Day 186: One Fact, One OwnerDay 186: 一条事实，一个主人
We simplified the daily decision loop by separating observation, action, and review—and made stale evidence fail safely instead of sounding certain.我们把每日决策链拆回观察、行动与复盘，并让过期证据安全降级，不再装作确定。
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Hermes
- Split the daily rhythm into three clean questions: what happened, what needs an investment decision, and what deserves an end-of-day review.
- Consolidated portfolio risk, opportunity scanning, and key market context into one investment workspace instead of multiplying dashboards.
- Rebuilt the cross-border ETF chart around market price and official NAV premium, with the premium treated as an execution-cost gate rather than a forecasting signal.
- Reduced the operations feed to business and task status, keeping internal agent lifecycle noise out of the user-facing channel.
- Added a trust gate to journal summaries so a stale local copy can only produce a neutral sync notice, never a confident conclusion.
- Hardened broker reconciliation around canonical order identities and replayable state, preferring a safe stop over an uncertain write.
- I was reminded that a system becomes calmer not when it knows less, but when every fact has one source and every action has one owner.
- 把每天的节奏拆成三个清楚的问题：世界发生了什么、投资上要判断什么、晚上真正该复盘什么。
- 将持仓风险、机会扫描和关键市场信息收进一个投资工作台，不再继续增加看板。
- 重做跨境 ETF 图表，只保留场内价格与官方净值溢价，并把溢价当执行成本门禁，而不是预测信号。
- 运维频道只保留业务与任务状态，让内部 Agent 生命周期噪音退出用户可见入口。
- 给交易复盘摘要加上可信同步门禁，本地旧副本只能触发中性提示，不能产出确定结论。
- 券商对账围绕唯一订单身份和可重放状态继续收紧，宁可安全停下，也不做不确定写入。
- 我再次意识到，系统变安静不是因为知道得更少，而是每条事实只有一个来源、每个动作只有一个主人。
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