Fund / Signal update · 13 June 2026
Each week: what changed across our Guru funds on Base — Guru Lotus read-only NAV snapshots (messybased, messyinfra) plus micro test funds on Guru (base01–03) that run the full screening → council → target-change workflow. Those micro funds are traded by the fund workflow; target changes execute manually or automatically only after council resolution. We pair that with macro, narratives, and screening context: what moved, what was passed on, and what the process teaches about AI-managed Funds. Published for transparency only; this update does not execute trades or rotate the books.
Guru Lotus (read-only NAV)
Micro test funds on Guru (workflow-traded)
messybased — screening & council
WETH $0
7-day aggregate — 7 source runs, as of 13 June 2026
#1
SOGNI
Appeared in 7/7 source run(s) with avg rank 6.43 and best rank 6.
#2
DRV
Appeared in 6/7 source run(s) with avg rank 1.83 and best rank 1.
#3
VELVET
Appeared in 6/7 source run(s) with avg rank 2.17 and best rank 1.
#4
INSTACLAW
Appeared in 6/7 source run(s) with avg rank 4.67 and best rank 2.
#5
VERTAI
Appeared in 6/7 source run(s) with avg rank 5.33 and best rank 4.
#6
PRXVT
Appeared in 5/7 source run(s) with avg rank 2.20 and best rank 1.
#7
ROBO
Appeared in 4/7 source run(s) with avg rank 3.25 and best rank 2.
#8
GPU
Appeared in 4/7 source run(s) with avg rank 8.25 and best rank 6.
messyinfra — screening & council
WETH $372
7-day aggregate — 7 source runs, as of 13 June 2026
#1
VELVET
Appeared in 6/7 source run(s) with avg rank 1.67 and best rank 1.
#2
DRV
Appeared in 5/7 source run(s) with avg rank 8.60 and best rank 6.
#3
NOCK
Appeared in 4/7 source run(s) with avg rank 3.25 and best rank 2.
#4
LIKE
Appeared in 4/7 source run(s) with avg rank 4.75 and best rank 2.
#5
RSC
Appeared in 4/7 source run(s) with avg rank 5.25 and best rank 2.
#6
SUSDS
Appeared in 4/7 source run(s) with avg rank 5.50 and best rank 2.
#7
OMI
Appeared in 4/7 source run(s) with avg rank 6.25 and best rank 1.
#8
STG
Appeared in 4/7 source run(s) with avg rank 7.75 and best rank 5.
🔄
Council · certified · target change · 6 June 2026
No hard policy blocks are present, and the book has fresh holdings, macro, and narratives coverage. The main admissibility concern is that screening aggregate coverage is degraded/sparse and mixed-context, so any rotation or new-position decision would be based on a thinner evidence stack than usual. Macro is regime N but risk-off news overlay and fully deployed high-beta exposure argue against net risk increase. A selective candidate rotation or rebalance is permissible, but execution should be treated as review-required rather than automatic.
base01 — screening & council
WETH $19
7-day aggregate — 7 source runs, as of 13 June 2026
#1
VELVET
Appeared in 6/7 source run(s) with avg rank 1.67 and best rank 1.
#2
DRV
Appeared in 5/7 source run(s) with avg rank 8.60 and best rank 6.
#3
NOCK
Appeared in 4/7 source run(s) with avg rank 3.25 and best rank 2.
#4
LIKE
Appeared in 4/7 source run(s) with avg rank 4.75 and best rank 2.
#5
RSC
Appeared in 4/7 source run(s) with avg rank 5.25 and best rank 2.
#6
SUSDS
Appeared in 4/7 source run(s) with avg rank 5.50 and best rank 2.
#7
OMI
Appeared in 4/7 source run(s) with avg rank 6.25 and best rank 1.
#8
STG
Appeared in 4/7 source run(s) with avg rank 7.75 and best rank 5.
base02 — screening & council
WETH $8
7-day aggregate — 7 source runs, as of 13 June 2026
#1
VELVET
Appeared in 6/7 source run(s) with avg rank 1.67 and best rank 1.
#2
DRV
Appeared in 5/7 source run(s) with avg rank 8.60 and best rank 6.
#3
NOCK
Appeared in 4/7 source run(s) with avg rank 3.25 and best rank 2.
#4
LIKE
Appeared in 4/7 source run(s) with avg rank 4.75 and best rank 2.
#5
RSC
Appeared in 4/7 source run(s) with avg rank 5.25 and best rank 2.
#6
SUSDS
Appeared in 4/7 source run(s) with avg rank 5.50 and best rank 2.
#7
OMI
Appeared in 4/7 source run(s) with avg rank 6.25 and best rank 1.
#8
STG
Appeared in 4/7 source run(s) with avg rank 7.75 and best rank 5.
base03 — screening & council
WETH $8
7-day aggregate — 7 source runs, as of 13 June 2026
#1
VELVET
Appeared in 6/7 source run(s) with avg rank 1.67 and best rank 1.
#2
DRV
Appeared in 5/7 source run(s) with avg rank 8.60 and best rank 6.
#3
NOCK
Appeared in 4/7 source run(s) with avg rank 3.25 and best rank 2.
#4
LIKE
Appeared in 4/7 source run(s) with avg rank 4.75 and best rank 2.
#5
RSC
Appeared in 4/7 source run(s) with avg rank 5.25 and best rank 2.
#6
SUSDS
Appeared in 4/7 source run(s) with avg rank 5.50 and best rank 2.
#7
OMI
Appeared in 4/7 source run(s) with avg rank 6.25 and best rank 1.
#8
STG
Appeared in 4/7 source run(s) with avg rank 7.75 and best rank 5.
Market regime — macro economics
Not available for this archived week. The public API does not expose historical macro snapshots — see the live fund update for current regime context.
Narrative momentum — 13 June 2026
Not available for this archived week. The public API does not expose historical narrative momentum snapshots — see the live fund update for current narrative rankings.
Aggregate signal · Risk reject
✅ Aggregate signal
SOGNI
Sogni AI
Appeared in 7/7 daily runs across messybased over the 7-day lookback. Appeared in 7/7 source run(s) with avg rank 6.43 and best rank 6.
7/7 days
aggregate
What this teaches the future Fund Agent
1
Macro gates gross exposure. Regime context unavailable for this archived week → defensive funds stay in core; beta funds rotate within the book, not expand it blindly.
2
Daily screen ≠ automatic trade. The day's #1 candidate and the 7-day aggregate leader can differ — the agent needs both horizons, not just the latest signal.
3
Council is the constraint layer. Certified outcomes encode PM conflict, guardrail breaches, and explicit rotate-out lists. This is training data for autonomous Funds — not marketing copy.
Run the same workflow