Politics & Elections · Quantitative#216

Forecast-Model Consensus Gap

Several public election models publish daily probabilities using different methods — polls-only, polls-plus-fundamentals, and pure fundamentals — and their disagreements are informative. Markets tend to anchor on whichever model is being quoted in the news that week. You build a weighted consensus, weighting each model by its historical calibration rather than its popularity, and trade whenever the market drifts outside the ensemble's range.

What you need to run it

  • Daily scraping of the public forecast models with a stored history of each
  • Calibration scoring of each model against past cycles to set the weights
  • Threshold rules so you trade only when the market leaves the ensemble band

Where this applies

Markets on Polymarket where forecast-model consensus gap is the natural play:

  • Will Democrats win the 2026 Senate majority?
  • Will Republicans win the presidency in 2028?
  • Will the governor's race in Wisconsin go to the incumbent?

Capabilities this demands

Data ingestionModel / quantManual research

At a glance

CategoryQuantitative
MarketPolitics & Elections
Requirements3
CapabilitiesData ingestion, Model / quant, Manual research
VenuePolymarket (CLOB, Polygon)

Build it

Related politics & elections strategies

This is documentation, not advice. Poly Research & Robotics publishes how these strategies work because the method should be checkable — not as a recommendation to trade them. See the full strategy database (297 strategies) or the data resources directory.
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