Real Frozen Six

idea_01KQNNCJRBA9NT34C2FBA9NT34

Idea thread

Refine the rules until they read like a real strategy. Once submitted, the system asks you to approve before Codex starts implementing.

Spec in draft

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Keep editing until the rules read like a real strategy. Submit when you're ready for the approve step.

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Thesis

The thesis is to expand upon the currently deployed live autonomous strategy for stocks:  Regime-Aware Momentum Frozen Reference Paper v1. Talon needs to mimic that entire strategy, with flexibility in mind for continuous improvements, but with the addition of many different groups of 6 stocks. Current we only trade AVGO, NVDA, AAPL, LLY, META and COS, but we should seek different sleeves. We need to keep in mind what this original group has in common to maintain fidelity between the 6 chosen stocks but this can increase our era robustness as certain groups may perform better under different market regimes. We will need to expand further on how to select stocks for the new groups but I’m curious to see what talon can produce from the beginning.

StrategySpec

DRAFTINGspec_01KQNNPP1QEX4AZ9VM4NEX4AZ9 · v1May 3, 2026, 1:02 AM

Starting point for "Real Frozen Six". The thesis is to expand upon the currently deployed live autonomous strategy for stocks: Regime-Aware Momentum Frozen Reference Paper v1. Talon needs to mimic that entire strategy, with flexibility in mind for continuous improvements, but with the addition of many different groups of 6 stocks. Current we only trade AVGO, NVDA, AAPL, LLY, META and COS, but we should seek different sleeves. We need to keep in mind what this original group has in common to maintain fidelity between the 6 chosen stocks but this can increase our era robustness as certain groups may perform better under different market regimes. We will need to expand further on how to select stocks for the new groups but I’m curious to see what talon can produce from the beginning. Codex should translate this thesis into testable signal code after the operator reviews and tightens the draft.

Entry

Enter positions only when the thesis signal is active, liquidity is acceptable, and the configured universe member passes the benchmark/regime filter.

Exit

Exit positions when the thesis signal fails, the benchmark/regime filter flips, the holding window expires, or the risk guard is breached.

Data-readiness warnings: - Server scaffolded this draft because Talon returned an invalid JSON shape: proposal_json did not match Talon's expected JSON shape: acceptance_criteria: Invalid input Server scaffolded this draft because Talon returned an invalid JSON shape: proposal_json did not match Talon's expected JSON shape: acceptance_criteria: Invalid input

Strategy

—

Sleeve

STOCKS

Source

MANUAL

Created by

jacob

Created

May 3, 2026, 12:56 AM

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