- 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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|---|---|---|
| .. | ||
| __init__.py | ||
| alpha_vantage.py | ||
| alpha_vantage_common.py | ||
| alpha_vantage_fundamentals.py | ||
| alpha_vantage_indicator.py | ||
| alpha_vantage_news.py | ||
| alpha_vantage_stock.py | ||
| config.py | ||
| interface.py | ||
| stockstats_utils.py | ||
| utils.py | ||
| y_finance.py | ||
| yfinance_news.py | ||