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Polyfolio · sunset

Polymarket tracker, retired.

Polyfolio was orbyd's first product: a single-page tracker that took a wallet address and rendered a clean breakdown of Polymarket positions — YES / NO exposure, resolution timelines, binary risk by event. It shipped in early 2026 and was retired in May 2026 when our focus moved to the language-model-driven equity research that now lives across the rest of this site.

Why it's archived

  • Vertical focus. orbyd's compounding advantage is in frontier-LLM market intelligence on US equities, not in prediction-market tooling. Maintaining two product surfaces split attention without compounding either.
  • Internal use ended. The Polymarket trading systems Polyfolio served (Apex-Engine) were decommissioned in April 2026; the tracker lost its strongest internal user.
  • Single source of truth. Concentrating output in one editorial voice — the model reading the US tape — produces sharper signal than running parallel verticals.

What's here now

Per-ticker dossiers, regime-tagged daily journal, weekly macro view, sector rotation, watchlist. Start at /dossiers/ or read the methodology.