asepharyana
8c184ccae1
- Implemented Citations component to display citation data. - Created WatchlistDrawer and ChatSidebar components for managing watchlists and AI chat functionality. - Integrated API calls for watchlist management and chat interactions. - Updated index.tsx to include new components in the main application layout. - Added API client in lib/api.ts for structured API interactions. - Developed Alerts, Dashboard, Portfolio, Routines, Screener, and Report pages with relevant data fetching and UI components. - Introduced styles in tokens.css for consistent theming across the application. - Configured TypeScript and Vite for project setup and development.
74 lines
3.8 KiB
Markdown
74 lines
3.8 KiB
Markdown
# Agent specs
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Contract: `analyze(ticker_or_scope, snapshots) -> AgentResult(values[], score, citations[])`.
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Agents never fetch live; they read snapshots. Fixtures in `tests/fixtures/` prove each.
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## A1 — Smart Money Tracker
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- Reads: broker-summary/top, broker-activity/top, foreign-flow.
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- Steps: (1) top buyers/sellers per ticker; (2) per-broker accumulation ranks;
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(3) foreign inflow 90d trend; (4) correlate broker net direction vs foreign
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direction; (5) classify phase: accumulation / distribution / neutral / conflict.
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- Output: score −100..+100, phase, top-3 players with net Rp, direction-agreement flag.
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- Fixture: BBCA 5d — 3 domestic brokers net-buy Rp 1.2T + foreign inflow → score > +60.
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## A2 — Broker Intel
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- Reads: brokers/ registry cache, broker-activity per code, brokers/top daily.
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- Steps: (1) classify each active broker by origin/cohort; (2) behavior class per
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broker (accumulating/distributing/neutral from top/ ranks); (3) sector exposure
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shift week-over-week; (4) emit rotation signal on sign flip with evidence rows.
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- Output: behavior map, rotation signal (from→to + net Rp delta).
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- Fixture: Financials net −Rp 800M → Consumer +Rp 1.1B flip detected (sector_flow_idx.json).
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## A3 — News Sentiment (Adaptive RAG)
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- Reads: news (incremental), filings, suspensions.
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- Steps: (1) fetch candidate articles; (2) LLM confidence check — confident →
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answer from context, uncertain (rare ticker) → force retrieval + ground;
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(3) per-article sentiment + confidence; (4) aggregate trend
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improving/deteriorating/stable; (5) insider summary from filings.
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- Output: score −1..+1, trend, key events (≤5, cited), insider line.
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- Offline path: when no news/filings/suspensions snapshots exist, the agent falls
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back to the derived `news_items` table (`NewsSince`) instead of failing.
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- Fixture: ticker with 2 bullish + 1 neutral + 1 director buy → positive trend cited.
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## A4 — Fundamental
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- Reads: company/report (sections=overview,valuation,financials,dividend),
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financials/quarterly (n≤8), get-segments.
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- Steps: (1) P/E, P/B vs subsector median (subsector/report statistics);
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(2) revenue/earnings 8Q trend; (3) ROE trajectory, debt/equity, payout ratio;
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(4) grade A–F from weighted rubric (profitability 35, growth 25, leverage 20, payout 20).
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- Output: score 0–100, grade, vs-peers table, red flags.
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- Fixture: BBCA — premium P/E vs banks median, declining ROE flagged.
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## A5 — Technical
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- Reads: daily (≤90d), most-traded, top-changes, free-float.
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- Steps: (1) volume vs 20d avg multiples; (2) momentum positioning from movers;
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(3) relative volume vs market; (4) liquidity grade from free-float %.
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- Output: momentum signal (strong/up/flat/down), anomaly flag with dates,
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liquidity grade.
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- Fixture: 3.2× volume spike flagged with date + mover rank cited.
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## A6 — Event Catalyst
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- Reads: corporate-actions, quarterly-dates, listing-performance.
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- Steps: (1) upcoming dividends/splits/AGM with dates; (2) next earnings estimate;
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(3) IPO-window context for recent listings; (4) score opportunity 0–100
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(yield × certainty − earnings-risk).
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- Output: catalyst calendar rows (event, date, H−N, score).
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- Fixture: ex-div in 23d with yield + payout flag rendered.
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## A7 — Master Synthesizer
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- Reads: A1–A6 outputs + risk profile + accuracy-ledger weights.
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- Steps: (1) weight signals (conservative→fundamental-heavy, aggressive→
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technical+broker-heavy); (2) agreement bonus when ≥3 agents align, conflict
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flag when fundamentals oppose flows; (3) conviction 1–5 from weighted score
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spread; (4) position size via capped Kelly (max 10% single name);
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(5) thesis ≤5 sentences, each claim cited.
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- Output: BUY/HOLD/AVOID, conviction, size %, thesis, conflict flags.
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- Fixture: good fundamental + broker selling → HOLD-or-lower with conflict cited.
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