aether-quant 0.8.0__tar.gz → 0.9.0__tar.gz

{aether_quant-0.8.0 → aether_quant-0.9.0}/.github/workflows/release.yml

@@ -70,3 +70,11 @@ jobs:
           push: true
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}
+          # GitHub Actions cache backend - without this, every release
+          # build started cold (no layer reuse across releases) even
+          # though the Dockerfile itself is already correctly ordered
+          # (deps installed before source COPY, see development/Problems.md).
+          # mode=max caches every intermediate layer, not just the final
+          # image, so the npm ci/pip install layers survive between runs.
+          cache-from: type=gha
+          cache-to: type=gha,mode=max

{aether_quant-0.8.0 → aether_quant-0.9.0}/.gitignore

@@ -97,3 +97,6 @@ webui/dist/
 # Lean CLI's ephemeral per-backtest Docker containers instead of rebuilding
 # every run (see Problems.md)
 .matplotlib_cache/
+
+# scripts/profile_inference.py's pstats dump - regenerable output, not source
+scripts/profile_inference_output*.txt

{aether_quant-0.8.0 → aether_quant-0.9.0}/Dockerfile.retraining_worker

@@ -12,6 +12,8 @@ COPY topology/ ./topology/
 COPY moe/ ./moe/
 COPY inference/ ./inference/
 COPY risk/ ./risk/
+COPY liquidity/ ./liquidity/
+COPY data_pipeline/ ./data_pipeline/
 COPY retraining/ ./retraining/
 COPY train.py .
 COPY train_topology.py .

aether_quant-0.9.0/LICENSE

@@ -0,0 +1,133 @@
+Required Notice: Copyright Leon Schwarzkopf (Aether Quant)
+
+# PolyForm Noncommercial License 1.0.0
+
+<https://polyformproject.org/licenses/noncommercial/1.0.0>
+
+## Acceptance
+
+In order to get any license under these terms, you must agree
+to them as both strict obligations and conditions to all
+your licenses.
+
+## Copyright License
+
+The licensor grants you a copyright license for the
+software to do everything you might do with the software
+that would otherwise infringe the licensor's copyright
+in it for any permitted purpose.  However, you may
+only distribute the software according to [Distribution
+License](#distribution-license) and make changes or new works
+based on the software according to [Changes and New Works
+License](#changes-and-new-works-license).
+
+## Distribution License
+
+The licensor grants you an additional copyright license
+to distribute copies of the software.  Your license
+to distribute covers distributing the software with
+changes and new works permitted by [Changes and New Works
+License](#changes-and-new-works-license).
+
+## Notices
+
+You must ensure that anyone who gets a copy of any part of
+the software from you also gets a copy of these terms or the
+URL for them above, as well as copies of any plain-text lines
+beginning with `Required Notice:` that the licensor provided
+with the software.  For example:
+
+> Required Notice: Copyright Yoyodyne, Inc. (http://example.com)
+
+## Changes and New Works License
+
+The licensor grants you an additional copyright license to
+make changes and new works based on the software for any
+permitted purpose.
+
+## Patent License
+
+The licensor grants you a patent license for the software that
+covers patent claims the licensor can license, or becomes able
+to license, that you would infringe by using the software.
+
+## Noncommercial Purposes
+
+Any noncommercial purpose is a permitted purpose.
+
+## Personal Uses
+
+Personal use for research, experiment, and testing for
+the benefit of public knowledge, personal study, private
+entertainment, hobby projects, amateur pursuits, or religious
+observance, without any anticipated commercial application,
+is use for a permitted purpose.
+
+## Noncommercial Organizations
+
+Use by any charitable organization, educational institution,
+public research organization, public safety or health
+organization, environmental protection organization,
+or government institution is use for a permitted purpose
+regardless of the source of funding or obligations resulting
+from the funding.
+
+## Fair Use
+
+You may have "fair use" rights for the software under the
+law. These terms do not limit them.
+
+## No Other Rights
+
+These terms do not allow you to sublicense or transfer any of
+your licenses to anyone else, or prevent the licensor from
+granting licenses to anyone else.  These terms do not imply
+any other licenses.
+
+## Patent Defense
+
+If you make any written claim that the software infringes or
+contributes to infringement of any patent, your patent license
+for the software granted under these terms ends immediately. If
+your company makes such a claim, your patent license ends
+immediately for work on behalf of your company.
+
+## Violations
+
+The first time you are notified in writing that you have
+violated any of these terms, or done anything with the software
+not covered by your licenses, your licenses can nonetheless
+continue if you come into full compliance with these terms,
+and take practical steps to correct past violations, within
+32 days of receiving notice.  Otherwise, all your licenses
+end immediately.
+
+## No Liability
+
+***As far as the law allows, the software comes as is, without
+any warranty or condition, and the licensor will not be liable
+to you for any damages arising out of these terms or the use
+or nature of the software, under any kind of legal claim.***
+
+## Definitions
+
+The **licensor** is the individual or entity offering these
+terms, and the **software** is the software the licensor makes
+available under these terms.
+
+**You** refers to the individual or entity agreeing to these
+terms.
+
+**Your company** is any legal entity, sole proprietorship,
+or other kind of organization that you work for, plus all
+organizations that have control over, are under the control of,
+or are under common control with that organization.  **Control**
+means ownership of substantially all the assets of an entity,
+or the power to direct its management and policies by vote,
+contract, or otherwise.  Control can be direct or indirect.
+
+**Your licenses** are all the licenses granted to you for the
+software under these terms.
+
+**Use** means anything you do with the software requiring one
+of your licenses.

