:37:18.226585+00:00",
          "observedStreamGapSeconds": 0.12692262499990647
        },
        {
          "toolName": "mcp__nexustrade__create_portfolio",
          "requestObservedAt": "2026-10-13T08:37:22.385056+00:00",
          "resultObservedAt": "2026-10-13T08:37:22.537787+00:00",
          "observedStreamGapSeconds": 0.15273087499986104
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        {
          "toolName": "mcp__nexustrade__get_portfolio",
          "requestObservedAt": "2026-10-13T08:37:24.390333+00:00",
          "resultObservedAt": "2026-10-13T08:37:24.502941+00:00",
          "observedStreamGapSeconds": 0.11260608399993544
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      ],
      "toolCallCount": 6,
      "toolResultCount": 6,
      "actualToolOutcomes": [
        {
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          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__build_portfolio",
          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__create_portfolio",
          "isError": false
        },
        {
          "toolName": "mcp__nexustrade__get_portfolio",
          "isError": false
        }
      ],
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}

Inspect the actual saved cadence and all preview corrections

Complete sanitized fresh-client cadence acceptance

JSON

View complete record

{
  "kind": "actual-fresh-client-cadence-acceptance",
  "recordedAt": "2026-10-13T08:36:55.410586+00:00",
  "verifiedProductionTsRelease": "4d9aee54f5d6dbdd692bb513792db5fe7e4bb871",
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    "name": "Claude Code cadence metadata acceptance 2026-10-13",
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                "type": "Stock",
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          "name": "# of Days Since the Last Filled Buy Order of SPY \u2265 Constant 1",
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        "createdAt": "2026-10-13T08:37:22.495Z",
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            "symbol": "SPY"
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        "missingMarketCapBehavior": "EXCLUDE",
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  },
  "previewSteps": [
    {
      "input": {
        "name": "Claude Code cadence metadata acceptance 2026-10-13",
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        },
        "strategies": [
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                    "type": "Stock",
                    "symbol": "SPY",
                    "name": "SPDR S&P 500 ETF Trust"
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                "side": "Buy",
                "orderStatus": "Filled"
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            },
            "action": {
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                "name": "SPDR S&P 500 ETF Trust"
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              "amount": {
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            }
          }
        ]
      },
      "returned": {
        "valid": false,
        "issues": [
          {
            "path": "strategies/0",
            "component": "Buy $1,000 SPY when at least 1 day since last filled SPY buy",
            "message": "Error validating condition: \"# of Days Since the Last Filled Buy Order of SPDR S&P 500 ETF TRUST \u2265 Constant 1\" Error validating indicator: Error validating asset: SPDR S&P 500 ETF TRUST is not a valid stock symbol."
          }
        ],
        "portfolio": {
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      }
    },
    {
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                "amount": 1000
              }
            }
          }
        ]
      },
      "returned": {
        "valid": true,
        "issues": [],
        "portfolio": {
          "name": "Claude Code cadence metadata acceptance 2026-10-13",
          "initialValue": 10000,
          "strategies": [
            {
              "name": "Buy $1,000 of SPY whenever days since the last filled buy order is at or above 1.",
              "active": true,
              "condition": {
                "lhs": {
                  "compound": false,
                  "targetAssets": [],
                  "side": "Buy",
                  "type": "DaysSinceOrder",
                  "orderStatus": "Filled",
                  "name": "# of Days Since the Last Filled Buy Order"
                },
                "rhs": {
                  "compound": false,
                  "targetAssets": [],
                  "value": 1,
                  "type": "Value",
                  "name": "Constant 1"
                },
                "name": "# of Days Since the Last Filled Buy Order \u2265 Constant 1",
                "comparison": "greaterThanOrEqual",
                "type": "Base"
              },
              "createdAt": "2026-10-13T08:37:11.548Z",
              "action": {
                "type": "Buy",
                "targetAsset": {
                  "name": "SPY",
                  "type": "Stock",
