02cbaecf62
* feat: add macro scanner feedback loop and lessons memory
- Implements `LessonStore` to persist JSON screening lessons
- Adds `selection_reflector.py` to fetch performance and news, and generate LLM lessons
- Adds `memory_loader.py` to filter negative lessons into `FinancialSituationMemory`
- Integrates a rejection gate in `candidate_prioritizer.py` based on past negative lessons
- Adds `reflect` command to CLI
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
* feat: update macro scanner feedback loop for dual-lesson output (Trend DNA)
- Update `selection_reflector.py` to calculate exact terminal returns, `mfe_pct`, `mae_pct`, and `days_to_peak`.
- Update LLM prompt to generate distinct `screening_advice` and `exit_advice`.
- Update `lesson_store` tests to reflect new schema.
- Update `memory_loader.py` to use `screening_advice` for negative selection filtering.
- Update `micro_summary_agent.py` to inject `exit_advice` into PM context for current holdings.
- Update `cli/main.py` default horizons to `30,90` and print dual-advice columns.
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
* fix: resolve bugs in macro scanner feedback loop
- Address Key mismatch (stock_return_pct vs terminal_return_pct)
- Fix missing persistence of mfe_pct and mae_pct
- Use create_report_store() instead of raw ReportStore() in load_scan_candidates
- Clean up unused imports in fetch_news_summary
- Ensure default horizons match code in cli description
- Create isolated `_local_safe_pct` to remove cross-module dependency
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
* fix: address PR 124 feedback on macro scanner memory feedback loop
- Use `l.get('screening_advice')` gracefully in `memory_loader` to prevent KeyErrors.
- Properly instantiate `selection_memory` inside the graph in `portfolio_setup.py` and pass it to the prioriziation rejection gate.
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
---------
Co-authored-by: google-labs-jules[bot] <161369871+google-labs-jules[bot]@users.noreply.github.com>
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
|
||
|---|---|---|
| .. | ||
| cassettes | ||
| cli | ||
| e2e | ||
| integration | ||
| portfolio | ||
| unit | ||
| __init__.py | ||
| conftest.py | ||
| test_ticker_symbol_handling.py | ||