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Point advisor workflows to signal context repository
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Lines changed: 70 additions & 70 deletions

.github/workflows/monthly_advisory_review.yml

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@@ -23,12 +23,12 @@ on:
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default: "data/live/political_watchlist.csv"
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type: string
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ai_signal_path:
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description: "Path inside AiLongHorizonSignalPipelines."
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description: "Path inside ResearchSignalContextPipelines."
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required: false
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default: "data/output/latest_signal.json"
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type: string
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theme_momentum_path:
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description: "Optional path inside AiLongHorizonSignalPipelines. Empty disables theme momentum context."
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description: "Optional path inside ResearchSignalContextPipelines. Empty disables theme momentum context."
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required: false
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default: "data/output/theme_momentum_snapshot.json"
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type: string
@@ -48,11 +48,11 @@ jobs:
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with:
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repository: QuantStrategyLab/PoliticalEventTrackingResearch
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path: political-events
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- name: Checkout AI shadow repository
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- name: Checkout signal context repository
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uses: actions/checkout@v6
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with:
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repository: QuantStrategyLab/AiLongHorizonSignalPipelines
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path: ai-long-horizon
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repository: QuantStrategyLab/ResearchSignalContextPipelines
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path: research-signal-context
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
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mkdir -p data/output/monthly_advisory_review
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THEME_ARGS=()
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../ai-long-horizon/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../ai-long-horizon/${THEME_MOMENTUM_PATH}")
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../research-signal-context/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../research-signal-context/${THEME_MOMENTUM_PATH}")
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fi
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python scripts/build_advisory_report.py \
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--as-of "${AS_OF}" \
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--cadence monthly \
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--political-events "../political-events/${POLITICAL_EVENTS_PATH}" \
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--political-watchlist "../political-events/${POLITICAL_WATCHLIST_PATH}" \
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--ai-signal "../ai-long-horizon/${AI_SIGNAL_PATH}" \
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--ai-signal "../research-signal-context/${AI_SIGNAL_PATH}" \
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"${THEME_ARGS[@]}" \
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--output-json "data/output/monthly_advisory_review/advisory_report_${AS_OF}.json" \
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--output-md "data/output/monthly_advisory_review/advisory_report_${AS_OF}.md"

.github/workflows/publish_advisory_site.yml

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default: "examples/political_watchlist.example.csv"
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type: string
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ai_signal_path:
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description: "Path inside AiLongHorizonSignalPipelines."
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description: "Path inside ResearchSignalContextPipelines."
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required: false
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default: "data/output/latest_signal.json"
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type: string
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theme_momentum_path:
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description: "Optional path inside AiLongHorizonSignalPipelines. Empty disables theme momentum context."
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description: "Optional path inside ResearchSignalContextPipelines. Empty disables theme momentum context."
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required: false
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default: "data/output/theme_momentum_snapshot.json"
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type: string
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with:
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repository: QuantStrategyLab/PoliticalEventTrackingResearch
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path: political-events
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- name: Checkout AI shadow repository
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- name: Checkout signal context repository
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uses: actions/checkout@v6
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with:
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repository: QuantStrategyLab/AiLongHorizonSignalPipelines
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path: ai-long-horizon
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repository: QuantStrategyLab/ResearchSignalContextPipelines
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path: research-signal-context
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
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mkdir -p data/output/published site
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THEME_ARGS=()
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../ai-long-horizon/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../ai-long-horizon/${THEME_MOMENTUM_PATH}")
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../research-signal-context/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../research-signal-context/${THEME_MOMENTUM_PATH}")
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fi
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python scripts/build_advisory_report.py \
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--as-of "${AS_OF}" \
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--cadence weekly \
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--political-events "../political-events/${POLITICAL_EVENTS_PATH}" \
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--political-watchlist "../political-events/${POLITICAL_WATCHLIST_PATH}" \
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--ai-signal "../ai-long-horizon/${AI_SIGNAL_PATH}" \
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--ai-signal "../research-signal-context/${AI_SIGNAL_PATH}" \
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"${THEME_ARGS[@]}" \
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--output-json "data/output/published/advisory_report_${AS_OF}.json" \
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--output-md "data/output/published/advisory_report_${AS_OF}.md"