                  "symbol": "SPY"
                },
                "amount": {
                  "type": "dollars",
                  "amount": 1000
                }
              },
              "orderExecution": {
                "type": "Market"
              },
              "automaticOrderApproval": false
            }
          ]
        }
      }
    },
    {
      "input": {
        "name": "Claude Code cadence metadata acceptance 2026-10-13",
        "initialValue": 10000,
        "supportsFractionalShares": true,
        "deployment": {
          "frequency": "Constant",
          "intervalSeconds": 60
        },
        "strategies": [
          {
            "name": "Buy $1,000 SPY when at least 1 day since last filled SPY buy",
            "condition": {
              "type": "Base",
              "comparison": "greaterThanOrEqual",
              "lhs": {
                "type": "DaysSinceOrder",
                "targetAssets": [
                  {
                    "type": "Stock",
                    "symbol": "SPY",
                    "name": "SPY"
                  }
                ],
                "side": "Buy",
                "orderStatus": "Filled"
              },
              "rhs": {
                "type": "Value",
                "value": 1
              }
            },
            "action": {
              "type": "Buy",
              "targetAsset": {
                "type": "Stock",
                "symbol": "SPY",
                "name": "SPY"
              },
              "amount": {
                "type": "dollars",
                "amount": 1000
              }
            }
          }
        ]
      },
      "returned": {
        "valid": true,
        "issues": [],
        "portfolio": {
          "name": "Claude Code cadence metadata acceptance 2026-10-13",
          "initialValue": 10000,
          "strategies": [
            {
              "name": "Buy $1,000 of SPY whenever days since the last filled buy order of SPY is at or above 1.",
              "active": true,
              "condition": {
                "lhs": {
                  "compound": false,
                  "targetAssets": [
                    {
                      "name": "SPY",
                      "type": "Stock",
                      "symbol": "SPY"
                    }
                  ],
                  "side": "Buy",
                  "type": "DaysSinceOrder",
                  "orderStatus": "Filled",
                  "name": "# of Days Since the Last Filled Buy Order of SPY"
                },
                "rhs": {
                  "compound": false,
                  "targetAssets": [],
                  "value": 1,
                  "type": "Value",
                  "name": "Constant 1"
                },
                "name": "# of Days Since the Last Filled Buy Order of SPY \u2265 Constant 1",
                "comparison": "greaterThanOrEqual",
                "type": "Base"
              },
              "createdAt": "2026-10-13T08:37:18.221Z",
              "action": {
                "type": "Buy",
                "targetAsset": {
                  "name": "SPY",
                  "type": "Stock",
                  "symbol": "SPY"
                },
                "amount": {
                  "type": "dollars",
                  "amount": 1000
                }
              },
              "orderExecution": {
                "type": "Market"
              },
              "automaticOrderApproval": false
            }
          ]
        }
      }
    }
  ],
  "observedCorrections": [
    "The first preview rejected a descriptive asset name as an invalid ticker.",
    "The second preview passed validation but dropped the requested SPY filter from its canonical DaysSinceOrder result.",
    "The client inspected that result, supplied name SPY in the third preview, then created and read back exactly one correctly scoped inactive draft."
  ],
  "attempts": [
    {
      "resultSubtype": "error_max_budget_usd",
      "reportedClientCostUsd": 1.492239,
      "requestedSoftBudgetUsd": 0.75,
      "observedWallSeconds": 9.502823917000114,
      "reportedCliDurationMs": 7541,
      "sourceSha256": "d10aef9c90a599788140cf5ab93a7dc3d689ee57a6b1f730b449dbdabcbb94a9"
    },
    {
      "resultSubtype": "success",
      "reportedClientCostUsd": 1.80448,
      "requestedSoftBudgetUsd": 8.0,
      "observedWallSeconds": 37.60099329200011,
      "reportedCliDurationMs": 36366,
      "sourceSha256": "46d991e3f5f1a365607dabe3c303bd24c55cf93bba7c674699b0ed3f762d8b16"
    }
  ],
  "combinedReportedClientCostUsd": 3.2967190000000004,
  "limits": [
    "This was a restricted print-mode client acceptance, not a default interactive-client or competitor benchmark.",
    "The soft budget is checked by the client after requests and can be exceeded. Both attempts are retained.",
    "The default saved deployment type is paper-trading, while the portfolio is inactive and automated approval is disabled.",
    "The strategy active flag and alert defaults are shown in the saved readback; no deployment, backtest or live order was performed."
  ]
}

