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read.markets/config/default.toml
Giorgio Gilestro a10409c02b initial commit — cassandra v0.1 
Containerised macro-strategy dashboard: 4-panel web UI (indicators,
portfolio, flash news, AI strategic log), MariaDB store, hourly
ingestion jobs, OpenRouter-backed AI analysis.

Ports the four prototype scripts in the parent dir (market_pulse,
flash_news, trading212, strategic_log) into async services backed by a
persistent DB and served via FastAPI + Jinja2 + HTMX. APScheduler runs
as a separate compose service for crash-safety and easier restarts.

Portfolio composition + position names come live from Trading 212;
news per-ticker headlines reuse those names. Tone (NOVICE/INTERMEDIATE/
PRO) and analysis style (DRY/SPECULATIVE) are env-configurable and
stored on each log row so historical entries show what produced them.

Default model is deepseek/deepseek-v4-flash (overridable via env).
Light/dark theme toggle, sans-serif for prose surfaces, monospace for
data. Bearer-token auth, OpenRouter monthly cost cap, RSS feeds auto-
disabled on consecutive failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 21:56:10 +01:00

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# Baseline config — universal data tables consumed by market_pulse.py and
# flash_news.py. Edit this file to change what every user/portfolio tracks by
# default. User-specific or portfolio-specific overrides go in portfolio.toml,
# which is loaded on top of this and wins on key conflicts.
#
# Symbol prefixes in [groups]:
# bare → Yahoo Finance (default)
# FRED:SERIES_ID → FRED economic series (needs FRED_API_KEY in .env)
# =============================================================================
# market_pulse.py — indicator groups
# =============================================================================
[groups]
equity = [
{symbol="^GSPC", label="S&P 500", note="doc ref 7,501 (ATH)"},
{symbol="^IXIC", label="Nasdaq Composite", note="Mag 7 concentration"},
{symbol="^NDX", label="Nasdaq 100", note="Mag 7 concentration"},
{symbol="^FTSE", label="FTSE 100", note="GBP base"},
{symbol="^STOXX50E", label="Euro Stoxx 50", note=""},
{symbol="^N225", label="Nikkei 225", note="JPY at multi-decade low → VJPN thesis"},
{symbol="^HSI", label="Hang Seng", note="China expression"},
{symbol="000300.SS", label="CSI 300", note="broad China A-share"},
{symbol="^VIX", label="VIX", note="doc ref 18.0 — 'anomalously calm'"},
]
mag7 = [
{symbol="AAPL", label="Apple", note="doc thesis: 'Mag 7 pops' scenario"},
{symbol="MSFT", label="Microsoft", note=""},
{symbol="GOOGL", label="Alphabet (Class A)", note=""},
{symbol="AMZN", label="Amazon", note=""},
{symbol="META", label="Meta Platforms", note=""},
{symbol="NVDA", label="Nvidia", note="AI capex bellwether"},
{symbol="TSLA", label="Tesla", note=""},
]
rates = [
{symbol="^IRX", label="US 3-month T-bill", note="%"},
{symbol="^FVX", label="US 5y yield", note="%"},
{symbol="^TNX", label="US 10y yield", note="% — doc ref 4.45"},
{symbol="^TYX", label="US 30y yield", note="%"},
{symbol="HYG", label="HYG — HY corp bond ETF", note="HY OAS price proxy"},
{symbol="TIP", label="TIP — TIPS ETF", note="inflation expectations proxy"},
]
macro = [
{symbol="FRED:DFF", label="Fed Funds (effective)", note="%"},
{symbol="FRED:CPIAUCSL", label="US CPI (YoY)", note="% — doc ref 3.8"},
{symbol="FRED:CPILFESL", label="US Core CPI (YoY)", note="% — ex food & energy"},
{symbol="FRED:BAMLH0A0HYM2", label="US HY OAS", note="% — doc ref 2.79 (279bps)"},
{symbol="FRED:T10YIE", label="US 10y breakeven inflation", note="%"},
{symbol="FRED:T10Y2Y", label="10y-2y term spread", note="% — recession watch"},
{symbol="FRED:UNRATE", label="US unemployment rate", note="%"},
{symbol="FRED:WALCL", label="Fed balance sheet", note="$M — QT/QE state"},
]
commodities = [
{symbol="BZ=F", label="Brent crude", note="$/bbl — doc ref 109; closure-priced 180-250"},
{symbol="CL=F", label="WTI crude", note="$/bbl"},
{symbol="NG=F", label="Henry Hub nat-gas", note="$/MMBtu"},
{symbol="GC=F", label="Gold futures", note="$/oz — doc ref 4,651"},
{symbol="SI=F", label="Silver futures", note="$/oz"},
{symbol="HG=F", label="Copper futures", note="$/lb — transition demand"},
{symbol="PL=F", label="Platinum futures", note="$/oz"},
]
fx = [
{symbol="DX-Y.NYB", label="DXY (USD index)", note="USD-debasement channel"},
{symbol="GBPUSD=X", label="GBP/USD", note="household base FX"},
{symbol="EURGBP=X", label="EUR/GBP", note="~£400-530k EUR exposure"},
{symbol="EURUSD=X", label="EUR/USD", note=""},
{symbol="USDJPY=X", label="USD/JPY", note="JPY at multi-decade low"},
