quantwise 1.2.0 → 1.2.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (362) hide show
  1. package/.claude/skills/README.md +80 -0
  2. package/.claude/skills/backtest-expert/SKILL.md +206 -0
  3. package/.claude/skills/backtest-expert/references/failed_tests.md +236 -0
  4. package/.claude/skills/backtest-expert/references/methodology.md +227 -0
  5. package/.claude/skills/breadth-chart-analyst/SKILL.md +583 -0
  6. package/.claude/skills/breadth-chart-analyst/assets/SP500_Breadth_Index_200MA_8MA.jpeg +0 -0
  7. package/.claude/skills/breadth-chart-analyst/assets/US_Stock_Market_Uptrend_Ratio.jpeg +0 -0
  8. package/.claude/skills/breadth-chart-analyst/assets/breadth_analysis_template.md +558 -0
  9. package/.claude/skills/breadth-chart-analyst/references/breadth_chart_methodology.md +590 -0
  10. package/.claude/skills/canslim-screener/SKILL.md +599 -0
  11. package/.claude/skills/canslim-screener/references/canslim_methodology.md +606 -0
  12. package/.claude/skills/canslim-screener/references/fmp_api_endpoints.md +707 -0
  13. package/.claude/skills/canslim-screener/references/interpretation_guide.md +516 -0
  14. package/.claude/skills/canslim-screener/references/scoring_system.md +597 -0
  15. package/.claude/skills/canslim-screener/scripts/calculators/earnings_calculator.py +343 -0
  16. package/.claude/skills/canslim-screener/scripts/calculators/growth_calculator.py +334 -0
  17. package/.claude/skills/canslim-screener/scripts/calculators/institutional_calculator.py +347 -0
  18. package/.claude/skills/canslim-screener/scripts/calculators/leadership_calculator.py +380 -0
  19. package/.claude/skills/canslim-screener/scripts/calculators/market_calculator.py +244 -0
  20. package/.claude/skills/canslim-screener/scripts/calculators/new_highs_calculator.py +194 -0
  21. package/.claude/skills/canslim-screener/scripts/calculators/supply_demand_calculator.py +221 -0
  22. package/.claude/skills/canslim-screener/scripts/finviz_stock_client.py +227 -0
  23. package/.claude/skills/canslim-screener/scripts/fmp_client.py +393 -0
  24. package/.claude/skills/canslim-screener/scripts/report_generator.py +405 -0
  25. package/.claude/skills/canslim-screener/scripts/scorer.py +625 -0
  26. package/.claude/skills/canslim-screener/scripts/screen_canslim.py +361 -0
  27. package/.claude/skills/canslim-screener/scripts/test_institutional_endpoint.py +109 -0
  28. package/.claude/skills/chart/SKILL.md +20 -0
  29. package/.claude/skills/dividend-growth-pullback-screener/SKILL.md +322 -0
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  33. package/.claude/skills/dividend-growth-pullback-screener/scripts/screen_dividend_growth_rsi.py +1155 -0
  34. package/.claude/skills/earnings-calendar/SKILL.md +721 -0
  35. package/.claude/skills/earnings-calendar/assets/earnings_report_template.md +102 -0
  36. package/.claude/skills/earnings-calendar/references/fmp_api_guide.md +590 -0
  37. package/.claude/skills/earnings-calendar/scripts/fetch_earnings_fmp.py +443 -0
  38. package/.claude/skills/earnings-calendar/scripts/generate_report.py +366 -0
  39. package/.claude/skills/economic-calendar-fetcher/SKILL.md +365 -0
  40. package/.claude/skills/economic-calendar-fetcher/references/fmp_api_documentation.md +345 -0
  41. package/.claude/skills/economic-calendar-fetcher/scripts/get_economic_calendar.py +267 -0
  42. package/.claude/skills/ftd-detector/SKILL.md +147 -0
  43. package/.claude/skills/ftd-detector/references/ftd_methodology.md +188 -0
  44. package/.claude/skills/ftd-detector/references/post_ftd_guide.md +185 -0
