The recommendation's "Book vs SPY" line read from portfolio_sim — the hold/target
policy book — while the tiles directly above read from portfolio_monitor, the
production ATR-trail book. Same SPY figure, different portfolio return, on one
screen. It now reads the same production row the tiles do.
Also removed, for the same reason: the "legacy exit diagnostic" comparing hold
against the S/R target. Both are exits the production book replaced, so a
recommendation between them could not lead to an action. And the fallback
headline, which advised the fixed-hold exit whenever a report had no production
row — a report that cannot describe the production baseline now states none.
portfolio_sim stays in the report payload: scripts/run_backtest_snapshot.py and
reports/compare_reports.py read it, and it is no longer surfaced in the UI. The
test fixture now carries a production monitor whose numbers differ from its
policy sim, so re-sourcing that line from the old place fails rather than passes
unnoticed.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
dennisthiessenandClaude Opus 5
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