Geopolitical and Macro Analyst for the upcoming big crisis of 2026 https://read.markets
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Giorgio Gilestro 8e7ea673ce analyze: bump max_tokens 2000 → 4000 for portfolio analysis
Logs (analyze.lang_resolved → portfolio_analysis.reviewer_rejected
chain on 2026-05-29) showed the lang directive was working — the
model was producing Italian — but the reviewer was rejecting every
response as truncated mid-word ("supera i mass", "INRG +8"). The
analyze endpoint then returns 502 and the frontend keeps showing
whatever stale English row was last cached in localStorage, so from
the user's POV the analysis "is still in English".

Same shape as the strategic-log translation cap we fixed earlier:
the prompt targets ~350 English words, IT runs ~25-35% longer in
tokens, and DeepSeek-V4-flash bills internal reasoning against the
same budget. At 2000 we ran out of room mid-sentence. 4000 is well
above the longest realistic Italian output; cost is bounded by
tokens actually emitted, not the cap.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 16:04:40 +02:00
alembic alembic: make migration chain SQLite-compatible (fresh upgrade) 2026-05-28 00:16:09 +02:00
app analyze: bump max_tokens 2000 → 4000 for portfolio analysis 2026-05-29 16:04:40 +02:00
config add ECB Data Portal source; group-aware stale thresholds 2026-05-15 23:13:58 +01:00
docs docs: mobile responsiveness design spec 2026-05-28 18:30:42 +02:00
scripts scripts: one-off purge of unclean IndicatorSummary rows 2026-05-29 13:56:47 +02:00
tasks phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
tests review: gate strategic-log, portfolio, chat, and digest on reviewer 2026-05-29 14:40:04 +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 docs: mobile responsiveness design spec 2026-05-28 18:30:42 +02:00
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

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).