  45. package/.claude/skills/ftd-detector/scripts/fmp_client.py +158 -0
  46. package/.claude/skills/ftd-detector/scripts/ftd_detector.py +280 -0
  47. package/.claude/skills/ftd-detector/scripts/post_ftd_monitor.py +404 -0
  48. package/.claude/skills/ftd-detector/scripts/rally_tracker.py +508 -0
  49. package/.claude/skills/ftd-detector/scripts/report_generator.py +341 -0
  50. package/.claude/skills/ftd-detector/scripts/tests/conftest.py +9 -0
  51. package/.claude/skills/ftd-detector/scripts/tests/helpers.py +107 -0
  52. package/.claude/skills/ftd-detector/scripts/tests/test_post_ftd_monitor.py +311 -0
  53. package/.claude/skills/ftd-detector/scripts/tests/test_rally_tracker.py +302 -0
  54. package/.claude/skills/institutional-flow-tracker/README.md +362 -0
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  56. package/.claude/skills/institutional-flow-tracker/references/13f_filings_guide.md +383 -0
  57. package/.claude/skills/institutional-flow-tracker/references/institutional_investor_types.md +580 -0
  58. package/.claude/skills/institutional-flow-tracker/references/interpretation_framework.md +573 -0
  59. package/.claude/skills/institutional-flow-tracker/scripts/analyze_single_stock.py +457 -0
  60. package/.claude/skills/institutional-flow-tracker/scripts/track_institution_portfolio.py +108 -0
  61. package/.claude/skills/institutional-flow-tracker/scripts/track_institutional_flow.py +450 -0
  62. package/.claude/skills/macro-regime-detector/SKILL.md +86 -0
  63. package/.claude/skills/macro-regime-detector/references/historical_regimes.md +124 -0
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  66. package/.claude/skills/macro-regime-detector/scripts/calculators/__init__.py +1 -0
  67. package/.claude/skills/macro-regime-detector/scripts/calculators/concentration_calculator.py +165 -0
  68. package/.claude/skills/macro-regime-detector/scripts/calculators/credit_conditions_calculator.py +124 -0
  69. package/.claude/skills/macro-regime-detector/scripts/calculators/equity_bond_calculator.py +198 -0
  70. package/.claude/skills/macro-regime-detector/scripts/calculators/sector_rotation_calculator.py +123 -0
  71. package/.claude/skills/macro-regime-detector/scripts/calculators/size_factor_calculator.py +131 -0
  72. package/.claude/skills/macro-regime-detector/scripts/calculators/utils.py +347 -0
  73. package/.claude/skills/macro-regime-detector/scripts/calculators/yield_curve_calculator.py +279 -0
  74. package/.claude/skills/macro-regime-detector/scripts/fmp_client.py +134 -0
  75. package/.claude/skills/macro-regime-detector/scripts/macro_regime_detector.py +278 -0
  76. package/.claude/skills/macro-regime-detector/scripts/report_generator.py +327 -0
  77. package/.claude/skills/macro-regime-detector/scripts/scorer.py +574 -0
  78. package/.claude/skills/macro-regime-detector/scripts/tests/conftest.py +9 -0
  79. package/.claude/skills/macro-regime-detector/scripts/tests/test_concentration.py +78 -0
  80. package/.claude/skills/macro-regime-detector/scripts/tests/test_credit_conditions.py +59 -0
  81. package/.claude/skills/macro-regime-detector/scripts/tests/test_equity_bond.py +74 -0
  82. package/.claude/skills/macro-regime-detector/scripts/tests/test_helpers.py +90 -0
  83. package/.claude/skills/macro-regime-detector/scripts/tests/test_scorer.py +439 -0
  84. package/.claude/skills/macro-regime-detector/scripts/tests/test_sector_rotation.py +78 -0
  85. package/.claude/skills/macro-regime-detector/scripts/tests/test_size_factor.py +59 -0