{aether_quant-0.8.0 → aether_quant-0.9.0}/PKG-INFO

@@ -1,5 +1,7 @@
 Metadata-Version: 2.4
 Name: aether-quant
-Version: 0.8.0
+Version: 0.9.0
 Summary: Aether Quant convenience CLI
 Requires-Python: >=3.10
+License-File: LICENSE
+Dynamic: license-file

{aether_quant-0.8.0 → aether_quant-0.9.0}/README.md

@@ -5,20 +5,22 @@
 <h1 align="center">Aether Quant</h1>
 
 <p align="center">
-  <strong>My state-of-the-art flagship trading model — a dynamic, self-adapting algorithmic trading system built on QuantConnect Lean and PyTorch, engineered to prove that dynamic models belong in dynamic markets.</strong>
+  <strong>Aether Quant's flagship trading model — a dynamic, self-adapting algorithmic trading system built on QuantConnect Lean and PyTorch, engineered to prove that dynamic models belong in dynamic markets.</strong>
 </p>
 
 <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-934%2F945%20passing-red?style=flat-square&labelColor=1A1A1A" alt="934 of 945 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/%F0%9F%93%84%20license-PolyForm%20Noncommercial%201.0.0-8B5CF6?style=flat-square&labelColor=1A1A1A" alt="License: PolyForm Noncommercial 1.0.0">
+  <!-- AQ:TEST_BADGE_START --><img src="https://img.shields.io/badge/tests-1156%2F1156%20passing-brightgreen?style=flat-square&labelColor=1A1A1A" alt="1156 of 1156 tests passing"><!-- AQ:TEST_BADGE_END -->
+  <img src="https://img.shields.io/pypi/v/aether-quant?style=flat-square&labelColor=1A1A1A&color=FF8C00&logo=pypi&logoColor=white" 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>
 
