04

Public chronology

A timeline of governed change.

Only reviewed public transitions appear here. Private conversations and original records remain excluded.

2026-08-02

PCPT

Constrained portfolio construction from validated Alpha artifacts.

Open record
2026-08-02

PDAT

Governed data acquisition, quality, lineage, storage, and query boundary.

Open record
2026-08-02

Balance Sheet, Liquidity, Survival

Cash flow, liquidity, duration, financing cost, and survival constraints precede leverage or return targets.

Open record
2026-08-02

Private by Default

Original notes remain private unless a Human-approved export explicitly marks content public.

Open record
2026-08-02

Measure, Benchmark, Human Review

Every important capability needs a baseline, falsifiable measure, versioned result, trade-off, and Human Review boundary.

Open record
2026-08-01

Evidence States Must Not Be Conflated

Plans, backtests, paper runs, shadow runs, and live evidence are separate states with separate claims and promotion gates.

Open record
2026-08-01

Public Builds Contain Public Abstractions Only

Privacy is enforced by excluding private records from generated artifacts, not by hiding them in the browser.

Open record
2026-08-01

Separate Product Evidence from Agent Capability

PAT improves reusable Agent capability; Quant product lines earn evidence through separate data, research, portfolio, risk, and execution gates.

Open record
2026-08-01

PENGYI-01

The primary A500 multi-factor index-enhancement research line, progressing through evidence gates rather than return claims.

Open record
2026-08-01

PAAT Alpha Research

The governed Alpha research layer that converts point-in-time data and factor hypotheses into evaluated artifacts.

Open record
2026-08-01

PAT Agent Foundation

A reusable Agent Foundation for knowledge, memory, tools, planning, and evaluation across every domain team.

Open record
2026-08-01

Pengyi OS

The private Source of Truth that turns original thinking into governed decisions, actions, and reusable evidence.

Open record