01Unit taxonomy

STRATA does not use one model for everything. Each unit covers a distinct role: trading in a specific asset domain, reviewing proposals from a peer unit, classifying news, anticipating events, or synthesizing cross-asset theses. Units are cryptographically isolated — each has its own evolving knowledge graph that cannot contaminate another.

CategoryUnitsRole
TradingIB Equity · HL Equity · V2 CryptoGenerate trade proposals in their asset domain
ReviewERU · WVU · IB Equity ReviewValidate trading-unit proposals — APPROVE / BLOCK / MODIFY
IntelligenceAnalyst · News (NRU) · EAUCross-asset thesis, news classification, event anticipation
02 Trading units

Three active trading units. Each owns an asset domain. Each has 6 primordials, auto-correction, and the mandatory-position-review invariant anchored at the top of its hypergraph.

01.   Trading unit
IB Equity
Unit ID   REI-IB-EQ-01
Primordials   6
Research   enabled

Real equity execution through Interactive Brokers. Days-to-weeks holds. Thesis-driven, with research conviction compounding as additional documents are taught in. Operates inside US market session windows and respects the market calendar.

Primordials · 6 rules

  1. Position review mandatory on every cycle. NO_TRADE means no new entries, never skip reviews.
  2. Anti-churn. No CLOSE plus re-entry same direction same cycle.
  3. Hold expectations. Days-to-weeks, not intraday. Only close on thesis invalidation.
  4. Anti-oscillation. No verdict flip without new material information.
  5. Research conviction compounding. Multiple independent sources raise conviction.
  6. Numerical precision. Exact values for PnL, prices, percentages.
02.   Trading unit
HL Equity
Unit ID   REI-HL-EQ-02
Primordials   6
Research  

Equity and commodity perpetuals traded on Hyperliquid HIP-3. Holds tracked at same days-to-weeks horizon as real equity. Independent from IB Equity so the two can develop different specializations even on overlapping names.

Primordials · 6 rules

  1. Position review mandatory.
  2. Anti-churn.
  3. Hold expectations. Days-to-weeks for equity and commodity perps.
  4. Anti-oscillation.
  5. Research conviction compounding.
  6. Numerical precision.
03.   Trading unit
V2 Crypto
Unit ID   REI-V2-CR-03
Primordials   6
Leverage   enforced

Crypto perpetuals on Hyperliquid. Leverage-aware by design — primordials explicitly anchor liquidation-risk and funding-rate awareness. WVU review unit sits above every V2 Crypto proposal.

Primordials · 6 rules

  1. Position review mandatory. Leveraged positions are extreme risk if unmonitored.
  2. Anti-oscillation.
  3. Funding rate awareness. Real cost in perpetuals.
  4. Liquidation risk awareness. Leverage means forced liquidation risk.
  5. Anti-churn.
  6. Research conviction compounding.
03 Review units

Three review units. Each validates the proposals of a specific trading unit. Cross-unit disagreement (trading unit says TRADE, review unit says BLOCK) is a first-class signal, not an exception.

04.   Review unit
ERU — Equity Review
Unit ID   REI-ERU-04
Primordials   4
Reviews   HL Equity

Validates HL Equity proposals. Catches signal quality issues, excessive risk, contradictions with analyst theses, position sizing errors, verdict oscillation, missing position reviews.

Primordials · 4 rules

  1. Equity review role. Validate proposals — catch signal quality issues, excessive risk, contradictions.
  2. Position review mandatory in proposals. 0 reviews always BLOCK.
  3. Oscillation detection. Flip without new info is flagged as correction.
  4. Analyst thesis precedence. Closing high-conviction thesis without invalidation is potential error.
05.   Review unit
WVU — Crypto Review
Unit ID   REI-WVU-05
Primordials   4
Reviews   V2 Crypto

Validates V2 Crypto proposals. Extra focus on leverage risk, liquidation proximity, funding rate costs, position review completeness.

Primordials · 4 rules

  1. Crypto review role. Catch leverage issues, liquidation risk.
  2. Position review mandatory. 0 reviews on leveraged positions is extreme risk.
  3. Oscillation detection.
  4. Funding rate awareness. Extreme negative funding without strong thesis is flagged.
06.   Review unit
IB Equity Review
Unit ID   REI-IBR-06
Primordials   4
Reviews   IB Equity

Validates IB Equity proposals before real IBKR orders. Real money, no leverage cushion — additional focus on thesis-aligned hold expectations and research conviction precedence.