 <p align="center">
   <img src="https://img.shields.io/badge/PyTorch-4B5563?style=flat-square&labelColor=1A1A1A&logo=pytorch&logoColor=white" alt="PyTorch">
   <img src="https://img.shields.io/badge/scikit--learn-4B5563?style=flat-square&labelColor=1A1A1A&logo=scikitlearn&logoColor=white" alt="scikit-learn">
-  <img src="https://img.shields.io/badge/QuantConnect%20Lean-4B5563?style=flat-square&labelColor=1A1A1A" alt="QuantConnect Lean">
+  <img src="https://img.shields.io/badge/QuantConnect%20Lean-4B5563?style=flat-square&labelColor=1A1A1A&logo=quantconnect&logoColor=white" alt="QuantConnect Lean">
+  <img src="https://img.shields.io/badge/Interactive%20Brokers-4B5563?style=flat-square&labelColor=1A1A1A" alt="Interactive Brokers">
   <img src="https://img.shields.io/badge/FastAPI-4B5563?style=flat-square&labelColor=1A1A1A&logo=fastapi&logoColor=white" alt="FastAPI">
   <img src="https://img.shields.io/badge/React-4B5563?style=flat-square&labelColor=1A1A1A&logo=react&logoColor=white" alt="React">
   <img src="https://img.shields.io/badge/TypeScript-4B5563?style=flat-square&labelColor=1A1A1A&logo=typescript&logoColor=white" alt="TypeScript">
@@ -34,8 +36,14 @@ topology layer that combines a deterministic correlation embedding with a
 learned probabilistic overlay, a liquidity/market-impact engine that adjusts
 position sizing to real trading conditions, a cross-sectional ranking signal
 that sizes each position by its predicted relative strength against the rest
-of the trading universe, and a controlled retraining loop that lets the
-model itself evolve as markets do — all wired together and validated
+of the trading universe, a **unified multi-asset-class layer** that trades
+equities, crypto, bonds, futures, and options through one coherent portfolio
+— real yield-curve/duration features for bonds, margin-aware sizing for
+futures, Black-Scholes-greeks-based sizing for options, and shared
+cross-asset macro signals (yield curve shape, futures term structure,
+options sentiment) feeding every asset's prediction, not just its own — and
+a controlled retraining loop that lets the model itself evolve as markets do
+— all wired together and validated
 end-to-end inside QuantConnect's Lean engine. The thesis this project exists
 to test is simple to state and hard to prove: **markets are non-stationary,
 so a trading model should be too.** Every subsystem here exists to make the
@@ -43,8 +51,24 @@ model adapt — to regime shifts, to changing correlation structure, to
 liquidity conditions — rather than to fit one historical window and hope it
 generalizes.
 
+## Known Limitations
+
+Bonds are fully real today — no IB key needed. Futures and options are
+fully wired end-to-end (chain parsing, greeks/IV, sizing, order placement,
+position-close/exposure tracking, offline derivatives-macro training
+features) but remain **data-empty until an Interactive Brokers key is
+connected** (`phase_v2.ib.enabled` — see `aq ib status`/`aq assets
+status`). Remaining, still-open items:
+
+- **No backtest has been run against this code yet** — verified via unit tests and Lean's own type stubs only, not a real Lean runtime. Run one before trusting it in paper trading (see "run it yourself" below).
+- **Futures margin uses a static reference file**, not live IB margin.
+- **IB connection has never been tested against a real Gateway** — `aq ib status`/`aq assets status` report readiness only.
+- **Single-leg options only** — no automatic multi-leg spread selection.
+- **Disabling an asset class doesn't liquidate existing positions in it** — it only stops opening/managing new ones (`aq config set phase_v2.*.enabled`).
+
 ## Table of Contents
 
+- [Known Limitations](#known-limitations)
 - [Download](#download)
 - [Getting Started](#getting-started)
 - [Requirements](#requirements)
@@ -56,6 +80,21 @@ generalizes.
 - [Backtest Results](#backtest-results)
 - [Test Suite](#test-suite)
 - [CLI Reference](#cli-reference)
+  - [`aq train`](#aq-train)
+  - [`aq test`](#aq-test)
+  - [`aq backtest`](#aq-backtest)
+  - [`aq report`](#aq-report)
+  - [`aq api`](#aq-api)
+  - [`aq webui`](#aq-webui)
+  - [`aq docker`](#aq-docker)
+  - [`aq config`](#aq-config)
+  - [`aq lean`](#aq-lean)
+  - [`aq retrain`](#aq-retrain)
+  - [`aq trade-lock`](#aq-trade-lock)
+  - [`aq fetch`](#aq-fetch)
+  - [`aq ib`](#aq-ib)
+  - [`aq assets`](#aq-assets)
+  - [`aq status`](#aq-status)
 - [Release Process](#release-process)
 - [Runbook](#runbook)
 - [Roadmap](#roadmap)
@@ -375,87 +414,21 @@ for the exact row-count thresholds). This is re-evaluated automatically
 every time `train.py` rebuilds the dataset, so an asset can move between
 these two roles as more history accumulates.
 
