freshtechbro · freshtechbro · Mar 2, 2026 · Mar 2, 2026
diff --git a/README.md b/README.md
@@ -24,6 +24,7 @@ This project is an **experimental, research-focused trading tool**.
 
 ## Table of Contents
 
+- [Strategy Playbook (Start Here)](#strategy-playbook-start-here)
 - [Minimum Requirements](#minimum-requirements)
 - [Priority Keys (Live Trading)](#priority-keys-live-trading)
 - [Quickstart](#quickstart)
@@ -34,6 +35,22 @@ This project is an **experimental, research-focused trading tool**.
 - [Ops API](#ops-api)
 - [Documentation Map](#documentation-map)
 
+## Strategy Playbook (Start Here)
+
+The runtime surfaces four strategy labels. Each has different risk shape, execution behavior, and controls.
+
+| Strategy label | Core idea | Unique characteristics | Primary controls |
+| --- | --- | --- | --- |
+| `near_zero` | Paired YES+NO arbitrage on one market | Symmetric two-leg execution, strict gate checks on spread/depth/staleness, strongest fill-discipline posture | `strategyMode=near_zero_risk`, `signalMode=near_zero|both`, `edgeRequired`, `minPairedFillRate`, `maxLegSkewMs` |
+| `ev` | Single-sided directional execution from calibrated probability/insight | One-leg intent (`side=yes|no`), confidence/edge thresholding, cooldown + per-market/portfolio EV notional caps | `signalMode=ev|both`, `evEdgeRequired`, `evConfidenceMin`, `evCooldownSeconds`, `evMaxPerMarketNotional`, `evMaxPortfolioNotional` |
+| `fw_projection` | Frank-Wolfe optimized projection for dependency-aware opportunity selection | Solver-driven lower-bound checks, only converged/feasible opportunities proceed, dependency graph quality affects candidate set | `fwDependency*`, `fwGapAbsTolerance`, `fwGapRelTolerance`, `fwMaxLoopRuntimeMs`, `fwMinEdgeThreshold` |
+| `fw_basket` | Multi-market FW basket execution | Basket-level selection/ranking, market count bounds, configurable basket execution mode (`sequential_failfast` or `batch_best_effort`) | `fwBasketMinMarkets`, `fwBasketMaxMarkets`, `fwBasketExecutionMode`, `fwMaxPerMarketNotional`, `fwMaxPortfolioNotional` |
+
+Operator notes:
+- Dashboard intent labels are normalized to `near_zero`, `ev`, `fw_projection`, and `fw_basket`.
+- `ev_single_side` is displayed as `ev`.
+- If explicit strategy metadata is missing, IDs can infer strategy (`:fw:`, `:fwb:`, `:yes:`, `:no:`).
+
 ## Minimum Requirements
 
 ### Local Monitoring Only (No Live Trading)

diff --git a/agents.md b/agents.md
@@ -10,6 +10,7 @@
 ## 📋 Navigation
 
 - [Overview](#overview)
+- [Strategy Snapshot](#strategy-snapshot)
 - [Project Structure](#project-structure)
 - [Where to Look](#where-to-look)
 - [Complexity Hotspots](#complexity-hotspots)
@@ -38,6 +39,21 @@ Near-zero-risk Polymarket CLOB arbitrage bot. TypeScript + Fastify backend, Reac
 
