dtarkent2-sys
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5e8c81e738
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fix: 6 audit issues — missing await, regime range, pct_out scaling, ticker validation, dead code, flag merge
1. app.py: await _update_in_progress (coroutine was silently dropped)
2. models.py + tier1.py: regime_score_adjustment range ±2→±10 (was negligible on 0-100 scale)
3. y_finance.py: pct_out * 100 (was fraction, displayed as percent)
4. app.py: ticker validation accepts dots/hyphens (BRK.B, BF-B)
5. portfolio.py: wire _fetch_peer_basics into theme substitution (was dead code)
6. setup.py: accumulate global_flags across parallel agents (dict.update was dropping them)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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2026-03-09 21:56:38 +00:00 |
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dtarkent2-sys
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ee80a42971
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feat: add regime awareness, smart-money tracking, theme substitution & position replacement
- MacroRegimeOutput: risk_appetite, liquidity_regime, regime_score_adjustment (-2 to +2)
- InstitutionalFlowOutput: 13F holders, insider transactions, short interest trend, smart_money_signal
- Scoring node applies regime adjustment to master score
- Theme Substitution Engine: identifies best expression of theme, ranks peers, flags overlap
- Position Replacement Agent: compares candidate to theme alternatives, flags replacements
- Pipeline: Scoring → Portfolio Analysis → Debate → Decision
- Final decision narrative includes theme context and replacement flags
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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2026-03-09 21:46:03 +00:00 |
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dtarkent2-sys
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7ad9e1d1ce
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feat: rebuild as structured Pydantic equity ranking engine
Replace generic LLM debate system with a tiered, macro-aware equity
ranking pipeline where every agent returns Pydantic structured output
and scoring is deterministic Python — no prose drives downstream decisions.
Architecture: Validation → Tier 1 (Macro+Liquidity parallel) →
Tier 2 (8 agents parallel) → Scoring (Archetype+MasterScore) →
Tier 3 (Bull/Bear debate + Risk + FinalDecision) → END
Master Score: 25% business_quality + 20% macro + 15% institutional_flow
+ 10% valuation + 10% entry_timing + 10% earnings_revisions + 5% backlog
+ 5% crowding. Hard veto gates, confidence penalties, position role
assignment all computed deterministically.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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2026-03-09 21:30:46 +00:00 |
Yijia Xiao
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3d040f8da4
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feat: add yfinance support to accommodate community request for stability and quota
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2026-02-03 22:27:20 +00:00 |
Edward Sun
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7bb2941b07
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optimized yfin fetching to be much faster
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2025-10-06 19:58:01 -07:00 |
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Edward Sun
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c07dcf026b
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added fallbacks for tools
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2025-10-03 22:40:09 -07:00 |
luohy15
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b01051b9f4
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Switch default data vendor
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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2025-09-30 12:43:27 +08:00 |