Inspect the fresh post-repair preview and saved draft

Complete sanitized post-repair client acceptance

JSON

View complete record

{
  "kind": "actual-post-repair-autonomous-asset-scope-acceptance",
  "recordedAt": "2026-10-13T10:09:17.205200+00:00",
  "finishedAt": "2026-10-13T10:10:01.050927+00:00",
  "verifiedProductionTsRelease": "9cef958a157f34d4dae39526aca0305b57be0d14",
  "assetScopeRepairSourceCommit": "a8e449f864def9ec5039f0a6f1bc5e0b879bb624",
  "client": {
    "version": "2.1.296",
    "model": "claude-opus-5-5"
  },
  "harnessScope": "Restricted print-mode audit, not the unrestricted interactive client. Strict MCP config, permission prompts denied, no Chrome or session persistence.",
  "toolSearchAdvertised": true,
  "toolSearchUsed": true,
  "actualToolSequence": [
    "ToolSearch",
    "mcp__nexustrade__build_portfolio",
    "mcp__nexustrade__create_portfolio",
    "mcp__nexustrade__get_portfolio"
  ],
  "acceptancePassed": true,
  "creationCount": 1,
  "backtestSubmitted": false,
  "previewInput": {
    "name": "Claude Code asset-scope acceptance 2026-10-13",
    "initialValue": 10000,
    "supportsFractionalShares": true,
    "deployment": {
      "frequency": "Constant",
      "intervalSeconds": 60
    },
    "strategies": [
      {
        "name": "Buy $1,000 SPY when >= 1 day since last filled SPY buy",
        "condition": {
          "type": "Base",
          "comparison": "greaterThanOrEqual",
          "lhs": {
            "type": "DaysSinceOrder",
            "targetAssets": [
              {
                "type": "Stock",
                "symbol": "SPY",
                "name": "SPDR S&P 500 ETF Trust"
              }
            ],
            "side": "Buy",
            "orderStatus": "Filled"
          },
          "rhs": {
            "type": "Value",
            "value": 1
          }
        },
        "action": {
          "type": "Buy",
          "targetAsset": {
            "type": "Stock",
            "symbol": "SPY",
            "name": "SPDR S&P 500 ETF Trust"
          },
          "amount": {
            "type": "dollars",
            "amount": 1000
          }
        }
      }
    ]
  },
  "previewResult": {
    "valid": true,
    "issues": [],
    "portfolio": {
      "name": "Claude Code asset-scope acceptance 2026-10-13",
      "initialValue": 10000,
      "strategies": [
        {
          "name": "Buy $1,000 of SPY whenever days since the last filled buy order of SPY is at or above 1.",
          "active": true,
          "condition": {
            "lhs": {
              "compound": false,
              "targetAssets": [
                {
                  "name": "SPY",
                  "type": "Stock",
                  "symbol": "SPY"
                }
              ],
              "side": "Buy",
              "type": "DaysSinceOrder",
              "orderStatus": "Filled",
              "name": "# of Days Since the Last Filled Buy Order of SPY"
            },
            "rhs": {
              "compound": false,
              "targetAssets": [],
              "value": 1,
              "type": "Value",
              "name": "Constant 1"
            },
            "name": "# of Days Since the Last Filled Buy Order of SPY \u2265 Constant 1",
            "comparison": "greaterThanOrEqual",
            "type": "Base"
          },
          "createdAt": "2026-10-13T10:09:40.982Z",
          "action": {
            "type": "Buy",
            "targetAsset": {
              "name": "SPY",
              "type": "Stock",
              "symbol": "SPY"
            },
            "amount": {
              "type": "dollars",
              "amount": 1000
            }
          },
          "orderExecution": {
            "type": "Market"
          },
          "automaticOrderApproval": false
        }
