M2: Hedging & Portfolio Protection (v2.0) - Phases 2-9#10
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AojdevStudio merged 76 commits intomainfrom Feb 18, 2026
Merged
M2: Hedging & Portfolio Protection (v2.0) - Phases 2-9#10AojdevStudio merged 76 commits intomainfrom
AojdevStudio merged 76 commits intomainfrom
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- OnboardingState model with 8-section SectionName enum for wizard progress tracking - validate_currency: parses $10,000.50, 25k, 1.5M formats - validate_percentage: parses 4.5% to 4.5 with 0-100 range check - validate_positive_integer: strict positive integer parsing - ask_with_retry: 3-retry-then-skip wrapper using questionary.confirm - Install questionary dependency (2.1.1) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- run_liquid_assets_section: cash, accounts, yield, structure - run_investments_section: portfolio value, brokerage, retirement, allocation, risk - run_cash_flow_section: income, expenses, savings, investment capacity - run_debt_section: mortgage, student loans, auto loans, credit cards, weighted rate - run_preferences_section: philosophy, focus areas, emergency fund months - run_broker_section: brokerage name with pre-fill from investments, CSV guidance - run_env_setup_section: user name, language, API keys (all optional) - run_summary_section: formatted review with confirm/restart/defer flow - All sections use ask_with_retry for validated prompts - Enum fields stored as raw strings; conversion deferred to Plan 02 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Task 1: Onboarding models and retry-with-skip validators - Task 2: Eight section runner functions SUMMARY: .planning/phases/03-onboarding-wizard/03-01-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 8-section orchestration via SECTION_ORDER with all section runners - convert_state_to_user_data with string-to-enum mapping (_safe_enum) - Config files to correct paths: private files to fin-guru-private/, CLAUDE.md and .env to project root, mcp.json to .claude/ - Backup existing files before overwriting (.backup extension) - argparse entry point with --dry-run flag - KeyboardInterrupt handled gracefully - pytest-mock added as dev dependency Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- configPath: fin-guru/ -> fin-guru-private/fin-guru/config.yaml - profilePath: fin-guru/ -> fin-guru-private/fin-guru/data/user-profile.yaml - systemContextPath: fin-guru/ -> fin-guru-private/fin-guru/data/system-context.md Fixes ONBD-17: agents now read profile from the location the onboarding wizard writes to, completing the runtime chain: wizard generates -> hook loads -> agents see user_name Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- test_onboarding_validators.py (34 tests): currency/percentage/integer parsing, ask_with_retry retry logic, skip-after-max, Ctrl+C handling - test_onboarding_sections.py (11 tests): mocked questionary for liquid assets, investments, cash flow, preferences, env setup, summary; verifies strings stored for enum fields (not enum instances) - test_onboarding_wizard.py (18 tests): state-to-model conversion with string-to-enum mapping, config file generation to correct paths, backup of existing files, unknown enum fallback, SECTION_ORDER structure All 63 new tests pass. Full suite: 426 passed, 2 skipped, 0 failures. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 4/4 - Wizard CLI entry point with config generation - Fix hook profile path for runtime agent loading - Comprehensive test suite (63 new tests) - Agent genericization verified (no changes needed) SUMMARY: .planning/phases/03-onboarding-wizard/03-02-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ate CONFIG.md - Recreate .claude/settings.json with all 3 hooks calling .ts directly via bun run - Delete skill-activation-prompt.sh (6-line bash wrapper, replaced by direct .ts) - Delete post-tool-use-tracker.sh (177-line bash original, replaced by .ts port) - Update CONFIG.md: all examples now reference .ts files with TypeScript syntax - Stop hooks remain .sh (stop-build-check-enhanced.sh, error-handling-reminder.sh) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… < 500ms - Add test_hook_performance.test.ts with timeHook() helper for wall-clock measurement - Warmup test primes Bun transpile cache before timed assertions - load-fin-core-config.ts, skill-activation-prompt.ts, post-tool-use-tracker.ts all < 500ms - 4 new tests, 86/87 total pass (1 