fin-infra 0.2.0__py3-none-any.whl → 0.2.2__py3-none-any.whl

fin_infra/analytics/__init__.py

@@ -8,8 +8,8 @@ This module provides comprehensive financial analytics capabilities including:
 - Growth projections (net worth forecasting with scenarios)
 
 Feature Status:
-    ✅ STABLE: Core calculation functions (all analytics work with provided data)
-    ⚠️  INTEGRATION: Auto-fetching from providers requires setup:
+    [OK] STABLE: Core calculation functions (all analytics work with provided data)
+    [!]  INTEGRATION: Auto-fetching from providers requires setup:
         - Banking provider for transaction data
         - Brokerage provider for investment data
         - Categorization for expense categorization

fin_infra/analytics/add.py

@@ -239,9 +239,9 @@ def add_analytics(
 
         Note:
             Real holdings provide:
-            - Accurate cost basis → real profit/loss
-            - Security types → precise asset allocation
-            - Current values → live portfolio tracking
+            - Accurate cost basis -> real profit/loss
+            - Security types -> precise asset allocation
+            - Current values -> live portfolio tracking
         """
         # If with_holdings requested and investment provider available
         if with_holdings:

fin_infra/analytics/portfolio.py

@@ -527,10 +527,10 @@ def portfolio_metrics_with_holdings(holdings: list) -> PortfolioMetrics:
         PortfolioMetrics with real portfolio analysis
 
     Real Data Advantages:
-        - Actual cost basis → accurate P/L calculations
-        - Real security types → precise asset allocation
-        - Current market values → live portfolio value
-        - No mock data → production-ready analytics
+        - Actual cost basis -> accurate P/L calculations
+        - Real security types -> precise asset allocation
+        - Current market values -> live portfolio value
+        - No mock data -> production-ready analytics
 
     Limitations:
         - Day/YTD/MTD returns require historical snapshots (not in holdings)
@@ -652,7 +652,7 @@ def calculate_day_change_with_snapshot(
         Function matches holdings by account_id + security_id for accurate tracking
         of individual position changes (accounts for buys/sells, not just price moves).
     """
-    # Build lookup map for previous snapshot: (account_id, security_id) → value
+    # Build lookup map for previous snapshot: (account_id, security_id) -> value
     previous_map = {}
     for holding in previous_snapshot:
         key = (holding.account_id, holding.security.security_id)
@@ -703,13 +703,13 @@ def _calculate_allocation_from_holdings(
         list[AssetAllocation] with asset_class, value, and percentage
 
     Asset Class Mapping:
-        - equity → Stocks
-        - etf → Stocks (equity ETFs grouped with stocks)
-        - mutual_fund → Bonds (conservative assumption)
-        - bond → Bonds
-        - cash → Cash
-        - derivative → Other
-        - other → Other
+        - equity -> Stocks
+        - etf -> Stocks (equity ETFs grouped with stocks)
+        - mutual_fund -> Bonds (conservative assumption)
+        - bond -> Bonds
+        - cash -> Cash
+        - derivative -> Other
+        - other -> Other
     """
     from collections import defaultdict
 

fin_infra/banking/history.py

@@ -4,7 +4,7 @@ This module provides functionality to record and retrieve historical account bal
 snapshots over time. This enables balance trend analysis, sparklines, and time-series
 visualizations in fintech dashboards.
 
-⚠️ WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
+[!] WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
 For production use, integrate with svc-infra SQL database or set FIN_INFRA_STORAGE_BACKEND.
 
 Features:
@@ -57,7 +57,7 @@ __all__ = [
 _logger = logging.getLogger(__name__)
 
 # In-memory storage for testing (will be replaced with SQL database in production)
-# ⚠️ WARNING: All data is LOST on restart when using in-memory storage!
+# [!] WARNING: All data is LOST on restart when using in-memory storage!
 _balance_snapshots: list[BalanceSnapshot] = []
 _production_warning_logged = False
 
@@ -73,7 +73,7 @@ def _check_in_memory_warning() -> None:
 
     if env in ("production", "staging") and storage_backend == "memory":
         _logger.warning(
-            "⚠️ CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
+            "[!] CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
             "All balance snapshots will be LOST on restart. "
             "Set FIN_INFRA_STORAGE_BACKEND=sql for production persistence.",
             env,
@@ -114,7 +114,7 @@ def record_balance_snapshot(
     This function stores a point-in-time balance record for trend analysis.
     In production, this would write to a SQL database via svc-infra.
 
