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ibkr: add --only TICKER to place a single leg from the ticket CI #26: Commit 277d662 pushed by david984-code
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Report: write a dated report file for unattended scheduled runs CI #25: Commit e414cbf pushed by david984-code
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Add daily read-only report for the consumer book (report.py) CI #24: Commit f930e91 pushed by david984-code
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Switch tech-sleeve hedge RSPT -> XLK (RSPT not borrowable; XLK liquid… CI #23: Commit 510e21b pushed by david984-code
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Keep the live book private: load THESES from gitignored theses_local.py CI #22: Commit 206089b pushed by david984-code
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Add --cancel to ibkr.py (global-cancel all open orders, paper-guarded) CI #21: Commit be80807 pushed by david984-code
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Simplify momentum gate to CELH only (value is the book-wide mean-reve… CI #20: Commit 55392d6 pushed by david984-code
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Add IBKR paper execution script (you run it; dry-run + paper-guarded) CI #19: Commit abff8d0 pushed by david984-code
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Add dynamic sizing (#3): vol-scaling, price bands, momentum gates CI #18: Commit 52568dd pushed by david984-code
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Add tech sleeve: MSFT + TSM longs, hedged vs equal-weight tech (RSPT) CI #17: Commit 7ad1fca pushed by david984-code
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Add LTH (Life Time) and AMZN longs -- both consumer, RSPD-hedged CI #16: Commit 8dd9c8a pushed by david984-code
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Add factor-exposure report + events calendar CI #15: Commit b572a48 pushed by david984-code
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Restore full L/S book for IBKR (shorting available there) CI #14: Commit 3394e9c pushed by david984-code
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Go long-only for the beneficiary paper account (can't short anything) CI #13: Commit 075be74 pushed by david984-code
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Switch hedge to SPY (RSP also not borrowable in sim) CI #12: Commit 2cdcc21 pushed by david984-code
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Switch hedge to RSP (RSPD/RSPS not borrowable in paper/live) CI #11: Commit 769eff2 pushed by david984-code
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Load David's book + order-ticket helper; fix cap-flattening & date wa… CI #10: Commit f97384a pushed by david984-code
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Hedge with equal-weight consumer ETFs per sleeve (no mega-cap distort… CI #9: Commit eb3d184 pushed by david984-code
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Split beverages into growth vs staples comp groups CI #8: Commit bb33fd1 pushed by david984-code
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Add beverages cluster (CELH/MNST/KO/PEP/KDP) + fiscal-calendar fix CI #7: Commit 9f30051 pushed by david984-code
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Fix line-length lint in brief.py (CI green) CI #6: Commit 7b28ad1 pushed by david984-code
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Add a one-page research brief for any consumer name CI #5: Commit 2604512 pushed by david984-code
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Add a pre-trade short-safety scanner CI #4: Commit 66d9424 pushed by david984-code
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v2 valuation: sector-appropriate blend (EV/EBIT + P/S) CI #3: Commit 029414c pushed by david984-code
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Add GitHub Actions CI (lint + type + test), matching the reader repos CI #2: Commit 71cabea pushed by david984-code
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