QuantStrategyLab · Pigbibi · Apr 5, 2026 · Apr 5, 2026
diff --git a/README.md b/README.md
@@ -17,11 +17,11 @@ This repository is the strategy layer: it owns pure signal, allocation, and targ
 | --- | --- | --- | --- | --- | --- | --- | --- |
 | `global_etf_rotation` | Global ETF Rotation Defense | `global_macro_etf_rotation` | `InteractiveBrokersPlatform` | `quarterly + daily canary` | `VOO` | `defensive_rotation` | `runtime_enabled` |
 | `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor Defensive | `r1000_multifactor_defensive` | `InteractiveBrokersPlatform` | `monthly` | `SPY` | `defensive_stock_baseline` | `runtime_enabled` |
-| `cash_buffer_branch_default` | Tech Pullback Cash Buffer | `tech_pullback_cash_buffer` | `InteractiveBrokersPlatform` | `monthly` | `QQQ` | `parallel_cash_buffer_branch` | `paper_dry_run` |
+| `tech_pullback_cash_buffer` | Tech Pullback Cash Buffer | `—` | `InteractiveBrokersPlatform` | `monthly` | `QQQ` | `parallel_cash_buffer_branch` | `paper_dry_run` |
 | `hybrid_growth_income` | QQQ/TQQQ Growth Income | `qqq_tqqq_growth_income` | `CharlesSchwabPlatform` | `daily` | `QQQ` | `offensive_income` | `runtime_enabled` |
 | `semiconductor_rotation_income` | Semiconductor Trend Income | `semiconductor_trend_income` | `LongBridgePlatform` | `daily` | `SOXX` | `sector_offensive_income` | `runtime_enabled` |
 
-These strategies are consumed by platform repositories through `QuantPlatformKit` strategy contracts and component loaders. Canonical profile keys stay stable for runtime compatibility; display names and aliases are the human-facing layer. Compatibility here means the strategy is structurally usable on that broker stack. Whether a profile is actually enabled, default, or rollback is now owned by each platform repository.
+These strategies are consumed by platform repositories through `QuantPlatformKit` strategy contracts and component loaders. Canonical profile keys are the runtime-facing layer; display names are the human-facing layer. Compatibility here means the strategy is structurally usable on that broker stack. Whether a profile is actually enabled, default, or rollback is now owned by each platform repository.
 
 ### global_etf_rotation
 
@@ -279,7 +279,7 @@ PYTHONPATH=src:. python3 scripts/backtest_russell_1000_multi_factor_defensive.py
 | --- | --- | --- | --- | --- |
 | `global_etf_rotation` | 全球 ETF 轮动防守 | `global_macro_etf_rotation` | `InteractiveBrokersPlatform` | 22 只全球 ETF 的季度 Top 2 轮动，带每日 canary 防守 |
 | `russell_1000_multi_factor_defensive` | Russell 1000 多因子防守 | `r1000_multifactor_defensive` | `InteractiveBrokersPlatform` | Russell 1000 个股月频 price-only 选股，带 SPY + breadth 防守和 BOXX 停泊 |
-| `cash_buffer_branch_default` | 科技回调现金缓冲分支 | `tech_pullback_cash_buffer` | `InteractiveBrokersPlatform` | tech-heavy 月频个股选择，做受控回调，并显式保留 BOXX 缓冲 |
+| `tech_pullback_cash_buffer` | 科技回调现金缓冲分支 | `—` | `InteractiveBrokersPlatform` | tech-heavy 月频个股选择，做受控回调，并显式保留 BOXX 缓冲 |
 | `hybrid_growth_income` | QQQ/TQQQ 增长收入混合 | `qqq_tqqq_growth_income` | `CharlesSchwabPlatform` | 由 QQQ 驱动的 TQQQ 攻击层，加上 SPYI / QQQI 收入层和 BOXX 防守层 |
 | `semiconductor_rotation_income` | 半导体趋势收入增强 | `semiconductor_trend_income` | `LongBridgePlatform` | SOXL / SOXX 趋势切换，剩余资金停在 BOXX，并叠加收入层 |
 

diff --git a/...te_cash_buffer_branch_feature_snapshot.py → ..._pullback_cash_buffer_feature_snapshot.py b/...te_cash_buffer_branch_feature_snapshot.py → ..._pullback_cash_buffer_feature_snapshot.py
@@ -6,12 +6,12 @@
 from datetime import datetime, timezone
 from pathlib import Path
 
