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Learn with Bobo

bobo — Learn with bobo bobo is a learning-first personal trading assistant designed to make market research understandable.

Core trick

A model proposes formula hypotheses that deterministic code scores on frozen historical snapshots against benchmarks and transaction costs.

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Description

bobo — Learn with bobo bobo is a learning-first personal trading assistant designed to make market research understandable. Rather than offering unexplained stock picks, it helps people explore a trading idea, understand how it is tested, and examine whether the evidence supports it. At its core is an AI-assisted quantitative research engine. Astra proposes market hypotheses and translates them into structured mathematical formulas. A deterministic evaluation system then tests those formulas against frozen historical market-data snapshots, measuring predictive relationships, comparing performance with a benchmark, checking known factor exposures, and calculating portfolio returns after simulated transaction costs. The model proposes and explains; the code produces the measurements. Every experiment is recorded in an auditable research ledger, including rejected ideas, data limitations, and corrections. Strict formula validation, bounded research budgets, restricted access to held-out data, and replay checks help keep the research process accountable. The research assistant cannot place trades. The user experience is built around “Learn with bobo”: a clear, light-mode interface designed to explain market ideas, research findings, and the reasons a formula passes, fails, or needs more evidence. The longer-term goal is to connect sufficiently validated formulas to current-market ticker screens, with the supporting evidence visible—not simply display a “buy” label. The prototype has completed a live Astra research run on real historical market data. After measurement corrections, the reviewed campaign produced no promotion-ready formulas. That outcome is preserved rather than presented as a profitable discovery: learning why an idea fails is part of the product. bobo’s purpose is to turn market curiosity into informed, evidence-based learning—not to promise returns.
thetradingdoc/breadcrumbs-alpha★ 00 forksJavaScriptMITCreated Sep 10, 2026 · last push Sep 10, 2026

README excerpt

# Breadcrumbs α

**GPT-6 Astra research factory for formal alpha hypotheses.**

Propose → measure → memo. **No live trading. No broker. No order submission.**

Built for the OpenAI GPT-6 Astra Hackathon (NYC). Astra reasons about edges; deterministic Node code measures predictive power on fixtures (IC, expected return, cost haircut).

```text
User idea
   ↓
Astra → HypothesisSpec (structured JSON)
   ↓
Measure → IC(lag), E[r]|signal, costs
   ↓
Astra → ResearchMemo (go / no-go / shut-off)
   ↓
artifacts/run-*.json
```

## Why this exists

Most “AI trading bots” ask a model to pick tickers. Breadcrumbs α does the opposite:

- **Astra** proposes a *formal* hypothesis (signal, universe, horizon, shut-off).
- **Local code** measures whether that signal predicts returns.
- A separate OMS (not in this repo) would be required before any paper/live trade.

## Quick start

```bash
cp .env.example .env
# set OPENAI_API_KEY=

npm install
npm run health    # ping gpt-6-astra
npm run demo      # full propose → measure → memo loop
npm start         # HTTP API on :8787
```

### API

| Method | Path | Purpose |
|--------|------|---------|
| `GET` | `/health` | Liveness |
| `POST` | `/v1/research/runs` | Body: `{ "idea": "..." }` → run research loop |
| `GET` | `/v1/research/runs/:id` | Fetch saved artifact |

## Repo layout

```text
src/
  openai/astra-client.js   # GPT-6 Astra Responses API
  agents/hypothesis-agent.js
  agents/memo-agent.js
  measure/ic.js
  measure/expected-return.js
  me

Team