Closes #010 - Implement Whale Satellite Screener: VoC weighting and SEC 13F filing integration
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DEV_LOG.md
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DEV_LOG.md
@@ -56,4 +56,22 @@ This document tracks all modifications, npm packages, active compilation states,
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* **Active Bugs**: None.
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* **Type Checker Status**: Verified clean compilation (`npx tsc --noEmit` returns exit code 0).
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---
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## [2026-06-12] - Phase 3.0 Whale Satellite-Screener (#ISSUE-010)
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### Added
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* **Whale Screener API Endpoint**: Created [/api/whale/screener/route.ts](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/app/api/whale/screener/route.ts) which ingests SEC 13F filings for target CIKs: Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates relative portfolio weights and Velocity of Conviction (VoC) weight deltas between the last two quarters. Supports `DEV_MODE` offline short-circuit.
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* **Whale Screener UI Tab**: Deployed [WhaleScreener.tsx](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/components/modules/whale/WhaleScreener.tsx) featuring a premium glassmorphic dark terminal with Whale Profile Cards on the left and a consolidated buy/sell ledger sorted strictly by highest positive VoC delta on the right.
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* **Whale Handbook Modal**: Deployed [WhaleMathModal.tsx](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/components/modules/whale/WhaleMathModal.tsx) displaying full-screen explanations of the 45-day reporting lag and VoC equations in block LaTeX.
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### Modified
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* **`app/page.tsx`**: Integrated the `[🐋 Whale Screener]` tab in the headers and switcher block.
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* **`QUANT_ROADMAP.md`**: Updated Section 1 and Section 3 to document the Whale Screener milestone.
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### Active Bugs / Compile Status
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* **Active Bugs**: None.
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* **Type Checker Status**: Verified clean compilation (`npx tsc --noEmit` returns exit code 0).
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