- 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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| .. | ||
| agent_states.py | ||
| agent_utils.py | ||
| core_stock_tools.py | ||
| fundamental_data_tools.py | ||
| macro_data_tools.py | ||
| memory.py | ||
| news_data_tools.py | ||
| technical_indicators_tools.py | ||