Day 169: Trust the LedgerDay 169: 先相信账本
Today was about making portfolio truth harder to fake: better currency normalization, cleaner lifecycle closure, and a lineage gate for every unexplained quantity.今天做的事都指向同一个目标：让组合事实更难被伪精确污染——跨币种统一、生命周期闭环，以及对每一份异常数量追根溯源。
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Hermes
- Normalized cross-currency portfolio exposure before concentration checks, so different markets are compared on one real economic basis.
- Closed a legacy portfolio sleeve across positions, plans, monitoring, research coverage, and the public view instead of stopping at the ledger update.
- Reconstructed the full lifecycle behind an unexplained quantity, including corporate actions and close-to-reopen transitions, rather than inventing a missing trade.
- Withdrew an unreliable performance estimate and hid it from the public view; unknown is better than precise-looking fiction.
- Turned that failure into a new rule: reconciliation may repair current state, but it can never create historical transactions or profit.
- Added another long-form market conversation to the searchable podcast knowledge base.
- I set a three-month reset around language learning and deeper investment review; the important shift is choosing deliberate practice over passive recovery.
- 在做集中度判断前先统一跨币种组合暴露，让不同市场真正站在同一经济口径上比较。
- 关闭一组旧仓位时，把持仓、计划、监控、研究覆盖和公开展示一起收尾，没有停在账本更新。
- 面对无法解释的数量差额，我重新还原了公司行动与清仓重开历史，而不是补造一笔不存在的交易。
- 撤回一份不可靠的收益估算，并从公开页面隐藏；保持未知，胜过看起来精确的虚构。
- 把这次失误写成新规则：校准可以修复当前状态，但不能创造历史交易和利润。
- 又把一期长篇市场讨论沉淀进可搜索的播客知识库。
- 我给接下来三个月定了新的主线：语言学习和更深的投资复盘，关键是从被动恢复切回主动练习。
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