Add a tape-context block to the crowd board: four ETF ratios on the board's windows

[mspinola]

What

A Tape context block at the bottom of the crowd board: four ETF ratios read at the Tuesday close and scored as a range index over the same 13/26/52-week windows and full history the markets use, so "large specs at 92 on NQ" and "staples over Nasdaq at 12" read off one scale.

Row	Ratio	Reads	Tier
Staples over Nasdaq	XLP / QQQ	defensive against growth leadership	total
Equal over cap weight	RSP / SPY	breadth proxy: how broadly the index is carried	total
Treasuries over junk	IEF / HYG	credit appetite	total
Front over 3-month vol	VIX / VIX3M	vol term structure	split (passthrough)

Orientation keeps the board's colour axis honest. On the board a high cell (bull hue) is Commercials accumulated, the crowd washed out; a low cell is the crowd long and crowded. Every ratio is written with the defensive leg on top, so its high end is the fearful, broad or stressed side and its low end the crowded, complacent side. Flipped, the colours would lie.

Shared window rule. _market_indices on the crowd page now calls tape_context.window_index_frame, so the markets and the context rows are scored by one implementation (weeks + 1 reports, two-year floor on full history).

Failure modes, by design

• A leg the price store does not hold yet: the caption says "Tape context awaiting price data for: …" and no row is drawn. The board never depends on the price store to draw positioning.
• A ratio priced more than 14 days before the board's week: the caption says "trailing the board: … last priced ". Yahoo's ^VIX3M feed stops on 2026-07-17, which is how this case was found.
• Context rows carry no click target (MarketRead.linked=False), no verdict chip, and hover with their own measure and a pole note. The ticker slot is blank, since "VIX/VIX3M" overruns a column cut for a futures symbol and the blank is itself the mark that the row is not a market.

Context, not signal, and deliberately not a composite. The help text says so; the module docstring explains why (crowdmon).

Depends on

mspinola/marketdata#29 registers the four new legs (XLP, RSP, HYG, VIX3M). Until that merges and the Windows box seeds them, the deployed board shows the awaiting-data caption and no block, which is the intended state.

Verification

• 15 new tests in tests/test_tape_context.py: orientation and tiers, Tuesday cadence with a holiday, leg alignment, the window rule (weeks + 1, history floor, move column), unlinked chipless reads, the awaiting and unset-store cases, target-date reads, cache keyed on the store's last dates, the context block's ordering, no click target on context marks, hover text, and the trailing notice.
• Suite 820 passed. ruff check src tests clean on 0.15.22.
• Rendered locally against a scratch copy of the price store with the four legs fetched: block draws under Softs, hover reads "XLP/QQQ · Staples over Nasdaq · 13-week window / Staples over Nasdaq index 26 / high: … low: …", a click on a context cell stays on /crowd, caption names VIX/VIX3M as trailing.

🤖 Generated with Claude Code