Paper Trading — Content & Reporting Design

Owner: Mira (content + reporting) · Automation: Min's engine (ledger/fills/journal/risk) Capital: $50,000 paper · Styles: Trend / Range / Breakout / Momentum Core thesis: Theme-first, uranium at the core · Tranched entries · Level alerts Audience: General — teaches as it reports. CommSec-brokerage tone.

1. 📈 Daily Paper-Trading Telegram Report

Tone: CommSec brokerage-style — plain, confident, no jargon-shaming. Numbers first, narrative second. Emoji as signal, not decoration. Every number traceable to Min's ledger.

Send: EOD, when market closes (or engine marks close). Hard cost: $0 (template auto-filled by engine).

Format

📊 **PAPER DESK — {date}**
Capital: $50,000 | Style: {trend|range|breakout|momentum} | Theme: Uranium 🛢

**Day P&L**
📈 Day: +$XXX (+X.XX%)
📚 Open P&L: +$XXX (+X.XX%)
📐 Total since start: +$XXX (+X.XX%)

**Open Positions**
| Ticker | Style | Entry | Size | Tranche | LTP | P&L | Level Alert |
|:--|:--|:--|:--|:--|:--|:--|:--|
| UUUU | Trend | $8.20 | $2.5k | 1/3 | $8.40 | +$62 | ▲ watch $9.00 |
| (…) |      |        |        |        |        |        |              |

**Strategy/Style Breakdown** (today)
| Style | Trades | Filled | P&L | Win % | Note |
|:--|:--|:--|:--|:--|:--|
| Trend | 2 | 1 | +$110 | 60% | Core thesis intact |
| Range | 3 | 2 | −$40 | 40% | Chop — cut size |
| Breakout | 1 | 1 | +$85 | 100% | Volume confirmed |
| Momentum | 2 | 0 | — | — | No setups today |

**Risk**
🛡 Exposure: $XX.Xk / $50k | Cash: $XX.Xk
⚠ Cold-warning, drawn ≤2% / day | Tranche ladder active

**One-liner:** {1-sentence read of the day — what moved, why}

Daily Report Rules

• Tone: brokerage-noticeboard. "Uranium held the core thesis; momentum was flat." Not "we feel".
• Emoji: ℹ fixed headers · 📈/📉 P&L direction · 🛢 theme · 🛡 risk · ⚠ alert.
• P&L: consistently realized, open, total — never conflate.
• Tranches: always show which tranche a position is in (1/3, 2/3, 3/3).
• Level alerts: auto-surfaced by engine from its alert set — only flagged when tripped or near.
• Blockers: if the engine's feed is late/broken, state it plainly ("Engine sync pending") — never fabricate.

2. 📚 Weekly "Paper Portfolio Review" — Pulse Research Feed

Purpose: The learning companion to the daily report. Journal insights, what strategies actually earned this week, honest lessons. Where the daily report says what happened, the review says what it means.

Send: Weekly (Friday EOD / Monday AM). Longer read than the daily (300–500 words).

Format

# 📚 Paper Portfolio Review — Week {n}

**Capital:** $50,000 · **Run week:** {date range} · **Theme:** Uranium core

## What the week earned
{table: strategy × win %, P&L, avg R per trade, biggest winner, biggest loser}

## Journal — what the tape is telling us
{3–5 bullets: pattern matched / pattern failed, tranche timing, level alerts honored or ignored}

## Honest lessons (no polish)
- {what we *actually* got wrong this week, and the data that proves it}
- {one decision we got right and why it held}

## Next week
- {thesis adjustment, sizing tweak, a level to respect, a style to lean into or sit out}

## P&L to date
📈 +$XXX (+X.XX%) · Biggest drawdown −$XX (X.X%) · 3-day running

Review Rules

• Honesty is the product. A losing week that teaches is worth more than a lucky green one. State losses plainly.
• Journal first, narrative second — insights must trace to actual fill/ledger data (Min's journal).
• Frame for a general reader: every strategy concept gets a one-line "in plain English" gloss.
• Never overstate: paper results are practice, not proof of edge. Repeat the disclaimer once per review.

3. 🧭 Four Strategy Explainers (teach while you report)

Each is one paragraph, general-audience, CommSec-toned. Used in the weekly review and pinned as desk primers.

Trend — "The tide, not the wave."

Trend trading is about identifying a direction and holding with it — like sailing with the current instead of fighting it. We buy strength in an uptrend and let winners run, cut losers fast. The edge isn't the first move; it's the continuation. In a uranium bull, the core thesis is simple: if the fundamental story is intact and price keeps making higher highs on higher lows, we stay in with the trend and only exit when the structure itself breaks — not because the market got noisy for a day.

Range — "Mowing the lawn between friction points."

Range (or mean-reversion) trading works when the market is stuck between two levels — like a ball rolling between two walls. We sell near the top of the range and buy near the bottom, profiting from the chop instead of being whipsawed by it. The risk is a break-through: when price finally smashes a wall, the safe play is to get out and respect the breakout. In range mode, patience is the skill — most of the day is waiting for price to touch the edges, not guessing the middle.

Breakout — "The door finally opens."

Breakout trading watches for a tight consolidation — price coiled like a spring near a level — and pounces when it finally snaps through with volume behind it. The idea is that a real move shows its hand with conviction: heavy volume, clean expansion, no fake-out. We enter as price clears the level, not before. The discipline is brutal honesty about false breakouts — if volume doesn't confirm and price falls back inside, we exit fast. A breakout is a momentum bet that the move is real.

Momentum — "Ride the burst while it's hot."

Momentum trading bets that a fast mover keeps moving — stocks that are going up tend to keep going up in the short run, because attention and buying feed themselves. We line up with the strongest names, enter on strength, and hold only as long as the push continues. The trap is the top: momentum works until it violently doesn't. That's why we take profits into strength, keep tight trailing stops, and never marry a trade that stops accelerating. It rewards speed and punishes hesitation.

4. ✍️ Ownership Split — Mira vs Min's Engine

Rule: Min's engine is the source of truth (numbers, fills, ledger, journal, risk, alerts — all automated). Mira is the human layer (words, structure, judgment, tone, narrative). No content claim ever contradicts engine data.

Min's Engine automates (data truth)

• Ledger, fills, positions, realized/open P&L computations
• Journal entries (raw trade log)
• Risk figures (exposure, drawdown, tranche position, daily loss caps)
• Level-alert generation & tripping
• The raw data block that feeds both Telegram and Pulse templates

Mira owns weekly (content + judgment)

• Daily Telegram report: assembles engine data into the CommSec-toned format, writes the One-liner, spots anything the numbers flag that needs a human read
• Weekly Pulse review: journal insights, honest lessons, thesis narrative, next-week calls — all filtered and interpreted from engine data
• Strategy explainers: maintained, updated as results shift the story
• Editorial gate: catches format drift, keeps tone consistent, flags anomalies the engine's raw numbers might not phrase ("this week got chopped" vs a red cell)
• Cost steward: tracks report generation cost (near-zero — templates, not heavy compute), flags if spend drifts

Handoff for Min's automation

Build the two templates in this doc as fill-in-the-blank schemas fed by the ledger endpoints. Daily = every cell traceable. Weekly = pull strategy aggregates + journal, hand the raw block to Mira for the narrative pass. Mira reviews before anything ships.

Quick-Reference Handoff