dtarkent2-sys ee80a42971 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>		2026-03-09 21:46:03 +00:00
..
agents	feat: add regime awareness, smart-money tracking, theme substitution & position replacement	2026-03-09 21:46:03 +00:00
dataflows	feat: add regime awareness, smart-money tracking, theme substitution & position replacement	2026-03-09 21:46:03 +00:00
graph	feat: add regime awareness, smart-money tracking, theme substitution & position replacement	2026-03-09 21:46:03 +00:00
llm_clients	chore: clean up dependencies and fix Ollama auth	2026-02-03 23:08:12 +00:00
default_config.py	Switch LLM models to glm-5:cloud via Ollama	2026-03-01 05:05:33 +00:00
models.py	feat: add regime awareness, smart-money tracking, theme substitution & position replacement	2026-03-09 21:46:03 +00:00