  86. package/.claude/skills/macro-regime-detector/scripts/tests/test_utils.py +126 -0
  87. package/.claude/skills/macro-regime-detector/scripts/tests/test_yield_curve.py +64 -0
  88. package/.claude/skills/market-breadth-analyzer/SKILL.md +121 -0
  89. package/.claude/skills/market-breadth-analyzer/references/breadth_analysis_methodology.md +168 -0
  90. package/.claude/skills/market-breadth-analyzer/scripts/calculators/__init__.py +1 -0
  91. package/.claude/skills/market-breadth-analyzer/scripts/calculators/bearish_signal_calculator.py +150 -0
  92. package/.claude/skills/market-breadth-analyzer/scripts/calculators/cycle_calculator.py +168 -0
  93. package/.claude/skills/market-breadth-analyzer/scripts/calculators/divergence_calculator.py +119 -0
  94. package/.claude/skills/market-breadth-analyzer/scripts/calculators/historical_context_calculator.py +120 -0
  95. package/.claude/skills/market-breadth-analyzer/scripts/calculators/ma_crossover_calculator.py +115 -0
  96. package/.claude/skills/market-breadth-analyzer/scripts/calculators/trend_level_calculator.py +103 -0
  97. package/.claude/skills/market-breadth-analyzer/scripts/csv_client.py +225 -0
  98. package/.claude/skills/market-breadth-analyzer/scripts/market_breadth_analyzer.py +307 -0
  99. package/.claude/skills/market-breadth-analyzer/scripts/report_generator.py +330 -0
  100. package/.claude/skills/market-breadth-analyzer/scripts/scorer.py +271 -0
  101. package/.claude/skills/market-environment-analysis/SKILL.md +139 -0
  102. package/.claude/skills/market-environment-analysis/references/analysis_patterns.md +124 -0
  103. package/.claude/skills/market-environment-analysis/references/indicators.md +99 -0
  104. package/.claude/skills/market-environment-analysis/scripts/market_utils.py +127 -0
  105. package/.claude/skills/market-news-analyst/SKILL.md +714 -0
  106. package/.claude/skills/market-news-analyst/references/corporate_news_impact.md +446 -0
  107. package/.claude/skills/market-news-analyst/references/geopolitical_commodity_correlations.md +499 -0
  108. package/.claude/skills/market-news-analyst/references/market_event_patterns.md +393 -0
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  110. package/.claude/skills/market-top-detector/SKILL.md +159 -0
  111. package/.claude/skills/market-top-detector/references/distribution_day_guide.md +100 -0
  112. package/.claude/skills/market-top-detector/references/historical_tops.md +142 -0
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  114. package/.claude/skills/market-top-detector/scripts/calculators/__init__.py +17 -0
  115. package/.claude/skills/market-top-detector/scripts/calculators/breadth_calculator.py +116 -0
  116. package/.claude/skills/market-top-detector/scripts/calculators/defensive_rotation_calculator.py +127 -0
  117. package/.claude/skills/market-top-detector/scripts/calculators/distribution_day_calculator.py +161 -0
  118. package/.claude/skills/market-top-detector/scripts/calculators/index_technical_calculator.py +254 -0
  119. package/.claude/skills/market-top-detector/scripts/calculators/leading_stock_calculator.py +198 -0
  120. package/.claude/skills/market-top-detector/scripts/calculators/sentiment_calculator.py +213 -0
  121. package/.claude/skills/market-top-detector/scripts/fmp_client.py +158 -0
  122. package/.claude/skills/market-top-detector/scripts/market_top_detector.py +349 -0
  123. package/.claude/skills/market-top-detector/scripts/report_generator.py +314 -0
  124. package/.claude/skills/market-top-detector/scripts/scorer.py +473 -0
