aether-quant 0.6.0__tar.gz → 0.7.0__tar.gz

{aether_quant-0.6.0 → aether_quant-0.7.0}/Dockerfile.retraining_worker

@@ -10,8 +10,11 @@ COPY experts/ ./experts/
 COPY topology/ ./topology/
 COPY moe/ ./moe/
 COPY inference/ ./inference/
+COPY risk/ ./risk/
 COPY retraining/ ./retraining/
 COPY train.py .
 COPY train_topology.py .
 COPY train_gating.py .
+COPY train_multitask.py .
+COPY train_sequence.py .
 CMD ["python", "-m", "retraining.worker"]

{aether_quant-0.6.0 → aether_quant-0.7.0}/PKG-INFO

@@ -1,5 +1,5 @@
 Metadata-Version: 2.4
 Name: aether-quant
-Version: 0.6.0
+Version: 0.7.0
 Summary: Aether Quant convenience CLI
 Requires-Python: >=3.10

{aether_quant-0.6.0 → aether_quant-0.7.0}/README.md

@@ -10,7 +10,7 @@
 
 <p align="center">
   <img src="https://img.shields.io/badge/python-3.10%2B-FF8C00?style=flat-square&labelColor=1A1A1A&logo=python&logoColor=white" alt="Python 3.10+">
-  <!-- AQ:TEST_BADGE_START --><img src="https://img.shields.io/badge/tests-611%2F611%20passing-brightgreen?style=flat-square&labelColor=1A1A1A" alt="611 of 611 tests passing"><!-- AQ:TEST_BADGE_END -->
+  <!-- AQ:TEST_BADGE_START --><img src="https://img.shields.io/badge/tests-642%2F642%20passing-brightgreen?style=flat-square&labelColor=1A1A1A" alt="642 of 642 tests passing"><!-- AQ:TEST_BADGE_END -->
   <img src="https://img.shields.io/pypi/v/aether-quant?style=flat-square&labelColor=1A1A1A&color=FF8C00" alt="PyPI version">
   <img src="https://img.shields.io/badge/docker-ghcr.io%2Faether--quant-2496ED?style=flat-square&labelColor=1A1A1A&logo=docker&logoColor=white" alt="Docker image on GHCR">
 </p>
@@ -158,11 +158,14 @@ that a controlled retraining loop reads from to evolve the model over time.
 
 ```mermaid
 flowchart LR
-    A["Lean data folder<br/>stocks, ETFs, crypto"] --> B["Feature pipeline<br/>train.py"]
+    A["Lean data folder<br/>stocks, ETFs, crypto"] --> B["Feature pipeline<br/>train.py<br/>48-dim: price/volume +<br/>regime + liquidity + topology"]
     B --> C["Regime detection<br/>trend, volatility, drawdown, correlation"]
     B --> D["3D topology modeling<br/>market structure and clusters"]
-    C --> E["Gating network<br/>the manager"]
+    B -.-> U["Sequence encoder (Phase 2)<br/>causal-TCN, 30-bar window<br/>informational only"]
+    B --> V["Multitask heads<br/>baseline + 4 experts<br/>direction + magnitude + volatility"]
+    C --> E["Gating network<br/>the manager<br/>blends probability + magnitude/volatility"]
     D --> E
+    V --> E
     E --> F["Expert modules"]
     F --> G["Bullish expert"]
     F --> H["Bearish expert"]
@@ -180,6 +183,7 @@ flowchart LR
     M --> O["Observation / simulation record"]
     N --> P["Redis event stream<br/>temporary low-latency buffer"]
     O --> P
+    U -.-> P
     P --> Q["Experience worker<br/>async batch persistence"]
     Q --> R["PostgreSQL experience database<br/>single source of truth"]
     R --> S["Performance triggers<br/>100 observations, drawdown, Sharpe, regime shift"]
@@ -187,6 +191,11 @@ flowchart LR
     T --> E
 ```
 