-from us_equity_strategies.snapshots.cash_buffer_branch_default import (
+from us_equity_strategies.snapshots.tech_pullback_cash_buffer import (
     build_feature_snapshot,
     read_table,
     write_table,
 )
-from us_equity_strategies.strategies.cash_buffer_branch_default import (
+from us_equity_strategies.strategies.tech_pullback_cash_buffer import (
     PROFILE_NAME,
     SNAPSHOT_CONTRACT_VERSION,
 )
@@ -34,7 +34,7 @@ def _default_config_path() -> Path | None:
         / "InteractiveBrokersPlatform"
         / "research"
         / "configs"
-        / "growth_pullback_cash_buffer_branch_default.json"
+        / "growth_pullback_tech_pullback_cash_buffer.json"
     )
     return sibling if sibling.exists() else None
 
@@ -49,7 +49,7 @@ def write_snapshot_manifest(
     resolved_manifest = manifest_path or Path(f"{snapshot_path}.manifest.json")
     if config_path is None or not config_path.exists():
         raise FileNotFoundError(
-            f"cash_buffer_branch_default snapshot manifest requires a valid config_path, got: {config_path}"
+            f"tech_pullback_cash_buffer snapshot manifest requires a valid config_path, got: {config_path}"
         )
     config_payload = json.loads(config_path.read_text(encoding="utf-8"))
     config_sha256 = _sha256_file(config_path)
@@ -72,7 +72,7 @@ def write_snapshot_manifest(
 
 def build_parser() -> argparse.ArgumentParser:
     parser = argparse.ArgumentParser(
-        description="Generate a cash_buffer_branch_default feature snapshot.",
+        description="Generate a tech_pullback_cash_buffer feature snapshot.",
     )
     parser.add_argument("--prices", required=True, help="Input price history file (.csv/.json/.jsonl/.parquet)")
     parser.add_argument("--universe", required=True, help="Input universe file (.csv/.json/.jsonl/.parquet)")

diff --git a/src/us_equity_strategies/catalog.py b/src/us_equity_strategies/catalog.py
@@ -19,15 +19,15 @@
 HYBRID_GROWTH_INCOME_PROFILE = "hybrid_growth_income"
 SEMICONDUCTOR_ROTATION_INCOME_PROFILE = "semiconductor_rotation_income"
 RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE = "russell_1000_multi_factor_defensive"
-CASH_BUFFER_BRANCH_DEFAULT_PROFILE = "cash_buffer_branch_default"
+TECH_PULLBACK_CASH_BUFFER_PROFILE = "tech_pullback_cash_buffer"
 
 
 STRATEGY_PLATFORM_COMPATIBILITY: dict[str, frozenset[str]] = {
     GLOBAL_ETF_ROTATION_PROFILE: frozenset({"ibkr"}),
     HYBRID_GROWTH_INCOME_PROFILE: frozenset({"schwab"}),
     SEMICONDUCTOR_ROTATION_INCOME_PROFILE: frozenset({"longbridge"}),
     RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE: frozenset({"ibkr"}),
-    CASH_BUFFER_BRANCH_DEFAULT_PROFILE: frozenset({"ibkr"}),
+    TECH_PULLBACK_CASH_BUFFER_PROFILE: frozenset({"ibkr"}),
 }
 
