vitals / src /report.py

Commit History

  1. Sector-gap sourcing six deep, gap-driven second batch, gap-covering shortlist, per-sector search record, narrator share rules

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  2. Manager desk: conviction-ranked funding with cash residual, watch tier, min-size exits, tax-lot plan, watchlist with entry conditions, catalysts, post-trade risk, 12m scenarios, rule-of-40 valuation for loss-makers, specific tripwires

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  1. Battery fixes: standard-tier thinking headroom, forced Trim orders, starter ceilings, staged trims, second committee batch, bound-respecting normalisation

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  2. CIO reply must carry its verdict (truncation was silently accepted); bounded CIO reasoning; weak-trend names never strong adds; breadth card scales with book size

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  3. Token cost strategy: usage accounting, effort levels, thinking off for extraction, Sonnet for mechanics, slim CIO payload, one sample from 20 names

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  4. Split-aware import with auto-correction, table import without LLM, parallel strategist+candidates, stock-picker instrument rules, steeper concentration

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    3876fb1

  1. Six-pillar health score with visible breakdown; prospects pillar; profile-weighted drawdown efficiency

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  2. US practitioner layer: forensic scores, owner economics, valuation history, ownership, asymmetry hurdle, memos, harvesting

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  3. Lot averaging: several purchases per ticker, sales netted, per-lot tax periods

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  4. European institutional layer: factor panel, sector UCITS, UK/EU duties, wrapper

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  1. candidate guards (peak-cycle, extended, informed money leaving) + analyst committee screen on prospective additions; switches/target need a clean committee verdict

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  2. portfolio-aware recommendation engine: diagnosed needs, marginal-fit scoring (correlation/effective-N/beta/stress/yield/DCF), fit-eligible candidates only, overweight-aware switches

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  3. institutional layer: Sharadar-primary data + sanity gates, valuation ranges/reverse DCF/sector models, risk analytics (stress, VaR, look-through, tilts, liquidity), domicile benchmark, lens sampling + audit trail, tax/cost-aware plan, suitability, regression suite

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  4. quality round 2: fund-aware concentration, candidate DCF signals, D/E normalization, cross-market disclosure, anchored health in plan

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    59f0f92

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