Account-aware multi-position engine, plain-language Report, anonymized council, market discovery#1
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…d council, market discovery Make the tool work for any account balance, not just the personal $1,000 setup, and add a beginner-friendly report plus reverse-search discovery. - Multi-position: core/portfolio.py allocates up to config.max_positions enterable names within deployable cash (identical to single-position at $1k); sidebar control + CLI --max-positions; report_service builds a PortfolioReport. - Plain-language Report tab: core/narrative.py explains each trade and the council's reasoning in plain English with jargon defined inline; new Report tab with per-trade tracker logging and a verdict legend (also surfaced on Scan). - Anonymized council: real-person personas replaced with archetypes (Value Investor, Risk Manager, Macro Strategist, Systematic Quant); rubric is now account-aware (no hardcoded "$1,000 / one position"). Guarded by test_personas. - Discovery / reverse search: core/data/screener.py uses Yahoo's live screener as an affordability prefilter; discovery_service scores the survivors; Report tab auto-suggests names that fit when the watchlist comes up empty. - Live-data provenance surfaced (source + fetched_at + live/estimated badges); reset button + input-change invalidation of stale results. - Fix .gitignore: anchor the runtime tracker-store rule to /data/ so it no longer swallows the core/data source package (which restores the previously-untracked bars.py / chains.py / earnings.py to version control). - Tests: 111 passing (portfolio, narrative, report, discovery, personas added). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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What & why
Make quant-wheel work for any account balance (not just the personal $1,000 setup), add a beginner-friendly report, anonymize the council, and add reverse-search discovery. The scoring/Monte-Carlo/Black-Scholes math is unchanged — this generalizes the account assumptions and the presentation layer around it.
Highlights
core/portfolio.pyallocates up toconfig.max_positionsenterable names within deployable cash (identical to single-position behavior at $1,000). Sidebar control + CLI--max-positions;services/report_service.pybuilds aPortfolioReport.core/narrative.pyexplains each trade and the council's reasoning in plain English, defining jargon (POP, EV, premium, assignment…) inline. New Report tab with per-trade tracker logging, plus a verdict legend (also surfaced on the Scan tab).tests/test_personas.py.core/data/screener.pyuses Yahoo's live screener as a cheap affordability prefilter;services/discovery_service.pyscores the survivors with the same engine; the Report tab auto-suggests names that fit when the watchlist comes up empty.fetched_at+ live/estimated badges) so you can verify real data is used.Repo fix included
The old
.gitignoredata/rule was unanchored and had been silently ignoring thesrc/quantwheel/core/data/source package —bars.py/chains.py/earnings.pywere never committed, so a fresh clone wouldn't run. Anchored the rule to/data/(root tracker store only); those files are restored to version control in this PR.Out of scope (by design)
The walk-forward backtest and the LangGraph weekly agent remain single-position; multi-position lives in the dashboard's Report path.
Tests
pytest→ 111 passing (added: portfolio, narrative, report, discovery, personas).test_architecturestill confirms no UI imports leak into the backend.🤖 Generated with Claude Code