docs(portfolio): summarize broker sim demo milestone

[Melly-999]

Scope

Docs-only. No runtime/frontend/backend/API, scripts, workflows, package, config changes. No README change.

• Baseline SHA: a56a21faf427cc26ed9b0c33e7c16ddb41d9df5d
• Commit SHA: 8a0bbaff0ddcaf12948d79e04e75a71824cb878a

Files changed

• docs/portfolio/broker_sim_demo_summary.md
• docs/roadmap/current_status_after_neon_cleanup.md (one-row note)

Source docs reviewed

• docs/tasks/broker_sim_readiness_audit_001.md
• docs/tasks/broker_sim_readonly_smoke_001.md
• docs/tasks/broker_sim_walkthrough_001.md
• docs/tasks/broker_sim_milestone_closeout_001.md
• docs/tasks/paper_sim_ui_polish_001.md
• docs/tasks/broker_sim_screenshot_evidence_001.md
• docs/assets/screenshots/broker-sim/ (3 PNGs)

Portfolio summary content

• overview: plain-English explanation of the read-only simulated broker preview.
• PR list: docs(tasks): audit broker sim readiness #302–docs(demo): add broker sim screenshot evidence #307 with deliverables and cross-links.
• demo proof: GET-only smoke result 47 PASS / 0 SAFETY-FAIL / 0 WARN / 0 SKIP.
• screenshots: all three embedded (broker-sim-terminal-safety.png, broker-sim-brokers-readonly-card.png, broker-sim-paper-run-preview.png).
• recruiter-friendly summary: included (API validation, frontend safety messaging, CI discipline, risk-first product thinking, no live execution).
• what-not-to-claim / does-not-do: explicit (no real broker, no credentials, no execution, no profit/ROI/win-rate, not production-ready, not financial advice).

All 10 required sections present (Overview; What was built; Safety-first design; Demo proof; Screenshots; Technical scope; What this does not do; What I learned / demonstrates; Recruiter-friendly summary; Next steps). Classification B — READY FOR INTERNAL SIMULATED BROKER PREVIEW stated.

Validation summary

• git diff --check origin/main...HEAD → clean
• python scripts/validate_safety_config.py → OVERALL: PASS
• Relative markdown links resolve (6 task docs, 3 screenshot embeds, 3 portfolio cross-links)
• No README change accidentally included

Static scan summary

• No secrets / token-shaped strings / DB URLs / API keys / broker credentials / account IDs / emails / phones / Neon identifiers.
• No safety-flip values (autotrade=true, dry_run=false, read_only=false, live_orders_blocked=false, execution_enabled=true).
• No profit/ROI/win-rate/live-trading/financial-advice claims as assertions — the only matches are disclaimers ("is not production trading-ready and is not financial advice"). broker/order/execution terms appear only in milestone explanation, safety posture, and prohibition context.

Safety confirmation

• docs-only ✅
• no README changes ✅
• no script changes ✅
• no runtime/frontend/backend/API changes ✅
• no workflows ✅
• no package changes ✅
• no broker credentials ✅
• no env vars touched ✅
• no broker API calls ✅
• no order/execution routes added ✅
• no Buy/Sell/Order/Execute UI added ✅
• no secrets ✅
• no live-trading claims ✅
• no profit/ROI/win-rate claims ✅
• no financial-advice claims (explicitly disclaimed) ✅
• safety posture unchanged (autotrade=false, dry_run=true, read_only=true, live_orders_blocked=true, max risk <= 1%) ✅

🤖 Generated with Claude Code

Summary by Sourcery

Add a portfolio summary document for the broker-sim demo milestone and link it into the roadmap status overview.

Documentation:

• Add a broker-sim demo portfolio summary page describing the simulated read-only broker preview, its safety posture, validation evidence, and next steps.
• Update the roadmap status document to reference the new broker-sim demo summary as the final step in the broker-sim milestone.

[sourcery-ai]

Reviewer's Guide

Adds a dedicated portfolio summary page for the broker-sim demo milestone and links it into the roadmap status document as the final wrap-up entry, documenting scope, safety posture, validation evidence, and next steps without changing any runtime behavior.

File-Level Changes

Change	Details	Files
Introduce a broker-sim demo portfolio summary document capturing the simulated broker milestone, safety posture, validation evidence, and recruiter-facing narrative.	Create a new markdown page describing the broker-sim demo milestone as a read-only, paper-only simulated broker preview Summarize the six related PRs (docs(tasks): audit broker sim readiness #302–docs(demo): add broker sim screenshot evidence #307) and their deliverables in a table with cross-links to underlying task docs Document the enforced safety configuration, including read-only and dry-run flags and the absence of any execution surface Describe the GET-only smoke test results and how they validate the read-only surface and safety invariants Embed three vetted screenshots from the broker-sim UI and link to the screenshot evidence task doc Clarify technical scope across backend, frontend, tooling, and review process, including CI and safety-validation steps Explicitly list non-capabilities (no real broker, no credentials, no order execution, not financial advice) and articulate learning outcomes and recruiter-focused summary Add next-step notes for potential follow-up audits and future broker integration planning	docs/portfolio/broker_sim_demo_summary.md
Update roadmap status to reference the new broker-sim demo portfolio summary as the final summary milestone.	Append a new roadmap table row for PR docs(demo): add broker sim screenshot evidence #307 indicating the broker-sim arc is wrapped with a portfolio/demo summary Link the new roadmap entry to the broker_sim_demo_summary.md portfolio document and restate classification and safety posture as docs-only, read-only/paper-only, no live execution	docs/roadmap/current_status_after_neon_cleanup.md

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[sourcery-ai]

Hey - I've left some high level feedback:

• You repeat safety posture details (flags, read-only constraints, disclaimers) in multiple docs; consider centralizing this in a single canonical safety posture document and linking to it here to reduce the risk of those descriptions drifting out of sync.

Prompt for AI Agents

Please address the comments from this code review:

## Overall Comments
- You repeat safety posture details (flags, read-only constraints, disclaimers) in multiple docs; consider centralizing this in a single canonical safety posture document and linking to it here to reduce the risk of those descriptions drifting out of sync.

Fix all in Cursor

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