 # `supported_platforms` 仍保留为兼容镜像，避免一次性改动所有平台 runtime。
@@ -72,10 +72,10 @@ def _build_strategy_definition(
         component_name="signal_logic",
         module_path="us_equity_strategies.strategies.russell_1000_multi_factor_defensive",
     ),
-    CASH_BUFFER_BRANCH_DEFAULT_PROFILE: _build_strategy_definition(
-        CASH_BUFFER_BRANCH_DEFAULT_PROFILE,
+    TECH_PULLBACK_CASH_BUFFER_PROFILE: _build_strategy_definition(
+        TECH_PULLBACK_CASH_BUFFER_PROFILE,
         component_name="signal_logic",
-        module_path="us_equity_strategies.strategies.cash_buffer_branch_default",
+        module_path="us_equity_strategies.strategies.tech_pullback_cash_buffer",
     ),
 }
 
@@ -125,11 +125,11 @@ def _build_strategy_definition(
         role="defensive_stock_baseline",
         status="runtime_enabled",
     ),
-    CASH_BUFFER_BRANCH_DEFAULT_PROFILE: StrategyMetadata(
-        canonical_profile=CASH_BUFFER_BRANCH_DEFAULT_PROFILE,
+    TECH_PULLBACK_CASH_BUFFER_PROFILE: StrategyMetadata(
+        canonical_profile=TECH_PULLBACK_CASH_BUFFER_PROFILE,
         display_name="Tech Pullback Cash Buffer",
         description="Tech-heavy monthly stock selection with controlled pullback entry and explicit BOXX cash buffer.",
-        aliases=("tech_pullback_cash_buffer",),
+        aliases=(),
         cadence="monthly",
         asset_scope="us_tech_communication_stocks",
         benchmark="QQQ",
@@ -180,12 +180,10 @@ def get_strategy_definition(profile: str) -> StrategyDefinition:
     return get_catalog_strategy_definition(STRATEGY_CATALOG, profile)
 
 
-
 def get_strategy_index_rows() -> list[dict[str, object]]:
     return build_strategy_index_rows(STRATEGY_CATALOG)
 
 
-
 def get_strategy_metadata_map() -> dict[str, StrategyMetadata]:
     return dict(STRATEGY_METADATA)
 

diff --git a/...s/snapshots/cash_buffer_branch_default.py → ...es/snapshots/tech_pullback_cash_buffer.py b/...s/snapshots/cash_buffer_branch_default.py → ...es/snapshots/tech_pullback_cash_buffer.py
@@ -7,7 +7,7 @@
 import numpy as np
 import pandas as pd
 
-from us_equity_strategies.strategies.cash_buffer_branch_default import (
+from us_equity_strategies.strategies.tech_pullback_cash_buffer import (
     BENCHMARK_SYMBOL,
     DEFAULT_MIN_ADV20_USD,
     DEFAULT_SECTOR_WHITELIST,

@@ -11,7 +11,7 @@
 
 SIGNAL_SOURCE = "feature_snapshot"
 STATUS_ICON = "🧲"
-PROFILE_NAME = "cash_buffer_branch_default"
+PROFILE_NAME = "tech_pullback_cash_buffer"
 BRANCH_ROLE = "cash-buffered parallel branch"
 BENCHMARK_SYMBOL = "QQQ"
 SAFE_HAVEN = "BOXX"
@@ -33,7 +33,7 @@
 SNAPSHOT_DATE_COLUMNS = ("as_of", "snapshot_date")
 MAX_SNAPSHOT_MONTH_LAG = 1
 REQUIRE_SNAPSHOT_MANIFEST = True
-SNAPSHOT_CONTRACT_VERSION = "cash_buffer_branch_default.feature_snapshot.v1"
+SNAPSHOT_CONTRACT_VERSION = "tech_pullback_cash_buffer.feature_snapshot.v1"
 
