By SilvioBaratto

Load proactively whenever the user works with yfinance or Yahoo Finance data — pulling price history, fetching financials or analyst data, screening stocks / funds / ETFs, streaming real-time…

SilvioBaratto/optimizer

Complete knowledge of the optimizer PostgreSQL database: 57 ingestion tables, schema, relationships, live row counts, query patterns, and conventions.

SilvioBaratto/optimizer

Sequence the fund pipeline and delegate to the four subagents (economist, allocator, risk, executor).

SilvioBaratto/optimizer

Map a chosen ConstraintSet.objective to the correct optimizer cone / risk-measure and factory config.

SilvioBaratto/optimizer

Read macro/FRED series from the DB and label the current market regime for the economist.

SilvioBaratto/optimizer

Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval.

SilvioBaratto/optimizer

Validate a proposed weight vector against the ConstraintSet — drawdown ceilings nu1/nu2/nu3, ESG hard gate, robust uncertainty, and a walk-forward backtest — and BLOCK on any breach.

SilvioBaratto/optimizer

Filter the full DB universe (~8898 names) down to a tractable candidate set using liquidity, factor-score, drop-correlated and sector-cap enums before optimization.

SilvioBaratto/optimizer

Turn a regime/macro read into a structured ViewSet (asset- or factor-level relative/absolute expected-return views with a confidence) for Black-Litterman.

SilvioBaratto/optimizer

MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency /…

SilvioBaratto/optimizer