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Geopolitical and Macro Analyst for the upcoming big crisis of 2026 https://read.markets
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Giorgio Gilestro 7348055d72 llm: estimate cost from tokens when provider omits it 
DeepSeek's native API returns prompt_tokens/completion_tokens but not
`usage.cost`. OpenRouter returns both. Result: with DeepSeek-direct as
primary (current default), every LogResult.cost_usd was None — and
every downstream cost ledger row (AICall, StrategicLog,
IndicatorSummary, translation tables) stored None instead of the real
spend.

Added a per-model rate table and fallback computation in _call_provider:
when the upstream omits cost, multiply tokens by the table rates. If the
upstream DOES return cost, keep it (authoritative). Falls back to None
if both the upstream and the table miss.

deepseek-v4-flash rates: \$0.07/M input, \$0.28/M output (per DeepSeek).
2026-05-28 12:36:55 +02:00
alembic alembic: make migration chain SQLite-compatible (fresh upgrade) 2026-05-28 00:16:09 +02:00
app llm: estimate cost from tokens when provider omits it 2026-05-28 12:36:55 +02:00
config add ECB Data Portal source; group-aware stale thresholds 2026-05-15 23:13:58 +01:00
docs localization: digest is shared, not per-user (corrected design) 2026-05-27 16:22:41 +02:00
tasks phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
tests css: split cassandra.css into per-section files 2026-05-28 12:31:29 +02:00
.dockerignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.env.example initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.gitignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
alembic.ini initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
docker-compose.override.yml sync: encrypted cloud backup for portfolios + settings UX rework 2026-05-23 16:15:54 +02:00
docker-compose.prod.yml deploy: uvicorn --proxy-headers so https stays https behind NPM 2026-05-22 21:47:48 +01:00
docker-compose.test.yml test: standalone test container, isolated from the live prod stack 2026-05-25 23:58:55 +02:00
docker-compose.yml deploy: mount app/ + alembic from host in base compose 2026-05-25 12:49:27 +02:00
Dockerfile deps: add requirements.lock for reproducible builds 2026-05-28 00:07:38 +02:00
pyproject.toml stripe: wire checkout, customer portal, and webhook for read.markets 2026-05-26 18:45:13 +02:00
README.md deploy: split compose into base (prod-ready) + dev override 2026-05-22 21:30:28 +01:00
requirements.lock deps: add requirements.lock for reproducible builds 2026-05-28 00:07:38 +02:00

README.md

Read the Markets

Containerised macro-strategy dashboard — hourly market data, RSS news, Trading 212 portfolio, and an AI-generated strategic log written by Cassandra, the in-product seer. Read-only by design.

Production:

The Python package is still named cassandra and several internal identifiers (cookie names, advisory-lock keys, CASSANDRA_TOKEN env var, CSS filename) keep the legacy name on purpose — renaming them would invalidate live sessions / locks / configs for no user benefit. See app/branding.py for the brand single-source-of-truth.

Quick start (local dev)

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/  # or whichever CASSANDRA_PORT you set

docker-compose.override.yml is auto-loaded and adds the host port binding so the app is reachable on localhost.

Production (VPS, NPM-fronted)

Always invoke with explicit -f flags — that way the dev override is skipped and the prod overlay (no host port, joins the external intranet Docker network, uvicorn on port 80) is applied:

docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build

Point Nginx Proxy Manager at upstream readmarkets-app-1:80.

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 / — dashboard
  • GET /portfolio/{name} — portfolio detail
  • GET /news — news feed
  • GET /log — strategic-log archive
  • GET /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).