Monthly Snapshot AI Review: 2026-08

[github-actions]

US Equity Snapshot Monthly Review Input

Use this file as the primary input for the monthly AI review of UsEquitySnapshotPipelines.

Review Intent

• This is an upstream snapshot artifact review, not a broker execution review.
• Focus on artifact completeness, profile contract health, stale or missing snapshot evidence, and downstream impact.
• Do not recommend production strategy changes from one monthly artifact alone.
• Treat missing profile artifacts as review-blocking evidence gaps.
• This evidence is advisory-only; it does not authorize automated remediation, workflow dispatch, repository configuration, or runtime changes. Follow-up decisions require separate human authorization.
• Treat live strategy review_for_retirement states as evidence for a human follow-up issue, not as permission to delete or disable a strategy automatically.

Bundle Metadata

• Report month: 2026-08
• Status: warning
• Source project: UsEquitySnapshotPipelines
• Artifact root: data/output/monthly_review_inputs
• Missing profiles: 1
• Non-ready profiles: 1
• Strategy health reports: 0
• Strategy health errors: 0
• Live decay monitors: 0
• Live decay monitor issues: 0
• IBIT DCA research reports: 0
• IBIT DCA research issues: 0
• Plugin promotion reviews: 0
• Plugin promotion review issues: 0

Profile Summaries

Global ETF Rotation (global_etf_rotation)

• Status: missing
• Contract version: global_etf_rotation.feature_snapshot.v1
• Snapshot as-of: n/a
• Row count: 0
• Missing files: global_etf_rotation_feature_snapshot_latest.csv, global_etf_rotation_feature_snapshot_latest.csv.manifest.json, global_etf_rotation_ranking_latest.csv, release_status_summary.json
• Signal: n/a
• Status note: n/a

Ranking preview:

No ranking preview available.

Russell Top50 Leader Rotation (russell_top50_leader_rotation)

• Status: ready
• Contract version: russell_top50_leader_rotation.feature_snapshot.v1
• Snapshot as-of: 2026-08-31
• Row count: 53
• Missing files: none
• Signal: regime=risk_on breadth=80.0% benchmark_trend=up target_stock=100.0% selected=4 top=PANW(2.78), AMD(1.62), MU(1.60), INTC(0.67), MRK(0.52)
• Status note: regime=risk_on | breadth=80.0% | target_stock=100.0%

Ranking preview:

Rank	Symbol	Score	Selected
1	PANW	2.7839865089703717	true
2	AMD	1.6192634631375868	true
3	MU	1.6037137370487216	true
4	INTC	0.6693808175316148	true
5	MRK	0.5240378415600523	false

Live Strategy Health Evidence

No live strategy health report artifacts were found in this bundle.

Research Promotion Bundles

These manifests are research-only evidence packs. They support monthly review and auditability, but they do not enable live runtime behavior by themselves.

No Russell promotion bundle manifest found under the artifact root.

Shadow-live Ledgers

These ledgers are research-only observability artifacts. They record hypothetical target weights, trade deltas, estimated slippage, and forward benchmark-relative outcomes before broker execution.

No Russell shadow-live ledger manifest found under the artifact root.

Capacity Stress Reports

These reports are research-only implementation-shortfall stress artifacts. They vary NAV, slippage, and split-trade-day assumptions before broker execution.

No Russell capacity stress manifest found under the artifact root.

Live Decay Monitors

These monitors compare recent realized strategy returns against QQQ/SPY-style benchmarks and optional backtest-implied expectations. They are review signals only and must not trigger automated live allocation changes by themselves.

No live decay monitor manifest found under the artifact root.

IBIT Smart DCA Research

These artifacts replay buy-only DCA, parking-only baseline, and optional deterministic z-score plugin consumption. They are research-only and must not enable IBIT runtime changes by themselves.

No IBIT Smart DCA research manifest found under the artifact root.

Plugin Promotion Reviews

These manifests summarize strategy-plugin promotion readiness. They are advisory evidence only and must not enable live plugin position control by themselves.

No plugin promotion review manifest found under the artifact root.

Review Questions

1. Are all expected monthly snapshot profiles present and internally complete?
2. Do snapshot dates, row counts, and contract versions look suitable for downstream runtimes?
3. Are any missing artifacts, stale snapshots, or ranking previews review blockers?
4. Do live strategy health reports suggest watch or retirement-review follow-up without overfitting?
5. If promotion manifests are present, do their review rows and statistical/context diagnostics support the intended research-only conclusion?
6. If shadow-live ledgers are present, do the trade deltas, slippage estimates, and forward returns support continuing toward paper/live promotion?
7. If capacity stress reports are present, which NAV/slippage/split-day assumptions remain implementable?
8. If live decay monitors are present, do recent QQQ/SPY or expected-edge gaps require human review without changing runtime automatically?
9. If IBIT DCA research is present, does plugin-on beat buy-only DCA and parking-only baselines after cash-flow-adjusted returns and benchmark-relative review?
10. Which findings require a separately authorized human follow-up?