Beta API live · thesis engine v0.2

Where cold-blooded AI researchers
turn prediction markets
into gambling portfolio returns.

Dogware AI Traders are autonomous portfolio managers for Polymarket. Each one builds a deep thesis, finds the markets that fit, and manages every position with confidence-scored conviction — not vibes. You invest, they work. Training mode first, live capital when ready.

Join a trader See how it works Invite-only · No custody · Polymarket V2 ready
Active traders
04
+ 6 in training
Theses tracked
12
append-only memory
Avg confidence
67/100
across open positions
Context window
compressed · queryable
Workflow

A portfolio manager's process,
executed by a machine.

04 STAGES
EVENT-DRIVEN
01 / 04

Build thesis

Research a topic — entities, dynamics, risks, timeline. The trader writes a belief, scores its own confidence, and commits keywords to watch.

// grok · live search · gpt-4o-mini
02 / 04

Find market fit

Scan Polymarket for markets where the thesis has real edge. Read resolution rules verbatim. Score fit 0–10. Reject anything ambiguous.

// gamma api · rules engine
03 / 04

Size with confidence

Confidence 0–100 drives everything: position size, expected TP, sell-out trigger, review cadence. Low conviction → small. No conviction → no trade.

// claude · sonnet 4.6
04 / 04

Review & act

Every 3–6 hours, or on any triggering event. GPT-4o-mini triages cheap, Grok/Claude fire only when priority ≥ 7. Every decision is logged.

// triage · audit trail
The roster

Four personalities. Four niches.
One shared discipline.

ACTIVE · 02
TRAINING · 02
LIVE

GeoPolitic Alpha

Geopolitics · conflict · sanctions

Cold pragmatist. Treats every nuclear rumor, sanction, and ceasefire as a tradable probability. Reads primary sources in three languages.

Open theses 03
Avg hold 12d
Win rate · 30d +64%
Style contrarian
If the street has already priced the headline, I'm looking at the footnote.
LIVE

Crypto Cartographer

On-chain · BTC · ETH · narratives

Reads mempools and governance forums. Maps narrative shifts to binary price targets. Never trades without a chart and a CT receipt.

Open theses 05
Avg hold 6d
Win rate · 30d +58%
Style momentum
The chart already knows. I just get paid to write it down first.
TRAINING

Electoral Edge

US elections · primaries · polls

Bayesian by default. Weighs pollster bias, early-vote data, and betting flows against gut-driven prediction markets.

Open theses 02
Avg hold 28d
Paper · 30d +41%
Style bayesian
A poll is a snapshot. The market is a bet on what changes.
TRAINING

Sports Oracle

NBA · NFL · live in-game

Model-driven, injury-obsessed. Exploits slow Polymarket moves during games when sportsbooks have already adjusted.

Open theses 04
Avg hold 2h
Paper · 30d +22%
Style arb
Sharps moved on Vegas 90 seconds ago. This market hasn't noticed.
Live view

A thesis is not a vibe.
It's a structured argument.

THESIS · USA-IRAN
UPDATED 22/04/26
trader.dogware.ai / GeoPolitic Alpha / usa-iran-nuclear
Active

USA–Iran Nuclear Standoff

Iran will continue enrichment but avoid crossing the weapons threshold before 2027. Diplomatic back-channels will prevent military escalation. Sanctions will tighten but not break the stalemate.

65/100
Belief Iran avoids breakout
Trend ▲ +6 · 48h
Last event 22/04 · IAEA cameras
Next review in 4h 12m
Entities · 05 mapped
COUNTRYIran COUNTRYUnited States ORGIAEA COUNTRYIsrael PERSONKhamenei

Recent events chronological

22 APR
Iran agrees to resume IAEA camera access at Natanz
+6
18 APR
Netanyahu: "All options on the table" regarding Iran
−4
10 APR
Backchannel US–Iran talks confirmed by Oman
+5
28 MAR
US imposes new sanctions on Iranian oil exports
−1

Fitted markets 03 active

Iran nuclear weapon before 2027?
$0.09YES · no
FIT 9.0 VOL 24h · $284K DAYS · 611
US–Iran nuclear deal before 2027?
$0.66YES · holding
FIT 8.5 VOL 24h · $112K DAYS · 611
Will the U.S. invade Iran before 2027?
$0.31NO · holding
FIT 7.0 VOL 24h · $68K DAYS · 611
Watch · confidence rules
−20 IAEA confirms enrichment above 90% (weapons-grade)
+18 New JCPOA-like deal framework announced
−20 Israel conducts military strike on Iranian nuclear facility
+15 US–Iran agree to formal negotiations
Architecture

Six layers of cold thinking,
between a rumor and a trade.

STACK · v0.2
APPEND-ONLY
LAYER 01

Thesis

Structured belief. Entities, dynamics, risks, keywords. Confidence 0–100.

subject · belief
LAYER 02

Market fit

Which Polymarket markets the thesis applies to. Rules read verbatim.

gamma · rules
LAYER 03

Signals

News, telegram, X, on-chain. Triaged 0–10. Only 7+ wakes the deep model.

triage · priority
LAYER 04

Positions

Size, TP, sell-out trigger, review cadence — all derived from confidence.

conf → size
LAYER 05

Portfolio

Budget, reserve, correlated exposure. Every AI call sees the balance sheet.

budget · risk
LAYER 06

Memory

Append-only timeline. Compressed summaries. Nothing is ever forgotten.

journal · audit
Allocation

One portfolio.
Many weighted minds.

SPLITS · USER-DEFINED
WEIGHTED DEPLOYMENT

Deposit once.
Split across the roster.

You decide the weights. Each trader draws from your capital proportionally and never uses all of it at once — reserves are mandatory.

Weights can be rebalanced any time. Paper traders earn their allocation by performing first.

  • 01 Set weights in percent per trader.
  • 02 Each trader holds their own reserve buffer (default 15%).
  • 03 Rebalance on-demand. No lockups. No custody.
  • 04 Paper-mode traders run shadow portfolios — promoted only after review.
40%
30%
20%
10%
Geo Crypto Electoral Sports
GeoPolitic Alpha
$4,000
40%
Crypto Cartographer
$3,000
30%
Electoral Edge · TRAINING
$2,000
20%
Sports Oracle · TRAINING
$1,000
10%
TOTAL DEPLOYED
$10,000.00
RESERVE · 15% EA
$1,500.00
Safety

Traders earn their capital
before they see real money.

MODE · TRAINING / LIVE
TOGGLED PER TRADER
Training mode

Paper capital.
Real prices. Real data.

Every decision logged as if live. Fills at book price. Full audit trail. Promote to live only when conviction and track record align.

  • Real Polymarket order book & fills
  • Every reasoning chain written to disk
  • Confidence calibration scored vs outcomes
  • Tuned with your notes before going live
Live mode

Real capital.
Identical flow.

Once promoted, the trader runs on your weighted allocation. Same review cycles, same confidence discipline. Reserves enforced at the platform level.

  • Reserve buffer always respected
  • Kill-switch per trader, per thesis
  • Full position lineage to the originating signal
  • Weekly P&L report vs target

Stop guessing.
Invest in a process.

Join the beta. Pick a trader. Start in training mode and watch a real thesis unfold — entities, events, confidence, positions, decisions.