-    ⚠️ WARNING: Uses in-memory storage by default. Data is LOST on restart!
+    [!] WARNING: Uses in-memory storage by default. Data is LOST on restart!
 
     Args:
         account_id: Account identifier

fin_infra/brokerage/__init__.py

@@ -1,6 +1,6 @@
 """Brokerage module - easy setup for trading operations.
 
-⚠️ **TRADING WARNING**: This module provides real trading capabilities.
+[!] **TRADING WARNING**: This module provides real trading capabilities.
 Always use paper trading mode for development and testing.
 Live trading requires explicit opt-in and involves real financial risk.
 
@@ -51,11 +51,11 @@ def easy_brokerage(
 ) -> BrokerageProvider:
     """Create a brokerage provider with paper/live trading support.
 
-    ⚠️ **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
+    [!] **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
 
     Auto-detects provider based on environment variables:
-    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set → Alpaca
-    2. Otherwise → Raises error (credentials required)
+    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set -> Alpaca
+    2. Otherwise -> Raises error (credentials required)
 
     Args:
         provider: Provider name ("alpaca"). If None, defaults to alpaca.
@@ -138,7 +138,7 @@ def add_brokerage(
 ) -> BrokerageProvider:
     """Wire brokerage provider to FastAPI app with routes and safety checks.
 
-    ⚠️ **TRADING WARNING**: This mounts trading API endpoints.
+    [!] **TRADING WARNING**: This mounts trading API endpoints.
     Always use paper trading mode for development.
     Live trading requires explicit mode="live" and proper safeguards.
 
@@ -280,7 +280,7 @@ def add_brokerage(
     async def submit_order(order_request: OrderRequest):
         """Submit a new order.
 
-        ⚠️ **TRADING WARNING**: This endpoint executes real trades in live mode.
+        [!] **TRADING WARNING**: This endpoint executes real trades in live mode.
         """
         try:
             order = brokerage_provider.submit_order(
@@ -447,7 +447,7 @@ def add_brokerage(
     add_prefixed_docs(
         app,
         prefix=prefix,
-        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " ⚠️ LIVE"),
+        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " [!] LIVE"),
         auto_exclude_from_root=True,
         visible_envs=None,  # Show in all environments
     )

fin_infra/categorization/__init__.py

@@ -2,7 +2,7 @@
 Transaction categorization module.
 
 Provides ML-based categorization of merchant transactions into 56 categories
-using a hybrid approach (exact match → regex → sklearn Naive Bayes → LLM).
+using a hybrid approach (exact match -> regex -> sklearn Naive Bayes -> LLM).
 
 Basic usage:
     from fin_infra.categorization import categorize

fin_infra/categorization/engine.py

@@ -1,5 +1,5 @@
 """
-Hybrid categorization engine (exact → regex → ML → LLM).
+Hybrid categorization engine (exact -> regex -> ML -> LLM).
 
 4-layer approach:
 1. Layer 1 (Exact Match): O(1) dictionary lookup, 85-90% coverage

fin_infra/categorization/llm_layer.py

@@ -197,7 +197,7 @@ class LLMCategorizer:
             self._track_cost()
 
             logger.info(
-                f"LLM categorized '{merchant_name}' → {prediction.category} "
+                f"LLM categorized '{merchant_name}' -> {prediction.category} "
                 f"(confidence={prediction.confidence:.2f})"
             )
 
@@ -252,7 +252,7 @@ class LLMCategorizer:
         # Format few-shot examples
         examples_text = "\n\n".join(
             [
-                f'Merchant: "{merchant}"\n→ Category: "{category}"\n→ Reasoning: "{reasoning}"'
+                f'Merchant: "{merchant}"\n-> Category: "{category}"\n-> Reasoning: "{reasoning}"'
                 for merchant, category, reasoning in FEW_SHOT_EXAMPLES
             ]
         )
@@ -338,10 +338,10 @@ Return JSON with category, confidence, and reasoning."""
 
