MarketMind — Narrative Propagation Engine
MarketMind is a narrative-driven signal engine that detects emerging intention fields in information systems and models how those signals propagate through financial markets.
Traditional trading systems treat price as the primary signal.
MarketMind reverses that model.
Instead of reacting to price movement, the system monitors narrative signals (news, filings, research announcements, macro events), extracts referenced assets, models propagation across related symbols, and converts those signals into quantified intention scores.
The working assumption is simple:
Narrative propagates before capital moves.
MarketMind attempts to detect that propagation before it fully manifests in price.
Financial markets serve as a real-time proving environment for a broader mathematical framework describing intention propagation in complex systems.
Core Idea
Markets move when aligned intentions propagate through networks of participants.
MarketMind models this process as:
Narrative → Intention Signal → Propagation → Capital Flow → Price
Price movement is treated as a downstream manifestation of narrative propagation, not the primary signal.
System Architecture
MarketMind operates as a continuous event-processing pipeline.
Narrative Sources
↓
Feed Ingestion
↓
Feed Aggregator
↓
Symbol Extraction
↓
Propagation Engine
↓
Diffusion Graph Engine
↓
PsiQuanta Scoring
↓
Runtime Executor
↓
Trade Coordinator
↓
FastAPI API Layer
↓
React / Vite UI
Key Capabilities
Narrative ingestion from multiple sources
Symbol extraction from narrative events
Propagation modeling across related assets
Diffusion graph learning between symbols
Intention-based signal scoring (PsiQuanta)
Continuous runtime signal evaluation
Real-time monitoring dashboard
Repository Structure
IntentionalTradingSystem/
marketmind_engine/
api/ – FastAPI server
narrative/ – Narrative ingestion & parsing
intelligence/ – Propagation / diffusion modeling
quant/ – Quantitative scoring engines
runtime/ – Runtime orchestration
execution/ – Trade coordination & execution
data/ – Data providers (price feeds)
regime_ui/ – React / Vite dashboard
docs/ – Theory and engineering documents
README.md
Core Engine Components
Narrative Engine
Collects signals from narrative sources including:
news feeds
research announcements
corporate disclosures
regulatory filings
macro events
Narratives are normalized into a common internal event structure.
Symbol Extraction
Narrative events are scanned for references to:
equities
sectors
technologies
macro assets
Each reference becomes a projection event associated with a symbol.
Propagation Engine
Tracks narrative signals over time and models how influence spreads across assets.
Signals maintain state and decay unless reinforced by new narrative events.
Key metrics include:
FILS (Future Intention Likelihood Scale)
UCIP influence factors
drift metrics
decay functions
Diffusion Graph
MarketMind automatically learns relationships between assets by observing narrative sequences.
Example inferred relationships:
NVDA → SMCI
AI infrastructure → semiconductor suppliers
Energy policy → oil majors
Defense spending → aerospace contractors
Graph edges strengthen when repeated narrative patterns occur.
PsiQuanta Scoring
PsiQuanta converts narrative propagation signals into quantitative scores.
Inputs include:
narrative signal strength
propagation patterns
market drift
price confirmation
Output:
psi_score
Used by the runtime executor to evaluate potential trades.
Runtime Executor
The runtime system coordinates the entire pipeline.
Responsibilities:
run narrative ingestion cycles
update propagation state
compute intention scores
generate candidate trade signals
Trade Coordinator
Evaluates candidate signals and applies trading rules.
Trade logic focuses on identifying emerging intention fields rather than purely technical price patterns.
Backend Server
The backend runs as a FastAPI application.
Start server:
uvicorn marketmind_engine.api.server:app --reload --port 8001
Example API endpoints:
/api/rss_events
/api/propagation_snapshot
/api/engine/status
/api/engine/last
Frontend UI
The UI is built with:
React
Vite
TypeScript
Tailwind
Location:
regime_ui/
Start UI:
cd regime_ui
npm install
npm run dev
Open in browser:
Development Workflow
Typical development cycle:
git status
git add .
git commit -m "message"
git push
Recommended environment:
Python 3.12
Node.js
FastAPI
React / Vite
Continuous Narrative Monitoring
Narrative signals propagate regardless of market hours.
MarketMind therefore runs in two operational modes:
Narrative Engine → 24/7
Trading Engine → market hours
Narrative state is maintained continuously so emerging signals are captured early.
Research Context
MarketMind is both:
a trading system
a research platform for studying intention propagation
Stock trading provides a high-frequency measurable environment where narrative signals can be evaluated against real outcomes.
The architecture is intentionally context-agnostic and may apply to other domains where signals propagate through networks.
Potential applications include:
financial markets
technology adoption
geopolitical dynamics
social network contagion
information warfare modeling
Project Status
Active experimental system.
Current engineering focus:
narrative propagation modeling
diffusion graph learning
expanded narrative source aggregation
runtime observability
scoring model refinement
Author
Kevin Mark Day
MarketMind is part of a broader exploration into intention-field dynamics in complex systems.
License - Glass Box Open Architecture
Experimental research software
License TBD