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Sept 3 2025 - Reengineering

Oct 20, 2025,

Summary

  • The session focused on intraday trading analysis, strategy frameworks for "range one" market environments, and system usage, particularly regarding the Gunship algorithm and related tools.
  • Updates were provided on research and development projects, including journaling systems, new trading models, and the ongoing migration/testing of tools on Ninja Trader.
  • The team discussed forward and beta testing plans, with special emphasis on process discipline, trade plan development, and peer-review within the Wolf Tank format.
  • Action items and questions centered around tool debugging, Ninja Trader onboarding, and scheduling of Wolf Tank trade plan presentations.

Action Items

  • Next week – Valad: Schedule and present trade plan in Wolf Tank session
  • Next week – Jeff: Present trade model, including non-standard strategies, for peer review
  • By October 15 – R&D Team: Complete journaling system with risk and drawdown analytics for beta testers
  • Next 1-2 weeks – Austin & Developer: Debug Gunship algorithm logic and inputs on Ninja Trader, including entry/exits and risk management; forward test with personal and group portfolios
  • ASAP – Austin & Alpha: Collaborate on learning and troubleshooting Ninja Trader, especially strategy automation and backtesting functionalities
  • Ongoing – All Boot Camp Attendees: Begin presenting trade plans, regardless of perceived readiness, for feedback and iterative improvement

Intraday Trading Analysis & "Range One" Market Modeling

  • Review of today's price action emphasized understanding low/high-of-day timing, market overshoot in Asia, London, and New York sessions, and the importance of adaptive range modeling.
  • Confirmed that in a "range one" day, risk should shift from trend-based trading to range/cash flow models, focusing on levels like P12 mid, 10 basis points, and prior session highs/lows.
  • The third-hour effect was highlighted as a significant intraday pattern, often leading to reversals or continuations in range days.
  • Advised that all trade plans for range environments should have clear entry/exit triggers, risk management, and be robust against emotional or unplanned trades.

Trade Plan Development and Wolf Tank Presentation

  • Reinforced the requirement for attendees to formalize and present their trading business plans, including specific models, performance metrics, and risk protocols.
  • Emphasized the peer-review process (Wolf Tank) as a non-judgmental opportunity for constructive criticism and validation before risking live capital.
  • Encouraged all, regardless of current confidence or completeness, to participate and iterate; process and accountability are central to skill development.

Gunship Algorithm & Portfolio System Updates

  • Gunship performance for the day was reviewed instrument-by-instrument; validations prevented losses on Bitcoin and Oil, while Bonds and Gold had successful trades.
  • Equity curve and P&L analytics showed Wednesdays improved, with overall portfolio diversification reducing volatility and enhancing cash flow.
  • Ongoing efforts to port Gunship to Ninja Trader; first draft of the code received, but operational bugs remain, particularly regarding entries, exits, and risk management logic.

Research & Development: Journaling System and New Tools

  • Demonstrated ongoing buildout of advanced journaling system for historical trade analytics, drawdown analysis, rolling statistics, and risk profiling.
  • Rollout timeline set for October 15 for beta testers, contingent on developer's return from vacation.
  • Described new beta tools for session-based probability modeling and multi-bar analytics, set for broader group access after further internal review.
  • Decision pending on direct boot camp member access to some advanced features until proficiency is established.

Ninja Trader Migration & Training

  • Discussed current Ninja Trader integration: porting strategies, debugging, input mapping, and user interface quirks.
  • Plan to leverage experienced users (e.g., Alpha) to support team learning and accelerate effective transition.
  • Noted that Trading View remains the primary manual charting platform for most, with Ninja Trader primarily for system execution, live data, and deeper analytics.

Best Practices & Execution Discipline

  • Reiterated importance of trading with a written plan, managing risk, and relying on process over emotions or online influence.
  • Stressed the need to practice live market execution to progress from proficiency to mastery.
  • Provided practical advice for order types (market vs. limit) when trading high-volatility levels such as the midnight snap.

Decisions

  • Proceed with Wolf Tank trade plan presentations for all boot camp attendees — to accelerate learning, accountability, and feedback, regardless of current perceived completeness.
  • Beta test advanced journaling and analytic tools with selected group members — pending proficiency and after R&D team completes core functionality.
  • Collaborate on Ninja Trader system debugging and training, leveraging internal expertise and developer calls to accelerate rollout.

Open Questions / Follow-Ups

  • What is the exact timeline for release of advanced tools to the broader pack trade group beyond beta testers?
  • Will boot camp members receive phased access to the new analytics and journaling systems, or is full proficiency required first?
  • Ongoing: Resolve logic/input discrepancies in Gunship algorithm’s Ninja Trader implementation—once developer is available.
  • Coordination: Confirm scheduled times for upcoming Wolf Tank presentations (Valad, Jeff, others).
  • Confirm VPS and local resource requirements/recommendations for running Ninja Trader with multiple algorithms efficiently.