+Dashed edges mark the Phase 2 sequence encoder's **informational-only**
+path — it's computed every bar and reaches the experience log, but never
+the gating network, market analyzer, or position sizing (see
+`inference/README.md`'s Phase 2 section).
+
 #### Tech Stack
 
 ```mermaid
@@ -203,6 +212,7 @@ flowchart TB
     D --> D2["scikit-learn"]
     D --> D3["NumPy / Pandas"]
     D --> D4["MoE experts and gating network"]
+    D --> D5["Multitask heads (direction/magnitude/<br/>volatility) + causal-TCN sequence encoder"]
     E["Monitoring and UI"] --> E1["React/Vite webui — Tracing dashboard (port 3002 dev / 8001 Docker)"]
     E --> E2["FastAPI JSON API (port 8000)"]
     E --> E3["Telegram alerts (V2-19)<br/>notifications/telegram_worker.py"]
@@ -215,6 +225,48 @@ and more), the module map, and an honest analysis of what would need to
 change for this to become a genuinely low-latency/HFT system — see
 **[`development/v2_architecture.md`](development/v2_architecture.md)**.
 
+**The baseline model can now predict more than direction.** An optional
+multi-task model (`train.py::AetherNetMultiTask`, trained by
+`train_multitask.py`) predicts next-day direction, return magnitude and
+volatility jointly from one shared trunk — the direction-only baseline and
+experts are unchanged and still ship independently. All 4 experts also
+have their own optional multitask heads (`train.py::_train_expert_multitask()`),
+so `moe/gating.py` blends per-expert magnitude/volatility with a
+baseline-scale anchor the same weighted-average way it already blends
+direction. `main.py` threads the resulting `predicted_return_magnitude`/
+`predicted_volatility` through the market analyzer (informational only,
+never changes routing) and, opt-in via
+`phase_v2.dynamic_risk.use_predicted_volatility`, into position sizing —
+replacing the backward-looking `rolling_volatility_20d` average with an
+actual forward-looking forecast for that one calculation.
+
+**Regime, liquidity and topology are now genuine model input features,
+not just downstream consumers of its output.** Model input dimensionality
+grew from 30 to 48: regime one-hot/confidence/trend/risk score, an
+asset-intrinsic liquidity spread/dollar-volume estimate, and cross-asset
+topology correlation/risk state are all computed offline
+(`train.py::add_regime_features()`/`add_liquidity_features()`/
+`build_topology_features_by_date()`) and at runtime
+(`main.py::_build_model_input()`, reordered so regime is computed
+*before* the model runs) with verified train/runtime parity.
+
+**A causal-TCN sequence encoder (Phase 2) now exists alongside the
+flat-MLP trunk**, replacing the "zero temporal structure" limitation the
+original root-cause investigation flagged — `train.py::AetherNetSequenceMultiTask`,
+trained by `train_sequence.py`, over a rolling 30-bar window of
+already-computed model inputs. Informational only this pass
+(`main.py::_run_sequence_model()` — not yet wired into any trading
+decision); see `inference/README.md`'s Phase 2 section for the new
+`_conv1d_causal`/`_multihead_attention`/`_softmax`/`_layernorm_axis`
+interpreter primitives (each independently verified against real PyTorch
+modules).
+
+See `inference/README.md`, `moe/README.md`, `risk/README.md`,
+`regime/README.md`, `liquidity/README.md` and `topology/README.md` for
+the full contracts, and `development/Changelog.md`'s "Multi-task
+prediction" and "Phase 1 remainder + Phase 2" entries for the complete