      ]
    }
  },
  "savedPortfolio": {
    "type": "chat",
    "name": "Claude Code asset-scope acceptance 2026-10-13",
    "isActive": false,
    "strategies": [
      {
        "name": "Buy $1,000 of SPY whenever days since the last filled buy order of SPY is at or above 1.",
        "active": true,
        "condition": {
          "lhs": {
            "compound": false,
            "targetAssets": [
              {
                "name": "SPY",
                "type": "Stock",
                "symbol": "SPY"
              }
            ],
            "side": "Buy",
            "type": "DaysSinceOrder",
            "orderStatus": "Filled",
            "name": "# of Days Since the Last Filled Buy Order of SPY"
          },
          "rhs": {
            "compound": false,
            "targetAssets": [],
            "value": 1,
            "type": "Value",
            "name": "Constant 1"
          },
          "name": "# of Days Since the Last Filled Buy Order of SPY \u2265 Constant 1",
          "comparison": "greaterThanOrEqual",
          "type": "Base"
        },
        "createdAt": "2026-10-13T10:09:46.871Z",
        "action": {
          "type": "Buy",
          "targetAsset": {
            "name": "SPY",
            "type": "Stock",
            "symbol": "SPY"
          },
          "amount": {
            "type": "dollars",
            "amount": 1000
          }
        },
        "orderExecution": {
          "type": "Market"
        },
        "automaticOrderApproval": false
      }
    ],
    "positions": [],
    "holdings": [],
    "initialValue": 10000,
    "cash": 10000,
    "buyingPower": 10000,
    "deployment": {
      "type": "paper-trading",
      "brokerage": "Paper",
      "frequency": "Constant",
      "intervalSeconds": 60
    },
    "createdAt": "2026-10-13T10:09:46.872Z",
    "supportsFractionalShares": true,
    "dividendPolicy": "cash",
    "supportsCrypto": true,
    "alertsEnabled": true,
    "strategyActivitySettings": {
      "enabled": true,
      "activityWindowHours": 1,
      "showNoSignalSummary": true
    },
    "policy": {
      "schemaVersion": 2,
      "revision": 0,
      "stockEligibility": {
        "minimumMarketCapUsd": 500000000,
        "maximumMarketCapUsd": null,
        "industryFilter": {
          "mode": "ALL",
          "match": "ANY",
          "industries": []
        },
        "missingMarketCapBehavior": "EXCLUDE",
        "shareClassBehavior": "ONE_PER_COMPANY",
        "missingIndustryBehavior": "EXCLUDE_WHEN_FILTER_SET",
        "appliesTo": "DYNAMIC_STOCK_UNIVERSES"
      },
      "automatedApproval": {
        "enabled": false,
        "maxAutomatedTradesPerDay": 2,
        "countingUnit": "TRADE_ACTION",
        "dailyWindow": "AMERICA_NEW_YORK_CALENDAR_DAY"
      }
    }
  },
  "observedWallSeconds": 43.8455597079992,
  "reportedCliDurationMs": 40552,
  "reportedClientCostUsd": 1.6850900000000002,
  "requestedSoftBudgetUsd": 8.0,
  "sourceSha256": "8d230e69fbe339cc0922a4a040f5cf2c1d0378e56b4977015ad3687c7179a0c8",
  "verifiedEffect": "The autonomous client supplied a descriptive Stock name with symbol SPY. The first preview and saved filled-buy condition both retained SPY, with no client repair or repeated creation.",
  "limits": [
    "One restricted print-mode client acceptance, not a default interactive-client or competitor benchmark.",
    "This new acceptance is separate from the retained earlier three-preview failure and correction.",
    "The default deployment type is paper-trading, but the saved portfolio is inactive with automated approval disabled. Strategy active and alert defaults are disclosed in the saved readback.",
    "No backtest, activation, deployment or live order was performed. The requested soft model budget is not a hard spending ceiling."
  ]
}

