5 Commits

Include renames

Author	SHA1	Message	Date
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
dennisthiessenandClaude Opus 4.8	f24e5070ee	fix bulk fundamentals: rate limits masked by partial FMP success ... Root cause of "price plan needed in bulk but fine on manual reload": on free tiers FMP returns only market cap (others 402) and the chain merged that as a partial success — so when the Finnhub/Alpha Vantage fallbacks were rate-limited during a bulk run, the chain silently returned market-cap-only and the collector's backoff never engaged. Manual single fetches worked because the fallbacks weren't throttled at that moment. Fixes: - Chain distinguishes RateLimitError from other failures: if a fallback is rate-limited and fields are still missing, raise RateLimitError (unless allow_partial=True) so the collector backs off and retries. - Bulk job paces requests (fundamental_request_spacing_seconds, default 3s) to stay under Finnhub's ~60/min, and on retry-exhaustion stores partial data and continues instead of aborting the whole run. - Manual fetch passes allow_partial=True so a lone 429 doesn't fail the refresh. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-14 21:18:32 +02:00
dennisthiessenandClaude Fable 5	d3eb8a2b97	Fix scoring/recommendation correctness and calibration ... 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>	2026-06-13 15:34:36 +02:00
dennisthiessen	79ca19f45f	add support for alternative ticker universe formatting	2026-03-07 17:27:57 +01:00
Dennis Thiessen	0a011d4ce9	Big refactoring	2026-03-03 15:20:18 +01:00