Geopolitical and Macro Analyst for the upcoming big crisis of 2026
https://read.markets
Giorgio Gilestro
6e7f57c6b2
Server no longer holds portfolios. Holdings live in the browser (localStorage); the server publishes an anonymous ticker_universe and a gzipped /api/universe payload identical for every authenticated user, so access patterns can't betray which tickers a user holds. AI commentary is generated ephemerally from the browser-supplied pie and the cost ledger row records no positions. Migrations 0009-0011 added the universe table and dropped positions / portfolio_snapshots / portfolios. Authentication is now e-mail OTP only. Migration 0010 dropped password_hash and email_verified (every active session is by construction proof of email control). The /signup endpoint is gone; signup and login share a single email-entry page. Email rendering is HTML+plain-text multipart with a shared brand palette (app/branding.py) asserted in sync with the CSS by a drift-detection test. LLM provider defaults to DeepSeek-direct (cheaper, api.deepseek.com) with OpenRouter as automatic fallback if DeepSeek fails. ai_log_job and indicator_summary_job now iterate the two tones (NOVICE, INTERMEDIATE) per cycle so the dashboard's tone toggle is instant; PROMPT_VERSION bumped to 6 with an educational anti-TA / anti-gambling stance baked into _CORE. NOVICE mode renders a curated glossary inline (CBOE VIX, yield curve, HY OAS, etc.) with JS-positioned tooltips that survive viewport edges and sticky bars. Model name and tokens hidden from the user UI; still recorded in StrategicLog.model and AICall for admin. Layout adds a sticky top nav, a sticky bottom markets bar (one chip per exchange with status LED + headline index + 1d change), and Phase H feedback reporting is queued in tasks/todo.md. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 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).