feat(kb): add trading-domain evidence as PP-1 and PP-2

claims.json had zero hits for trading, finance or quant, so a real
capability could not legally reach any document: the file is the
highest-authority source and nothing outside it is claimable. Surfaced
while assessing the Citadel Securities Platform Engineer req (Zurich),
where domain fluency is exactly what was missing.

PP-1 is the self-built investing/signal platform: US-equity price,
fundamental and LLM-assisted sentiment ingestion, a long-only
cross-sectional residual 12-1 momentum book with ATR stop/trail and max
15 concurrent names, scheduled scan and backtest pipelines, web
dashboard and Telegram alerts. PP-2 is the Udacity AI for Trading
nanodegree. Two allowed-with-context skills reference both.

Written defensively, because this is the kind of entry a later run
inflates. Each carries an explicit forbidden list: no PnL, Sharpe,
return or backtest figure may EVER be quoted (none is verified); PP-1 is
single-user and self-hosted, so never distributed, scalable, production
or multi-user; neither implies professional quantitative, trading or
finance experience; the nanodegree is never an academic or quant
credential. Legitimate use is self-directed domain fluency plus an
end-to-end ingestion/backtest/alerting build outside work.

PP-1 is also the one claim where full-ownership verbs are correct - it
is genuinely solo, unlike the employer work that Scope Discipline
governs. Stated in the scope so the two rules do not collide later.

JSON valid, validator PASS, 9/9 tests pass.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MHtzyTKBcg6BWhD5qFegtK
This commit is contained in:
2026-08-25 23:18:18 +02:00
co-authored by Claude Opus 5
parent 92a81a7dcb
commit b97dec978a
2 changed files with 26 additions and 0 deletions
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@@ -238,6 +238,29 @@
"scope": "Developed Java/J2EE workflow application features and contributed to integration proofs of concept.",
"allowed_verbs": ["developed", "contributed", "migrated"],
"metrics": "unverified"
},
{
"id": "PP-1",
"scope": "PERSONAL PROJECT (user-supplied 2026-08-25), not professional work. A self-hosted, single-user investing/signal platform Dennis built for himself: ingests daily US-equity prices, fundamentals and sentiment (LLM-assisted); runs one long-only cross-sectional momentum book (top-quintile residual 12-1 momentum, ATR stop/trail, max 15 concurrent names) through scheduled scan and backtest pipelines; surfaces gated setups in a web dashboard plus Telegram alerts. Legitimate use: evidence of self-directed trading-domain fluency and of an end-to-end ingestion/backtest/alerting build outside work. Full-ownership verbs ARE correct here -- unlike his employer work, this is genuinely solo.",
"allowed_verbs": ["built", "developed", "designed"],
"forbidden": [
"any trading track record, PnL, return, Sharpe or backtest performance figure -- none is verified and none may ever be quoted",
"calling it distributed, scalable, production or multi-user -- it is single-user and self-hosted",
"implying professional quantitative, trading, finance-domain or investment-management experience",
"presenting it as employer work or omitting that it is a personal project"
],
"metrics": "unverified"
},
{
"id": "PP-2",
"scope": "Udacity 'AI for Trading' Nanodegree, completed self-study (user-supplied 2026-08-25). Covers quantitative trading fundamentals -- factor construction, alpha signals, backtesting. Pairs with PP-1 as the formal half of self-directed domain grounding.",
"allowed_verbs": ["completed"],
"forbidden": [
"listing it as an academic degree, professional certification or quant credential",
"presenting it as equivalent to quantitative research or trading experience",
"using it to qualify for quant, trader, researcher or portfolio-management roles"
],
"metrics": "unverified"
}
],
"skills": [
@@ -259,6 +282,8 @@
{"name": "custom GPTs", "evidence": "hands-on-current", "output": "allowed-with-context"},
{"name": "Kiro", "evidence": "hands-on-current", "output": "allowed-with-context"},
{"name": "Copilot", "evidence": "hands-on-current", "output": "allowed-with-context"},
{"name": "quantitative/systematic trading concepts", "evidence": "coursework-and-personal-project", "output": "allowed-with-context", "note": "Udacity AI for Trading nanodegree (PP-2) plus the self-built momentum platform (PP-1): factor construction, cross-sectional/residual momentum, ATR stops, backtesting. Self-directed only — NO professional quant, trading or finance experience. Never list under a Professional Experience skills line without the personal-project context, and never as a quant qualification."},
{"name": "backtesting", "evidence": "personal-project", "output": "allowed-with-context", "note": "PP-1 scheduled backtest pipelines, personal scale. Never quote a result or performance figure."},
{"name": "TensorFlow/Keras", "evidence": "certification", "output": "certification-context-only"},
{"name": "PyTorch", "evidence": "coursework-or-personal-unverified", "output": "certification-context-only"},
{"name": "TypeScript", "evidence": "unverified", "output": "forbidden"},