.github/workflows/weekly_advisory_review.yml

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default: "examples/political_watchlist.example.csv"
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type: string
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ai_signal_path:
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description: "Path inside AiLongHorizonSignalPipelines."
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description: "Path inside ResearchSignalContextPipelines."
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required: false
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default: "data/output/latest_signal.json"
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type: string
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theme_momentum_path:
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description: "Optional path inside AiLongHorizonSignalPipelines. Empty disables theme momentum context."
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description: "Optional path inside ResearchSignalContextPipelines. Empty disables theme momentum context."
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required: false
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default: "data/output/theme_momentum_snapshot.json"
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type: string
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with:
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repository: QuantStrategyLab/PoliticalEventTrackingResearch
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path: political-events
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- name: Checkout AI shadow repository
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- name: Checkout signal context repository
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uses: actions/checkout@v6
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with:
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repository: QuantStrategyLab/AiLongHorizonSignalPipelines
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path: ai-long-horizon
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repository: QuantStrategyLab/ResearchSignalContextPipelines
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path: research-signal-context
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
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mkdir -p data/output/weekly_advisory_review
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THEME_ARGS=()
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../ai-long-horizon/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../ai-long-horizon/${THEME_MOMENTUM_PATH}")
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if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../research-signal-context/${THEME_MOMENTUM_PATH}" ]; then
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THEME_ARGS=(--theme-momentum "../research-signal-context/${THEME_MOMENTUM_PATH}")
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fi
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python scripts/build_advisory_report.py \
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--as-of "${AS_OF}" \
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--cadence weekly \
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--political-events "../political-events/${POLITICAL_EVENTS_PATH}" \
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--political-watchlist "../political-events/${POLITICAL_WATCHLIST_PATH}" \
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--ai-signal "../ai-long-horizon/${AI_SIGNAL_PATH}" \
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--ai-signal "../research-signal-context/${AI_SIGNAL_PATH}" \
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"${THEME_ARGS[@]}" \
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--output-json "data/output/weekly_advisory_review/advisory_report_${AS_OF}.json" \
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--output-md "data/output/weekly_advisory_review/advisory_report_${AS_OF}.md"