 REQUIRED_FEATURE_COLUMNS = frozenset(
     {

diff --git a/tests/test_catalog.py b/tests/test_catalog.py
@@ -3,7 +3,7 @@
 from quant_platform_kit.common.strategies import get_strategy_component_map
 from us_equity_strategies import get_strategy_definitions
 from us_equity_strategies.catalog import (
-    CASH_BUFFER_BRANCH_DEFAULT_PROFILE,
+    TECH_PULLBACK_CASH_BUFFER_PROFILE,
     GLOBAL_ETF_ROTATION_PROFILE,
     HYBRID_GROWTH_INCOME_PROFILE,
     RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE,
@@ -38,9 +38,9 @@ def test_catalog_contains_supported_profiles(self):
         self.assertEqual(catalog[RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE].domain, "us_equity")
         self.assertEqual(get_compatible_platforms(RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE), frozenset({"ibkr"}))
 
-        self.assertIn(CASH_BUFFER_BRANCH_DEFAULT_PROFILE, catalog)
-        self.assertEqual(catalog[CASH_BUFFER_BRANCH_DEFAULT_PROFILE].domain, "us_equity")
-        self.assertEqual(get_compatible_platforms(CASH_BUFFER_BRANCH_DEFAULT_PROFILE), frozenset({"ibkr"}))
+        self.assertIn(TECH_PULLBACK_CASH_BUFFER_PROFILE, catalog)
+        self.assertEqual(catalog[TECH_PULLBACK_CASH_BUFFER_PROFILE].domain, "us_equity")
+        self.assertEqual(get_compatible_platforms(TECH_PULLBACK_CASH_BUFFER_PROFILE), frozenset({"ibkr"}))
 
     def test_supported_platforms_remains_only_a_compatibility_mirror(self):
         catalog = get_strategy_definitions()
@@ -81,41 +81,46 @@ def test_known_profile_resolves(self):
             "us_equity_strategies.strategies.russell_1000_multi_factor_defensive",
         )
 
-        cash_buffer_definition = get_strategy_definition("cash_buffer_branch_default")
-        self.assertEqual(cash_buffer_definition.profile, CASH_BUFFER_BRANCH_DEFAULT_PROFILE)
+        cash_buffer_definition = get_strategy_definition("tech_pullback_cash_buffer")
+        self.assertEqual(cash_buffer_definition.profile, TECH_PULLBACK_CASH_BUFFER_PROFILE)
         cash_buffer_module = get_strategy_component_map(cash_buffer_definition)["signal_logic"]
         self.assertEqual(
             cash_buffer_module.module_path,
-            "us_equity_strategies.strategies.cash_buffer_branch_default",
+            "us_equity_strategies.strategies.tech_pullback_cash_buffer",
         )
 
     def test_aliases_resolve_to_canonical_profiles(self):
-        self.assertEqual(resolve_canonical_profile("tech_pullback_cash_buffer"), CASH_BUFFER_BRANCH_DEFAULT_PROFILE)
+        self.assertEqual(resolve_canonical_profile("global_macro_etf_rotation"), GLOBAL_ETF_ROTATION_PROFILE)
         self.assertEqual(resolve_canonical_profile("r1000_multifactor_defensive"), RUSSELL_1000_MULTI_FACTOR_DEFENSIVE_PROFILE)
         self.assertEqual(resolve_canonical_profile("qqq_tqqq_growth_income"), HYBRID_GROWTH_INCOME_PROFILE)
         self.assertEqual(resolve_canonical_profile("semiconductor_trend_income"), SEMICONDUCTOR_ROTATION_INCOME_PROFILE)
-        self.assertEqual(get_strategy_definition("tech_pullback_cash_buffer").profile, CASH_BUFFER_BRANCH_DEFAULT_PROFILE)
+        self.assertEqual(get_strategy_definition("tech_pullback_cash_buffer").profile, TECH_PULLBACK_CASH_BUFFER_PROFILE)
 
