Market Brief — Daily Morning & Evening Intelligence Digest

Overview

Market Morning Brief is a lightweight, resilient daily intelligence system designed to be the first thing you read each morning. It combines:

• - Portfolio P&L — Your Kalshi positions and unrealized gains/losses
• Top opportunities — Markets with highest edge (if Kalshalyst cache available)
• Cross-platform divergences — Kalshi vs Polymarket pricing mismatches (if Arbiter cache available)
• X signal summaries — Top-performing prediction signals from Twitter/X (if Xpulse cache available)
• Crypto prices — Bitcoin, Ethereum, plus any configured altcoins (if Coinbase configured)
• Polymarket insights — Notable markets and volume activity

The brief is designed for 30-second scanning — each section is 3-8 lines maximum. If a data source is unavailable, the section gracefully degrades to "unavailable" and the brief continues.
If Kalshi credentials are not configured yet, the brief shows a realistic preview portfolio and edge block so first-time users still see value immediately.

When to Use This Skill

• - You trade prediction markets (Kalshi, Polymarket) and want daily market context
• You need a quick morning summary: portfolio status + opportunities + signals
• You want an evening briefing: either lightweight trading summary or AI-filtered news digest
• You want integration with your other market intelligence tools (Kalshalyst, Arbiter, Xpulse)
• You want plain text output suitable for SMS, iMessage, or any messaging platform
• You want AI-powered news curation: two-stage filtering to prevent notification fatigue

Every Evening (Default: 6:00 PM): Day's activity summary (positions opened/closed, realized P&L), watch list for overnight risks, top X signals from the day, and unusual market activity.

Architecture

Design Philosophy

Resilience through isolation. Each section:

• - Wrapped in try/except to prevent one failure from breaking the entire brief
• Reads from cache files (not live APIs) for speed and reliability
• Gracefully degrades if data unavailable ("unavailable, check Kalshalyst directly")
• Logs failures without interrupting output

Plain text output. No markdown, no emojis, no formatting — designed for chat delivery:

• - Compatible with iMessage, SMS, email, web chat, any platform
• Scannable: max 80 chars per line, clear section headers
• Readable at a glance in <30 seconds

Configurable integration. The brief reads from:

• - Optional Kalshalyst cache (.kalshi_research_cache.json)
• Optional Arbiter cache (.crossplatform_divergences.json)
• Optional Xpulse cache (.x_signal_cache.json)
• Optional Coinbase API (if configured)
• Public Polymarket API (no auth)

If a cache file doesn't exist (skill not installed), that section simply shows "unavailable".

Configuration

Create or update your config.yaml when you want live account data. The first run works without it and shows preview output:

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Section-by-Section Breakdown

1. Portfolio Summary

Data source: Kalshi API (read-only)

Example output:
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Fields:

• - Ticker | Side (YES/NO) | Quantity @ Price | Cost | Unrealized P&L | Days to Expiration

Graceful degradation: If Kalshi API unavailable:
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2. Kalshalyst Edges (Optional)

Data source: Kalshalyst cache (.kalshi_research_cache.json)

Example output:
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Fields:

• - Ticker | Side | Market Price | Edge % | Confidence %

Graceful degradation: If Kalshalyst skill not installed:
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3. Cross-Platform Divergences (Optional)

Data source: Prediction Market Arbiter cache (.crossplatform_divergences.json)

Example output:
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Fields:

• - Ticker | Kalshi Price ↔ Polymarket Price | Spread | Volume Difference

Graceful degradation: If Arbiter skill not installed:
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4. X Signal Summaries (Optional)

Data source: Xpulse cache (.x_signal_cache.json)

Example output:
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Fields:

• - Signal | Magnitude | Confidence % | Reach/Strength

Graceful degradation: If Xpulse skill not installed:
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5. Crypto Prices (Optional)

Data source: Coinbase API (requires key + configuration)

Example output:
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Fields:

• - Ticker | Price | 24h Change %

Graceful degradation: If Coinbase not configured:
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6. Polymarket Activity

Data source: Public Polymarket API (free)

Example output:
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Fields:

• - Market | Volume | Implied Probability | (Context)

Graceful degradation: If Polymarket API unavailable:
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Evening Brief — Lightweight Market Summary + AI-Filtered News

Sent at configured evening time (default: 6:00 PM). Two variants: lightweight market update or full news digest with materiality filtering.

Lightweight Market Variant (6-8 lines, trading-focused)

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Key differences from morning brief:

• - Shorter (6-8 lines max)
• Focus on intraday activity (current positions, cost, unrealized P&L)
• Overnight watch items (expirations, geopolitical risks, liquidity alerts)
• Top X signals from that day (not 24h rolling)

Full Evening News Digest (News-focused with AI filtering)

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Features:

• - Category icons: 🏛️ policy, 📈 markets, 💻 technology, 🌍 geopolitics, 📌 general
• Confidence scores (0-100%) show Qwen relevance assessment
• Two-stage filtering pipeline (see below)
• 48-hour rolling history prevents repeated news
• Fail-closed design: if Qwen unavailable, no news sent (silence over noise)

Evening Briefing: Two-Stage News Filtering Pipeline

Evening briefing combines DuckDuckGo news search with local Qwen LLM for AI-powered news curation. Designed to prevent notification fatigue while surfacing genuinely material developments.