     def reset_daily_cost(self):
         """Reset daily cost counter (called at midnight UTC)."""
-        logger.info(f"Resetting daily cost: ${self.daily_cost:.5f} → $0.00")
+        logger.info(f"Resetting daily cost: ${self.daily_cost:.5f} -> $0.00")
         self.daily_cost = 0.0
 
     def reset_monthly_cost(self):
         """Reset monthly cost counter (called on 1st of month)."""
-        logger.info(f"Resetting monthly cost: ${self.monthly_cost:.5f} → $0.00")
+        logger.info(f"Resetting monthly cost: ${self.monthly_cost:.5f} -> $0.00")
         self.monthly_cost = 0.0

fin_infra/chat/planning.py

@@ -173,7 +173,7 @@ Answer: "To assess your retirement progress, I need more information: (1) What's
 Follow-ups: ["I want to retire at 65 with $1.5M", "How much should I save monthly?", "What's a realistic retirement goal?"]
 Sources: []
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

fin_infra/cli/cmds/scaffold_cmds.py

@@ -102,7 +102,7 @@ def cmd_scaffold(
     # Validate required parameters
     if dest_dir is None:
         typer.secho(
-            "❌ Error: --dest-dir is required",
+            "[X] Error: --dest-dir is required",
             fg=typer.colors.RED,
             err=True,
         )
@@ -137,7 +137,7 @@ def cmd_scaffold(
         )
     else:
         typer.secho(
-            f"❌ Unknown domain: {domain}. Must be one of: budgets, goals",
+            f"[X] Unknown domain: {domain}. Must be one of: budgets, goals",
             fg=typer.colors.RED,
             err=True,
         )
@@ -145,7 +145,7 @@ def cmd_scaffold(
 
     # Display results
     typer.echo("")
-    typer.secho("📦 Scaffold Results:", bold=True)
+    typer.secho(" Scaffold Results:", bold=True)
     typer.echo("")
 
     files = result.get("files", [])
@@ -157,7 +157,7 @@ def cmd_scaffold(
         action = file_info.get("action", "unknown")
 
         if action == "wrote":
-            typer.secho(f"  ✓ Created: {path}", fg=typer.colors.GREEN)
+            typer.secho(f"  [OK] Created: {path}", fg=typer.colors.GREEN)
             wrote_count += 1
         elif action == "skipped":
             reason = file_info.get("reason", "unknown")
@@ -168,7 +168,7 @@ def cmd_scaffold(
 
     # Summary
     typer.echo("")
-    typer.secho(f"✨ Done! Created {wrote_count} file(s), skipped {skipped_count}.", bold=True)
+    typer.secho(f" Done! Created {wrote_count} file(s), skipped {skipped_count}.", bold=True)
     typer.echo("")
 
     # Next steps
@@ -187,7 +187,7 @@ def cmd_scaffold(
         }
         route_prefix = prefix_map.get(domain, f"/{domain}")
 
-        typer.secho("📝 Next Steps:", bold=True)
+        typer.secho(" Next Steps:", bold=True)
         typer.echo("")
         typer.echo("  1. Review generated files and customize as needed")
         typer.echo("  2. Run migrations:")

fin_infra/credit/experian/parser.py

@@ -1,11 +1,11 @@
 """Response parsers for Experian API data to fin_infra models.
 
 Converts Experian API JSON responses to typed Pydantic models:
-- parse_credit_score(): dict → CreditScore
-- parse_credit_report(): dict → CreditReport
-- parse_account(): dict → CreditAccount
-- parse_inquiry(): dict → CreditInquiry
-- parse_public_record(): dict → PublicRecord
+- parse_credit_score(): dict -> CreditScore
+- parse_credit_report(): dict -> CreditReport
+- parse_account(): dict -> CreditAccount
+- parse_inquiry(): dict -> CreditInquiry
+- parse_public_record(): dict -> PublicRecord
 
 Example:
     >>> data = await client.get_credit_score("user123")

fin_infra/crypto/__init__.py

@@ -29,8 +29,8 @@ def easy_crypto(
     """Create a crypto data provider with zero or minimal configuration.
 