Inspect the retained request-fidelity observation

Complete sanitized Aurora request and observed outcome

JSON

View complete record

{
  "kind": "observed-aurora-request-fidelity-case",
  "observedDate": "2026-10-13",
  "surface": "Signed-in NexusTrade Aurora browser workflow",
  "accountScope": "Existing staff research account with comped Wall Street Elite access; not a free-tier onboarding test.",
  "request": "Create one new inactive SPY buy-and-hold strategy named \"Free workflow comparison SPY 2025\" and run one historical backtest, not paper trading or live trading. Use $10,000 initial capital, January 2 through March 20, 2025 inclusive, daily historical data, zero commissions, zero slippage, and SPY as the benchmark. Buy SPY with 100% of available cash once at the January 2 regular-market close, then hold through March 20 without forced liquidation. Do not add a moving average or any other signal. Keep all automated trading and brokerage execution disabled. If the platform cannot represent these exact dates, close-entry timing or cost assumptions, explain the limitation instead of silently changing them. Do not submit a second test, activate a strategy, link a brokerage or spend money. Show the actual accepted test identity, completed status, final portfolio value, return, drawdown, fees and the recorded trade or order details, and make the saved strategy and results easy to open.",
  "requestedContract": {
    "symbol": "SPY",
    "initialValue": 10000,
    "startDate": "2025-01-02",
    "endDate": "2025-03-20",
    "interval": "Day",
    "stockCommission": 0,
    "slippage": 0,
    "entry": "Buy once at the January 2 regular-market close",
    "exit": "Hold through March 20 without forced liquidation",
    "active": false
  },
  "observedOutcome": {
    "agentReportedBacktestStatus": "COMPLETE",
    "agentReportedInterval": "Minute",
    "visibleSavedEntryRule": "Flat SPY position AND Minutes After Market Open > 0",
    "agentReportedSchedule": "OpenClose",
    "exactRequestedEntryVerified": false,
    "endingPortfolioValueReturnedInAgentRead": false,
    "requestContractSatisfied": false,
    "nativeAuthoredBacktestConfigsIndependentlyRead": false
  },
  "traceUiFields": {
    "executionSeconds": 99.17,
    "totalSteps": 12,
    "modelCalls": 4,
    "tokensUsed": 588751,
    "successRatePercent": 100,
    "toolDurationSeconds": {
      "Generate Portfolios": 16.67,
      "Backtest Portfolios": 7.74,
      "Read Backtest": 15.87
    }
  },
  "clockScope": "Fields displayed by the agent execution trace. Tool durations and total agent time do not establish native replay runtime or a controlled competitor speed ranking.",
  "sourceInspection": {
    "intervalResolution": "The owning BacktestPortfolios parser calls Portfolio.resolveHistoricalInterval. The portfolio indicator scan classifies MinutesAfterOpen as intraday and therefore resolves this saved rule to Minute.",
    "traceSuccess": "AgentTraceViewer computes success rate from steps without errors or unsuccessful tool executions. It does not assert adherence to requested interval, fill timing or returned fields."
  },
  "openArtifactObservation": {
    "visibleWindow": "2026-10-09 to 2026-10-13",
    "matchesRequestedWindow": false,
    "separateJobIdentityVerified": false,
    "scope": "Opening the portfolio first displayed a running backtest state, then a chart with a different date window. This observation is retained separately because the identity of that operation was not verified."
  },
  "assessment": "The operation completed, but the requested daily close-entry contract was not verified before execution. The final answer disclosed the interval and timing differences afterward. This case cannot serve as a matched return or speed comparison.",
  "limits": [
    "The captured agent answer is evidence of what the UI reported. Its performance figures are not independently certified here and are omitted from the public comparison.",
    "The protected read of authored backtest configuration did not complete. This packet does not infer the model-authored interval or hidden configuration from the final answer.",
    "A later code fix or unit test does not change this historical observation. Fresh production acceptance is a separate verification.",
    "This task submitted no second job to repair this case."
  ],
  "retainedSourceHashes": {
    "nexus-ux-buyhold-request.txt": "10084860813a7a3bfccbef17b34351daf8a4139d9a70b24cf13ee2931bfb1aeb",
    "nexus-ux-trace.json": "ce369cde58e60e36e905cf3f32773a5f7fa2a7017cbbcf7e8bb803f4ef16ff35",
    "nexus-ux-preview-0513.json": "adc61db2bc484ae0c1254a94a889f3d9b521546fa2c7155210251aaaf1590595",
    "nexus-ux-result.png": "a76abff5a177313b6767ec6d9fe7245b78e0256b0a6461986b4ec7ddb58c86bb"
  },
  "privateIdentifiersPublished": false
}

The live repair returned the ending value and its evidence limits

Native NexusTrade SPY result with $9,672.45, -3.28% return, 10.04% drawdown, a portfolio curve and a held SPY position. — NexusTrade’s completed SPY result, opened from its current Aurora task on October 13, 2026. The native view shows $9,672.45, a -3.28% return, 10.04% maximum drawdown and a held SPY position. Detailed event logging was off. The displayed benchmark starts at the January 2 open; the strategy’s first held-position observation is at that day’s close. The different entry clocks must be considered when comparing returns.