+writeup.
+
 ## Universe Size
 
 The trading universe currently spans **20 assets** — 15 equities and 5
@@ -347,6 +399,9 @@ aether-quant/
 ├── main.py                      # Lean algorithm: inference, signal engine, risk controls
 ├── train.py                     # Training pipeline: dataset build, model training, validation
 ├── train_topology.py            # Offline trainer for the learned topology overlay
+├── train_gating.py              # Offline trainer for the learned gating blend
+├── train_multitask.py           # Offline trainer for the joint direction+magnitude+volatility model
+├── train_sequence.py            # Offline trainer for the Phase 2 causal-TCN sequence encoder
 ├── generate_backtest_report.py  # Regenerates this README's Backtest Results section
 ├── aq_cli.py                    # `aq` convenience CLI
 ├── config.json                  # Runtime configuration (phase1 / phase_v2 blocks)
@@ -404,13 +459,13 @@ and how it's wired in — this table is the index.
 | Metric | Value |
 |---|---|
 | Backtest window | 2018-04-01 to 2021-04-02 |
-| Sharpe Ratio | -0.71 |
-| Net Profit | -8.069% |
-| Compounding Annual Return | -2.761% |
-| Drawdown | 12.500% |
-| Total Orders | 27 |
-| Win Rate | 17% |
-| Last updated | 2026-07-06 17:20 UTC (auto-generated by `aq backtest`) |
+| Sharpe Ratio | -0.758 |
+| Net Profit | -4.847% |
+| Compounding Annual Return | -1.640% |
+| Drawdown | 12.300% |
+| Total Orders | 36 |
+| Win Rate | 25% |
+| Last updated | 2026-07-08 13:10 UTC (auto-generated by `aq backtest`) |
 <!-- AQ:BACKTEST_END -->
 
 <details>
@@ -419,33 +474,33 @@ and how it's wired in — this table is the index.
 <!-- AQ:BACKTEST_FULL_STATS_START -->
 | Metric | Value |
 |---|---|
-| Total Orders | 27 |
-| Average Win | 0.18% |
-| Average Loss | -1.70% |
-| Compounding Annual Return | -2.761% |
-| Drawdown | 12.500% |
-| Expectancy | -0.816 |
+| Total Orders | 36 |
+| Average Win | 0.38% |
+| Average Loss | -0.67% |
+| Compounding Annual Return | -1.640% |
+| Drawdown | 12.300% |
+| Expectancy | -0.609 |
 | Start Equity | 100000.00 |
-| End Equity | 91930.60 |
-| Net Profit | -8.069% |
-| Sharpe Ratio | -0.71 |
-| Sortino Ratio | -0.471 |
-| Probabilistic Sharpe Ratio | 0.171% |
-| Loss Rate | 83% |
-| Win Rate | 17% |
-| Profit-Loss Ratio | 0.11 |
-| Alpha | -0.058 |
-| Beta | 0.195 |
-| Annual Standard Deviation | 0.051 |
-| Annual Variance | 0.003 |
-| Information Ratio | -0.972 |
-| Tracking Error | 0.155 |
-| Treynor Ratio | -0.184 |
-| Total Fees | $12.00 |
-| Estimated Strategy Capacity | $210000000.00 |
-| Lowest Capacity Asset | IBM R735QTJ8XC9X |
-| Portfolio Turnover | 0.07% |
-| Drawdown Recovery | 503 |
+| End Equity | 95153.40 |
+| Net Profit | -4.847% |
+| Sharpe Ratio | -0.758 |
+| Sortino Ratio | -0.363 |
+| Probabilistic Sharpe Ratio | 0.006% |
+| Loss Rate | 75% |
+| Win Rate | 25% |
+| Profit-Loss Ratio | 0.56 |
+| Alpha | -0.034 |
+| Beta | 0.047 |
+| Annual Standard Deviation | 0.038 |
+| Annual Variance | 0.001 |
+| Information Ratio | -0.786 |
+| Tracking Error | 0.182 |
+| Treynor Ratio | -0.603 |
+| Total Fees | $25.59 |
+| Estimated Strategy Capacity | $2300000.00 |
+| Lowest Capacity Asset | BNO UN3IMQ2JU1YD |
+| Portfolio Turnover | 0.14% |
+| Drawdown Recovery | 32 |
 <!-- AQ:BACKTEST_FULL_STATS_END -->
 
 </details>
@@ -515,42 +570,125 @@ instead, without waiting on a PyPI release:
 pip install -e .
 ```
 
