vitals / src /revival.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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  3. 47-name report review: CIO fallback + lenient JSON, bank model only for book-value financials, depressed-EPS blend, reinvestment cap, size-trim to cap, band-relative tiny rule, one add per correlated pair, distress disqualifies candidates, travel sector map fix

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  1. Random-book fixes: staged-trim state reset, sector ETFs are sector bets, cautious bar for flagged names and high-beta adds, sub-2% trims exit or hold, broad-fund harvest stand-ins, coverage-weighted valuation, static SPY sector fallback, every new buy explained

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

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  3. Tail cleanup exits band Trims but keeps asymmetric small bets; triage agrees with the trade list; sector fill; weight-aware rationales

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  4. Order plan never adds to hurdle-gated Keeps; sub-1% rule as final pass; overvalued candidates need a strong committee; narrative at medium effort

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  5. 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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  6. Verdict coherence: oversized tilt at 1.25x cap, two-lens dissent, no adds in the overweight sector, strong-only alternatives, triage discount wording

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  7. Report tuning: rationale writer split from CIO, value-gap text, verdict-consistent order bounds, size-scaled diversification target, sector-aware narrative

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

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  10. Speed: Sharadar price layer, batched prefetch, pre-warm on import, batched resolve, split CIO, time budget, street targets

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  1. Stock-picker alternatives, starter sizing, beta floor, tiny-trim rule, share-class Sharadar fallback, PDF fixes

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  2. Random-battery fixes: plan coherence, sector-overweight gate, ballast protection, ADR per-share, loss-tolerance constraint + de-risk scenario

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

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

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  5. construction layer (risk decomposition, joint selection, constrained scenarios, post-trade proof, instruments, guards, exclusions) + Alpha Vantage premium as primary data source + policy backtest

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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 3: adaptive name cap, REIT/FFO + GBp fixes, context-fit candidates, lens retry, percent-safe narrative, yield units

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

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  6. quality: recalibrated health score, weight-aware actions, enhancement mode for winners, recommendation-grade candidate floor

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  7. fix: smart-money tag requires positive accumulation score; trap-flag guards on alternatives

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  1. Upload folder using huggingface_hub

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  2. Upload folder using huggingface_hub

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  1. Upload folder using huggingface_hub

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