liuli195 · liuli195 · Jul 16, 2026 · Jul 16, 2026
diff --git a/.comet.yaml b/.comet.yaml
@@ -2,3 +2,11 @@
 build_command: .venv/Scripts/python.exe .build-and-verify/runtime/build_and_verify.py build --project .
 
 verify_command: .venv/Scripts/python.exe .build-and-verify/runtime/build_and_verify.py verify --project .
+
+phase: build
+build_mode: executing-plans
+tdd_mode: tdd
+review_mode: thorough
+verify_mode: full
+design_doc: docs/superpowers/specs/2026-07-16-turtle-independent-asset-expansion-design.md
+plan: docs/superpowers/plans/2026-07-16-turtle-independent-asset-expansion.md
diff --git a/docs/superpowers/plans/2026-07-16-turtle-independent-asset-expansion.md b/docs/superpowers/plans/2026-07-16-turtle-independent-asset-expansion.md
diff --git a/docs/superpowers/specs/2026-07-16-turtle-independent-asset-expansion-design.md b/docs/superpowers/specs/2026-07-16-turtle-independent-asset-expansion-design.md
diff --git a/joinquant/strategies/strategy-001/manifest.json b/joinquant/strategies/strategy-001/manifest.json
@@ -7,8 +7,11 @@
     "name": "etf_factor_rotation"
   },
   "source": {
-    "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=2632adf656bc9797f82e2748c2ce928e&backtest=115",
+    "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=9569e5f3a071602af031c8cff2ed9c6e&backtest=115",
     "aliases": [
+      {
+        "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=9569e5f3a071602af031c8cff2ed9c6e&backtest=115"
+      },
       {
         "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=2632adf656bc9797f82e2748c2ce928e&backtest=115"
       },
@@ -568,7 +571,7 @@
         "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=05d8070463bd0c212db54eed317288a1&backtest=115"
       }
     ],
-    "observed_at": "2026-07-15T04:00:06+08:00"
+    "observed_at": "2026-07-16T04:00:09+08:00"
   },
   "fence": {
     "before_sha256": "79b2bdb2c82de35a722741b34292df7ed012f8348a19f1b0acfb209020322857",

diff --git a/...strategy-001/simulations/simulation-001/raw/code-history-93a631dd3a95632d3b3a502f.json.gz b/...strategy-001/simulations/simulation-001/raw/code-history-93a631dd3a95632d3b3a502f.json.gz
diff --git a/.../snapshots/e85f5fe70206488491dd5068/data/attribution_log-0dcd6b38e3665bab5046f63f.parquet b/.../snapshots/e85f5fe70206488491dd5068/data/attribution_log-0dcd6b38e3665bab5046f63f.parquet
diff --git a/...y-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/balances.parquet b/...y-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/balances.parquet
diff --git a/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/orders.parquet b/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/orders.parquet
diff --git a/...-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/positions.parquet b/...-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/positions.parquet
diff --git a/...gy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/results.parquet b/...gy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/results.parquet
diff --git a/...ategy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/risk.parquet b/...ategy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/data/risk.parquet
diff --git a/.../snapshots/e85f5fe70206488491dd5068/raw/attribution-log-0dcd6b38e3665bab5046f63f.jsonl.gz b/.../snapshots/e85f5fe70206488491dd5068/raw/attribution-log-0dcd6b38e3665bab5046f63f.jsonl.gz
diff --git a/...gy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/balances.json.gz b/...gy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/balances.json.gz
diff --git a/...imulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/normal-log-pages.json.gz b/...imulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/normal-log-pages.json.gz
diff --git a/...001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/normal-log.jsonl.gz b/...001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/normal-log.jsonl.gz
diff --git a/...tegy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/orders.json.gz b/...tegy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/orders.json.gz
diff --git a/...01/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/period_risks.json.gz b/...01/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/period_risks.json.gz
diff --git a/...y-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/positions.json.gz b/...y-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/positions.json.gz
diff --git a/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/records.json.gz b/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/records.json.gz
diff --git a/...snapshots/e85f5fe70206488491dd5068/raw/research-response-724bc05499f352dc6bdfdf78.json.gz b/...snapshots/e85f5fe70206488491dd5068/raw/research-response-724bc05499f352dc6bdfdf78.json.gz
diff --git a/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/results.json.gz b/...egy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/results.json.gz
diff --git a/...rategy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/risk.json.gz b/...rategy-001/simulations/simulation-001/snapshots/e85f5fe70206488491dd5068/raw/risk.json.gz
diff --git a/...imulations/simulation-001/snapshots/e85f5fe70206488491dd5068/reports/live-summary.json.gz b/...imulations/simulation-001/snapshots/e85f5fe70206488491dd5068/reports/live-summary.json.gz
diff --git a/...001/source_versions/348e35c4d11426ab63444d1e504aaac9a9f92dfd5552f1a12488029d805a8323.json b/...001/source_versions/348e35c4d11426ab63444d1e504aaac9a9f92dfd5552f1a12488029d805a8323.json
@@ -0,0 +1,3 @@
+{
+  "backtest_id": "d6507bc7886cdd32aad6c1c173af57fb"
+}
diff --git a/joinquant/strategies/strategy-002/manifest.json b/joinquant/strategies/strategy-002/manifest.json
@@ -7,8 +7,11 @@
     "name": "ETF动态调仓"
   },
   "source": {
-    "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=89bd88cca11d4ed59fd77462ee6addcb&backtest=12",
+    "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=9b71913a43c1ec34c56bbe905b22b6fb&backtest=12",
     "aliases": [
+      {
+        "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=9b71913a43c1ec34c56bbe905b22b6fb&backtest=12"
+      },
       {
         "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=89bd88cca11d4ed59fd77462ee6addcb&backtest=12"
       },
@@ -136,7 +139,7 @@
         "url": "https://www.joinquant.com/algorithm/index/edit?algorithmId=c57fcc9eeb34b39428c46f5c87bfe77f&backtest=12"
       }
     ],
-    "observed_at": "2026-07-15T04:00:33+08:00"
+    "observed_at": "2026-07-16T04:00:35+08:00"
   },
   "fence": {
     "before_sha256": "9f25381bdf78a8b0a42a71d09fa8f359bfa1e53855c829526607f6e4b254b731",