+Asset classes sit on opposite sides of the hub (equities/crypto feed in
+from above, fixed income from below) rather than a single top row — ticker
+detail is in the table above, this is the group-level view:
+
 ```mermaid
 flowchart TD
-    DNN(("Baseline DNN<br/>+ MoE Experts<br/>bullish / bearish /<br/>sideways / volatility"))
-
-    subgraph Equities["Equities (15)"]
-        AAPL["AAPL"]
-        SPY["SPY"]
-        QQQ["QQQ"]
-        IWM["IWM"]
-        EEM["EEM"]
-        BAC["BAC"]
-        IBM["IBM"]
-        AIG["AIG"]
-        BNO["BNO"]
-        FB["FB"]
-        GOOG["GOOG"]
-        GOOGL["GOOGL"]
-        USO["USO"]
-        WM["WM"]
-        AAA["AAA"]
-    end
-
-    subgraph FixedIncome["Fixed Income ETFs (10)"]
-        SHY["SHY"]
-        IEF["IEF"]
-        TLT["TLT"]
-        AGG["AGG"]
-        LQD["LQD"]
-        HYG["HYG"]
-        TIP["TIP"]
-        MBB["MBB"]
-        EMB["EMB"]
-        MUB["MUB"]
-    end
-
-    subgraph Crypto["Crypto (5)"]
-        BTCUSD["BTCUSD"]
-        ETHUSD["ETHUSD"]
-        LTCUSD["LTCUSD"]
-        XRPUSD["XRPUSD"]
-        ADAUSD["ADAUSD"]
-    end
-
-    AAPL --- DNN
-    SPY --- DNN
-    QQQ --- DNN
-    IWM --- DNN
-    EEM --- DNN
-    BAC --- DNN
-    IBM --- DNN
-    AIG --- DNN
-    BNO --- DNN
-    FB --- DNN
-    GOOG --- DNN
-    GOOGL --- DNN
-    USO --- DNN
-    WM --- DNN
-    AAA --- DNN
-    SHY --- DNN
-    IEF --- DNN
-    TLT --- DNN
-    AGG --- DNN
-    LQD --- DNN
-    HYG --- DNN
-    TIP --- DNN
-    MBB --- DNN
-    EMB --- DNN
-    MUB --- DNN
-    BTCUSD --- DNN
-    ETHUSD --- DNN
-    LTCUSD --- DNN
-    XRPUSD --- DNN
-    ADAUSD --- DNN
+    Equities["Equities<br/>15 tickers"] --> DNN
+    Crypto["Crypto<br/>5 tickers"] --> DNN
+    DNN(("Baseline DNN<br/>+ MoE Experts")) --> FixedIncome["Fixed Income ETFs<br/>10 tickers"]
 
     classDef hub fill:#1A1A1A,stroke:#FF8C00,color:#FF8C00,stroke-width:2px;
-    classDef trading fill:#FF8C00,stroke:#1A1A1A,color:#1A1A1A,stroke-width:1px;
-    classDef observation fill:#3A3A3A,stroke:#FF8C00,color:#FF8C00,stroke-width:1px,stroke-dasharray: 4 2;
+    classDef group fill:#FF8C00,stroke:#1A1A1A,color:#1A1A1A,stroke-width:1px;
 
     class DNN hub;
-    class AAPL,SPY,QQQ,IWM,EEM,BAC,IBM,AIG,BNO,FB,GOOG,GOOGL,USO,WM,SHY,IEF,TLT,AGG,LQD,HYG,TIP,MBB,EMB,MUB,BTCUSD,LTCUSD trading;
-    class AAA,ETHUSD,XRPUSD,ADAUSD observation;
+    class Equities,Crypto,FixedIncome group;
 ```
 