 ---
 
+## Strategy Snapshot
+
+Core runtime strategies and their unique characteristics:
+
+| Strategy | Unique behavior | Main control surfaces |
+|------|----------|-------|
+| `near_zero` | Paired YES/NO arbitrage with the strictest two-leg safety posture. | `strategyMode`, `signalMode`, `edgeRequired`, `minPairedFillRate`, `maxLegSkewMs` |
+| `ev` | Single-sided directional execution with confidence thresholds, cooldown, and EV notional caps. | `signalMode`, `evEdgeRequired`, `evConfidenceMin`, `evCooldownSeconds`, `evMaxPerMarketNotional`, `evMaxPortfolioNotional` |
+| `fw_projection` | Dependency-aware Frank-Wolfe projection; non-converged or non-feasible outputs are rejected. | `fwDependency*`, `fwGapAbsTolerance`, `fwGapRelTolerance`, `fwMaxLoopRuntimeMs`, `fwMinEdgeThreshold` |
+| `fw_basket` | Multi-market FW basket intents with bounded basket size and configurable execution mode. | `fwBasketExecutionMode`, `fwBasketMinMarkets`, `fwBasketMaxMarkets`, `fwMaxPerMarketNotional`, `fwMaxPortfolioNotional` |
+
+Ops labels normalize strategy output to: `near_zero`, `ev`, `fw_projection`, `fw_basket`.
+
+---
+
 ## Project Structure
 
 ```

diff --git a/docs/AGENTS.md b/docs/AGENTS.md
@@ -6,6 +6,7 @@ Applies to `docs/` and all nested documentation files.
 ## Responsibilities
 - Keep architecture, operations, setup, and testing docs in sync with runtime behavior.
 - Maintain one canonical command reference for start/help/stop workflows.
+- Surface strategy characteristics early in docs (`near_zero`, `ev`, `fw_projection`, `fw_basket`) before procedural details.
 
 ## Rules
 - Source technical claims from code and scripts in this repository.

diff --git a/docs/ARCHITECTURE.md b/docs/ARCHITECTURE.md
@@ -9,6 +9,22 @@ This document reflects the current runtime architecture in `src/` and the active
 - Dashboard: React + Vite (`dashboard/src/`)
 - Persistence: SQLite event store (`src/core/EventStore.ts`)
 
+## Strategy Matrix (Read First)
+
+Runtime strategy labels and their distinguishing execution traits:
+
+| Strategy label | Pipeline shape | Distinguishing traits | Main policy surfaces |
+| --- | --- | --- | --- |
+| `near_zero` | `Scanner -> Risk -> Execution` | Paired YES/NO arbitrage with strict two-leg safety gates and near-zero-risk defaults | `strategyMode`, `signalMode`, `edgeRequired`, `minPairedFillRate`, `maxLegSkewMs` |
+| `ev` | `SignalAggregator/Scanner -> Risk -> Execution` | Single-sided directional execution (`side=yes|no`) with confidence, cooldown, and EV notional limits | `signalMode`, `evEdgeRequired`, `evConfidenceMin`, `evCooldownSeconds`, `evMaxPerMarketNotional`, `evMaxPortfolioNotional` |
+| `fw_projection` | `Scanner -> FwProjectionAgent -> Risk -> Execution` | Dependency-aware FW solver output; non-converged or non-feasible projection results are rejected | `fwDependency*`, `fwGapAbsTolerance`, `fwGapRelTolerance`, `fwMaxLoopRuntimeMs`, `fwMinEdgeThreshold` |
+| `fw_basket` | `Scanner -> FwProjectionAgent -> Risk -> Execution` | Multi-market FW basket intents with configurable execution mode and basket size bounds | `fwBasketExecutionMode`, `fwBasketMinMarkets`, `fwBasketMaxMarkets`, `fwMaxPerMarketNotional`, `fwMaxPortfolioNotional` |
+
+Operator-facing normalization:
+- Dashboard labels normalize to `near_zero`, `ev`, `fw_projection`, `fw_basket`.
+- `ev_single_side` is displayed as `ev`.
+- Opportunity IDs can infer strategy when metadata is missing (`:fw:`, `:fwb:`, `:yes:`, `:no:`).
+
 ## System Topology
 
 ```mermaid

diff --git a/docs/Operations/runbook.md b/docs/Operations/runbook.md
@@ -4,6 +4,17 @@
 
 Operate OpenPolyTrader safely across `off`, `shadow`, `paper`, and `live` modes.
 
