Investor Flow Build
ac94acf9e3
CI / Test & Type-Check (push) Canceled after 0s
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
1.5 KiB
1.5 KiB
ADR-0010: Mirror module outputs replication math, not advice (M21)
The Primary Rule (ADR-0007) forbids buy/sell/hold advice, yet the Mirror Portfolio module (M21) computes exact buy/sell quantities and pushes them as alerts. This is a deliberate, scoped carve-out: the module is a calculator for a user-stated replication goal, not a recommendation engine. The user declares the intent ("mirror Alpine Fox"); the app computes the math to satisfy it — the same "math, not instructions" posture as the SizingEngine. Every M21 string that would read "you should buy X because the fund did" is lint-blocked; the actionable alert uses mechanical framing ("to match your mirror target, the delta is N shares").
Status: accepted (2026-07-28, grilling session).
Considered Options
- Tracker-only module (facts without mirror math) — rejected: loses the module's core job (what/when/how-much replication).
- Mirror without alerts (surface-only) — rejected: the diff stays hidden from the "close tabs" mobile loop the user asked for.
- Mirror output as advice-with-disclaimer — rejected: the Primary Rule is a posture, not a disclaimer regime.
Consequences
- The actionable mirror alert is the closest Investor Flow comes to instructions; the mechanical-string lint is mandatory on every M21 string.
- The module never renders a judgment on the fund's moves (option-2 reconciliation: computed, displayed, no verdicts).
- Future features must not let the mirror drift into "you should mirror this fund" framing; the intent must always originate with the user.