'mini' mode: confirms account is paper (DU prefix; aborts on live U-prefix), places BUY 1 SPY,
reports fill/routing. Validated against cluster ib-gateway: account DU9600528 [PAPER], order routed
(PreSubmitted, queued for next open — market closed on weekend). Confirms the full chain works:
cluster Gateway -> port-forward 4002 -> bot -> paper account.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The 3% hysteresis blocked the IBIT crypto sleeve (target 2.3% < 3%) from ever entering. Hysteresis
is for damping rebalances of existing positions; first entry from zero should use a small floor.
Now all 6 instruments deploy. Verified live against the cluster ib-gateway paper account ($1M NLV):
all 6 orders present (SPY/IEF/GLD/PDBC/DBMF/IBIT). Connected via kubectl port-forward svc/ib-gateway 4002.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Runs the book on IBKR PAPER (realistic fills, no capital): gets target weights from the harness
(Yahoo), connects to IB Gateway/TWS paper, rebalances the ETF book (SPY/IEF/GLD/PDBC/DBMF + IBIT
for crypto = no exchange counterparty tail). Default dry-run (shows intended orders); 'rebalance'
places on paper. Hysteresis 3% of NLV. User runs Gateway + logs in (their creds); bot connects on
127.0.0.1:4002 (paper Gateway) / 7497 (TWS). Best paper-forward: realistic fills + real API, zero
risk. Setup steps in the docstring.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
