feat: agent-reviewed overnight_recovery_agent_top10; guard monitor hot-reload

overnight_recovery_agent_top10 (strategies/agent_review.py) re-ranks the
overnight_recovery top 50 with an LLM agent's daily scores:
final = quant percentile + 0.25 x score (-2..+2), vetoes for five event types,
top 10 on the base strategy's rebalance rows and hysteresis. Score files are
stamped by `agent_review.py submit` and steer a session only if stamped before
its 16:00 New York close; without one the strategy holds exactly what
overnight_recovery_top10 holds (checked on the live panel 2016-2026).
- agent_review.py: candidates / submit / evaluate; skill
  .claude/skills/agent-stock-review drives the daily research.
- US only, skipped by precompute (no history before its first score file);
  runs in the original book and in selected_2026_09 (from the book's start).
- .gitignore tracks .claude/skills/ and ignores data/agent/.

Monitor fix: hot-reload re-imports trader.py but not strategies/*. After the
2026-09-29 strategy commits the stale modules made every phase's panel refresh
fail ("Unknown signal 'low_risk'") and US books skipped 09-29 until a restart.
_reload_strategies now builds every factory and keeps the old registry when
any fails; CLAUDE.md says to restart the monitor after changing strategy code.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

precompute_backtest.py

@@ -33,7 +33,7 @@ from bridge import (
     _build_strategy_result,
     _sanitize_for_json,
 )
-from trader import MONITOR_CAPITAL, STRATEGY_REGISTRY, strategy_supports_market
+from trader import AGENT_REVIEW_STRATEGIES, MONITOR_CAPITAL, STRATEGY_REGISTRY, strategy_supports_market
 
 
 # Initial capital per market, in local currency — the same amounts the live
@@ -160,6 +160,8 @@ def main():
     us_strategies = []
     cn_strategies = []
     for name in STRATEGY_REGISTRY:
+        if name in AGENT_REVIEW_STRATEGIES:      # forward only: no history before its first score file
+            continue
         meta = STRATEGY_META.get(name, {"markets": ["us", "cn"]})
         markets = [m for m in meta.get("markets", ["us", "cn"]) if strategy_supports_market(name, m)]
         if "us" in markets: