Going from no sentiment to a bullish read used to be able to *lower* the composite:
sentiment was blended into the weighted average as an absolute level, so a bullish
75 diluted a ticker already scoring 78. That's backwards for a directional signal.
Now the non-sentiment dimensions form a re-normalized weighted-average base, and
sentiment is applied as a signed adjustment around neutral (50):
composite = clamp(base + MAX_ADJ * (sentiment - 50) / 50)
MAX_ADJ = sentiment weight * 100 (default weight 0.10 → ±10)
Neutral leaves the base unchanged, bullish adds and bearish subtracts (scaled by
confidence, since a 50%-confidence call maps to 50 → no effect), and no sentiment
never penalises. Default sentiment weight 0.15 → 0.10; the weight now means "max ±
points." Composite breakdown exposes base_score/sentiment_score/sentiment_adjustment,
and the ScoreCard shows "Base 78 · sentiment +5.0" plus the per-dimension adjustment.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Behavior-preserving cleanup (345 tests pass, ruff clean):
- scheduler: replace 62 inline logger.x(json.dumps({...})) calls with a
_log_event helper, and collapse 11 identical _job_runtime dicts into an
_idle_runtime() factory over _JOB_NAMES.
- settings: add app/services/settings_store.py (get_setting/get_value/get_map/
upsert_setting) and route ~13 hand-rolled SystemSetting queries + two
identical _settings_map helpers through it.
- scoring.get_rankings: collapse the per-ticker N+1 (3-4 queries + a commit each)
into 2 bulk reads + a single conditional commit; drop the redundant re-fetch.
Lazy recompute-on-read is preserved. Adds first tests for get_rankings.
Net ~ -245 lines across the touched modules.
Richer LLM output (same grounded call, ~no extra cost):
- All providers now also return a recommendation (buy/hold/avoid) and a thorough
reasoning paragraph; Gemini now actually captures reasoning + grounding
citations (it was dropping them). Stored on sentiment_scores (migration 008),
exposed in the API; display-only — NOT fed into the composite/EV.
- Ticker Sentiment panel shows an "LLM view" badge and a "Full analysis & sources"
expander with the complete reasoning + citations.
Search-budget scoping (Gemini grounding free tier = 5000/mo):
- collect_sentiment now targets only watchlist + open paper trades + top-N by
composite, skips tickers refreshed within sentiment_fresh_hours (72h), and caps
per run (sentiment_max_per_run). Once the relevant set is fresh, runs spend 0
searches until it ages out — bounding monthly usage well under the free tier.
- Widened sentiment lookback to 7d (scoring + display) so sparser collection
still feeds the dimension score.
Deploy: alembic upgrade (sentiment_scores.recommendation). Switch provider to
Gemini Flash in Admin for the cost win (grounded, cheapest).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replays the price-derived engine over stored OHLCV: at each weekly as-of date,
rebuild the setup from bars <= D (no lookahead) and walk the actual forward bars
for the realized outcome. Reports realized hit-rate/expectancy of qualified
setups (and all setups, by direction) plus a probability calibration curve
(predicted target prob vs realized hit rate).
Reuses pure functions throughout; extracted compute_technical_from_arrays /
compute_momentum_from_closes from scoring_service so live and backtest stay in
sync. Runs as a weekly/triggerable 'backtest' job caching the report in a
SystemSetting; GET /backtest/report serves it. Sentiment/fundamentals held
neutral (no point-in-time history) — calibrates the price/S-R/probability machinery.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Triggered by CNC showing "LONG (High Confidence)" with SHORT reasoning
and no long setup.
- A: recommendation action + reasoning are ticker-level and identical
on both setups; reasoning always matches the shown action
- B: recommended_action only picks a direction with a tradeable setup;
strong bias with no setup (e.g. price at ATH) → NEUTRAL with an
explanatory reason instead of a fake LONG_HIGH
- C: confidence is a directional-agreement model — opposing signals push
it below 50 (SHORT on a 92-technical/99-momentum stock ~0%, not 55%)
- D: fundamental score requires >=2 real metrics (market-cap-only no
longer yields a high score)
- E: RSI score peaks at healthy momentum (~60) and penalizes
overbought/oversold extremes instead of treating RSI 90 as maximal
- F: fundamentals chain merges fields across providers (FMP market cap
+ Finnhub P/E) instead of stopping at the first with any field
- NEUTRAL label: "No Clear Setup" (covers untradeable-bias case)
Scores recompute on next scan/scoring run; C and E shift score
distributions intentionally.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Technical dimension now uses all directional indicators:
0.30*ADX + 0.20*EMA + 0.20*RSI + 0.15*EMA_Cross (bullish=80 /
neutral=50 / bearish=20) + 0.10*Volume_Profile (POC proximity)
+ 0.05*Pivot_Points (structure confluence); weights re-normalize
when data is insufficient, as before
- ATR stays out of scoring (volatility input for scanner stops,
not a directional signal)
- IndicatorSelector uses the shared Select so the option list is
dark instead of the native white popup
- Update technical scoring tests for the six-component breakdown
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
dennisthiessen
Dennis Thiessen