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feat: add mid-cap and small-cap stock collections; enhance traderfox research configurations
- Introduced new YAML files for mid-cap and small-cap stock collections with relevant symbols and configurations. - Updated traderfox research YAML to include separate collections for different regions (DE, UK, NL, FR, CH, ES, US) with respective symbols. - Modified example.yaml to reflect changes in stock collections and added crypto collection. - Refactored ruff configuration to a dedicated ruff.toml file for better organization. - Enhanced yfinance data source handling to support multi-index columns for price fields.
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‎CHANGELOG.md‎

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‎Makefile‎

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SHELL := /bin/bash
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.PHONY: build build-nc sh run run-bonds run-crypto run-commodities run-indices run-forex list-strategies lock lock-update discover-crypto manifest-status dashboard
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.PHONY: build build-nc sh run run-stocks-dividend run-stocks-large-cap-value run-stocks-large-cap-growth run-stocks-mid-cap run-stocks-small-cap run-stocks-international run-stocks-emerging run-bonds-global run-bonds-high-yield run-bonds-corporate run-bonds-municipal run-bonds-tips run-bonds-us-treasuries run-crypto run-commodities list-strategies lock lock-update discover-crypto manifest-status dashboard
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build:
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docker-compose build
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run:
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docker-compose run --rm app bash -lc "poetry install && poetry run python -m src.main run --config config/example.yaml"
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run-bonds:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_majors.yaml"
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run-stocks-dividend:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-dividend-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_dividend.yaml"
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run-crypto:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=crypto-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/crypto_majors.yaml"
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run-stocks-large-cap-value:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-large-cap-value-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_large_cap_value.yaml"
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run-commodities:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=commodities-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/commodities_majors.yaml"
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run-stocks-large-cap-growth:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-large-cap-growth-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_large_cap_growth.yaml"
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run-stocks-mid-cap:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-mid-cap-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_mid_cap.yaml"
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run-stocks-small-cap:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-small-cap-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_small_cap.yaml"
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run-stocks-international:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-international-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_international.yaml"
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run-stocks-emerging:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=stocks-emerging-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/stocks_emerging.yaml"
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run-bonds-global:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-global-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_global.yaml"
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run-indices:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=indices-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/indices_majors.yaml"
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run-bonds-high-yield:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-high-yield-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_high_yield.yaml"
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run-forex:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=forex-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/forex_majors.yaml"
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run-bonds-corporate:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-corporate-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_corporate.yaml"
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run-bonds-municipal:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-municipal-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_municipal.yaml"
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run-bonds-tips:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-tips-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_tips.yaml"
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run-bonds-us-treasuries:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=bonds-us-treasuries-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/bonds_us_treasuries.yaml"
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run-crypto:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=crypto-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/crypto.yaml"
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run-commodities:
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docker-compose run --rm app bash -lc "poetry install && RUN_ID=commodities-$(shell date +%Y%m%d%H%M) poetry run python -m src.main run --config config/collections/commodities.yaml"
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list-strategies:
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docker-compose run --rm app bash -lc "poetry install && poetry run python -m src.main list-strategies --strategies-path /ext/strategies"

‎README.md‎

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- src/utils/telemetry.py: Structured logging utilities and timed context
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- src/reporting/: Markdown, CSV, TradingView exporters
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- config/example.yaml: Example configuration
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- config/collections/: Per-collection configs (crypto, bonds, commodities, indices)
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- config/collections/: Per-collection configs (stocks, bonds, crypto, commodities)
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## Quick Start
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4) Run via docker-compose (Poetry):
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```bash
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/crypto_majors.yaml"
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# or bonds/commodities/indices individually
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/bonds_majors.yaml"
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/crypto.yaml"
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# or stocks/bonds/commodities individually
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/bonds_global.yaml"
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# generate reports with top-5 per symbol and offline HTML
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/crypto_majors.yaml --top-n 5 --inline-css"
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docker-compose run --rm app bash -lc "poetry run python -m src.main run --config config/collections/crypto.yaml --top-n 5 --inline-css"
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```
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## Make Targets
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- `make build` / `make build-nc`: build image (no-cache).
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- `make sh`: open a shell in the container.
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- `make list-strategies`: verify external strategies are discovered.
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- `make run-bonds` / `make run-crypto` / `make run-commodities` / `make run-indices` / `make run-forex`: run a collection.
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- `make run-stocks-dividend` / `make run-stocks-large-cap-value` / `make run-stocks-large-cap-growth` / `make run-stocks-mid-cap` / `make run-stocks-small-cap` / `make run-stocks-international` / `make run-stocks-emerging` / `make run-bonds-global` / `make run-bonds-high-yield` / `make run-bonds-corporate` / `make run-bonds-municipal` / `make run-bonds-tips` / `make run-bonds-us-treasuries` / `make run-crypto` / `make run-commodities`: run a collection.
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- `make discover-crypto EXCHANGE=binance QUOTE=USDT TOP=100 OUT=config/collections/crypto_top100.yaml NAME=crypto_top100`: generate a crypto universe config.
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- `make lock` / `make lock-update`: create or update `poetry.lock` inside the container for reproducible builds.
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- `make manifest-status`: inspect the most recent run’s dashboard refresh actions (`--latest`).

config/collections/bonds_majors.yaml renamed to config/collections/bonds_corporate.yaml

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cache_dir: .cache/data
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collections:
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- name: bonds_majors
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source: tiingo
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- name: bonds_corporate
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- TLT
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- IEF
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- IEI
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- SHY
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- BIL
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- BND
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- AGG
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- LQD
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- HYG
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- JNK
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- IGSB
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- TIP
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- MUB
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- EMB
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- LQDE.L
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- LQDG.L
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- IEAC.L
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- CORP.L
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timeframes: ["1d"]
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‎config/collections/bonds_global.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: bonds_global
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- AGGH.L
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- VAGP.L
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- IGLA.L
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timeframes: ["1d"]
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strategies: []

‎config/collections/bonds_high_yield.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: bonds_high_yield
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- IHYG.L
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- SHYU.L
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timeframes: ["1d"]
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strategies: []

‎config/collections/bonds_municipal.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: bonds_municipal
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- MUBD.L
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- MUBU.L
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timeframes: ["1d"]
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strategies: []

‎config/collections/bonds_tips.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: bonds_tips
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- ITPS.L
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- TI5G.L
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timeframes: ["1d"]
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strategies: []

‎config/collections/bonds_us_treasuries.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: bonds_us_treasuries
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- IBTS.L
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- IBTM.L
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- IBTL.L
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timeframes: ["1d"]
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strategies: []

‎config/collections/commodities.yaml‎

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metric: sortino
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engine: pybroker
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asset_workers: 4
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param_workers: 1
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max_fetch_concurrency: 2
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cache_dir: .cache/data
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collections:
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- name: commodities
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source: yfinance
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fees: 0.0005
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slippage: 0.0005
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symbols:
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- SGLN.L
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- PHAU.L
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- SSLN.L
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- PHAG.L
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- IGLN.L
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- CRUD.L
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- BRNT.L
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- NGAS.L
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- CMOD.L
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- ICOM.L
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timeframes: ["1d"]
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strategies: []

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