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I Luk Kim e38c314a09 Add ownership/risk-off sleeves, v17-v19 experiments, and web app restructure
New features:
- Ownership 13D/13G residual-cash sleeve with PIT calendar and quality filters
- Risk-off alpha sleeve (GLD/DBC rotation on crisis regime signals)
- Crisis relay target in parking: evaluates before defensive relay
- Bearish symbol allocation split (bearish_alloc_pct + sgov remainder)
- Alternative defensive ETF candidate (cash_parking_defensive_alt_symbol)
- Composite eval and engine ablation tools
- experiment and overfit CLI apps

New experiments:
- v17.x series (v17.1 champion SQS 78.4; v17.5–v17.129 exhausted)
- v18.x and v19.x families from v12.8 OOT defense branch
- v7.119 composed variants (idle alpha + ownership + risk-off sleeves)
- parking_only configs: bufb, jepq, merix, regime_tiered
- empty_strategy baseline config

Web app:
- Restructured into routers/services modules (experiments, leaderboard, runs, sqs, docs)
- Ownership sleeve and risk-off sleeve controls in backtest UI
- Frontend: ComposeStrategy page, tradeSleeves lib, idle decomposition display

Research tools:
- Ownership 13D/13G probe and PIT cache builder
- Dividend capture probe and cache builder
- Insider Form4 idle alpha probe
- Alternative ETF parking probe, put-spread overlay probe
- Wikimedia low-attention and peer-relative idle alpha probes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
4 months ago
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__init__.py Add ownership/risk-off sleeves, v17-v19 experiments, and web app restructure 4 months ago
attention.py Add attention client and continue PEAD research 5 months ago
client.py Add attention client and continue PEAD research 5 months ago
company.py feat: PEAD mid-cap strategy + pipeline hardening + README cleanup 5 months ago
dividends.py Add Form4 residual-cash sleeve and UI support 4 months ago
earnings_surprise.py Add earnings surprise feature pipeline and v11 scoring 5 months ago
exceptions.py test: Phase 1/2 체크리스트 재작성 및 Oracle 실연동 통합 테스트 5 months ago
filings.py feat: PEAD mid-cap strategy + pipeline hardening + README cleanup 5 months ago
financial.py feat: PEAD mid-cap strategy + pipeline hardening + README cleanup 5 months ago
finra.py test: Phase 1/2 체크리스트 재작성 및 Oracle 실연동 통합 테스트 5 months ago
fred.py test: Phase 1/2 체크리스트 재작성 및 Oracle 실연동 통합 테스트 5 months ago
models.py Add Form4 residual-cash sleeve and UI support 4 months ago
price.py Add earnings surprise feature pipeline and snapshot export improvements 5 months ago
screener.py feat: PEAD mid-cap strategy + pipeline hardening + README cleanup 5 months ago