diff --git a/...strategy-002/simulations/simulation-001/raw/code-history-220beb0c54bf08fe184a740a.json.gz b/...strategy-002/simulations/simulation-001/raw/code-history-220beb0c54bf08fe184a740a.json.gz
diff --git a/...y-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/balances.parquet b/...y-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/balances.parquet
diff --git a/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/orders.parquet b/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/orders.parquet
diff --git a/...-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/positions.parquet b/...-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/positions.parquet
diff --git a/...gy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/results.parquet b/...gy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/results.parquet
diff --git a/...ategy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/risk.parquet b/...ategy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/data/risk.parquet
diff --git a/...gy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/balances.json.gz b/...gy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/balances.json.gz
diff --git a/...imulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/normal-log-pages.json.gz b/...imulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/normal-log-pages.json.gz
diff --git a/...002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/normal-log.jsonl.gz b/...002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/normal-log.jsonl.gz
diff --git a/...tegy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/orders.json.gz b/...tegy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/orders.json.gz
diff --git a/...02/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/period_risks.json.gz b/...02/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/period_risks.json.gz
diff --git a/...y-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/positions.json.gz b/...y-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/positions.json.gz
diff --git a/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/records.json.gz b/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/records.json.gz
diff --git a/...snapshots/58318b3133b566a639b76b59/raw/research-response-537e1e2e2ace4daeb56a969f.json.gz b/...snapshots/58318b3133b566a639b76b59/raw/research-response-537e1e2e2ace4daeb56a969f.json.gz
diff --git a/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/results.json.gz b/...egy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/results.json.gz
diff --git a/...rategy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/risk.json.gz b/...rategy-002/simulations/simulation-001/snapshots/58318b3133b566a639b76b59/raw/risk.json.gz
diff --git a/...imulations/simulation-001/snapshots/58318b3133b566a639b76b59/reports/live-summary.json.gz b/...imulations/simulation-001/snapshots/58318b3133b566a639b76b59/reports/live-summary.json.gz
diff --git a/...001/source_versions/016ce20a8342a3337b75d3f20e9eaceef8fb9d48452566a0365d64aba4d2d9fc.json b/...001/source_versions/016ce20a8342a3337b75d3f20e9eaceef8fb9d48452566a0365d64aba4d2d9fc.json
@@ -0,0 +1,3 @@
+{
+  "backtest_id": "378bf9974b75f1877c17c6b658e074b9"
+}
diff --git a/joinquant/strategies/strategy_index.csv b/joinquant/strategies/strategy_index.csv
diff --git a/...-turtle-etf-local-research-workflow/specs/local-quant-research-workflow/spec.md b/...-turtle-etf-local-research-workflow/specs/local-quant-research-workflow/spec.md
@@ -168,6 +168,16 @@
 - **WHEN** 扫描本地研究运行器和策略项目的生产导入
 - **THEN** 两者只依赖以聚宽现有结果数据为基准的读取契约，不导入 `quant_analysis` 的指标、归因、稳健性、压力、证据矩阵或报告实现
 
+#### Scenario: 独立资产扩展使用真实单场景矩阵
+- **WHEN** 主 agent 已冻结候选前置筛选结果并生成原 11 只基线、完整扩展、逐只删除、逐扩展切片删除和五个成本执行压力场景
+- **THEN** 每个场景分别调用本地研究 Skill 一次并生成一个标准结果包，全部六只候选通过时总数为 16
+- **AND** Skill 的输入输出和停止状态仍只表达一个场景，不包含本次候选、场景数量或分析逻辑
+
+#### Scenario: 不同资产池使用可比较的精确快照
+- **WHEN** 两个调用场景的证券集合不同
+- **THEN** 每个调用只接收与自身证券集合完全一致的不可变快照
+- **AND** 快照共享相同不可变批次、截止日、字段和价格口径，重叠证券行情及公司行动摘要必须完全一致
+
 ### Requirement: 仓库运行与能力复用边界
 系统 MUST（必须）使用项目 `.venv`（虚拟环境）运行本地 Python（编程语言）入口，并复用既有聚宽认证和归档能力，不得保存或打印账号、密码、Token（访问令牌）或 Cookie（浏览器凭证）。