Geopolitical and Macro Analyst for the upcoming big crisis of 2026
https://read.markets
Giorgio Gilestro
2013bfa8cc
- Move news_job from hourly to 3x/hour (cron 10,30,50), with a CadencePolicy gate that throttles to active hours (07-21 UTC weekdays at 20 min), off-hours (3 h), weekends (6 h). Keeps the daytime feed fresh without spamming RSS sources overnight. - Tag each headline on ingestion via DeepSeek (BATCH_SIZE=25, max_tokens=4000, json.JSONDecoder().raw_decode + per-row regex recovery for resilient parsing). Vocabulary: 16 tags including new EU / USA / AI / Conflict. NULL tags are picked up automatically on the next news_job run, so back-tagging is implicit rather than a separate migration step. - Tag UI: pill bar above the feed with off → include → exclude cycle on click; shift-click jumps straight to exclude. State persists in localStorage and is injected into /api/news requests via htmx:configRequest. Per-row chips sit to the right of the headline (new 5-column grid: age | source | title | tags | UTC) so vertical density stays high. - Strategic log header bug: model was hallucinating "(Updated 21:30 UTC)" in future tense. Bumped PROMPT_VERSION 6→7, added explicit ban on time-of-day clauses, and supply the actual current UTC time in the user prompt so the model has no need to invent one. Migration 0012 adds headlines.tags (JSON, nullable). Tests cover vocabulary integrity, validation/normalisation, and the JSON-recovery parser (17 tests). |
||
|---|---|---|
| alembic | ||
| app | ||
| config | ||
| tasks | ||
| tests | ||
| .dockerignore | ||
| .env.example | ||
| .gitignore | ||
| alembic.ini | ||
| docker-compose.yml | ||
| Dockerfile | ||
| pyproject.toml | ||
| README.md | ||
Cassandra
Containerised macro-strategy dashboard — hourly market data, RSS news, Trading 212 portfolio, and an AI-generated strategic log. Read-only by design.
Quick start
cp .env.example .env # fill in API keys; set CASSANDRA_TOKEN if exposing
docker compose up --build # db + app + scheduler + daily backup sidecar
open http://localhost:8000/
Architecture
- app (FastAPI + Jinja2 + HTMX) — web dashboard on port 8000
- scheduler (APScheduler) — hourly ingestion jobs (market, news, portfolio, AI log)
- db (MariaDB 11) — quotes, headlines, portfolio snapshots, strategic logs, job runs
- backup (sidecar) — daily mariadb-dump to
./backup/
See /home/gg/.claude/plans/ok-i-think-this-tidy-lake.md for the design plan.
Config
| File | Purpose |
|---|---|
config/default.toml |
Universal data tables: indicator groups, RSS feeds, keyword presets |
config/portfolio.toml |
User-specific portfolios (overrides default.toml) |
.env |
Secrets and runtime knobs — mounted read-only into containers |
Endpoints
GET /— dashboardGET /portfolio/{name}— portfolio detailGET /news— news feedGET /log— strategic-log archiveGET /api/health— job status (last success / failure per job)
All authenticated routes require Authorization: Bearer $CASSANDRA_TOKEN if the env is set; if unset, the app is open (LAN-only mode).