README.md

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@@ -15,7 +15,7 @@ investor.
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system:
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- consume political/public-event context from `PoliticalEventTrackingResearch`
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- consume saved AI shadow context from `AiLongHorizonSignalPipelines`
18+
- consume saved AI shadow context from `ResearchSignalContextPipelines`
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- keep other strategy and snapshot repositories independent from this pipeline
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- leave broker execution in platform repositories
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Advisor is the final composition layer. Source ownership by horizon is:
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- Short term (`1-10 trading days`): `source_events.csv` / `political_events.csv` from `PoliticalEventTrackingResearch` for event and policy/news catalysts.
38-
- Medium term (`2-12 weeks`): `theme_momentum_snapshot.json` from `AiLongHorizonSignalPipelines`, now explicitly marked as `medium_horizon_theme_context`.
39-
- Long term (`1-3 years`): `latest_signal.json` / `signal_history/*.json` from `AiLongHorizonSignalPipelines` as AI shadow context.
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- Medium term (`2-12 weeks`): `theme_momentum_snapshot.json` from `ResearchSignalContextPipelines`, now explicitly marked as `medium_horizon_theme_context`.
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- Long term (`1-3 years`): `latest_signal.json` / `signal_history/*.json` from `ResearchSignalContextPipelines` as AI shadow context.
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Final recommendations are still deterministic Advisor outputs. The AI repository does not directly produce short-term recommendations or replace the final decision engine.
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Final recommendations are still deterministic Advisor outputs. The signal context repository does not directly produce short-term recommendations or replace the final decision engine.
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## Boundary
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## AI Usage
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This repository does not call Codex, OpenAI, Anthropic, or any other model API.
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It only consumes saved `mode=shadow` artifacts from `AiLongHorizonSignalPipelines`.
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It only consumes saved `mode=shadow` artifacts from `ResearchSignalContextPipelines`.
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The only repository in this three-repo flow that can involve AI is
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`AiLongHorizonSignalPipelines`, and even there provider execution is delegated to
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`ResearchSignalContextPipelines`, and even there provider execution is delegated to
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`QuantStrategyLab/CodexAuditBridge`. Model API keys and fallback routing belong
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there, not in this repository.
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--cadence weekly \
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--political-events examples/political_events.example.csv \
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--political-watchlist examples/political_watchlist.example.csv \
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--ai-signal examples/ai_long_horizon_signal.example.json \
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--ai-signal examples/research_signal_context.example.json \
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--output-json data/output/advisory_report.example.json \
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--output-md data/output/advisory_report.example.md
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```
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--cadence weekly \
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--political-events ../PoliticalEventTrackingResearch/examples/political_events.example.csv \
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--political-watchlist ../PoliticalEventTrackingResearch/examples/political_watchlist.example.csv \
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--ai-signal ../AiLongHorizonSignalPipelines/data/output/latest_signal.json \
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--ai-signal ../ResearchSignalContextPipelines/data/output/latest_signal.json \
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--output-json data/output/weekly_advisory_review/advisory_report_2026-05-30.json \
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--output-md data/output/weekly_advisory_review/advisory_report_2026-05-30.md
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```
@@ -268,7 +268,7 @@ python scripts/build_advisory_report.py \
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--cadence weekly \
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--political-events examples/political_events.example.csv \
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--political-watchlist examples/political_watchlist.example.csv \
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--ai-signal examples/ai_long_horizon_signal.example.json \
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--ai-signal examples/research_signal_context.example.json \
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--theme-momentum examples/theme_momentum_snapshot.example.json \
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--output-json data/output/advisory_report.example.json \
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--output-md data/output/advisory_report.example.md