pre-existing failure unrelated to this change) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Update settings.json, delete dead .sh files, update CONFIG.md - Write Bun performance test suite for all 3 hooks SUMMARY: .planning/phases/04-onboarding-polish-hook-refactoring/04-01-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- SIGINT handler + atexit safety net for Ctrl+C interrupt handling - Atomic progress file save (tempfile + rename) after each section - Resume detection on startup with questionary.confirm prompt - Progress file cleanup on successful wizard completion - WizardInterruptHandler class with two-layer safety net - .onboarding-progress.json already gitignored (added in prior phase) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 12 new tests covering save, load, delete, and integration scenarios - TestSaveProgress: valid JSON creation, round-trip, atomic write safety - TestLoadProgress: saved state, missing file, corrupt JSON, invalid schema - TestDeleteProgress: file removal and no-op when missing - TestWizardSaveResume: saves on interrupt, resumes from progress, deletes on completion - Full regression suite: 438 passed, 2 skipped, 0 failed Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Add save/resume logic to onboarding wizard - Write save/resume tests and run full regression suite SUMMARY: .planning/phases/04-onboarding-polish-hook-refactoring/04-02-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 05: Agent Readiness Hardening - Implementation decisions documented - Phase boundary established Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 5: Agent Readiness Hardening - Standard stack identified (ruff, pre-commit, pytest-cov, gitleaks, mypy) - Architecture patterns documented (pyproject.toml config, hook coexistence with bd) - Pitfalls catalogued (26% coverage vs 80% target, D rule conflicts, bd hook chain) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 05: Agent Readiness Hardening - 5 plan(s) in 3 wave(s) - 2 parallel (wave 1), 1 sequential (wave 2), 2 sequential (wave 3) - Ready for execution
- Add complete ruff config to pyproject.toml (lint + format) - Replace black>=24.10.0 with ruff>=0.12.0 in dev deps - Enable rule categories: E, F, I, UP, W, B, SIM, C90, N, D - Set Google-style pydocstyle convention - Run uv sync to update lockfile Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Bug report YAML form with description, steps, expected/actual behavior, dropdowns - Feature request YAML form with problem statement, proposed solution, alternatives - PR template with summary, test plan, and review checklist sections Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- CODEOWNERS routes all reviews to @AojdevStudio - CI workflow: ruff lint, ruff format, mypy, pytest with coverage - Triggers on push/PR to main with concurrency cancellation - Coverage threshold at 0 initially (TODO for plan 05-05 to raise to 80) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Create GitHub issue and PR templates - Create CODEOWNERS and CI workflow SUMMARY: .planning/phases/05-agent-readiness-hardening/05-02-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Auto-fix: import sorting, f-string cleanup, type upgrades, simplifications - Format: 79 files reformatted to ruff style (double quotes, 88 char lines) - Manual fixes: bare excepts -> specific types, raise from chaining, zip strict params, nested if collapsing, ambiguous var names - noqa annotations for C901 complex CLI format functions (12 instances) - Config tuning: ignore D205/D100/D107/B028/E402 (low-value for this codebase) - All 438 tests pass with zero regressions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Add ruff config to pyproject.toml and remove black - Run one-time ruff lint and format cleanup SUMMARY: .planning/phases/05-agent-readiness-hardening/05-01-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ene hooks - .pre-commit-config.yaml with 4 hook repos (pre-commit-hooks, ruff, mypy, gitleaks) - mypy config in pyproject.toml with standard mode and third-party overrides - Per-module relaxed overrides for existing financial codebase type issues - Fix callable type annotation in onboarding_wizard.py (was using builtin callable) - Auto-fix trailing whitespace and EOF issues across 35 files via hygiene hooks - Exclude template YAML files, fin-guru-private/, tests/ from strict checks Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add install_pre_commit_hooks() function