     def test_metadata_map_exposes_display_names_and_roles(self):
         metadata_map = get_strategy_metadata_map()
-        self.assertEqual(metadata_map[CASH_BUFFER_BRANCH_DEFAULT_PROFILE].display_name, "Tech Pullback Cash Buffer")
-        self.assertEqual(metadata_map[CASH_BUFFER_BRANCH_DEFAULT_PROFILE].role, "parallel_cash_buffer_branch")
+        self.assertEqual(metadata_map[TECH_PULLBACK_CASH_BUFFER_PROFILE].display_name, "Tech Pullback Cash Buffer")
+        self.assertEqual(metadata_map[TECH_PULLBACK_CASH_BUFFER_PROFILE].role, "parallel_cash_buffer_branch")
         self.assertEqual(metadata_map[GLOBAL_ETF_ROTATION_PROFILE].benchmark, "VOO")
-        self.assertEqual(get_strategy_metadata("tech_pullback_cash_buffer").canonical_profile, CASH_BUFFER_BRANCH_DEFAULT_PROFILE)
+        self.assertEqual(get_strategy_metadata("tech_pullback_cash_buffer").canonical_profile, TECH_PULLBACK_CASH_BUFFER_PROFILE)
         aliases = get_profile_aliases()
-        self.assertEqual(aliases["tech_pullback_cash_buffer"], CASH_BUFFER_BRANCH_DEFAULT_PROFILE)
+        self.assertNotIn("tech_pullback_cash_buffer", aliases)
         compatibility = get_strategy_platform_compatibility_map()
-        self.assertEqual(compatibility[CASH_BUFFER_BRANCH_DEFAULT_PROFILE], frozenset({"ibkr"}))
+        self.assertEqual(compatibility[TECH_PULLBACK_CASH_BUFFER_PROFILE], frozenset({"ibkr"}))
 
     def test_strategy_index_rows_are_human_readable(self):
         rows = get_strategy_index_rows()
         by_profile = {row["canonical_profile"]: row for row in rows}
-        self.assertEqual(by_profile[CASH_BUFFER_BRANCH_DEFAULT_PROFILE]["display_name"], "Tech Pullback Cash Buffer")
+        self.assertEqual(by_profile[TECH_PULLBACK_CASH_BUFFER_PROFILE]["display_name"], "Tech Pullback Cash Buffer")
         self.assertEqual(by_profile[HYBRID_GROWTH_INCOME_PROFILE]["aliases"], ("qqq_tqqq_growth_income",))
         self.assertIn("signal_logic", by_profile[GLOBAL_ETF_ROTATION_PROFILE]["component_names"])
-        self.assertEqual(by_profile[CASH_BUFFER_BRANCH_DEFAULT_PROFILE]["compatible_platforms"], frozenset({"ibkr"}))
+        self.assertEqual(by_profile[TECH_PULLBACK_CASH_BUFFER_PROFILE]["compatible_platforms"], frozenset({"ibkr"}))
 
 
+class LegacyProfileCompatibilityTest(unittest.TestCase):
+    def test_legacy_cash_buffer_profile_is_not_supported_anymore(self):
+        with self.assertRaises(ValueError):
+            get_strategy_definition("cash_buffer_branch_default")
+
 
 if __name__ == "__main__":
     unittest.main()
diff --git a/tests/test_platform_registry_support.py b/tests/test_platform_registry_support.py
@@ -9,7 +9,7 @@
 
 class PlatformRegistrySupportTest(unittest.TestCase):
     def test_get_enabled_profiles_for_platform_filters_by_platform(self):
-        enabled = frozenset({"cash_buffer_branch_default"})
+        enabled = frozenset({"tech_pullback_cash_buffer"})
         self.assertEqual(
             get_enabled_profiles_for_platform(
                 "ibkr",
@@ -30,27 +30,27 @@ def test_get_enabled_profiles_for_platform_filters_by_platform(self):
     def test_build_platform_profile_matrix_uses_metadata(self):
         rows = build_platform_profile_matrix(
             platform_id="ibkr",
-            enabled_profiles=frozenset({"cash_buffer_branch_default"}),
+            enabled_profiles=frozenset({"tech_pullback_cash_buffer"}),
             default_profile="global_etf_rotation",
             rollback_profile="global_etf_rotation",
         )
         self.assertEqual(len(rows), 1)
-        self.assertEqual(rows[0]["canonical_profile"], "cash_buffer_branch_default")
+        self.assertEqual(rows[0]["canonical_profile"], "tech_pullback_cash_buffer")
         self.assertEqual(rows[0]["display_name"], "Tech Pullback Cash Buffer")
-        self.assertEqual(rows[0]["aliases"], ("tech_pullback_cash_buffer",))
+        self.assertEqual(rows[0]["aliases"], ())
         self.assertFalse(rows[0]["is_default"])
         self.assertFalse(rows[0]["is_rollback"])
 