README.zh-CN.md

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@@ -13,7 +13,7 @@ QuantStrategyLab 的“智慧顾投”研究协调仓库。它生成非个性化
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这个仓库把事件研究和 AI shadow 产物组合成 model recommendation artifact:
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- `PoliticalEventTrackingResearch`:政治/公开事件事实、催化剂、来源置信度。
16-
- `AiLongHorizonSignalPipelines`:已保存的长周期 AI shadow context。
16+
- `ResearchSignalContextPipelines`:已保存的长周期 AI shadow context。
1717
- 其他量化策略/快照仓库:保持独立,不作为当前推荐链路的直接输入。
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- 各券商平台仓库:继续只负责执行链路;本仓库不调用它们。
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Advisor 是最终合成层,三个周期的输入分工如下:
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- 短线(1-10 个交易日):`PoliticalEventTrackingResearch``source_events.csv` / `political_events.csv`,用于事件和新闻政策催化。
26-
- 中线(2-12 周):`AiLongHorizonSignalPipelines``theme_momentum_snapshot.json`,现在明确标记为 `medium_horizon_theme_context`
27-
- 长线(1-3 年):`AiLongHorizonSignalPipelines``latest_signal.json` / `signal_history/*.json`,作为 AI shadow 背景。
26+
- 中线(2-12 周):`ResearchSignalContextPipelines``theme_momentum_snapshot.json`,现在明确标记为 `medium_horizon_theme_context`
27+
- 长线(1-3 年):`ResearchSignalContextPipelines``latest_signal.json` / `signal_history/*.json`,作为 AI shadow 背景。
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最终推荐仍由本仓库确定性合成。AI 仓库不直接输出短线推荐,也不替代本仓库的最终决策。
29+
最终推荐仍由本仓库确定性合成。信号上下文仓库不直接输出短线推荐,也不替代本仓库的最终决策。
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## 当前 MVP
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--cadence weekly \
3939
--political-events examples/political_events.example.csv \
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--political-watchlist examples/political_watchlist.example.csv \
41-
--ai-signal examples/ai_long_horizon_signal.example.json \
41+
--ai-signal examples/research_signal_context.example.json \
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--output-json data/output/advisory_report.example.json \
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--output-md data/output/advisory_report.example.md
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```
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## AI 使用边界
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本仓库不直接调用 Codex、OpenAI、Anthropic 或其他模型 API。它只读取 `AiLongHorizonSignalPipelines` 已保存的 `mode=shadow` artifact。
94+
本仓库不直接调用 Codex、OpenAI、Anthropic 或其他模型 API。它只读取 `ResearchSignalContextPipelines` 已保存的 `mode=shadow` artifact。
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这三个仓库里,只有 `AiLongHorizonSignalPipelines` 的月度 shadow signal 流程会涉及 AI,而且模型执行也委托给 `QuantStrategyLab/CodexAuditBridge`。模型 API key 和 fallback provider routing 都应集中在那里,不应放到本仓库。
96+
这三个仓库里,只有 `ResearchSignalContextPipelines` 的月度 shadow signal 流程会涉及 AI,而且模型执行也委托给 `QuantStrategyLab/CodexAuditBridge`。模型 API key 和 fallback provider routing 都应集中在那里,不应放到本仓库。
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## 合规提醒
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## 周度复盘
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`.github/workflows/weekly_advisory_review.yml` 会 checkout 本仓库、`PoliticalEventTrackingResearch`
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`AiLongHorizonSignalPipelines`,生成周度 `model_recommendations` 报告并上传为 GitHub Actions artifact。
120+
`ResearchSignalContextPipelines`,生成周度 `model_recommendations` 报告并上传为 GitHub Actions artifact。
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它不会提交文件、不会通知投资者、不会创建订单。
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--cadence weekly \
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--political-events examples/political_events.example.csv \
184184
--political-watchlist examples/political_watchlist.example.csv \
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--ai-signal examples/ai_long_horizon_signal.example.json \
185+
--ai-signal examples/research_signal_context.example.json \
186186
--theme-momentum examples/theme_momentum_snapshot.example.json \
187187
--output-json data/output/advisory_report.example.json \
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--output-md data/output/advisory_report.example.md

docs/data_factor_roadmap.zh-CN.md

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- 可回测、可执行链路:价格、技术、动量、波动、快照和策略仓库,最后可进入券商平台。
88
- 新闻、政策、公开事件、AI shadow 链路:证据不稳定、样本少、回测难,应该只进入非个性化模型推荐和复盘。
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10-
因此本仓库短期只消费 `PoliticalEventTrackingResearch``AiLongHorizonSignalPipelines` 的研究产物;`UsEquitySnapshotPipelines``UsEquityStrategies``CryptoSnapshotPipelines``CryptoStrategies` 保持独立,只作为方法参考和未来人工复核资料来源。
10+
因此本仓库短期只消费 `PoliticalEventTrackingResearch``ResearchSignalContextPipelines` 的研究产物;`UsEquitySnapshotPipelines``UsEquityStrategies``CryptoSnapshotPipelines``CryptoStrategies` 保持独立,只作为方法参考和未来人工复核资料来源。
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## 现有数据源盘点
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稳定版暂不包含 X / Truth Social / Longbridge 登录态或社区采集;这些来源只能在未来有稳定官方接口、清晰合规边界和可回放 artifact 后再评估。
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### AiLongHorizonSignalPipelines
38+
### ResearchSignalContextPipelines
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当前负责 AI 长周期 shadow context:
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213213
## 防过拟合主题设计
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215-
长期有效的投顾研究不应该只追逐 AI 热点。建议把主题分成静态 taxonomy,并在 `AiLongHorizonSignalPipelines` 维护:
215+
长期有效的投顾研究不应该只追逐 AI 热点。建议把主题分成静态 taxonomy,并在 `ResearchSignalContextPipelines` 维护:
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```text
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config/theme_taxonomy.csv

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