after Python deps step - Auto-installs pre-commit via uv tool if not available - Uses default migration mode to preserve bd hooks as .legacy - Bump TOTAL_STEPS from 5 to 6 for progress tracking - Install pre-commit hooks locally (bd hooks backed up) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Create .pre-commit-config.yaml and add mypy config - Integrate pre-commit install into setup.sh SUMMARY: .planning/phases/05-agent-readiness-hardening/05-03-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…um, volatility, correlation) - 85 tests across 4 new/updated test files with synthetic data - risk_metrics: VaR, CVaR, Sharpe, Sortino, max drawdown, Calmar, beta/alpha - momentum: RSI, MACD, Stochastic, Williams %R, ROC, calculate_all - volatility: Bollinger Bands, ATR, historical vol, Keltner, regime - correlation: Pearson/Spearman matrix, covariance, diversification, rolling - Fix: correlation.py rolling dates handle both datetime and date index types Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…et_data) - 19 moving average tests: SMA/EMA/WMA/HMA known-answers, crossover detection, price position - 13 market data tests: yfinance mocking, Finnhub realtime, fallback behavior, input normalization - Total new tests across plan: 117 (85 analysis + 32 utility) - Coverage: 35% (up from 26%), core modules 86-99% Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Task 1: Analysis calculator tests (risk_metrics, momentum, volatility, correlation) - Task 2: Utility calculator tests (moving_averages, market_data) SUMMARY: .planning/phases/05-agent-readiness-hardening/05-04-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ty validation GREEN phase: all 39 tests pass - TotalReturnCalculator with calculate_price_return(), calculate_dividend_return(), calculate_total_return(), calculate_drip_return(), calculate_annualized_return() - DividendDataError exception when data has gaps and force=False - validate_dividend_data() with 25% tolerance, split artifact >3x median detection - load_dividend_schedules() reads from fin-guru-private/dividend-schedules.yaml - TotalReturnResult dataclass wraps TickerReturn with annualized, DRIP, breakdown - Annualized return uses calendar days (365), not trading days (252) - Imports DividendRecord, TotalReturnInput from src.models.total_return_inputs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Task 1: Create dividend schedules YAML and write failing tests (RED) - Task 2: Implement TotalReturnCalculator to pass all tests (GREEN) SUMMARY: .planning/phases/07-total-return-calculator/07-01-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… and DRIP comparison - Layer 3 CLI with argparse: tickers (nargs+), --days, --output, --force, --save-to, --realtime - fetch_ticker_data() uses yf.Ticker().history() for raw Close + Dividends - Finnhub real-time price integration via get_prices() with graceful fallback - Portfolio CSV auto-read from notebooks/updates/Portfolio_Positions_*.csv - Human output: DRIP/non-DRIP side-by-side, verdict narrative, dollar amounts, period breakdown - League table ranks tickers by total return with "Price misleading" indicators - JSON output with verdict and dollar_impact fields - DividendDataError catch with --force hint - Educational disclaimer in all output - Complete --help with usage examples and agent use cases
…rence - TestCLIArgParsing: help, single/multi ticker, json output, force, realtime, save-to - TestPortfolioCSVReader: load shares from temp CSV, missing CSV, latest CSV selection - TestVerdictFormatting: sign-flip verdict, league table ranking, disclaimer, JSON validity - TestFinnhubIntegration: graceful fallback on exception, not called without --realtime - CLAUDE.md: Total Return added to Financial Analysis Tools table (9/11 complete) - CLAUDE.md: Total Return added to Agent-Tool Matrix for Market Researcher, Quant Analyst, Strategy Advisor
Tasks completed: 2/2 - Create total_return_cli.py with all presentation features - Add CLI integration tests and update CLAUDE.md tool reference SUMMARY: .planning/phases/07-total-return-calculator/07-02-SUMMARY.md