     Auto-detects provider based on environment variables:
-    1. If COINGECKO_API_KEY is set → CoinGecko Pro
-    2. Otherwise → CoinGecko Free (no key needed)
+    1. If COINGECKO_API_KEY is set -> CoinGecko Pro
+    2. Otherwise -> CoinGecko Free (no key needed)
 
     Args:
         provider: Provider name ("coingecko"). If None, defaults to coingecko.

fin_infra/goals/management.py

@@ -182,7 +182,7 @@ Your response: {
   "confidence": 0.94
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_PROGRESS_SYSTEM_PROMPT = """You are a financial advisor reviewing goal progress.
@@ -237,7 +237,7 @@ Your response: {
   "projected_completion_date": "2029-06-01",
   "variance_from_target_days": -365,
   "course_corrections": [
-    "⚠️ 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
+    "[!] 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
     "Emergency: reduce expenses by $500/month (cancel subscriptions, cut entertainment)",
     "Contact debt counselor for consolidation or negotiation options",
     "Consider side income: gig work, selling unused items ($500/month target)",
@@ -246,7 +246,7 @@ Your response: {
   "confidence": 0.95
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

fin_infra/goals/milestones.py

@@ -22,7 +22,7 @@ Example:
     # Check which milestones have been reached
     reached = check_milestones("goal_123")
     for m in reached:
-        print(f"🎉 Milestone reached: {m['description']}")
+        print(f" Milestone reached: {m['description']}")
 """
 
 from datetime import datetime
@@ -124,7 +124,7 @@ def check_milestones(goal_id: str) -> list[dict[str, Any]]:
 
         reached = check_milestones("goal_123")
         if reached:
-            print(f"🎉 {len(reached)} milestones reached!")
+            print(f" {len(reached)} milestones reached!")
             for m in reached:
                 print(f"   - {m['description']}: ${m['amount']:,.0f}")
 
@@ -184,17 +184,17 @@ def get_celebration_message(milestone: dict[str, Any]) -> str:
 
     Example:
         message = get_celebration_message(milestone)
-        # "🎉 Milestone reached! You've hit $25,000 - 25% to target!"
+        # " Milestone reached! You've hit $25,000 - 25% to target!"
     """
     amount = milestone["amount"]
     description = milestone["description"]
 
     messages = [
-        f"🎉 Milestone reached! You've hit ${amount:,.0f} - {description}!",
+        f" Milestone reached! You've hit ${amount:,.0f} - {description}!",
         f"🎊 Congratulations! ${amount:,.0f} milestone achieved - {description}",
         f"🌟 Great progress! You reached ${amount:,.0f} - {description}",
-        f"💪 Keep going! ${amount:,.0f} milestone completed - {description}",
-        f"🚀 Amazing! You hit ${amount:,.0f} - {description}",
+        f" Keep going! ${amount:,.0f} milestone completed - {description}",
+        f" Amazing! You hit ${amount:,.0f} - {description}",
     ]
 
     # Use amount to pick consistent message for same milestone

fin_infra/goals/models.py

@@ -93,8 +93,8 @@ class FundingSource(BaseModel):
 
     Supports split allocation:
     - Multiple accounts can fund one goal (e.g., savings + checking)
-    - One account can fund multiple goals (e.g., savings → emergency + vacation)
-    - Allocation percentages must sum to ≤100% per account
+    - One account can fund multiple goals (e.g., savings -> emergency + vacation)
+    - Allocation percentages must sum to <=100% per account
     """
 
     goal_id: str = Field(..., description="Goal identifier")

fin_infra/investments/__init__.py

@@ -74,8 +74,8 @@ def easy_investments(
         InvestmentProvider instance for fetching holdings, transactions, securities.
 
     Environment detection order:
-        1. If PLAID_CLIENT_ID set → Plaid
-        2. If SNAPTRADE_CLIENT_ID set → SnapTrade
+        1. If PLAID_CLIENT_ID set -> Plaid
+        2. If SNAPTRADE_CLIENT_ID set -> SnapTrade
         3. Default: Plaid (most common)
 
     Examples:

fin_infra/investments/providers/base.py

@@ -236,10 +236,10 @@ class InvestmentProvider(ABC):
             Standardized SecurityType enum value
 
         Example mappings:
-            Plaid: "equity" → SecurityType.equity
-            Plaid: "mutual fund" → SecurityType.mutual_fund
-            SnapTrade: "cs" → SecurityType.equity (common stock)
-            SnapTrade: "etf" → SecurityType.etf
+            Plaid: "equity" -> SecurityType.equity
+            Plaid: "mutual fund" -> SecurityType.mutual_fund
+            SnapTrade: "cs" -> SecurityType.equity (common stock)
+            SnapTrade: "etf" -> SecurityType.etf
 
         Note:
             Override in provider-specific implementations for custom mappings.

fin_infra/investments/scaffold_templates/README.md

@@ -18,15 +18,15 @@ These templates generate production-ready persistence code for investment holdin
 ## Why Historical Snapshots?
 