 ## Project Structure
@@ -469,6 +442,8 @@ aether-quant/
 ├── analyzer/                    # Central market analyzer (final per-asset decision layer)
 ├── moe/                         # Mixture-of-Experts gating network
 ├── experts/                     # Bullish / bearish / sideways / volatility expert models
+├── features/                    # Shared feature-computation functions (train.py + main.py parity)
+├── portfolio/                   # Stage-2 cross-sectional long/short book construction + options sizing
 ├── regime/                      # Market regime detection
 ├── topology/                    # 3D market topology (deterministic SMACOF + learned overlay)
 ├── liquidity/                   # Liquidity / market-impact engine
@@ -484,6 +459,7 @@ aether-quant/
 ├── webui/                       # React/Vite dashboard (Overview, Risk, Topology, Neural Network, Tracing)
 ├── ml/                          # Model weights, datasets, versioned retraining candidates
 ├── storage/                     # Reserved for future persistent artifact storage
+├── scripts/                     # Standalone dev tooling (e.g. profile_inference.py)
 ├── requirements/                # All requirements*.txt variants
 ├── tests/                       # Full pytest suite (828 tests)
 ├── backtests/                   # Lean backtest run outputs (gitignored)
@@ -510,11 +486,13 @@ and how it's wired in — this table is the index.
 | Module | What it owns | Docs |
 |---|---|---|
 | `analyzer/` | Central market analyzer — the final per-asset action categorization layer | [README](analyzer/README.md) |
+| `backtests/` | Strategy validation output (active model + per-candidate reports), gitignored | [README](backtests/README.md) |
 | `data/` | Local Lean data-folder format documentation | [README](data/README.md) |
 | `data_pipeline/` | Lean-data contract + Yahoo Finance historical backfill | [README](data_pipeline/README.md) |
 | `execution/` | Order gating, paper/live broker readiness, config-read caching | [README](execution/README.md) |
 | `experience/` | Observation/decision history — Redis buffer + PostgreSQL persistence | [README](experience/README.md) |
 | `experts/` | Bullish, bearish, sideways, and volatility expert models | [README](experts/README.md) |
+| `features/` | Shared feature-computation functions, called from both `train.py` and `main.py` for train/inference parity | [README](features/README.md) |
 | `inference/` | Vectorized forward-pass interpreter for the exported neural networks | [README](inference/README.md) |
 | `liquidity/` | Liquidity and market-impact engine | [README](liquidity/README.md) |
 | `ml/` | Model & dataset artifacts, including versioned retraining candidates | [README](ml/README.md) |
@@ -522,12 +500,14 @@ and how it's wired in — this table is the index.
 | `monitoring/` | FastAPI JSON API serving runtime state to the webui | [README](monitoring/README.md) |
 | `notifications/` | Telegram alerting worker | [README](notifications/README.md) |
 | `performance/` | Performance trigger system (14 trigger functions) | [README](performance/README.md) |
+| `portfolio/` | Stage-2 cross-sectional long/short book construction + Black-Scholes options sizing | [README](portfolio/README.md) |
 | `regime/` | Market regime detection | [README](regime/README.md) |
 | `requirements/` | All `requirements*.txt` variants and what consumes each | [README](requirements/README.md) |
 | `retraining/` | Controlled retraining — plan/train/validate/backtest/commit/promote/rollback | [README](retraining/README.md) |
 | `risk/` | Dynamic position sizing, leverage caps, drawdown-aware sizing | [README](risk/README.md) |
+| `scripts/` | Standalone dev tooling (e.g. the inference-hot-path profiler) | [README](scripts/README.md) |
 | `storage/` | Reserved placeholder for future persistent artifact storage | [README](storage/README.md) |
-| `tests/` | Pytest suite conventions (828 tests) | [README](tests/README.md) |
+| `tests/` | Pytest suite conventions (<!-- AQ:TEST_COUNT_START -->1156<!-- AQ:TEST_COUNT_END --> tests) | [README](tests/README.md) |
 | `topology/` | 3D market topology — deterministic SMACOF embedding + learned overlay | [README](topology/README.md) |
 | `visualization/` | Shared runtime-state JSON/CSV exports | [README](visualization/README.md) |
 | `webui/` | React/Vite dashboard (Overview, Risk, Topology, Neural Network, Tracing) | [README](webui/README.md) |
@@ -635,7 +615,7 @@ genuinely halted trading exactly as designed.
 