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… and budget validation - calculate_contract_count: floor(portfolio_value / ratio) formula (HS-01) - allocate_contracts: weight-based distribution with remainder to highest-weight - read_portfolio_value_from_csv: Fidelity balance CSV parser - HedgeSizer.resolve_portfolio_value: CLI flag -> CSV -> error cascade - HedgeSizer.calculate: sizing, allocation, notional coverage - HedgeSizer.validate_budget: live premium scan with over-budget warning (no scale-down) - 43 unit tests covering all methods with synthetic data Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ment - RollingTracker class with get_status, suggest_rolls, log_roll, get_history - scan_chain_quiet wrapper suppresses stderr from options chain scanner - price_american_put applies intrinsic value floor to BS pricing (BS-01) - Auto-archives expired positions on get_status() - Graceful fallback when BS validation fails for deep ITM puts - 36 unit tests with full mocking (no API calls) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 1/1 - HedgeSizer calculator with sizing, allocation, and budget validation SUMMARY: .planning/phases/08-rolling-tracker-hedge-sizer/08-02-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 1/1 - RollingTracker calculator with get_status, suggest_rolls, log_roll, get_history SUMMARY: .planning/phases/08-rolling-tracker-hedge-sizer/08-01-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tasks completed: 2/2 - Hedging knowledge base files (hedging-strategies.md, options-insurance-framework.md) - Four agent definitions updated with knowledge file references SUMMARY: .planning/phases/08-rolling-tracker-hedge-sizer/08-05-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…dation - Standard flat argparse CLI matching 15+ existing CLIs - --portfolio, --underlyings, --ratio, --budget, --output, --skip-budget flags - Human output shows allocation table, coverage ratio, budget analysis - JSON output with structured envelope format - Portfolio value cascade: CLI flag > Fidelity CSV > ValueError - Educational disclaimer included Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- First subcommand-pattern CLI in the codebase (HEDG-04) - Four subcommands: status, suggest-roll, log-roll, history - All subcommands support --output json for programmatic use - DTE color coding (red/yellow/green) with [ROLL]/[EXPIRING] text markers - Summary row shows total hedge cost, value, P&L, position count - Shared parent parser pattern for --output and --config inheritance - Educational disclaimer on all human output
- ScenarioInput: market drop, holding days, daily volatility with validation - SQQQResult: simulation output with zero floor enforcement - PutResult: put payoff with IV expansion tracking - ComparisonRow: side-by-side SQQQ vs put per scenario - ComparisonOutput: full comparison with breakevens and disclaimers - Updated src/models/__init__.py with all 5 model exports
Tasks completed: 1/1 - Create hedge_sizer_cli.py with flat argparse and formatted output SUMMARY: .planning/phases/08-rolling-tracker-hedge-sizer/08-04-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… and put pricing - Day-by-day SQQQ compounding with -3x leverage and expense ratio - Three scenario paths: gradual, crash-then-flat, volatile (seeded RNG) - IV expansion via VIX-SPX regression table from historical crash data - Breakeven analysis using scipy brentq for SQQQ, analytical for puts - Path-dependent disclaimers and parameter snapshot in output - Reuses existing OptionsCalculator for Black-Scholes put pricing
- Add test_expiring_position_generates_suggestion with mocked scan_chain - Add CLI integration tests: test_cli_help and test_cli_status_json - Total: 38 tests (36 existing + 2 new)
Tasks completed: 2/2 - Create hedge comparison Pydantic models - Create HedgeComparisonCalculator (Layer 2) SUMMARY: .planning/phases/09-sqqq-vs-puts-comparison/09-01-SUMMARY.md
- Add test_cli_help: verifies --help exits 0 with --portfolio flag - Add test_cli_sizing_skip_budget: verifies sizing with --skip-budget - Add test_cli_json_output: verifies JSON output with expected keys - Total: 46 tests (43 existing + 3 new)
Tasks completed: 2/2 - Review and augment RollingTracker tests (36 -> 38) - Review and augment HedgeSizer tests (43 -> 46) SUMMARY: .planning/phases/08-rolling-tracker-hedge-sizer/08-06-SUMMARY.md
