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/analysis: Commercial flow strip on the Positioning Index panel; Speculator line removed - #144
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…tor line removed
The Speculator line tracked Legacy Non-Commercial at 0.81 to 0.96 on physicals
and major currencies, so on most markets it repeated the blue line; where it
differed (equity index, Treasuries) it described composition, better said in
words. The strip moves to the Legacy Commercial leg: every setup is triggered
by the Commercial index at an extreme, and on equities it is the only leg the
gate reads.
- components/flow_strip.py (was speculator_traces.py): the Commercial leg's
weekly flow z below the index panel's zero, blue buying, red selling,
clipped at 3; the Commercial line's hover carries the week's flow beside its
index ("96 · flow z +0.94 (net +13,537 contracts)"); a one-line note says
equity setups read Commercials only and how retail behaves on the market.
- Reads CotIndexer.get_commercial_flow_data (cotmetrics 0.15.1, floor moved);
fetched only for a raw index panel. SPECULATOR_SLOT removed.
- Supersedes #143 (the Speculator-line hover).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Replaces the Speculator line and its strip (from #142) on the /analysis Positioning Index panel with a Commercial flow strip. Needs mspinola/cotmetrics#53 (0.15.1) merged first; the floor moves to 0.15.1.
Why. The Speculator line's weekly flow tracked Legacy Non-Commercial at 0.81 to 0.96 on physicals and major currencies (
docs/analysis/2026-09-26-cot-roles-vs-legacy-propadj.csvin cotmetrics), so on most markets it repeated the blue line; where it differed (equity index, Treasuries) the gap described composition, which a sentence says better. The strip moves to the leg every setup in the app is triggered on: the Commercial index at an extreme, and on equities the only legutils.is_setupreads.What the panel now shows (raw basis, single-market stack):
Commercial : 96 · flow z +0.94 (net +13,537 contracts).The % of OI and Raw vs %OI variants and the grid view are unchanged. Supersedes #143.
Verification: suite 907 passed, 10 store-free tests in
tests/test_flow_strip.py(one drives the real stack callback), ruff clean. Looked at in the running app on Gold (hover above; note "retail (Non-Reportable) moves with price here") and S&P 500 (note "Equities: setups read Commercial only, retail (Non-Reportable) does not move with price here").🤖 Generated with Claude Code