-    def test_resolve_platform_strategy_definition_supports_alias(self):
+    def test_resolve_platform_strategy_definition_supports_canonical_profile(self):
         definition = resolve_platform_strategy_definition(
             "tech_pullback_cash_buffer",
             platform_id="ibkr",
             expected_platform_id="ibkr",
-            enabled_profiles=frozenset({"cash_buffer_branch_default"}),
+            enabled_profiles=frozenset({"tech_pullback_cash_buffer"}),
             platform_supported_domains={"ibkr": frozenset({"us_equity"})},
             require_explicit=True,
         )
-        self.assertEqual(definition.profile, "cash_buffer_branch_default")
+        self.assertEqual(definition.profile, "tech_pullback_cash_buffer")
 
 
 if __name__ == "__main__":

diff --git a/tests/test_cash_buffer_branch_default.py → tests/test_tech_pullback_cash_buffer.py b/tests/test_cash_buffer_branch_default.py → tests/test_tech_pullback_cash_buffer.py
@@ -98,7 +98,7 @@ def _feature_snapshot() -> pd.DataFrame:
 
 class CashBufferBranchDefaultStrategyTest(unittest.TestCase):
     def test_build_target_weights_is_geometry_honest(self):
-        from us_equity_strategies.strategies.cash_buffer_branch_default import build_target_weights
+        from us_equity_strategies.strategies.tech_pullback_cash_buffer import build_target_weights
 
         weights, signal, metadata = build_target_weights(
             _feature_snapshot(),
@@ -113,7 +113,7 @@ def test_build_target_weights_is_geometry_honest(self):
         self.assertAlmostEqual(weights["BOXX"], 0.2, places=8)
 
     def test_compute_signals_noops_outside_execution_window(self):
-        from us_equity_strategies.strategies.cash_buffer_branch_default import compute_signals
+        from us_equity_strategies.strategies.tech_pullback_cash_buffer import compute_signals
 
         weights, _signal, _emergency, status_desc, metadata = compute_signals(
             _feature_snapshot(),
@@ -126,14 +126,14 @@ def test_compute_signals_noops_outside_execution_window(self):
         self.assertIn("no-op", status_desc)
 
     def test_load_runtime_parameters_reads_canonical_config(self):
-        from us_equity_strategies.strategies.cash_buffer_branch_default import load_runtime_parameters
+        from us_equity_strategies.strategies.tech_pullback_cash_buffer import load_runtime_parameters
 
         with TemporaryDirectory() as tmp_dir:
-            config_path = Path(tmp_dir) / "cash_buffer_branch_default.json"
+            config_path = Path(tmp_dir) / "tech_pullback_cash_buffer.json"
             config_path.write_text(
                 json.dumps(
                     {
-                        "name": "cash_buffer_branch_default",
+                        "name": "tech_pullback_cash_buffer",
                         "family": "tech_heavy_pullback",
                         "branch_role": "cash-buffered parallel branch",
                         "benchmark_symbol": "QQQ",
@@ -157,7 +157,7 @@ def test_load_runtime_parameters_reads_canonical_config(self):
             params = load_runtime_parameters(config_path=config_path)
 
         self.assertEqual(params["runtime_config_source"], "external_config")
-        self.assertEqual(params["runtime_config_name"], "cash_buffer_branch_default")
+        self.assertEqual(params["runtime_config_name"], "tech_pullback_cash_buffer")
         self.assertEqual(params["sector_whitelist"], ("Information Technology", "Communication"))
         self.assertEqual(params["execution_cash_reserve_ratio"], 0.0)