- argparse CLI with --scenarios, --output, --spot, --strike, --premium flags - Human-readable comparison table with SQQQ return, drag, put PnL, winner - JSON output via ComparisonOutput.model_dump_json() - Breakeven analysis section in human output - Educational disclaimers in both output formats - argv preprocessor to handle --scenarios -5,-10,-20,-40 dash parsing Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- TestSQQQSimulation: constant return, flat fee loss, volatile drag, zero floor, naive-3x divergence, small drop profit - TestPutPayoff: deep ITM profitable, OTM premium loss, IV expansion scaling - TestBreakeven: ATM put analytical breakeven, SQQQ small breakeven range - TestComparisonOutput: scenario count, path-dependent disclaimer, params snapshot, winner logic consistency - All synthetic data, zero network calls, pytest.approx for floats Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Mermaid flowchart showing all 4 layers: Config, Models, Calculators, CLIs - Includes Phase 7, 8, 9 components with phase annotations - Shows shared OptionsCalculator dependency for put pricing - External data sources: yfinance, VIX-SPX regression table - Private data: positions.yaml, roll-history.yaml, budget-tracker.yaml - Output formats: human-readable text and JSON Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 8 verified (6/6 must-haves passed). Updated roadmap, requirements, and state to reflect completion. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Archive M2 milestone artifacts: - Create MILESTONES.md with v2.0 entry - Archive roadmap to milestones/v2.0-ROADMAP.md - Archive requirements to milestones/v2.0-REQUIREMENTS.md (29/29 satisfied) - Move audit report to milestones/M2-MILESTONE-AUDIT.md - Collapse ROADMAP.md M2 phases into summary - Update PROJECT.md M2 requirements as complete - Delete REQUIREMENTS.md (fresh for M3) - Reset STATE.md for next milestone Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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| bs_input = BlackScholesInput( | ||
| spot_price=new_spot, | ||
| strike=self.put_strike, | ||
| time_to_expiry=self.time_to_expiry, |
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The put leg is repriced with time_to_expiry=self.time_to_expiry even though each scenario includes a holding horizon and the SQQQ leg is simulated over scenario.holding_days; this means a 1-day and 60-day scenario with the same drop keep the same option tenor, overstating time value and put PnL for longer holds. This can materially skew the comparison output and winner selection, so the repricing step should use remaining tenor after the holding period (or intrinsic-only once expired).
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| sqqq_pnl = sqqq_result.final_value - sqqq_result.initial_value | ||
| put_pnl = put_result.pnl |
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The winner logic compares sqqq_pnl (dollar PnL on the full SQQQ allocation) against put_pnl (per-share option PnL), so the output is driven by unmatched position sizing rather than strategy performance; with defaults this heavily biases results toward the larger-notional leg. The surrounding comment says the comparison should be normalized, but the code does not do that, so the reported winner can be systematically misleading.
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| continue | ||
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| dte = (pos.expiry - today).days | ||
| if dte > 7: |
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Roll suggestions are hardcoded to dte > 7 even though RollingTracker is initialized with HedgeConfig and that model exposes roll_window_days; if a user configures a different roll window (for example 14 days), positions in that custom window are silently excluded. This makes the tool ignore configured policy and can delay intended roll alerts.
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Summary
Complete implementation of the M2 Hedging & Portfolio Protection milestone for Finance Guru v2.0. This PR consolidates 76 commits across Phases 3-9, delivering the full hedging toolkit, total return analysis, and onboarding system.
Phase Breakdown
Phase 03 - Onboarding Wizard
Phase 04 - Onboarding Polish & Hook Refactoring
.tshook invocation, removed dead.shwrappersPhase 05 - Agent Readiness Hardening
Phase 06 - Config Loader & Shared Hedging Models
load_hedge_config()bridgePhase 07 - Total Return Calculator
Phase 08 - Rolling Tracker & Hedge Sizer
Phase 09 - SQQQ vs Puts Comparison
Stats
Type of Change
Test Plan
uv run pytestto verify all tests passuv run pytest --covto verify coverage thresholdsuv run ruff check .to verify lint passesuv run mypy src/to verify type checkinguv run python src/analysis/total_return_cli.py SPY --days 90uv run python src/analysis/hedge_comparison_cli.py SQQQ --days 90Checklist
Co-Authored-By: AOJDevStudio