Skip to content

Commit 9c06510

Browse files
committed
Refresh IBKR full-matrix rollout docs
1 parent 90d5a1c commit 9c06510

1 file changed

Lines changed: 7 additions & 3 deletions

File tree

README.md

Lines changed: 7 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -16,6 +16,8 @@ IBKR runtime for shared `us_equity` strategy profiles from `UsEquityStrategies`.
1616

1717
- `global_etf_rotation` (`Global ETF Rotation`): quarterly ETF momentum rotation with daily canary defense
1818
- `russell_1000_multi_factor_defensive` (`Russell 1000 Multi-Factor`): monthly stock-selection strategy that consumes a precomputed feature snapshot
19+
- `tqqq_growth_income` (`TQQQ Growth Income`): QQQ trend-following value-target strategy with BOXX and income sleeve
20+
- `soxl_soxx_trend_income` (`SOXL/SOXX Semiconductor Trend Income`): semiconductor rotation with income sleeve
1921
- `qqq_tech_enhancement` (`QQQ Tech Enhancement`): monthly tech-heavy stock-selection branch with explicit BOXX cash buffer
2022

2123
Current strategy implementations are sourced from `UsEquityStrategies`.
@@ -40,6 +42,7 @@ The mainline runtime now follows one path only:
4042

4143
- `global_etf_rotation`
4244
- `russell_1000_multi_factor_defensive`
45+
- `tqqq_growth_income`
4346
- `soxl_soxx_trend_income`
4447
- `qqq_tech_enhancement`
4548

@@ -50,6 +53,7 @@ The mainline runtime now follows one path only:
5053
| --- | --- | --- | --- | --- | --- | --- | --- |
5154
| `global_etf_rotation` | Global ETF Rotation | Yes | Yes | Yes | Yes | `us_equity` | current rollback line |
5255
| `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | No | No | `us_equity` | defensive stock baseline |
56+
| `tqqq_growth_income` | TQQQ Growth Income | Yes | Yes | No | No | `us_equity` | enabled value-mode alternative |
5357
| `soxl_soxx_trend_income` | SOXL/SOXX Semiconductor Trend Income | Yes | Yes | No | No | `us_equity` | current IBKR live line |
5458
| `qqq_tech_enhancement` | QQQ Tech Enhancement | Yes | Yes | No | No | `us_equity` | enabled feature-snapshot alternative |
5559

@@ -173,7 +177,7 @@ The selected `ACCOUNT_GROUP` is now the runtime identity. Keep broker-specific i
173177
|----------|----------|-------------|
174178
| `IB_GATEWAY_ZONE` | Optional fallback | GCE zone (for example `us-central1-a`). Recommended to keep in the selected account-group entry; this env var is only a transition fallback. |
175179
| `IB_GATEWAY_IP_MODE` | Optional fallback | `internal` (default) or `external`. Recommended to keep in the selected account-group entry; this env var is only a transition fallback. |
176-
| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Supported `us_equity` values: `global_etf_rotation`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `qqq_tech_enhancement` |
180+
| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Supported `us_equity` values: `global_etf_rotation`, `russell_1000_multi_factor_defensive`, `tqqq_growth_income`, `soxl_soxx_trend_income`, `qqq_tech_enhancement` |
177181
| `ACCOUNT_GROUP` | Yes | Account-group selector. No default fallback. |
178182
| `IBKR_FEATURE_SNAPSHOT_PATH` | Conditionally required | Required when `STRATEGY_PROFILE=russell_1000_multi_factor_defensive`. Path to the latest feature snapshot file (`.csv`, `.json`, `.jsonl`, `.parquet`). |
179183
| `IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME` | Yes for Cloud Run | Secret Manager secret name for account-group config JSON. Recommended production source. |
@@ -353,7 +357,7 @@ gcloud run services update ibkr-quant \
353357

354358
基于 IBKR 的全球 ETF 季度轮动策略(国际市场、商品、美股行业、美股宽基、科技和半导体),含每日金丝雀应急机制。定位上比 `TQQQ``SOXL` 这类高弹性科技策略更稳健,但不再把科技完全排除在外。部署在 GCP Cloud Run,连接 GCE 上的 IB Gateway。
355359

356-
当前 `global_etf_rotation``russell_1000_multi_factor_defensive``soxl_soxx_trend_income``qqq_tech_enhancement` 的策略实现都来自 `UsEquityStrategies`
360+
当前 `global_etf_rotation``russell_1000_multi_factor_defensive``tqqq_growth_income``soxl_soxx_trend_income``qqq_tech_enhancement` 的策略实现都来自 `UsEquityStrategies`
357361

358362
完整策略说明现在放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies#global_etf_rotation)。下面的策略章节主要保留执行侧摘要。
359363

@@ -423,7 +427,7 @@ IBKR 账户
423427
|------|------|------|
424428
| `IB_GATEWAY_ZONE` | 可选过渡项 | GCE zone(如 `us-central1-a`)。推荐直接放进选中的账号组配置里;这里只保留过渡 fallback。 |
425429
| `IB_GATEWAY_IP_MODE` | 可选过渡项 | `internal`(默认)或 `external`。推荐直接放进选中的账号组配置里;这里只保留过渡 fallback。 |
426-
| `STRATEGY_PROFILE` || 策略档位选择。当前可用的 `us_equity` 值:`global_etf_rotation``russell_1000_multi_factor_defensive``soxl_soxx_trend_income``qqq_tech_enhancement` |
430+
| `STRATEGY_PROFILE` || 策略档位选择。当前可用的 `us_equity` 值:`global_etf_rotation``russell_1000_multi_factor_defensive``tqqq_growth_income``soxl_soxx_trend_income``qqq_tech_enhancement` |
427431
| `ACCOUNT_GROUP` || 账号组选择器,不再提供默认回退。 |
428432
| `IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME` | Cloud Run 建议必填 | 账号组配置 JSON 在 Secret Manager 里的密钥名。生产环境推荐使用。 |
429433
| `IB_ACCOUNT_GROUP_CONFIG_JSON` || 本地开发用的账号组配置 JSON fallback。不建议在生产 Cloud Run 直接使用。 |

0 commit comments

Comments
 (0)