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Closes #011 - Refactor Smart Money tab and extend DEV_MODE shield

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Antigravity Agent
2026-06-12 21:24:01 +02:00
parent 00e88eedb2
commit b94a7fcdd8
5 changed files with 197 additions and 17 deletions
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QUANT_ROADMAP.md
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@@ -17,8 +17,8 @@ This document serves as the permanent, centralized system architecture design an
* **Phase 3.0: Real FRED Macro Ingestion**
* *Features*: Real-time server-side API integration with Federal Reserve Economic Data (FRED). Ingests Personal Savings Rates, Credit Card Delinquencies, Housing Starts, and Case-Shiller indices.
* *Status*: **Fully Operational (Production Lock)**.
* **Phase 3.0: Whale Satellite-Screener**
* *Features*: Track high-conviction institutional shifts (SEC Form 13F filings) for Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates Velocity of Conviction (VoC) weight deltas, integrated with `DEV_MODE` offline protection shield.
* **Phase 3.0: Smart Money & Whale Satellite-Screener**
* *Features*: Track high-conviction institutional shifts (SEC Form 13F filings) for Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates Velocity of Conviction (VoC) weight deltas, integrated with `DEV_MODE` offline protection shield. Consolidated under the unified 'Smart Money' workstation with a sub-tab switcher alongside broad corporate and congressional flows.
* *Status*: **Fully Operational (Production Lock)**.
* **Phase 4.7: AI & Tech Hyper-Leverage Silo**
* *Features*: Track the AI CapEx-Overinvestment Cycle for NVDA, MSFT, GOOGL, META, and AMD. Calculates ROI-to-CapEx (Monetization Gap), Nvidia Supply-Chain Velocity Index, and Tech Infrastructure Leverage with a 60-minute caching layer.
@@ -97,6 +97,7 @@ graph TD
### Implemented Architecture
- **API Endpoint**: [/api/whale/screener](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/app/api/whale/screener/route.ts) fetches SEC Form 13F filings for Scion Asset Management (Michael Burry: `0001649339`), Akre Capital Management (`0001483348`), and Mairs & Power Small Cap Fund (`0001099684`).
- **Offline Fallback**: Respects `DEV_MODE=true` environment configurations, completely bypassing outbound FMP requests and serving structured `MOCK_WHALE_DATA` with `isShieldActive: true`.
- **Visual Interface**: Consolidated under the 'Smart Money' tab (`app/page.tsx`) with a sub-tab selection toggle to switch between broad corporate/congressional flows and whale conviction screeners.
- **Velocity of Conviction**:
$$\text{VoC}_i = w_{i, t} - w_{i, t-1}$$
$$w_{i, t} = \frac{V_{i, t}}{\sum_{j} V_{j, t}} \times 100$$