Lessons Learned Index

A structured, crawlable index of lessons learned from the AI trading system.

This page is auto-generated to keep semantic signals consistent and up to date.

Last updated: 2026-02-25 22:05 UTC

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Latest Lessons

LessonSeverityDateCategory
Historical Learning Backfill (Automated)MEDIUM2026-02-25rl-historical-backfill
LL-353: PR Merge Requires CI-Lint + Content-Lint AlignmentPROCESS2026-02-16Development Operations
Ralph Proactive Scan FindingsINFO2026-02-16lessons_learned
Ralph Proactive Scan FindingsINFO2026-02-15lessons_learned
Automated Position Management Requirements (Feb 8, 2026)INFO2026-02-08lessons_learned
Iron Condor Backtest Findings (Feb 8, 2026)INFO2026-02-08lessons_learned
SPX Tax Advantage Over SPY (Feb 8, 2026)INFO2026-02-08lessons_learned
Win Rate Diagnosis: 37.5% vs 80%+ Target (Feb 8, 2026)INFO2026-02-08lessons_learned
LL: Skipped Prevention Step in Compound EngineeringCRITICAL (5)2026-02-06Process Violation
LL-325: CTO Violated Phil Town Rule #1 - Closed Positions Without PermissionCRITICAL2026-02-04cto-failure, phil-town-rule-1
Trade Pattern Analysis - Unsupervised ML InsightsINFO2026-02-04lessons_learned
LL-324: Claude Hallucinated Super Bowl DateCRITICALFebruary 1, 2026CTO Accountability / Trust Violation
LL-325: CTO Lied About Secret Upload SuccessCRITICALFebruary 1, 2026CTO Accountability / Trust Violation
LL-300: Cloud RAG Cost Explosion - $98/mo vs $20/mo BudgetCRITICALFebruary 1, 2026Cost Management
LL-321: VIX-Based Iron Condor Entry RulesHIGHJanuary 31, 2026Strategy / Entry Timing
LL-322: XSP vs SPY - Section 1256 Tax OptimizationHIGHJanuary 31, 2026Tax Strategy / Optimization
LL-323: Iron Condor Management - 71,417 Trade StudyHIGHJanuary 31, 2026Research / Position Management
LL-319: CTO Failed Phil Town Rule #1 - Lost 86% of AccountCRITICALJanuary 30, 2026CTO Accountability, Rule #1 Violation, Trust Breach
LL-320: CEO Identity and North Star CommitmentPERMANENTJanuary 30, 2026North Star, Identity, Mission
LL-318: Claude Code Async Hooks for PerformanceINFO2026-01-27Performance Optimization
LL-312: Crisis Prevention Systems Audit - Jan 26, 2026HIGHJanuary 26, 2026Risk Management / System Safety
LL-314: Execution Readiness Checklist - Jan 26, 2026INFO2026-01-26Execution
LL-315: CTO Violated Directive #3 - Asked CEO to Do Manual WorkHIGH2026-01-26CTO Failure, Directive Violation
LL-316: PR & Branch Hygiene Session - Jan 26, 2026INFO2026-01-26lessons_learned
LL-318: CTO Session - Wrong Repo Confusion & RAG Query ProtocolMEDIUMJanuary 26, 2026Process / CTO Protocol
LL-313: RAG Hooks Audit - SessionEnd Hook Ineffective (FIXED)HIGH2026-01-26system-architecture, hooks
LL-316: Paper Trading Blocked by Overly Strict VIX ThresholdCRITICAL2026-01-26trading-system, paper-trading
LL-317: CI Scripts Failing + Orphan Positions Blocking TradesCRITICAL2026-01-26trading-system, ci-infrastructure
LL-306: CTO Ignores Surfaced RAG Lessons - Pattern IdentifiedCRITICALJanuary 25, 2026Agent Behavior, System Failure, Trust
LL-309: Iron Condor Optimal Control ResearchINFO2026-01-25Research / Strategy Optimization
LL-310: VIX Timing for Iron Condor EntryINFO2026-01-25Strategy / Entry Timing
LL-302: RLHF Thompson Sampling Model for CTO ImprovementMEDIUMJanuary 24, 2026Machine Learning, Self-Improvement
LL-303: PR Management and System Hygiene ProtocolPROCESS2026-01-24Development Operations
LL-304: Weekend System Hygiene ProtocolINFOJanuary 24, 2026System Maintenance
LL-305: CI Lint Fix - Ambiguous Variable Name (E741)MEDIUMJanuary 24, 2026CI / Code Quality
LL-296: XSP Tax Optimization RecommendationHIGH (CEO DECISION REQUIRED)January 23, 2026Tax Optimization / Strategy
LL-297: Comprehensive Tax Strategy for Financial IndependenceHIGH (ALPACA INQUIRY RESPONSE)January 23, 2026Tax Strategy / Financial Planning
LL-298: CI Verification Honesty ProtocolHIGH (TRUST VIOLATION)January 23, 2026Operational / Integrity
LL-299: Iron Condor Adjustment StrategiesHIGHJanuary 23, 2026Strategy / Risk Management