 ## Test Suite
 
-828 tests, one file per source module, run via:
+<!-- AQ:TEST_COUNT_START -->1156<!-- AQ:TEST_COUNT_END --> tests, one file per source module, run via:
 
 ```powershell
 aq test
@@ -690,9 +670,25 @@ mechanism" section.
 
 #### `aq test`
 ```text
-aq test
+aq test [--lean|--full] [--parallel] [--cli] [--risk] [--portfolio] [--features]
+        [--data-pipeline] [--webui] [--ml] [--retraining] [--notifications]
+        [--storage] [--live]
 ```
-Runs the pytest suite and refreshes this README's test badge.
+Runs the pytest suite and refreshes this README's test badge (only on a
+full, unfiltered default run — a subsystem-filtered run's pass count is a
+subset, never written into the badge). By default, excludes
+`tests/test_lean_backtest_ml_coverage.py`'s real `lean backtest .`
+integration test (over an hour wall-clock) — its own `skipif` only checks
+whether the Lean CLI is *installed*, which it is in this repo's `.venv`, so
+without this exclusion it silently ran on every `aq test`. Pass
+`--lean`/`--full` to include it when you deliberately want full-system
+coverage. `--parallel` runs via `pytest-xdist` (`-n auto`) — off by
+default, since multiple workers each importing PyTorch is a real OOM risk
+on memory-constrained machines. Any combination of the subsystem flags
+(`--cli`, `--risk`, `--portfolio`, `--features`, `--data-pipeline`,
+`--webui`, `--ml`, `--retraining`, `--notifications`, `--storage`,
+`--live`) restricts the run to just those subsystems' test files instead
+of the whole tree — run `aq test --help` for the exact file mapping.
 
 #### `aq backtest`
 ```text
@@ -772,17 +768,73 @@ to fully automatic behavior.
 #### `aq fetch`
 ```text
 aq fetch <crypto|stock> --ticker <TICKER> --start <YYYY-MM-DD> --end <YYYY-MM-DD> [--apply]
+aq fetch futures --ticker <TICKER> --start <YYYY-MM-DD> --end <YYYY-MM-DD> --expiry <YYYY-MM-DD> [--contract-month <YYYYMM>] [--family-ticker <ROOT>] [--apply]
+aq fetch options --ticker <TICKER> --start <YYYY-MM-DD> --end <YYYY-MM-DD> --expiry <YYYY-MM-DD> --strike <STRIKE> --right <call|put> [--family-ticker <ROOT>] [--apply]
+```
+`crypto`/`stock` fetch 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`). `futures`/`options` do the same but
+source historical bars from Interactive Brokers instead — see `aq ib
+status` below; both fail with a clean error (no traceback) if IB isn't
+configured. 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.
+
+`--contract-month` (futures only, e.g. `202603`) fetches a specific dated
+contract instead of the default continuous contract — needed to build a
+real historical term structure (fetch e.g. an `ES_FRONT` and `ES_NEXT`
+ticker, same root, different `--contract-month`). `--family-ticker`
+(futures/options) tags the asset with its root symbol (e.g. `"ES"`,
+`"SPY"`) so `train.py`'s offline derivatives-macro features can group
+same-family contracts together for term-structure/put-call/IV-skew
+computation — see `data_pipeline/README.md` for the full acquisition
+workflow (IB's historical API is per-contract and rate-limited, so
+building a real training-time derivatives dataset is a manual, repeated
+`aq fetch futures`/`aq fetch options` process, not a single bulk fetch).
+
+#### `aq ib`
+```text
+aq ib status
 ```
-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.
+Reports Interactive Brokers readiness as one of three states: **disabled**
+(`phase_v2.ib.enabled` is `false` in `config.json` — the default; the rest
+of the system, equities/crypto/bonds, is fully unaffected either way),
+**enabled but credentials missing** (`phase_v2.ib.enabled` is `true` but
+`lean.json`'s `ib-account`/`ib-user-name` are empty — set them with `aq
+lean set ib-account <ACCOUNT>` / `aq lean set ib-user-name <USERNAME>`),
+or **reachable** (a live connect/disconnect round-trip against your
+running TWS/IB Gateway succeeded). IB credentials live entirely in
+`lean.json` — the same fields Lean's own native live/paper
+`InteractiveBrokersBrokerage` already uses (`environments.live-interactive`)
+— `phase_v2.ib` in `config.json` only adds a master on/off switch plus the
+local Gateway socket connection settings (`host`/`port`/`client_id`) used
+by the separate, offline `aq fetch futures`/`aq fetch options` historical
+backfill path (`data_pipeline/ib_backfill.py`). See
+`risk/README.md`/`data_pipeline/README.md` for why these are two
+deliberately distinct integrations: Lean's backtest engine never talks to
+IB regardless of `lean.json`'s contents (it only ever reads local data
+files), so historical futures/options bars still need this separate,
+offline data-prep step before any backtest can use them.
+
+#### `aq assets`
+```text
+aq assets status
+```
+One command reporting full multi-asset-class readiness at a glance: IB
+status (same three states as `aq ib status`), whether
+`phase_v2.futures_risk.enabled`/`phase_v2.options_risk.enabled` are on,
+how many futures contract margin specs are loaded, how much of the local
+FRED yield-curve cache is populated (series count + most recent date),
+and how many futures/options assets are actually configured in
+`config.json`'s universe. Read-only reporting — toggling any of these
+asset classes on or off is done with the existing generic
+`aq config set phase_v2.{ib,futures_risk,options_risk}.enabled true|false`
+(no separate enable/disable subcommand needed).
 