  125. package/.claude/skills/market-top-detector/scripts/tests/conftest.py +9 -0
  126. package/.claude/skills/market-top-detector/scripts/tests/helpers.py +49 -0
  127. package/.claude/skills/market-top-detector/scripts/tests/test_breadth.py +62 -0
  128. package/.claude/skills/market-top-detector/scripts/tests/test_defensive_rotation.py +56 -0
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  130. package/.claude/skills/market-top-detector/scripts/tests/test_index_technical.py +73 -0
  131. package/.claude/skills/market-top-detector/scripts/tests/test_leading_stock.py +57 -0
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  133. package/.claude/skills/market-top-detector/scripts/tests/test_sentiment.py +64 -0
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  360. package/.mcp.json +3 -0
  361. package/cli.mjs +16 -16
  362. package/package.json +4 -2
@@ -0,0 +1,185 @@
1
+ """Tests for scorer.py - Theme Detector scoring and labeling"""
2
+
3
+ import pytest
4
+ from scorer import (
5
+ HEAT_LABELS,
6
+ get_heat_label,
7
+ calculate_confidence,
8
+ determine_data_mode,
9
+ score_theme,
10
+ )
11
+
12
+
13
+ # ── get_heat_label ───────────────────────────────────────────────────
14
+
15
+ class TestGetHeatLabel:
16
+
17
+ def test_hot(self):
18
+ assert get_heat_label(80) == "Hot"
19
+ assert get_heat_label(90) == "Hot"
20
+ assert get_heat_label(100) == "Hot"
21
+
22
+ def test_warm(self):
23
+ assert get_heat_label(60) == "Warm"
24
+ assert get_heat_label(70) == "Warm"
25
+ assert get_heat_label(79.9) == "Warm"
26
+
27
+ def test_neutral(self):
28
+ assert get_heat_label(40) == "Neutral"
29
+ assert get_heat_label(50) == "Neutral"
30
+ assert get_heat_label(59.9) == "Neutral"
31
+
32
+ def test_cool(self):
33
+ assert get_heat_label(20) == "Cool"
34
+ assert get_heat_label(30) == "Cool"
35
+ assert get_heat_label(39.9) == "Cool"
36
+
37
+ def test_cold(self):
38
+ assert get_heat_label(0) == "Cold"
39
+ assert get_heat_label(10) == "Cold"
40
+ assert get_heat_label(19.9) == "Cold"
41
+
42
+
43
+ # ── calculate_confidence ─────────────────────────────────────────────
44
+
45
+ class TestCalculateConfidence:
46
+
47
+ def test_three_layers_high(self):
48
+ assert calculate_confidence(
49
+ quant_confirmed=True, breadth_confirmed=True,
50
+ narrative_confirmed=True, stale_data_penalty=False
51
+ ) == "High"
52
+
53
+ def test_two_layers_medium(self):
54
+ assert calculate_confidence(
55
+ quant_confirmed=True, breadth_confirmed=True,
56
+ narrative_confirmed=False, stale_data_penalty=False
57
+ ) == "Medium"
58
+
59
+ def test_one_layer_low(self):
60
+ assert calculate_confidence(
61
+ quant_confirmed=True, breadth_confirmed=False,
62
+ narrative_confirmed=False, stale_data_penalty=False
63
+ ) == "Low"
64
+
65
+ def test_zero_layers_low(self):
66
+ assert calculate_confidence(
67
+ quant_confirmed=False, breadth_confirmed=False,
68
+ narrative_confirmed=False, stale_data_penalty=False
69
+ ) == "Low"
70
+
71
+ def test_stale_penalty_downgrades_high_to_medium(self):
72
+ assert calculate_confidence(
73
+ quant_confirmed=True, breadth_confirmed=True,
74
+ narrative_confirmed=True, stale_data_penalty=True
75
+ ) == "Medium"
76
+
77
+ def test_stale_penalty_downgrades_medium_to_low(self):
78
+ assert calculate_confidence(
79
+ quant_confirmed=True, breadth_confirmed=True,
80
+ narrative_confirmed=False, stale_data_penalty=True
81
+ ) == "Low"
82
+
83
+ def test_stale_penalty_low_stays_low(self):
84
+ assert calculate_confidence(
85