+## Strategy Quick Reference
+
+Know the active strategy class before making operational decisions:
+
+| Strategy label | Primary intent shape | Distinguishing characteristics | Main runtime controls |
+| --- | --- | --- | --- |
+| `near_zero` | Paired YES/NO arbitrage | Strongest two-leg safety posture; strict spread/depth/staleness/fill discipline | `strategyMode`, `signalMode`, `edgeRequired`, `minPairedFillRate`, `maxLegSkewMs` |
+| `ev` | Single-sided directional | Confidence-thresholded intent, cooldown throttling, EV-specific notional caps | `signalMode`, `evEdgeRequired`, `evConfidenceMin`, `evCooldownSeconds`, `evMaxPerMarketNotional`, `evMaxPortfolioNotional` |
+| `fw_projection` | Dependency-aware projected intent | Frank-Wolfe solver constraints; non-converged/non-feasible outputs are rejected | `fwDependency*`, `fwGapAbsTolerance`, `fwGapRelTolerance`, `fwMaxLoopRuntimeMs`, `fwMinEdgeThreshold` |
+| `fw_basket` | Multi-market projected basket | Basket-level sizing and execution mode constraints | `fwBasketExecutionMode`, `fwBasketMinMarkets`, `fwBasketMaxMarkets`, `fwMaxPerMarketNotional`, `fwMaxPortfolioNotional` |
+
 ## Minimum Requirements
 
 ### Local safe operations

diff --git a/src/AGENTS.md b/src/AGENTS.md
@@ -4,6 +4,17 @@
 
 TypeScript backend implementing agent-based arbitrage trading system with event-sourced state.
 
+## Strategy Snapshot
+
+Runtime strategy types (`src/domain/opportunity.ts`) and their distinguishing behavior:
+
+| Strategy type | Distinguishing behavior | Primary policy controls |
+| --- | --- | --- |
+| `near_zero` | Paired YES/NO arbitrage flow with strict two-leg gate constraints. | `strategyMode`, `signalMode`, `edgeRequired`, `minPairedFillRate`, `maxLegSkewMs` |
+| `ev` | Single-sided directional opportunity (`side=yes|no`) driven by calibrated confidence/edge checks. | `signalMode`, `evEdgeRequired`, `evConfidenceMin`, `evCooldownSeconds`, `evMaxPerMarketNotional`, `evMaxPortfolioNotional` |
+| `fw_projection` | Dependency-aware Frank-Wolfe projection candidate; only solver-valid outputs are actionable. | `fwDependency*`, `fwGapAbsTolerance`, `fwGapRelTolerance`, `fwMaxLoopRuntimeMs`, `fwMinEdgeThreshold` |
+| `fw_basket` | Multi-market FW basket opportunity with explicit basket sizing and execution mode. | `fwBasketExecutionMode`, `fwBasketMinMarkets`, `fwBasketMaxMarkets`, `fwMaxPerMarketNotional`, `fwMaxPortfolioNotional` |
+
 ## Structure
 
 ```

diff --git a/src/agents/AGENTS.md b/src/agents/AGENTS.md
@@ -8,6 +8,13 @@ Applies to `src/agents/` and all agent subdirectories.
 - Emit and consume MessageBus events to move opportunities through the trading pipeline.
 - Keep agent decisions deterministic unless explicitly in LLM advisory/active modes.
 
+## Strategy Characteristics
+
+- `near_zero`: paired YES/NO arbitrage with strict two-leg safety and gate discipline.
+- `ev`: single-sided directional execution path with confidence thresholds, cooldown, and EV notional caps.
+- `fw_projection`: dependency-aware Frank-Wolfe projection path; non-converged/non-feasible candidates are rejected.
+- `fw_basket`: multi-market FW basket execution with bounded basket size and mode (`sequential_failfast` or `batch_best_effort`).
+
 ## Rules
 - Read the root `AGENTS.md` and the nearest local `AGENTS.md` before changes.
 - Do not bypass risk gates or execution safety checks.