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Author SHA1 Message Date
dennisthiessenandClaude Opus 4.8 2038b84b72 feat(fundamentals): A4 — pure peer comparison + deterministic reads
Completes the pure read-time core.

fundamentals_peers.py: median + polarity-aware favorable percentile + peer_count
for a subject within its SIC group (CIK-deduped by the caller); returns None
below MIN_PEERS=5 so the caller omits the industry object. Absolute net_debt is
intentionally NOT peer-eligible (size-dependent) — leverage compares via
net_debt_to_ebitda. HIGHER_IS_BETTER polarity map + two_digit_sic() grouping key.

fundamentals_reads.py: one shared deterministic rule set (no LLM): growth_read
(+-2pp), margin_read (latest vs mean-of-prior, +-1pp), share_count_read (+-1%),
peer_read (60/40 bands, polarity-aware phrasing per metric), header_sentence
(growth · margins · valuation, omitting empty). Tunable named constants; >=3
periods required for a series read.

Tests: 8 peer + 5 reads, anchored on the boundary cases (exactly +2.0pp, exactly
60th percentile, exactly +1.0pp margin). 13 passed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-22 20:25:48 +02:00