mostly harmless markets presents

GRIDFLY

A two-sleeve trading agent where capital follows evidence, never narrative. Built for the Alpaca AI Trading Agents Hackathon on the Alpaca MCP server, with Claude in the decision loop — proposing, journaling, and never touching the risk path.

defined-risk engine + LLM hypothesis sleeve
alpaca paper account · judged week aug 28 – sep 4

Live Dashboard

Auto-refreshes every 60 seconds — deliberately. The agent pushes one small snapshot per minute; viewers never touch the trading API. Modest polling is a feature, not a limitation.

Equity

start: $100,000 · judged metric

Day P&L

settles daily; defined-risk only

Deployed risk

full balance works every day; missed slots roll forward

Open structures

containment armed on every one

POSITIONS & FILLS

sleeve-tagged · H1 = the one directional signal that survived two years of trying to kill it (calls only, mornings only)

timesleevestructureriskstatusp&l
configuration

The settings exist. The values are private.

The engine and gate framework are fully open source. The calibrated values below load from private config at runtime — exactly how a production desk ships. What you can verify: every gate named here appears in the public code.

the discipline, in public

The Evidence Ledger

Hypotheses tested

journaled before entry, always

Published nulls

failures publish on the same schedule as wins

Structures traded

max loss known at entry

Cuts executed

mechanical containment, never hope

HYPOTHESIS JOURNAL

every entry written before the trade · verdicts are final

datesleevehypothesisexpressionverdict

SHARE AND ENJOY
the boundary that matters

The model proposes. It never touches the risk path.

Entry gates, exposure limits, and the cut engine are deterministic code with pre-declared thresholds. Claude's job is context, hypotheses, and journaling — a creative colleague with zero order-entry permissions. Every decision is logged with its reasoning, so the agent can explain any trade it ever made.

Mostly Harmless Markets · an engineering journal, not investment advice. Nothing here is a recommendation to buy or sell anything. All trading is in Alpaca's paper environment. Read the two-year story →