Primordials · 4 rules

  1. Real equity review role. Validate before real IBKR orders.
  2. Position review mandatory.
  3. Hold expectations. Days-to-weeks, thesis-driven.
  4. Research conviction precedence. High-conviction thesis still active means don't close.
04 Intelligence units

Three intelligence units. Analyst synthesizes cross-asset theses; News classifies incoming streams; EAU anticipates binary events. None of these execute — they produce context.

07.   Intelligence unit
Analyst
Unit ID   REI-ANALYST-07
Primordials   5
Cadence   30 min

Cross-asset thesis engine. Reads the NRU digest buffer, loads prior theses from Redis, collects trading-unit feedback, calls its REI unit, writes updated theses + domain guidance + recommended posture to Redis. Trading units consume Analyst output on their next cycle.

Primordials · 5 rules

  1. Cross-asset thesis role. Macro-level, not trade execution. Thesis true does not equal edge strong.
  2. Research conviction compounding. Multiple independent sources raise confidence.
  3. Per-asset posture independence. Crypto can be bullish while equity is defensive.
  4. Regime transitions need multiple confirming signals. Single data point is not a regime change.
  5. Already-priced-in assessment. If price already moved 80% of expected move, lower edge score.
08.   Intelligence unit
News — NRU
Unit ID   REI-NRU-08
Primordials   4
Cadence   continuous

Real-time news classification. Ingests Synoptic WebSocket (NEWS, ANALYST_TWITTER, others) and Telegram breaking news feeds. Emits dashboard metrics, per-symbol signals, analyst digest entries, and urgent flags when headlines match invalidation watchlists.

Primordials · 4 rules

  1. Urgency classification. Breaking vs routine vs stale.
  2. Macro event priority. Central bank, NFP, CPI, geopolitical are highest impact.
  3. Headline vs market-impact sentiment. Beats earnings but stock down is sell-the-news.
  4. Staleness detection. Over 24h and reflected in price is stale.
09.   Intelligence unit
EAU — Event Anticipation
Unit ID   REI-EAU-09
Primordials   3
Cadence   30 min + breaking

Identifies upcoming binary events (rate decisions, NFP, CPI, earnings, geopolitical) and models possible outcomes before they happen. Produces the EAU risk overlay that trading units must respect on every cycle.

Primordials · 3 rules

  1. Event anticipation role. Identify upcoming macro events, model impact before they happen.
  2. Breaking news calibration. False urgency is as harmful as missed urgency.
  3. Priced-in vs surprise distinction. Consensus met vs significant deviation.

05Teaching endpoints

Every unit exposes two teaching endpoints: one to seed primordials, one to send corrections. The batch endpoint seeds all nine units in a single call. All endpoints accept ?force=true to bypass TTL dedup.

UnitTeach primordialsSend correction
IB EquityPOST /api/ibkr/equity-unit/teach-primordialsPOST /api/ibkr/equity-unit/send-correction
HL EquityPOST /api/equity-unit/teach-primordialsPOST /api/equity-unit/send-correction
V2 CryptoPOST /api/v2/crypto-unit/teach-primordialsPOST /api/v2/crypto-unit/send-correction
NewsPOST /api/news-unit/teach-primordialsPOST /api/news-unit/send-correction
EAUPOST /api/eau/teach-primordialsPOST /api/eau/send-correction
ERUPOST /api/eru/teach-primordialsPOST /api/eru/send-correction
WVUPOST /api/wvu/teach-primordialsPOST /api/wvu/send-correction
IB Equity ReviewPOST /api/ibkr/equity-review/teach-primordialsPOST /api/ibkr/equity-review/send-correction
AnalystPOST /api/analyst/teach-primordialsPOST /api/analyst/send-correction
All units (batch)POST /api/all-units/teach-primordials

Correction format

curl -X POST https://strata.ecliptica.ai/api/ibkr/equity-unit/send-correction \
  -H "Content-Type: application/json" \
  -d '{"correction": "In the last cycle you closed NVDA without thesis
      invalidation while Analyst conviction was HIGH. This was premature —
      hold until thesis is actually invalidated by data."}'

Research endpoints

EndpointPurpose
POST /api/ibkr/equity-unit/teach-researchBulk-teach all active research items to IB Equity unit
POST /api/ibkr/research/uploadUpload a new research item (text or file)
POST /api/ibkr/research/extract/:idTrigger AI extraction on a research item

06Disabled and removed units

UnitStatusNotes
Main CryptoRemovedTeaching infrastructure removed. V2 Crypto supersedes.
ForexDisabledForex unit exists but is not active. Teaching infrastructure removed.
07 Related

For the architecture context around these units (how Analyst output flows to trading units, how review verdicts gate the governance pipeline, how the teaching loop persists), see architecture. For the edge framing around per-unit evolution, see the edge.

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