-Either way, `aq --help` gives the full command list:
+Either way, `aq --help` gives the full command list. Every command except
+`aq trade-lock` and `aq fetch` is a thin `subprocess` wrapper around a
+command already documented elsewhere in this README:
 
+#### `aq train`
+```text
+aq train [--dataset-only|--init-only|--experts-only|--gating-only|--multitask-only|--sequence-only]
+```
+Runs `train.py`: builds the dataset and trains the baseline + expert
+models. `--gating-only` trains just the learned gating blend
+(`train_gating.py`) and installs it straight into active `ml/`,
+mirroring what `--experts-only` already does for the expert models — see
+`moe/README.md`. `--multitask-only` does the same for the joint
+direction+magnitude+volatility model (`train_multitask.py`) — see
+`inference/README.md`/`risk/README.md`. `--sequence-only` does the same
+for the Phase 2 causal-TCN sequence encoder (`train_sequence.py`) — see
+`inference/README.md`.
+
+#### `aq test`
 ```text
-aq train [--dataset-only|--init-only|--experts-only|--gating-only]
 aq test
+```
+Runs the pytest suite and refreshes this README's test badge.
+
+#### `aq backtest`
+```text
 aq backtest
+```
+Runs `lean backtest .` and refreshes this README's [Backtest Results](#backtest-results) section.
+
+#### `aq report`
+```text
 aq report <backtest-folder> <result-id>
+```
+Generates Lean's own HTML backtest report (trade blotter, standard Lean
+charts) at `backtests/<backtest-folder>/report.html`.
+
+#### `aq api`
+```text
 aq api
+```
+Starts the FastAPI monitoring server on `:8001`.
+
+#### `aq webui`
+```text
 aq webui
+```
+Starts the webui dev server (`npm run dev`).
+
+#### `aq docker`
+```text
 aq docker up [--lean|--all]
 aq docker build
+```
+`up` starts local infrastructure (default: Redis + PostgreSQL only).
+`build` rebuilds the `aether-quant` app image.
+
+#### `aq config`
+```text
 aq config [get <dotted.key>|set <dotted.key> <value>|keys [<dotted.prefix>]]
+```
+Reads or edits `config.json` directly, no manual file editing needed.
+Bare `aq config` pretty-prints the whole file; `aq config keys
+[<dotted.prefix>]` lists every leaf key path (handy for finding the right
+key in a deeply nested file); `aq config get <dotted.key>` prints one
+value (scalar, or a whole nested section as JSON); `aq config set
+<dotted.key> <value>` writes it — the value is parsed as JSON first (so
+`true`/`123`/`0.5`/`["a","b"]` become their real types automatically),
+falling back to a plain string otherwise. Every `set` backs up the
+previous file to `config.json.bak` first and prints old → new so a
+mistake is immediately visible; changing a value's type (e.g. bool →
+string) prints a warning but still writes it, since this command
+intentionally gives full access to every key, not just a safe subset.
+
+#### `aq lean`
+```text
 aq lean [get <dotted.key>|set <dotted.key> <value>|keys [<dotted.prefix>]]
+```
+The exact same `get`/`set`/`keys` tool as `aq config`, just pointed at
+`lean.json` (the QuantConnect Lean CLI's own config file — broker
+credentials, environments, data providers) instead. `aq lean set
+ib-trading-mode live`, `aq lean keys environments.live-paper`, etc.
+
+#### `aq retrain`
+```text
 aq retrain <plan|train|validate|backtest|commit|promote|rollback|status> [...]
+```
+Dispatches to `python -m retraining.orchestrator <stage> ...` for a
+single manual pipeline stage.
+
+#### `aq trade-lock`
+```text
 aq trade-lock --on|--off|--auto|--status
+```
+Manually overrides `main.py`'s sticky total-drawdown trade lock (see
+`development/v2_architecture.md`'s Manual Trade-Lock Override Contract).
+`--off` deliberately clears an otherwise-permanent lock; `--auto` returns
+to fully automatic behavior.
+
+#### `aq fetch`
+```text
 aq fetch <crypto|stock> --ticker <TICKER> --start <YYYY-MM-DD> --end <YYYY-MM-DD> [--apply]
+```
+Fetches historical OHLCV from Yahoo Finance for a ticker that isn't in
+`config.json` yet, formats it into Lean's zip/CSV convention, and writes
+it to the right spot under `data/` (`data/crypto/coinbase/daily/<ticker>_trade.zip`