Show the table · 10 rows, 3 columns

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Scroll sideways to compare all columns. Select a heading to sort.


Requested and accepted configuration	$10,000; Day; January 2 to March 20, 2025; zero configured stock commissions; Market buy	The saved rule and native configuration were independently read. Actual slippage remains unverified because the detailed order tape is unavailable.
Ending portfolio value	$9,672.45 at March 20, 2025, 20:00 UTC (16:00 EDT)	The final answer and opened native result agree with the recorded history.
Return / maximum drawdown	-3.2755% / 10.0354%	Both metrics reconcile to the retained native result.
Recorded history	109 observations	All 109 portfolio-value points reconcile to the held SPY marks. Cash is a derived residual rather than an independently retained historical cash ledger.
First held-position observation	January 2, 2025, 21:00 UTC (16:00 EST)	This is a position observation; the detailed order timestamp was unavailable.
Held SPY quantity / average cost	17.10454253804936 shares / $584.6400146484375	These are retained position fields; they do not establish a separately recorded order fill price.
Aggregate openings / closings / fees	1 / 0 / $0	The result retained an open position through the requested final close.
Detailed order evidence	Event logging disabled	The final answer disclosed unavailable order fill timestamps, fill prices and the full order lifecycle.
Observed whole Aurora task	141.83 seconds	One fresh normal task, including work beyond the native historical replay.
Observed native worker	0.624651656 seconds	The worker clock excludes model calls and queue time; competitor engine speed remains unranked.

Fresh production acceptance on October 13, 2026. Fourteen available native checks passed. Detailed event logging remained disabled, so the complete original order-evidence request remains uncertified.

Inspect the request

Create one new inactive SPY buy-and-hold strategy named "Free workflow comparison SPY 2025" and run one historical backtest, not paper trading or live trading. Use $10,000 initial capital, January 2 through March 20, 2025 inclusive, daily historical data, zero commissions, zero slippage, and SPY as the benchmark. Buy SPY with 100% of available cash once at the January 2 regular-market close, then hold through March 20 without forced liquidation. Do not add a moving average or any other signal. Keep all automated trading and brokerage execution disabled. If the platform cannot represent these exact dates, close-entry timing or cost assumptions, explain the limitation instead of silently changing them. Do not submit a second test, activate a strategy, link a brokerage or spend money. Show the actual accepted test identity, completed status, final portfolio value, return, drawdown, fees and the recorded trade or order details, and make the saved strategy and results easy to open.

Read the explanation

This follow-up checks NexusTrade’s own Aurora assistant alongside the Claude Code executions above. A fresh Aurora run on October 13, 2026 returned $9,672.45 for the requested $10,000 SPY experiment from January 2 through March 20, 2025. It created one inactive draft and one new completed backtest with daily historical data. The first held-position observation was at the requested January 2 regular-market close, and the final answer delivered the ending value, return, drawdown and recorded costs.

The financial readback now carries the recorded portfolio value into the answer. Opening the saved strategy showed its current inactive editor; clicking the accepted backtest’s native chart opened the completed result shown here. Detailed event logging was disabled, and the answer explicitly said that the exact order fill timestamp, order fill price and full order lifecycle were unavailable. The held position’s openedAt and average cost are separate position facts. The available financial checks pass; the complete order-evidence request remains uncertified.

Read the benchmark’s entry clock before interpreting the displayed return gap. The native SPY benchmark starts at the January 2 market open, while this strategy’s first held-position observation is at the close. That gap combines different entry exposure with the strategy result. Rebase both curves to the same entry observation before calling a difference alpha.

The measured whole Aurora task took 141.83 seconds and its new native worker reported 0.624651656 seconds. Those clocks cover different work. They provide one observed workflow measurement, while equivalent competitor engine runs and a controlled speed ranking remain outstanding.

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The live repair returned the ending value and its evidence limits

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