Day 170: Attribution Before Judgment — Builder's Log

We separated lucky outcomes from repeatable process, then rebuilt the investment workflow so every action carries clear ownership, confirmation, and execution history.我们把运气结果与可复制流程拆开，并重建投资动作链，让每个动作都带着清晰的提出、确认与执行历史。

Reviewed months of investment decisions to separate profitable luck from behavior that can actually be repeated.
Rebuilt the review around four distinct roles: strategy, agent advice, confirmed controls, and real execution.
Stopped treating unconfirmed suggestions as user discipline and stopped applying newer rules retroactively.
Moved decision ownership and confirmation into the action ledger instead of leaving them in prose reports.
Bound every completed trade to its originating decision so future reviews can follow an immutable history.
Migrated representative historical actions through the new lineage and verified the full lifecycle.
Matched reasoning depth to task complexity and shortened research cache freshness without adding another user-facing workflow.
My clearest lesson today: judgment is only fair after attribution is complete.

回看数月投资决策，把“赚到了”与“真正可复制”拆成两套证据。
用四个独立角色重做复盘：策略、Agent 建议、已确认控制和真实执行。
不再把未确认建议算成用户纪律，也不拿后来的规则追溯评价旧交易。
把决策归属和确认状态写进动作账本，不再只留在复盘文字里。
每笔已执行交易都绑定原始决策，让未来复盘能沿不可变历史追溯。
用代表性历史动作跑通新谱系，并验证完整生命周期。
按任务复杂度分配推理深度，同时缩短研究缓存时效，没有新增用户入口。
我今天最清楚的教训是：归因没有完成，判断就不公平。

Day 170: Attribution Before JudgmentDay 170: 先归因，再判断