+or `data/equity/usa/daily/<ticker>.zip`). On `--apply`, it also appends a
+new asset block to `config.json`'s `phase1.universe.assets[]` — no manual
+editing needed. Dry run by default (no `--apply`): reports what would
+happen, writes nothing. Never runs `train.py` itself — once applied, run
+`python train.py --dataset-only` (then `python train.py` when ready)
+yourself to actually train on the new ticker. `crypto`/`stock` today; a
+`derivative` asset class is planned for V3.
+
+#### `aq status`
+```text
 aq status
 ```
-
-Every command except `aq trade-lock` and `aq fetch` is a thin `subprocess`
-wrapper around a command already documented elsewhere in this README:
-
-- **`aq train`** — runs `train.py`: builds the dataset and trains the baseline + expert models. `--gating-only` trains just the learned gating blend (`train_gating.py`) and installs it straight into active `ml/`, mirroring what `--experts-only` already does for the expert models — see `moe/README.md`.
-- **`aq test`** — runs the pytest suite and refreshes this README's test badge.
-- **`aq backtest`** — runs `lean backtest .` and refreshes this README's [Backtest Results](#backtest-results) section.
-- **`aq report <backtest-folder> <result-id>`** — generates Lean's own HTML backtest report (trade blotter, standard Lean charts) at `backtests/<backtest-folder>/report.html`.
-- **`aq api`** — starts the FastAPI monitoring server on `:8001`.
-- **`aq webui`** — starts the webui dev server (`npm run dev`).
-- **`aq docker up [--lean|--all]`** — starts local infrastructure (default: Redis + PostgreSQL only).
-- **`aq docker build`** — rebuilds the `aether-quant` app image.
-- **`aq config`** — reads or edits `config.json` directly, no manual file editing needed. Bare `aq config` pretty-prints the whole file; `aq config keys [<dotted.prefix>]` lists every leaf key path (handy for finding the right key in a deeply nested file); `aq config get <dotted.key>` prints one value (scalar, or a whole nested section as JSON); `aq config set <dotted.key> <value>` writes it — the value is parsed as JSON first (so `true`/`123`/`0.5`/`["a","b"]` become their real types automatically), falling back to a plain string otherwise. Every `set` backs up the previous file to `config.json.bak` first and prints old → new so a mistake is immediately visible; changing a value's type (e.g. bool → string) prints a warning but still writes it, since this command intentionally gives full access to every key, not just a safe subset.
-- **`aq lean`** — the exact same `get`/`set`/`keys` tool as `aq config`, just pointed at `lean.json` (the QuantConnect Lean CLI's own config file — broker credentials, environments, data providers) instead. `aq lean set ib-trading-mode live`, `aq lean keys environments.live-paper`, etc.
-- **`aq retrain <stage>`** — dispatches to `python -m retraining.orchestrator <stage> ...` for a single manual pipeline stage.
-- **`aq trade-lock --on|--off|--auto|--status`** — manually overrides `main.py`'s sticky total-drawdown trade lock (see `development/v2_architecture.md`'s Manual Trade-Lock Override Contract). `--off` deliberately clears an otherwise-permanent lock; `--auto` returns to fully automatic behavior.
-- **`aq fetch <crypto|stock> --ticker <TICKER> --start <YYYY-MM-DD> --end <YYYY-MM-DD> [--apply]`** — fetches historical OHLCV from Yahoo Finance for a ticker that isn't in `config.json` yet, formats it into Lean's zip/CSV convention, and writes it to the right spot under `data/` (`data/crypto/coinbase/daily/<ticker>_trade.zip` or `data/equity/usa/daily/<ticker>.zip`). On `--apply`, it also appends a new asset block to `config.json`'s `phase1.universe.assets[]` — no manual editing needed. Dry run by default (no `--apply`): reports what would happen, writes nothing. Never runs `train.py` itself — once applied, run `python train.py --dataset-only` (then `python train.py` when ready) yourself to actually train on the new ticker. `crypto`/`stock` today; a `derivative` asset class is planned for V3.
-- **`aq status`** — shows `git status`.
+Shows `git status`.
 
