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Scope a breadth domain, and register the tape-context ETF legs (XLP, RSP, HYG, VIX3M) - #29

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mspinola merged 2 commits into
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claude/breadth-domain-scoping
Sep 13, 2026
Merged

mspinola merged 2 commits into
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claude/breadth-domain-scoping

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What

Two pieces, one small and landed, one scoped and proposed.

Registry: four new equities symbols, each one leg of a ratio cot-analyzer will draw beside COT positioning on the crowd board's own 13/26/52-week windows.

Ratio Reads New leg
XLP / QQQ defensive against growth XLP
RSP / SPY equal-weight against cap-weight, the breadth proxy RSP
HYG / IEF credit appetite HYG
VIX3M / VIX vol term structure VIX3M

All resolve to yfinance on the existing 17:30 equities task. Tier guidance (total for the dividend-gap ratios) is recorded inline in the registry.

Scoping doc docs/design/breadth-domain-scoping.md: what a Norgate breadth domain would take. Norgate publishes new highs/lows, advance/decline and percent-above-MA as # indicators from point-in-time constituents, but almost certainly only under a US Stocks subscription this deployment does not have, and the store has no home for a daily count that is not a bar. Proposes a series domain shared with the rates proposal, a second entry point in the Norgate provider, a separate Windows task, and lists the two facts to verify on the box first. The UPDATE section records the decision not to upgrade for now and what that leaves gated: the exact net new-highs count, and the 5-day FOMO share, which is not available at any tier without our own computation.

After merge

Pull onto the Windows box so the 17:30 task seeds the four. A symbol seeded on the Mac alone is deleted by the nightly mirror. Verify next morning with marketdata-update --check and the four equities/yfinance/ manifest entries.

Verification

  • New tests/test_registry_context_set.py: both legs of each ratio registered in the equities domain and resolving to yfinance.
  • Suite 248 passed, 14 skipped (network-marked), against the worktree (marketdata.__file__ checked). ruff check src tests clean.

🤖 Generated with Claude Code

mspinola and others added 2 commits September 13, 2026 14:03
…istry entry

Design note only: no code, no registry change. Two independent pieces, XLP as a
one-entry equities addition with the Windows seeding step, and a proposed
series domain (shared with the rates proposal) for Norgate's #-prefixed breadth
series, with the two facts that must be verified on the box first, the
producer, task and consumer shape, and the decisions left to the human.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Four ratios cot-analyzer will score beside COT positioning, each needing one leg
the registry did not carry. All on the existing equities task from yfinance; no
new vendor, since Norgate's breadth series need a US Stocks subscription this
deployment does not have. The scoping doc records the decision not to upgrade
for now and what that leaves gated.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
@mspinola
mspinola merged commit c308de1 into main Sep 13, 2026
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@mspinola
mspinola deleted the claude/breadth-domain-scoping branch September 13, 2026 23:59
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