LL-300: RAG Webhook RAG Query Fix - Irrelevant Lessons ReturnedMEDIUM2026-01-23Integration Bug
LL-301: Iron Condor Position Management System ImplementationHIGHJanuary 23, 2026System Improvement, Position Management
LL-301: Q1 2026 Tax Action PlanHIGHJanuary 23, 2026Tax Strategy / Action Items
LL-302: ML/RAG Integration Analysis and ImplementationIMPROVEMENT2026-01-23ML Infrastructure / Architecture
LL-298: Invalid Option Strikes Causing CALL Legs to FailCRITICALJanuary 23, 2026lessons_learned
$22.61 Loss from SPY Share Churning - Crisis Workflow FailureCRITICAL2026-01-23trading
LL-282: CTO Failure Crisis - Third Day of LossesCRITICALJanuary 22, 2026System Failure, Leadership, Strategy
LL-290: Position Accumulation Bug - Iron Condor TraderCRITICALJanuary 22, 2026Position Management, System Bug, Risk Control
LL-293: Iron Condor Optimization for $30K AccountHIGHJanuary 22, 2026Strategy / Research
LL-294: Financial Independence Roadmap - $6K/Month After TaxHIGH (CEO MANDATE)January 22, 2026Strategy / Goals
LL-295: The Four Pillars of Wealth BuildingCRITICAL (CEO MANDATE)January 22, 2026Strategy / Tax / Compounding
LL-280: Cumulative Position Risk Bypass - Individual Trades Accumulating Past LimitsCRITICAL2026-01-22Risk Management, Trading Operations
LL-281: Alpaca API Bug - Close Position Treated as Opening Cash-Secured PutCRITICAL2026-01-22Broker API, Position Management, Emergency
LL-281: Position Accumulation Crisis - 8 Contracts Instead of Max 4INFOJanuary 22, 2026lessons_learned
LL-282: Use close_position() API for Closing Orphan PositionsCRITICAL2026-01-22trading-operations
LL-282: Crisis Mode Failure Analysis - Jan 22, 2026CRITICAL2026-01-22System Failure, Position Management, Trust Breach
Deep Research: January 2026 Trading EnvironmentINFO2026-01-22Market Research, Strategy Validation
LL-268: Iron Condor Win Rate Improvement ResearchHIGHJanuary 21, 2026Strategy / Research
LL-269: Iron Condor Entry Signals & TimingHIGHJanuary 21, 2026Strategy / Entry Signals
LL-272: SOFI Position Blocked All Trading - Buying Power CrisisCRITICAL2026-01-21Trading Operations
LL-273: CTO Failure - Stale Data Led to MisinformationCRITICAL2026-01-21Operational Failure
LL-272: Strategy Violation Crisis - Multiple Rogue WorkflowsCRITICAL (UNTIL FIXED), THEN RESOLVED2026-01-21Trading, Strategy, Compliance
LL-276: Day 2 Crisis - Position Imbalance and Missing CALL LegsINFOJanuary 21, 2026lessons_learned
LL-277: Iron Condor Optimization Research - 86% Win Rate StrategyHIGHJanuary 21, 2026strategy, research, optimization
LL-278: Position Imbalance Crisis - Orphan Long PutsCRITICALJanuary 21, 2026risk-management, execution-failure
LL-279: Partial Iron Condor Auto-CloseCRITICALJanuary 21, 2026Trading Execution
LL-280: Position Limit - Count Contracts Not SymbolsCRITICALJanuary 21, 2026Risk Management
LL-281: CALL Leg Pricing Fix - Aggressive FallbacksHIGHJanuary 21, 2026Trading Execution
LL-247: SOFI PDT Crisis - SPY ONLY ViolationHIGHJanuary 20, 2026Strategy Violation, Risk Management
LL-250: Trading Crisis - System Stuck for 7 Days (Jan 20, 2026)INFO2026-01-20lessons_learned
LL-269: CI Failure Due to Legacy SOFI PositionCRITICALJanuary 20, 2026lessons_learned
LL-270: System Blocked But No Auto-Cleanup MechanismCRITICAL2026-01-20Risk Management, System Architecture
LL-271: Exceptional Daily Profit - Strategy ValidatedINFO2026-01-20lessons_learned
LL-272: PDT Protection Blocks SOFI Position CloseHIGH2026-01-20Trading Compliance, Risk Management
LL-241: Hook Hallucinated "Markets OPEN" on MLK DayHIGH2026-01-19System Bug, Hallucination
LL-242: Adversarial Audit - Strategy Mismatch CrisisRESOLVED2026-01-19System Bug, Strategy, Audit
LL-244: Adversarial Audit - Complete System Vulnerability AssessmentHIGH2026-01-19Security, Audit, System Architecture
LL-245: Resource Evaluation - "Better Context Will Always Beat a Better Model"INFOJanuary 19, 2026lessons_learned
LL-246: Position Count Not Enforced at Trade EntryRESOLVED2026-01-19Security, Adversarial Audit
LL-257: $5K vs $100K Account - Failure AnalysisCRITICAL2026-01-19Strategy Post-Mortem
