feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate

Snapshot of in-progress module work across multiple slices:

- Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain,
  dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels
- Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers,
  fund holdings strip, live book, position capture ingest
- Options: BSM, NormalizedOptionSurface types, OptionsChainRouter,
  ConvexityGate, option legs panel
- Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk,
  mirror (fund_capture, fund_13f, mirror_diff)
- FINRA short interest adapter + queue integration
- SEC company tickers adapter + ingest (symbol search index seed)
- Vendor gate (rate-limit-first data plane, ADR-0009)
- CUSIP registry, reverse 13F refresh, stock float service
- LRU cache, portfolio backtest engine
- Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio,
  reports, screener, strategies, theses, guided-start, exits, more pages
- Volume profile, workspace profile, visibility-aware poll
- ADRs 0010 (mirror math not advice), 0011 (symbol search index)
- VENDOR_INTEGRATIONS.md, END_USER_TEST.md
- .gitignore: exclude DBs, .DS_Store, local config, agent scratch

app/server/src/alerts/AlertEngine.ts

@@ -20,7 +20,11 @@ export type AlertType =
   | 'thesis_weakening'
   | 'cluster_breach'
   | 'drawdown_halt'
-  | 'asymmetry_warning';
+  | 'asymmetry_warning'
+  | 'fund_capture'
+  | 'fund_13f'
+  | 'mirror_diff'
+  | 'vix_level';
 
 // ─── Alert Severity ──────────────────────────────────────────────────────────
 
@@ -77,6 +81,10 @@ export function defaultSeverity(type: AlertType): AlertSeverity {
     case 'regime_shift':
     case 'conviction_unlock':
     case 'thesis_weakening':
+    case 'fund_capture':
+    case 'fund_13f':
+    case 'mirror_diff':
+    case 'vix_level':
       return 'info';
   }
 }
@@ -111,6 +119,14 @@ export function alertTitle(type: AlertType, symbol?: string): string {
       return `Drawdown tolerance breached`;
     case 'asymmetry_warning':
       return `Portfolio asymmetry below threshold`;
+    case 'fund_capture':
+      return `New position update from tracked fund${symbolTag(symbol)}`;
+    case 'fund_13f':
+      return `New 13F from tracked fund`;
+    case 'mirror_diff':
+      return `Mirror target changed${symbolTag(symbol)}`;
+    case 'vix_level':
+      return `Volatility index level changed`;
   }
 }
 
@@ -122,7 +138,7 @@ export function alertDescription(type: AlertType, details?: string, symbol?: str
       case 'informed_sell':
         return `A company insider sold shares${symbolTag(symbol)}. This filing was not part of a 10b5-1 trading plan.`;
       case 'new_13da':
-        return `An institutional investor reported a new position${symbolTag(symbol)} in a 13F filing.`;
+        return `An institutional investor reported a new position${symbolTag(symbol)}.`;
       case 'rotation_incipient':
         return `The sector rotation detector identified an incipient rotation signal. Capital may be moving between sectors.`;
       case 'regime_shift':
@@ -139,6 +155,14 @@ export function alertDescription(type: AlertType, details?: string, symbol?: str
         return `Your portfolio drawdown has exceeded the tolerance threshold. The circuit breaker has paused new entries for 24 hours. Existing positions continue unaffected.`;
       case 'asymmetry_warning':
         return `Your portfolio's reward-to-risk ratio has fallen below 1.0, meaning risk outweighs expected reward across your positions.`;
+      case 'fund_capture':
+        return `A tracked fund posted a position update${symbolTag(symbol)}. This is a disclosure, not advice.`;
+      case 'fund_13f':
+        return `A tracked fund filed a new 13F. This is a disclosure, not advice.`;
+      case 'mirror_diff':
+        return `The mirror target changed${symbolTag(symbol)}. Showing the arithmetic delta; it is not advice.`;
+      case 'vix_level':
+        return `The VIX, a market-wide measure of expected near-term volatility, has moved into a new level that historically mattered to market participants.`;
     }
   })();
 
@@ -280,4 +304,8 @@ export const ALERT_THROTTLE: Record<AlertType, { maxPerHour: number }> = {
   cluster_breach:     { maxPerHour: 2 },
   drawdown_halt:      { maxPerHour: 1 },
   asymmetry_warning:  { maxPerHour: 2 },
+  fund_capture:       { maxPerHour: 3 },
+  fund_13f:           { maxPerHour: 3 },
+  mirror_diff:        { maxPerHour: 3 },
+  vix_level:          { maxPerHour: 1 },
 };