Geopolitical and Macro Analyst for the upcoming big crisis of 2026
https://read.markets
ECB Statistical Data Warehouse joins as a 5th data source — open API, no key, daily euro-area yield curve data. Symbol format 'ECB:dataset/series_key', e.g. 'ECB:YC/B.U2.EUR.4F.G_N_A.SV_C_YM.SR_10Y' for daily 10y AAA spot rate. Bonds tab adds ECB EZ 10y AAA + 2y AAA so there's at least some currently-fresh European sovereign data alongside the US Treasuries. Country-specific yields (Bund/OAT/BTP/Gilt/JGB) remain on Eurostat/FRED monthly mirrors — no free daily source exists for those. Stale threshold is now per-group instead of a flat 90 days. Daily-tape groups (bonds, rates, equity, etc.) flag stale after a week or three; monthly groups (economy, macro, valuation) stay at 60-90 days. The bonds tab will now correctly show 30-60 day-old country yields as stale next to the daily US/ECB ones. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| alembic | ||
| app | ||
| config | ||
| 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).