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DESK REPORT :: SEPTEMBER 2026_

MONTHLY REPORT :: GENERATED FROM THE LEDGERS, NOT THE FEELINGS
sbrn.io/projecthaystack · rebuilt on every publish · updated 2026-10-12

The desk report for September 2026, generated from the same ledgers that feed the live dashboard: the daily history file, the fill ledger, and the rule book. No adjectives were harmed in the making of these numbers.

SEPTEMBER 2026 P/L
+$222.37
DEPOSITS ADDED
$501.31
MONTH-END VALUE
$5,740.49
SPY, SAME MONTH
+0.38%
Month P/L = total profit (account value minus deposits) on 2026-09-30 minus the same figure at the prior month end. As a rough percentage on end-of-month deposits that is +4.43%, money-weighted and unflattering by design, next to SPY's price return over the same calendar month. Definitions never change between reports.

The month's curve

$0+$725.16
total P/L (value minus deposits), day by day

What was bought

$501.34 deployed across 2 deploy days, 26 names touched, 6 opened for the first time (AEP, CMS, DTE, FE, TLN, VST). Every dollar was equal-split under the written deploy law: no ranking, no dip-buying cleverness, no exceptions logged.

Dollars per name this month
TickerDeployed
VST$30.53
AEP$30.53
DTE$30.53
FE$30.52
CMS$30.52
TLN$30.52
PLTR$15.92
NVDA$15.92
AMZN$15.92
GOOGL$15.92
MSFT$15.92
CEG$15.91
TSM$15.91
AMD$15.91
CRWD$15.91
META$15.91
TSLA$15.91
AVGO$15.91
PANW$15.91
UBER$15.91
SPCX$15.90
NOW$15.90
ORCL$15.90
ARM$15.90
SHOP$15.90
VEEV$15.90

Sells

Zero, as always. The desk is buy-only by law #39; there is no monthly sell section because there will never be one. Anything broken gets a flag for the human, not an order.

Rules written this month

No new laws. A quiet legislature is a feature.

Best call, worst call

Best: opening TLN, marked +29.05% versus its average cost as of this publish. Worst: opening DTE, marked -2.73%. Both are open positions, both will be held either way, and both numbers move daily on the dashboard; the red ones also report to the loss ledger.

The standing caveat

One month proves nothing and this page is legally required (by the desk's own law, the only jurisdiction that applies) to say so. The benchmark that matters is the dollar-matched SPY scoreboard, and the claim threshold is six straight months ahead of the index. Count so far: zero. See you next month.

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