 ## Release Process
 

{aether_quant-0.6.0 → aether_quant-0.7.0}/aether_quant.egg-info/PKG-INFO

@@ -1,5 +1,5 @@
 Metadata-Version: 2.4
 Name: aether-quant
-Version: 0.6.0
+Version: 0.7.0
 Summary: Aether Quant convenience CLI
 Requires-Python: >=3.10

{aether_quant-0.6.0 → aether_quant-0.7.0}/aether_quant.egg-info/SOURCES.txt

@@ -17,6 +17,8 @@ pyproject.toml
 risk_controls.py
 train.py
 train_gating.py
+train_multitask.py
+train_sequence.py
 train_topology.py
 .github/workflows/ci.yml
 .github/workflows/release.yml
@@ -80,9 +82,36 @@ ml/README.md
 ml/gating_feature_schema.json
 ml/gating_model.json
 ml/gating_training_metrics.json
+ml/multitask_feature_schema.json
+ml/multitask_model.json
+ml/multitask_training_metrics.json
+ml/sequence_feature_schema.json
+ml/sequence_model.json
+ml/sequence_training_metrics.json
 ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_feature_schema.json
 ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_model.json
 ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_training_metrics.json
+ml/versions/stage123-1783709428/gating_feature_schema.json
+ml/versions/stage123-1783709428/gating_model.json
+ml/versions/stage123-1783709428/gating_training_metrics.json
+ml/versions/stage123-1783709428/multitask_feature_schema.json
+ml/versions/stage123-1783709428/multitask_model.json
+ml/versions/stage123-1783709428/multitask_training_metrics.json
+ml/versions/stage4-1783711025/gating_feature_schema.json
+ml/versions/stage4-1783711025/gating_model.json
+ml/versions/stage4-1783711025/gating_training_metrics.json
+ml/versions/stage4-1783711025/multitask_feature_schema.json
+ml/versions/stage4-1783711025/multitask_model.json
+ml/versions/stage4-1783711025/multitask_training_metrics.json
+ml/versions/stage5-1783715333/sequence_feature_schema.json
+ml/versions/stage5-1783715333/sequence_model.json
+ml/versions/stage5-1783715333/sequence_training_metrics.json
+ml/versions/v1/multitask_feature_schema.json
+ml/versions/v1/multitask_model.json
+ml/versions/v1/multitask_training_metrics.json
+ml/versions/v1/sequence_feature_schema.json
+ml/versions/v1/sequence_model.json
+ml/versions/v1/sequence_training_metrics.json
 moe/README.md
 moe/__init__.py
 moe/gating.py
@@ -170,8 +199,12 @@ tests/test_status_export.py
 tests/test_telegram_alerts.py
 tests/test_telegram_client.py
 tests/test_telegram_worker.py
+tests/test_train_cross_sectional_features.py
 tests/test_train_gating.py
+tests/test_train_multitask.py
+tests/test_train_multitask_architecture.py
 tests/test_train_pipeline.py
+tests/test_train_sequence_architecture.py
 tests/test_train_topology.py
 tests/test_trigger_worker.py
 tests/test_triggers.py