Architecture

Stage 1: Relevance & Significance Filter

1. 1. Search for recent news across configured topics (default: prediction markets, AI policy, federal reserve)
2. Run each article through Qwen: is this significant? (0-1 confidence score, category classification)
3. Filter to articles with confidence >= min_confidence (default: 0.7)
4. Limit to top 10 most confident articles for Stage 2

Stage 2: Materiality Gate (Prevents Notification Fatigue)

1. 1. Load history of previously sent articles (48h rolling, max 200 entries)
2. Compare candidate articles against recent history
3. Qwen decision: is this NEW and MATERIAL? Or just ongoing background noise?
4. Drop duplicates, commentary, routine announcements
5. Only pass through genuinely new developments or significant escalations

Fail-Closed Design:

• - If Qwen unavailable during Stage 1 or Stage 2: drop all articles (silence over noise)
• If no material news: send nothing (don't interrupt with noise)
• History persistence: ~/.openclaw/state/evening_news_history.json (max 200 entries, auto-cleanup)

Example Configuration

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Command Usage

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News History

Stored at ~/.openclaw/state/evening_news_history.json. Max 200 entries, auto-cleans after 48 hours. Used by Stage 2 materiality gate to prevent duplicate notifications.

Cache File Integration

Each optional skill writes a cache file that the Morning Brief reads automatically:

Skill	Cache File	Section Unlocked
Kalshalyst	INLINECODE9	Edge opportunities
Prediction Market Arbiter

state/.crossplatform_divergences.json | Cross-platform divergences |
| Xpulse | state/.x_signal_cache.json | X/Twitter signals |

If a cache file doesn't exist, that section shows "unavailable" with the install command. See references/integration.md for cache file schemas.

Example Complete Morning Brief

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Scheduling & Commands

Morning Brief (Default: 7:30 AM)

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Cron Scheduling

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Dependencies

Required: Python 3.10+, INLINECODE13

For evening news digest: Ollama + Qwen model (ollama pull qwen3:latest), plus pip install ddgs (or duckduckgo-search as fallback).

Optional skills for additional brief sections: Kalshalyst, Prediction Market Arbiter, Xpulse (see Implementation Notes below).

Performance & Cost

Morning Brief

• - Runtime: <5 seconds (all cached data)
• API calls: 1 (Polymarket public API) + 1 (Kalshi portfolio) = 2 calls
• Cost: $0 (Kalshi free tier, Polymarket free)

With Optional Skills

If Kalshalyst, Arbiter, Xpulse installed:

• - Runtime: <2 seconds (reads cache files)
• Cost: Only the skill installation costs (brief itself has no additional cost)

Troubleshooting

Portfolio not showing: Verify Kalshi API key is configured and not rate-limited. Run python scripts/morning_brief.py --debug.

Sections showing "unavailable": Expected if the skill isn't installed. Install with the clawhub install command shown in the output, then run the skill once to generate its cache file.

Evening news empty: Check Ollama is running (ollama list), test Qwen (ollama run qwen3:latest "test"), and verify ddgs (python -c "from ddgs import DDGS; print('OK')").

Stage 2 drops everything: The materiality gate filters out non-novel news. Clear history with rm ~/.openclaw/state/evening_news_history.json and retry, or disable with --no-materiality-gate.

Qwen timeout: Reduce article count with --max-per-topic 2 or skip Stage 2 with --no-materiality-gate.

Implementation Notes

This skill is designed for standalone operation but unlocks its full potential with the OpenClaw Prediction Market Trading Stack.

Standalone: Portfolio P&L + Polymarket trending + Crypto prices (if configured). No other skills required.

With the full stack: Each additional skill adds a new section to your daily brief automatically — no configuration needed. Install skills, run them once, and the Morning Brief picks up their cache files on the next run.

Skill	Unlocks	Install
Kalshalyst	Contrarian edge analysis with Kelly sizing	INLINECODE26
Prediction Market Arbiter

Cross-platform Kalshi↔Polymarket divergences | clawhub install prediction-market-arbiter |
| Xpulse | Real-time X/Twitter social signals | clawhub install xpulse |
| Portfolio Drift Monitor | Position drift alerts between briefs | clawhub install portfolio-drift-monitor |
| Kalshi Command Center | Direct trade execution from edge alerts | clawhub install kalshi-command-center |

Install the complete stack:
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Further Reading

• - See references/sections.md for detailed section documentation
• See references/integration.md for technical integration guide
• See references/evening-pipeline.md for evening briefing pipeline documentation

Support

For issues: run with DEBUG=1 for verbose output, review references/sections.md and references/integration.md, or check /tmp/market-morning-brief.log.

Author: KingMadeLLC

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Feedback & Issues

Found a bug? Have a feature request? Want to share results?

• - GitHub Issues: github.com/kingmadellc/openclaw-prediction-stack/issues
• X/Twitter: @KingMadeLLC

Part of the OpenClaw Prediction Stack — the first prediction market skill suite on ClawHub.