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>
xAI returned 410 — search_parameters/Live Search is retired. Route xAI
through the Responses API web_search tool instead (same path as OpenAI):
- OpenAISentimentProvider parametrized with base_url / tool_type / source
- xAI builds it against https://api.x.ai/v1 with the web_search tool
- Drop the dead Live Search code from the generic compatible provider
- Frontend label: "xAI Grok — web search"
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Providers (admin-switchable, no redeploy):
- DeepSeek and any OpenAI-compatible endpoint (OpenRouter, Together,
Groq, local Ollama) via a generic Chat Completions adapter + base_url
- xAI Grok with Live Search (search_parameters web+X, citations) —
grounded tier alongside OpenAI and Gemini
- DeepSeek / generic compatible endpoints are ungrounded (no web
search); UI shows an amber warning and labels each provider's grounding
- Optional env fallbacks DEEPSEEK_API_KEY / XAI_API_KEY
UI: replace native <select> (unstyleable white popup on Windows) with a
custom dark Dropdown component everywhere — sentiment provider, scanner
filters, market sort, indicators, admin universe, user role.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Make "qualified" mean an edge candidate, not just R:R + confidence.
The gate now also requires (all admin-configurable, defaults on):
- high conviction: recommended_action LONG_HIGH / SHORT_HIGH only
- clean read: risk_level Low (no contradicting signals)
- probable primary target: best target probability >= min (default 60)
- Shared predicate: app/services/qualification.py +
frontend/src/lib/qualification.ts (mirrored)
- Activation config extended (min_target_probability,
require_high_conviction, exclude_conflicts) with bool-aware
get/update + validation
- /trades/performance switched to ?qualified_only=true, applying
the full gate server-side; confidence breakdown stays unfiltered
- Dashboard "Qualified", Signals "Qualified only" toggle, and
Track Record all use the one gate; Admin gains the new controls
Sentiment provider runtime config (prior change) included.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Admin-configurable thresholds (min R:R, default 2.0; min confidence,
default 70%) defining what counts as an actionable signal:
- Admin Settings: new Activation Thresholds panel
(GET/PUT /admin/settings/activation)
- GET /trades/activation exposes values to all users with access
- Signals/Setups: filters initialize from activation values
- Track Record: "Qualified signals only" toggle (default on) via
min_rr/min_confidence params on /trades/performance; the
confidence breakdown always covers the full population so the
thresholds can be validated against outcomes
- Dashboard: "Qualified" metric and qualified-first Top Setups
- Outcome evaluator unchanged: every setup is still evaluated
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>
Closes the feedback loop on R:R scanner signals:
- Nightly outcome_evaluator job replays unresolved setups against daily
OHLCV bars: target_hit / stop_hit / ambiguous (same-bar, counted as
loss) / expired after OUTCOME_EVALUATION_MAX_BARS (default 30)
- Migration 004: evaluated_at + outcome_date on trade_setups
- GET /trades/performance: hit rate, expectancy (avg R), total R with
breakdowns by direction, recommended action, and confidence bucket
- New Performance page (stat cards, breakdown tables, Evaluate Now,
methodology disclosure) wired into sidebar and mobile nav
- 17 new unit tests for evaluation logic and stats aggregation
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Add shared UI primitives: Button, Field/Input/Select, PageHeader,
Section, Callout, Tabs, Disclosure
- Replace gradient buttons with single blue-accent btn-primary
- Reserve gradient text for the brand wordmark only
- Rework Scanner page onto the glass system; collapse explainer and
glossary into a disclosure, move filters into a glass toolbar
- Restructure Ticker Detail into tabs (Analysis / Indicators / S/R)
with chart and recommendation always visible
- Align Watchlist, Rankings, Admin, Login/Register to shared primitives
- Unify stray indigo/violet/gray accents into the blue family
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
dennisthiessen
Dennis Thiessen