 #### `aq status`
 ```text
@@ -948,7 +1000,21 @@ architecture docs already identify:
 - **A low-latency, event-driven runtime** — replacing the daily-bar `on_data()` callback and the 30s+ polling background workers with something closer to a real-time event loop.
 - **Real broker/exchange connectivity beyond paper trading** — building on the credential/readiness groundwork V2-21/V2-22 already laid.
 - **Continuous / online retraining** — moving beyond today's offline, cooldown-gated batch retraining pipeline.
-- Further out: an expanded asset universe, multi-timeframe ensembles, and reinforcement-learning-based position sizing/execution.
+- Further out: multi-timeframe ensembles and reinforcement-learning-based position sizing/execution.
+
+**Expanded asset universe — delivered.** Bonds, futures, and options now
+trade and are observed alongside equities/crypto, with real duration-aware
+bond features, a margin-based futures risk model, Black-Scholes options
+greeks/IV, real order placement (including for options, against the
+specific resolved contract), and Interactive Brokers as the futures/options
+data source (toggleable via `aq config set phase_v2.ib.enabled`/`aq ib
+status` — the whole system works fully with IB disabled). See `aq fetch
+futures`/`aq fetch options` above and `risk/README.md`,
+`portfolio/README.md`, `features/README.md` for the full design. See
+[Known Limitations](#known-limitations) above for what's still deliberately
+out of scope (automatic multi-leg spread selection) or unverified (no
+completed backtest or live IB Gateway test yet), and
+`development/Problems.md` #29 for the full non-goals list.
 
 ## Contributing
 
@@ -959,6 +1025,12 @@ architecture docs already identify:
 
 ---
 
+<p align="center">
+  Built by <strong>Leon Schwarzkopf</strong> — -//-
+</p>
+
+---
+
 <div align="center">
   <sub>Aether Quant</sub>
 </div>

{aether_quant-0.8.0 → aether_quant-0.9.0}/aether_quant.egg-info/PKG-INFO

@@ -1,5 +1,7 @@
 Metadata-Version: 2.4
 Name: aether-quant
-Version: 0.8.0
+Version: 0.9.0
 Summary: Aether Quant convenience CLI
 Requires-Python: >=3.10
+License-File: LICENSE
+Dynamic: license-file