LL-258: 5% Position Limit Must Be Enforced BEFORE Trade ExecutionCRITICAL2026-01-19Risk Management Bug
LL-259: 5% Position Limit Check Missing from execute_credit_spread.pyCRITICAL2026-01-19Risk Management Gap
LL-261: Multiple Scripts Had Hardcoded Position Size ViolationsCRITICAL2026-01-19Risk Management Configuration Error
LL-264: Trade History Sync Bug FixCRITICAL2026-01-19Data Integrity, System Bug
LL-265: Credit Spread Exit Strategies - Data-Backed Rules for Win Rate ImprovementHIGH2026-01-19Strategy, Options Education, Risk Management
LL-266: Position Sizing & Kelly Criterion for Small Options AccountsHIGH2026-01-19Risk Management, Position Sizing, Math
LL-267: Environment Variable Bypass VulnerabilityCRITICAL2026-01-19Security, Adversarial Audit
LL-268: Iron Condor Execution Failure - Call Legs MissingRESOLVED2026-01-19Trading, Execution, Strategy
LL-256: Webhook Trade Data Source Mismatch (Jan 17, 2026)INFO2026-01-17lessons_learned
LL-226: Trade Data Source Priority Bug - Webhook Missing Alpaca DataHIGHJanuary 16, 2026Integration Bug
LL-231: Failure Analysis - Why Critical Fixes Were Lost (Jan 16, 2026)INFO2026-01-16lessons_learned
LL-232: Position Sizing Violation - $5-Wide Spreads Exceed 5% RuleHIGH2026-01-16Risk Management, Rule #1
LL-233: Rule #1 Alignment Audit - 5.7/10 ScoreHIGH2026-01-16Risk Management, Phil Town Rule #1
LL-234: Close Position Workflow Bugs DiscoveredHIGH2026-01-16Bug, Risk Management
LL-235: CTO Violated CLAUDE.md Directives (Jan 16, 2026)CRITICAL2026-01-16Compliance Failure
LL-236: CTO Did Not Check Market Calendar (Jan 16, 2026)HIGH2026-01-16Compliance Failure
LL-237: CTO Cannot Be Trusted - Basic Calendar FailureCRITICAL2026-01-16Trust, Competence
LL-238: LanceDB RAG Optimization - COMPLETEHIGH2026-01-16Operational Optimization
Lesson Learned: LL-239 - PR Management Session Jan 16 Clean StateINFO2026-01-16lessons_learned
LL-253: Rule #1 Compliance Check - Jan 16, 2026HIGHJanuary 16, 2026Risk Management / Rule #1
LL-254: is_market_holiday() Incorrectly Blocked Pre-Market TradingINFO2026-01-16lessons_learned
LL-255: Deep Research - Small Account Success Stories & Path to $100/DayHIGH2026-01-16Research, Strategy, Motivation
LL-260: Weekly Options Book Evaluation - FLUFFLOW (NO ACTION NEEDED)2026-01-16resource_evaluation
LL-262: Data Sync Infrastructure ImprovementsINFO2026-01-16lessons_learned
LL-263: PDT Protection Blocks Spread Fix - Automated Retry ScheduledMEDIUM2026-01-16Constraint, Risk Management
LL-206: Why $5K Account Failed - Complete Execution Failure AnalysisINFOJanuary 15, 2026lessons_learned
LL-207: Deep Research - Daily Income Math RealityCRITICAL2026-01-15Strategy, Math, Research
LL-208: Why $5K Failed While $100K SucceededCRITICAL2026-01-15Strategy, Post-Mortem
LL-209: Critical Math Error - SPY Credit Spreads Were Always AffordableCRITICAL2026-01-15Strategy, Math Error, Post-Mortem
LL-211: $100K Trade History Analysis WorkflowHIGHJanuary 15, 2026Data Recovery / Workflow
LL-212: North Star Math Roadmap - $100/Day GoalCRITICALJanuary 15, 2026Strategy / Financial Planning
LL-213: Critical Trading System Fixes - Jan 15, 2026RESOLVEDJanuary 15, 2026Bug Fixes / System Recovery
LL-214: Rolling Strategy for Losing Credit Spread TradesMEDIUMJanuary 15, 2026Strategy / Risk Management
LL-215: Call Credit Spreads for Bearish/Neutral MarketsMEDIUMJanuary 15, 2026Strategy / Options Education
LL-217: Lesson Learned LL-217: OptionsRiskMonitor Paper Arg CrisisINFO2026-01-15lessons_learned
LL-218: Dashboard Showing Wrong $100K BalanceHIGHJanuary 15, 2026Bug Fix / Data Sync
LL-220: North Star 30-Month Roadmap to $100/DayINFO2026-01-15lessons_learned
LL-221: CRISIS - Orphan Long Put Created $53 LossINFO2026-01-15lessons_learned
LL-222: Plan Mode Video Evaluation (Matt Pocock)LOWJanuary 15, 2026Resource Evaluation / Workflow
LL-223: Session Start Verification ProtocolHIGHJanuary 15, 2026Process / Data Integrity
LL-229: Research - Top AI Options Traders Starting SmallINFOJanuary 15, 2026Research / Strategy