{aether_quant-0.6.0 → aether_quant-0.7.0}/aether_quant.egg-info/scm_file_list.json

@@ -1,11 +1,13 @@
 {
   "files": [
     "README.md",
+    "train_multitask.py",
     "train_gating.py",
     "Dockerfile.workers",
     "aq_cli.py",
     "Dockerfile",
     "pyproject.toml",
+    "train_sequence.py",
     ".env.compose.example",
     "Dockerfile.retraining_worker",
     "train_topology.py",
@@ -165,6 +167,7 @@
     "development/infrastructure.md",
     "tests/test_order_gate.py",
     "tests/test_config_cache.py",
+    "tests/test_train_sequence_architecture.py",
     "tests/test_telegram_alerts.py",
     "tests/test_trigger_worker.py",
     "tests/test_v2_pipeline_manifest.py",
@@ -187,12 +190,14 @@
     "tests/test_market_regime.py",
     "tests/test_vault_client.py",
     "tests/test_validation_gate.py",
+    "tests/test_train_multitask.py",
     "tests/test_observation_metrics.py",
     "tests/test_paper_readiness_io.py",
     "tests/test_exported_model.py",
     "tests/test_train_topology.py",
     "tests/test_telegram_worker.py",
     "tests/test_paper_readiness.py",
+    "tests/test_train_multitask_architecture.py",
     "tests/test_triggers.py",
     "tests/test_simulated_portfolio.py",
     "tests/test_position_sizing.py",
@@ -201,6 +206,7 @@
     "tests/test_live_credentials_io.py",
     "tests/test_market_analyzer.py",
     "tests/test_generate_backtest_report.py",
+    "tests/test_train_cross_sectional_features.py",
     "tests/test_lean_backtest.py",
     "tests/test_retraining_planning.py",
     "tests/test_market_topology.py",
@@ -230,13 +236,40 @@
     "requirements/requirements-dev.txt",
     "requirements/requirements-workers.txt",
     "requirements/requirements-retraining-worker.txt",
+    "ml/sequence_feature_schema.json",
     "ml/README.md",
     "ml/gating_model.json",
+    "ml/multitask_feature_schema.json",
+    "ml/multitask_model.json",
+    "ml/multitask_training_metrics.json",
     "ml/gating_feature_schema.json",
     "ml/gating_training_metrics.json",
+    "ml/sequence_model.json",
+    "ml/sequence_training_metrics.json",
+    "ml/versions/stage5-1783715333/sequence_feature_schema.json",
+    "ml/versions/stage5-1783715333/sequence_model.json",
+    "ml/versions/stage5-1783715333/sequence_training_metrics.json",
+    "ml/versions/v1/sequence_feature_schema.json",
+    "ml/versions/v1/multitask_feature_schema.json",
+    "ml/versions/v1/multitask_model.json",
+    "ml/versions/v1/multitask_training_metrics.json",
+    "ml/versions/v1/sequence_model.json",
+    "ml/versions/v1/sequence_training_metrics.json",
+    "ml/versions/stage4-1783711025/gating_model.json",
+    "ml/versions/stage4-1783711025/multitask_feature_schema.json",
+    "ml/versions/stage4-1783711025/multitask_model.json",
+    "ml/versions/stage4-1783711025/multitask_training_metrics.json",
+    "ml/versions/stage4-1783711025/gating_feature_schema.json",
+    "ml/versions/stage4-1783711025/gating_training_metrics.json",
     "ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_model.json",
     "ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_feature_schema.json",
     "ml/versions/gating-only-26218402-34d9-4a0a-add8-ee5d50dd0459/gating_training_metrics.json",
+    "ml/versions/stage123-1783709428/gating_model.json",
+    "ml/versions/stage123-1783709428/multitask_feature_schema.json",
+    "ml/versions/stage123-1783709428/multitask_model.json",
+    "ml/versions/stage123-1783709428/multitask_training_metrics.json",
+    "ml/versions/stage123-1783709428/gating_feature_schema.json",
+    "ml/versions/stage123-1783709428/gating_training_metrics.json",
     ".github/workflows/release.yml",
     ".github/workflows/ci.yml"
   ]