{symbol="USDCNY=X", label="USD/CNY", note="managed peg, watch deviation"},
{symbol="GC=F", label="Gold (USD)", note="anchor for FX read"},
]
tech_ai = [
{symbol="XLK", label="XLK — US tech sector", note="broad US tech read"},
{symbol="SOXX", label="SOXX — iShares semis", note="AI capex bellwether"},
{symbol="TSM", label="TSMC (ADR)", note="foundry monopoly + Taiwan risk"},
{symbol="ASML", label="ASML", note="EUV monopoly — China-export friction"},
{symbol="AVGO", label="Broadcom", note="AI infra; cyclical risk"},
{symbol="AMD", label="AMD", note="Nvidia competitor"},
{symbol="ARM", label="ARM Holdings", note="mobile/edge AI"},
]
financials = [
{symbol="XLF", label="XLF — US financials sector", note="broad US financials"},
{symbol="KBE", label="KBE — US banks", note="bank-only, regional+money centre"},
{symbol="KRE", label="KRE — US regional banks", note="post-2023 stress watch"},
{symbol="JPM", label="JPMorgan", note="systemically important"},
{symbol="GS", label="Goldman Sachs", note="capital markets read"},
{symbol="HSBA.L", label="HSBC (LSE)", note="UK + Asia exposure"},
{symbol="BARC.L", label="Barclays (LSE)", note="UK clearing bank"},
{symbol="BNP.PA", label="BNP Paribas (Paris)", note="EU systemic"},
{symbol="DBK.DE", label="Deutsche Bank (Frankfurt)", note="EU stress canary"},
{symbol="^FTAS", label="FTSE All-Share", note="UK breadth"},
]
# =============================================================================
# flash_news.py — RSS feed registry, by category
# =============================================================================
[feeds]
markets = [
{name="BBC Business", url="https://feeds.bbci.co.uk/news/business/rss.xml"},
{name="Guardian Business", url="https://www.theguardian.com/uk/business/rss"},
{name="CNBC Top", url="https://www.cnbc.com/id/100003114/device/rss/rss.html"},
{name="MarketWatch Top", url="https://feeds.content.dowjones.io/public/rss/mw_topstories"},
{name="FT Markets", url="https://www.ft.com/markets?format=rss"},
{name="Yahoo Finance", url="https://finance.yahoo.com/news/rssindex"},
]
world = [
{name="BBC World", url="https://feeds.bbci.co.uk/news/world/rss.xml"},
{name="Al Jazeera", url="https://www.aljazeera.com/xml/rss/all.xml"},
]
energy = [
{name="OilPrice", url="https://oilprice.com/rss/main"},
]
# Pan-Asia coverage: HK/China, Japan, Korea, SE Asia, regional wire.
asia = [
{name="SCMP", url="https://www.scmp.com/rss/91/feed/"},
{name="China Daily", url="http://www.chinadaily.com.cn/rss/world_rss.xml"},
{name="Xinhua", url="http://www.xinhuanet.com/english/rss/worldrss.xml"},
{name="Japan Times", url="https://www.japantimes.co.jp/feed/"},
{name="Nikkei Asia", url="https://asia.nikkei.com/rss/feed/nar"},
{name="Yonhap", url="https://en.yna.co.kr/RSS/news.xml"},
{name="Straits Times", url="https://www.straitstimes.com/news/world/rss.xml"},
{name="Asia Times", url="https://asiatimes.com/feed/"},
]
# =============================================================================
# flash_news.py — built-in keyword presets for headline filtering
# =============================================================================
[news.presets]
# Mirrors Family_Wealth_Summary_v2.md §8 macro thesis. Swap freely if the
# portfolio's thesis changes (e.g. crypto, biotech, deep value).
thesis = [
"hormuz", "iran", "opec", "brent", "wti", "crude", "oil", "gas", "lng",
"china", "taiwan", "yuan", "beijing", "xi",
"fed ", "powell", "ecb", "lagarde", "boe ", "boj", "bailey",
"inflation", "cpi", "rate cut", "rate hike", "yield",
"gold", "silver", "dollar", "yen",
"sanction", "tariff", "trade war",
"saudi", "russia", "ukraine", "israel", "nato",
"defence", "defense", "rearmament",
]
# Tech / AI sector — semis, hyperscaler capex, model labs, chip-export controls.
tech = [
" ai ", "ai ", " ai,", "artificial intelligence",
"nvidia", "openai", "anthropic", "deepmind", "gemini", "chatgpt",
"semiconductor", "chip", "foundry", "tsmc", "asml", "samsung",
"lithography", "euv", "wafer",
"data centre", "data center", "hyperscaler", "capex",
"broadcom", "amd ", "arm holdings", "intel ",
"apple", "microsoft", "alphabet", "google", "meta ", "tesla",
"cloud", "saas", "compute",
]
# Financials — banks, credit, central banks, market plumbing.
finance = [
"bank", "banking", "lender", "lending",
"jpmorgan", "goldman", "morgan stanley", "wells fargo", "citigroup",
"hsbc", "barclays", "lloyds", "natwest", "santander",
"bnp paribas", "deutsche bank", "credit suisse", "ubs",
"federal reserve", "rate cut", "rate hike", "basel",
"credit spread", "default", "junk bond", "high yield",
"private credit", "shadow banking",
"earnings", "buyback", "dividend",
]
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