5 Commits

Include renames

Author	SHA1	Message	Date
dennisthiessenandClaude Opus 5	3e83d63b05	chore: decommission FMP, Finnhub and Alpha Vantage (A6) ... The A5 cutover has been on and observed in production, so SEC Company Facts + DoltHub earnings are already the live source for `fundamental_data`. This removes everything the legacy path still occupied. Gone: the three providers and their config/env keys; the weekly `fundamental_collector` job; the cutover toggle (SEC + Dolt is now the unconditional path, so `off` can no longer silently freeze scoring inputs); the A5 parity report, whose deltas became structurally zero once the candidate builder started writing the table it compared against; and the FMP tier of universe bootstrap. Two behavioral notes: - Disabling **SEC Fundamentals Import** now stops the SEC network fetch only. The local cache refresh moved outside the job-enable check, because candidates also derive from daily closes and earnings events — freezing those on an ingestion pause would stale scoring with no fallback left to recover from. - `/ingestion/fetch?sources=fundamentals` still accepts the key and reports `skipped`; there is no per-ticker fetch any more. Migration 029 does not blanket-delete the leftover settings rows. Migrations run before the service restart, and pre-A6 code reads an absent `job_*_enabled` row as *enabled* — so the two behavior-bearing keys become tombstones pinned to safe values (hidden in Admin) and only the inert three are deleted. Removing the provider keys from the production `.env` is the matching rollout step. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-08-07 11:19:28 +02:00
dennisthiessenandClaude Opus 4.8	e5166ed668	sentiment: LLM buy/hold/avoid + full analysis, and search-budget scoping ... 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>	2026-06-16 16:34:19 +02:00
dennisthiessenandClaude Opus 4.8	f0b92a9718	add earnings-date guard — warn when a report falls in the target horizon ... Finnhub's earnings calendar now supplies next_earnings_date through the fundamentals chain; persisted on fundamental_data (migration 006) and exposed in the fundamentals API. The recommendation panel warns when earnings fall within the ~30-day target horizon (a report can gap price through stop/target) and otherwise shows the next date. Informational only. Deploy: run alembic upgrade (new fundamental_data.next_earnings_date column). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-15 12:44:08 +02:00
Dennis Thiessen	181cfe6588	major update	2026-02-27 16:08:09 +01:00
Dennis Thiessen	61ab24490d	first commit	2026-02-20 17:31:01 +01:00