aether_quant-0.7.0/aether_quant.egg-info/scm_version.json

@@ -0,0 +1,8 @@
+{
+  "tag": "0.7.0",
+  "distance": 0,
+  "node": "gd20060c9112a861a4ff09903fa8bcdb2d01cfb93",
+  "dirty": false,
+  "branch": "HEAD",
+  "node_date": "2026-07-10"
+}

{aether_quant-0.6.0 → aether_quant-0.7.0}/analyzer/README.md

@@ -79,3 +79,18 @@ risk engine, and before action categorization / Lean order placement.
   reasoning as the topology-elevated/isolated rules above. Default `false`
   means output is byte-identical to pre-this-change behavior everywhere
   the flag isn't explicitly turned on.
+- **Multi-task prediction fields (additive, never change routing).**
+  `MarketAnalysisDecision` gains `predicted_return_magnitude`/
+  `predicted_volatility` (both `float | None`, default `None`), threaded
+  straight through from `main.py`'s optional multi-task model call
+  (`train_multitask.py`/`AetherNetMultiTask`, see `inference/README.md`)
+  into every one of this module's 8 return statements via two new
+  `build_market_analysis_decision(..., predicted_return_magnitude=None,
+  predicted_volatility=None)` parameters. Purely informational here — this
+  module's `trade`/`simulate`/`observe`/`reduce_risk` categorization does
+  not read either field; `predicted_volatility` only ever changes anything
+  downstream in `risk/position_sizing.py` (see `risk/README.md`), and only
+  when `phase_v2.dynamic_risk.use_predicted_volatility` is explicitly
+  enabled. Always `None` when no multitask model is loaded (or the model
+  call failed), matching every other optional-model fallback contract in
+  this codebase.

{aether_quant-0.6.0 → aether_quant-0.7.0}/analyzer/market_analyzer.py

@@ -23,6 +23,8 @@ class MarketAnalysisDecision:
     reasons: list[str]
     signal_quality_score: float = 0.0
     signal_quality_breakdown: dict = field(default_factory=dict)
+    predicted_return_magnitude: float | None = None
+    predicted_volatility: float | None = None
 
     def to_dict(self) -> dict:
         return asdict(self)
@@ -88,6 +90,8 @@ def build_market_analysis_decision(
     retrain_min_regime_confidence: float = 0.20,
     low_regime_confidence_threshold: float = 0.35,
     use_composite_signal_score: bool = False,
+    predicted_return_magnitude: float | None = None,
+    predicted_volatility: float | None = None,
 ) -> MarketAnalysisDecision:
     reasons: list[str] = []
     decision_source = str(gating.get("decision_source", "unknown"))
@@ -130,6 +134,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 2: reduce_risk - asset-level risk regime override even
@@ -148,6 +154,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 3: reduce_risk - elevated cross-sectional volatility pressure
@@ -170,6 +178,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 4: retrain_candidate - zero experts contributing AND the
@@ -191,6 +201,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 5: simulate - liquidity blocked (zero volume or DDV below
@@ -210,6 +222,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 6: simulate - thin market; participation rate would be
@@ -228,6 +242,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 7: trade - only for trading-eligible assets with an actionable
@@ -256,6 +272,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     # Priority 8: simulate vs observe.
@@ -278,6 +296,8 @@ def build_market_analysis_decision(
             reasons=reasons,
             signal_quality_score=signal_quality_score,
             signal_quality_breakdown=signal_quality_breakdown,
+            predicted_return_magnitude=predicted_return_magnitude,
+            predicted_volatility=predicted_volatility,
         )
 
     reasons.append("no_actionable_edge")