 **Investment data providers (Plaid, SnapTrade, etc.) only provide current/live data:**
-- ❌ No historical portfolio values from past dates
-- ❌ No historical performance metrics
-- ❌ Cannot answer "What was my portfolio worth 3 months ago?"
+- [X] No historical portfolio values from past dates
+- [X] No historical performance metrics
+- [X] Cannot answer "What was my portfolio worth 3 months ago?"
 
 **Solution: Store periodic snapshots in your database**
-- ✅ Track portfolio value changes over time
-- ✅ Calculate performance metrics (returns, growth)
-- ✅ Show trend charts and historical analysis
-- ✅ Works even if user disconnects provider
+- [OK] Track portfolio value changes over time
+- [OK] Calculate performance metrics (returns, growth)
+- [OK] Show trend charts and historical analysis
+- [OK] Works even if user disconnects provider
 
 ## Template Variables
 
@@ -148,12 +148,12 @@ async def capture_holdings_snapshot(
     holdings_data: list[dict],  # From Plaid/SnapTrade API
 ) -> None:
     """Capture current holdings as a snapshot for historical tracking."""
-    
+
     # Calculate aggregated metrics
     total_value = sum(Decimal(str(h.get("institution_value", 0))) for h in holdings_data)
     total_cost_basis = sum(Decimal(str(h.get("cost_basis", 0))) for h in holdings_data if h.get("cost_basis"))
     total_unrealized_gain_loss = sum(Decimal(str(h.get("unrealized_gain_loss", 0))) for h in holdings_data if h.get("unrealized_gain_loss"))
-    
+
     # Create snapshot
     service = create_holding_snapshot_service(session)
     snapshot = await service.create(HoldingSnapshotCreate(
@@ -167,7 +167,7 @@ async def capture_holdings_snapshot(
         provider="plaid",  # or "snaptrade"
         notes="Automatic daily snapshot"
     ))
-    
+
     await session.commit()
 ```
 
@@ -181,18 +181,18 @@ async def daily_holdings_snapshot():
     """Capture holdings snapshots for all users with investment accounts."""
     from sqlalchemy import select
     from my_app.models.user import User
-    
+
     async with AsyncSession(engine) as session:
         # Get all users with Plaid/SnapTrade connections
         stmt = select(User).where(User.banking_providers.isnot(None))
         result = await session.execute(stmt)
         users = result.scalars().all()
-        
+
         for user in users:
             try:
                 # Fetch current holdings from provider
                 holdings = await fetch_holdings_from_provider(user)
-                
+
                 # Create snapshot
                 await capture_holdings_snapshot(session, user.id, holdings)
             except Exception as e:
@@ -299,10 +299,10 @@ async def get_portfolio_performance_data(user_id: str):
     """Get data for portfolio performance dashboard."""
     async with AsyncSession(engine) as session:
         repo = create_holding_snapshot_service(session)
-        
+
         # Get last 12 months trend
         snapshots = await repo.get_trend(user_id=user_id, months=12)
-        
+
         # Calculate YTD performance
         today = date.today()
         year_start = date(today.year, 1, 1)
@@ -311,10 +311,10 @@ async def get_portfolio_performance_data(user_id: str):
             start_date=year_start,
             end_date=today
         )
-        
+
         # Get latest snapshot
         latest = await repo.get_latest(user_id=user_id)
-        
+
         return {
             "current_value": latest.total_value if latest else 0,
             "ytd_return": ytd_performance["percent_return"],

fin_infra/markets/__init__.py

@@ -33,8 +33,8 @@ def easy_market(
     """Create a market data provider with zero or minimal configuration.
 
     Auto-detects provider based on environment variables:
-    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set → Alpha Vantage
-    2. Otherwise → Yahoo Finance (no key needed)
+    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set -> Alpha Vantage
+    2. Otherwise -> Yahoo Finance (no key needed)
 
     Args:
         provider: Provider name ("alphavantage" or "yahoo").

fin_infra/net_worth/__init__.py

@@ -5,15 +5,15 @@ Calculates net worth by aggregating balances from multiple financial providers
 (banking, brokerage, crypto) with historical snapshots and change detection.
 
 **Feature Status**:
-    ✅ STABLE: Core calculation (works with provided data)
-    ✅ STABLE: Banking integration (Plaid, Teller)