+ quant_confirmed=True, breadth_confirmed=False,
86
+ narrative_confirmed=False, stale_data_penalty=True
87
+ ) == "Low"
88
+
89
+ def test_all_combinations_without_penalty(self):
90
+ # 3 confirmed => High
91
+ assert calculate_confidence(True, True, True, False) == "High"
92
+ # 2 confirmed => Medium (multiple combos)
93
+ assert calculate_confidence(True, True, False, False) == "Medium"
94
+ assert calculate_confidence(True, False, True, False) == "Medium"
95
+ assert calculate_confidence(False, True, True, False) == "Medium"
96
+ # 1 confirmed => Low
97
+ assert calculate_confidence(True, False, False, False) == "Low"
98
+ assert calculate_confidence(False, True, False, False) == "Low"
99
+ assert calculate_confidence(False, False, True, False) == "Low"
100
+
101
+
102
+ # ── determine_data_mode ──────────────────────────────────────────────
103
+
104
+ class TestDetermineDataMode:
105
+
106
+ def test_both_available(self):
107
+ result = determine_data_mode(fmp_available=True, finviz_elite=True)
108
+ assert "FINVIZ" in result and "FMP" in result
109
+
110
+ def test_fmp_only(self):
111
+ result = determine_data_mode(fmp_available=True, finviz_elite=False)
112
+ assert "FMP" in result
113
+
114
+ def test_finviz_public_only(self):
115
+ result = determine_data_mode(fmp_available=False, finviz_elite=False)
116
+ assert "Public" in result or "public" in result.lower()
117
+
118
+ def test_finviz_elite_no_fmp(self):
119
+ result = determine_data_mode(fmp_available=False, finviz_elite=True)
120
+ assert "FINVIZ" in result
121
+
122
+ def test_returns_string(self):
123
+ assert isinstance(determine_data_mode(True, True), str)
124
+
125
+
126
+ # ── score_theme ──────────────────────────────────────────────────────
127
+
128
+ class TestScoreTheme:
129
+
130
+ def test_returns_complete_dict(self):
131
+ result = score_theme(
132
+ theme_heat=75.0,
133
+ lifecycle_maturity=45.0,
134
+ lifecycle_stage="Trending",
135
+ direction="bullish",
136
+ confidence="High",
137
+ data_mode="FINVIZ-Elite+FMP",
138
+ )
139
+ assert "theme_heat" in result
140
+ assert "heat_label" in result
141
+ assert "lifecycle_maturity" in result
142
+ assert "lifecycle_stage" in result
143
+ assert "direction" in result
144
+ assert "confidence" in result
145
+ assert "data_mode" in result
146
+
147
+ def test_heat_label_populated(self):
148
+ result = score_theme(
149
+ theme_heat=85.0,
150
+ lifecycle_maturity=50.0,
151
+ lifecycle_stage="Trending",
152
+ direction="bullish",
153
+ confidence="Medium",
154
+ data_mode="FMP-only",
155
+ )
156
+ assert result["heat_label"] == "Hot"
157
+
158
+ def test_all_fields_passed_through(self):
159
+ result = score_theme(
160
+ theme_heat=30.0,
161
+ lifecycle_maturity=15.0,
162
+ lifecycle_stage="Emerging",
163
+ direction="bearish",
164
+ confidence="Low",
165
+ data_mode="FINVIZ-Public",
166
+ )
167
+ assert result["theme_heat"] == 30.0
168
+ assert result["lifecycle_maturity"] == 15.0
169
+ assert result["lifecycle_stage"] == "Emerging"
170
+ assert result["direction"] == "bearish"
171
+ assert result["confidence"] == "Low"
172
+ assert result["data_mode"] == "FINVIZ-Public"
173
+
174
+ def test_heat_label_matches_score(self):
175
+ for heat, expected_label in [(5, "Cold"), (25, "Cool"), (45, "Neutral"),
176
+ (65, "Warm"), (85, "Hot")]:
177
+ result = score_theme(
178
+ theme_heat=heat,
179
+ lifecycle_maturity=50.0,
180
+ lifecycle_stage="Trending",
181
+ direction="bullish",
182
+ confidence="Medium",
183
+ data_mode="FMP-only",
184
+ )
185
+ assert result["heat_label"] == expected_label