-    ⚠️  INTEGRATION: Brokerage integration (requires provider setup)
-    ⚠️  INTEGRATION: Crypto integration (requires provider setup)
-    ⚠️  INTEGRATION: Currency conversion (pass exchange_rate manually)
+    [OK] STABLE: Core calculation (works with provided data)
+    [OK] STABLE: Banking integration (Plaid, Teller)
+    [!]  INTEGRATION: Brokerage integration (requires provider setup)
+    [!]  INTEGRATION: Crypto integration (requires provider setup)
+    [!]  INTEGRATION: Currency conversion (pass exchange_rate manually)
 
 **Key Features**:
 - Multi-provider aggregation (banking + brokerage + crypto)
-- Currency normalization (all currencies → USD)
+- Currency normalization (all currencies -> USD)
 - Historical snapshots (daily at midnight UTC)
 - Change detection (>5% or >$10k triggers webhook)
 - Asset allocation breakdown (pie charts)

fin_infra/net_worth/aggregator.py

@@ -59,7 +59,7 @@ class NetWorthAggregator:
     - Multi-provider support (banking, brokerage, crypto)
     - Parallel account fetching (faster performance)
     - Graceful error handling (continue if one provider fails)
-    - Currency normalization (all → base currency)
+    - Currency normalization (all -> base currency)
     - Market value calculation (stocks/crypto)
 
     **Example**:

fin_infra/net_worth/calculator.py

@@ -3,7 +3,7 @@ Net Worth Calculator Module
 
 Provides core calculation functions for net worth tracking:
 - Net worth calculation (assets - liabilities)
-- Currency normalization (all currencies → base currency)
+- Currency normalization (all currencies -> base currency)
 - Asset allocation breakdown
 - Change detection (amount + percentage)
 

fin_infra/net_worth/insights.py

@@ -167,7 +167,7 @@ Be specific with numbers. Cite percentage changes and dollar amounts.
 Focus on actionable insights, not generic advice.
 
 Example 1:
-User: Net worth: $500k → $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
+User: Net worth: $500k -> $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
 Response: {
   "summary": "Net worth increased 15% ($75k) over 6 months, driven primarily by strong investment performance.",
   "period": "6 months",
@@ -191,7 +191,7 @@ Response: {
 }
 
 Example 2:
-User: Net worth: $100k → $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
+User: Net worth: $100k -> $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
 Response: {
   "summary": "Net worth decreased 5% ($5k) over 3 months due to market decline and rising credit card debt.",
   "period": "3 months",
@@ -215,7 +215,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 DEBT_REDUCTION_SYSTEM_PROMPT = """You are a debt counselor using the avalanche method (highest APR first).
@@ -269,7 +269,7 @@ Response: {
   "confidence": 0.98
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_RECOMMENDATION_SYSTEM_PROMPT = """You are a financial planner validating goals and suggesting paths.
@@ -322,7 +322,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 ASSET_ALLOCATION_SYSTEM_PROMPT = """You are a portfolio advisor recommending asset allocation.
@@ -333,7 +333,7 @@ Given current allocation, age, and risk tolerance:
 3. Provide specific rebalancing steps
 
 Rule of thumb:
-- Stock allocation = 100 - age (e.g., age 35 → 65% stocks)
+- Stock allocation = 100 - age (e.g., age 35 -> 65% stocks)
 - Bonds for stability (increases with age)
 - Cash for emergency fund (3-6 months expenses)
 
@@ -365,7 +365,7 @@ Response: {
   "confidence": 0.91
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

fin_infra/normalization/__init__.py

@@ -54,7 +54,7 @@ def easy_normalization(
     Example:
         >>> from fin_infra.normalization import easy_normalization
         >>> resolver, converter = easy_normalization()
-        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP → AAPL
+        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP -> AAPL
         >>> eur = await converter.convert(100, "USD", "EUR")  # 92.0
     """
     global _resolver_instance, _converter_instance
@@ -107,7 +107,7 @@ def add_normalization(
         >>> resolver, converter = add_normalization(app)
         >>>
         >>> # Routes available:
-        >>> # GET /normalize/symbol/037833100 → {"ticker": "AAPL", ...}
+        >>> # GET /normalize/symbol/037833100 -> {"ticker": "AAPL", ...}
         >>> # GET /normalize/convert?amount=100&from_currency=USD&to_currency=EUR
 
     Integration with svc-infra: